유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: META, DPC, SNOW, GFL, INSM, GOOG, VMC, NU
이번 분기 판 종목: ASML, AMAT, AGX, LIN, INFQ, ABT, TSM, TECH
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.5% | $6억 |
| AMD | ADVANCED MICRO DEVICES INC | 5.1% | $6억 |
| ALAB | ASTERA LABS INC | 4.7% | $5억 |
| INTC | INTEL CORP | 4.6% | $5억 |
| GOOG | ALPHABET INC | 4.6% | $5억 |
| AMZN | AMAZON COM INC | 4.3% | $5억 |
| NU | NU HLDGS LTD | 4.3% | $5억 |
| META | META PLATFORMS INC | 3.9% | $4억 |
| GFL | GFL ENVIRONMENTAL INC | 3.4% | $4억 |
| NTRA | NATERA INC | 3.3% | $4억 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.1% | $3억 |
| DKS | DICKS SPORTING GOODS INC | 3.0% | $3억 |
| MSFT | MICROSOFT CORP | 2.8% | $3억 |
| RTX | RTX CORPORATION | 2.6% | $3억 |
| COF | CAPITAL ONE FINL CORP | 2.5% | $3억 |
| RGEN | REPLIGEN CORP | 2.4% | $3억 |
| PM | PHILIP MORRIS INTL INC | 2.4% | $3억 |
| V | VISA INC | 2.3% | $3억 |
| BSX | BOSTON SCIENTIFIC CORP | 2.3% | $3억 |
| MNST | MONSTER BEVERAGE CORP NEW | 2.3% | $3억 |