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Lo más destacado de 2026년 2분기 Con corte a 2026년 6월 말 · Presentado el 2026.8.14
세레브라스 시스템즈 CBRS $663M 규모로 새로 편입했습니다. 바로 포트폴리오 12위입니다.
직전 분기 $398M 보유분을 전량 정리했습니다.
주식수를 159.5% 늘렸습니다. 현재 비중 2.5%입니다.
El coste estimado se deduce del número de acciones al cierre de cada trimestre. No es un precio real de ejecución y las operaciones abiertas y cerradas dentro de un mismo trimestre no se ven. La rentabilidad es solo de precio, sin dividendos.
| # | Ticker | Peso | Valor | Acciones | vs. trimestre anterior | Coste est. | Rent. est. |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC TSM | 9.7% | $2.3B | 488.1만주 | ▼ -12.3% | $194.96ⓘ | +115% |
| 2 | AMAZON COM INC AMZN | 9.6% | $2.3B | 968.4만주 | ▼ -3.2% | $155.85ⓘ | +59% |
| 3 | NVIDIA CORPORATION NVDA | 9.3% | $2.2B | 1119.9만주 | ▼ -6.8% | $64.07ⓘ | +229% |
| 4 | ALPHABET INC GOOG | 8.7% | $2.1B | 580.6만주 | ▼ -45.4% | $132.15ⓘ | +140% |
| 5 | META PLATFORMS INC META | 6.6% | $1.6B | 282.3만주 | ▼ -8.5% | $220.04ⓘ | +192% |
| 6 | LAM RESEARCH CORP LRCX | 5.7% | $1.4B | 316.3만주 | ▼ -18.9% | $63.23ⓘ | +264% |
| 7 | SEA LTD SE | 5.0% | $1.2B | 1255.9만주 | ▼ -18.5% | $53.53ⓘ | +39% |
| 8 | APPLIED MATLS INC AMAT | 4.9% | $1.2B | 163.2만주 | ▼ -1.5% | $270.81ⓘ | +39% |
| 9 | GE VERNOVA INC GEV | 3.9% | $937M | 79.8만주 | ▼ -18.0% | $357.03ⓘ | +128% |
| 10 | MICROSOFT CORP MSFT | 3.5% | $846M | 226.7만주 | ▼ -9.3% | $206.94ⓘ | +153% |
| 11 | CORPAY INC CPAY | 3.0% | $716M | 215.0만주 | ▲ +22.7% | $303.71ⓘ | +34% |
| 12 | CEREBRAS SYSTEMS INC CBRS | 2.8% | $663M | 299.9만주 | NUEVO | $241.95ⓘ | -54% |
| 13 | BROADCOM INC AVGO | 2.8% | $663M | 175.4만주 | ▼ -51.1% | $181.54ⓘ | +77% |
| 14 |  COUPANG INC CPNG | 2.6% | $633M | 3646.8만주 | ▲ +5.4% | $23.86ⓘ | -42% |
| 15 | INTEL CORP INTC | 2.5% | $594M | 425.3만주 | ▲ +159.5% | $80.44ⓘ | +8% |
| 16 | SPOTIFY TECHNOLOGY S A SPOT | 2.2% | $538M | 117.1만주 | ▼ -25.9% | $454.85ⓘ | +28% |
| 17 | TAKE-TWO INTERACTIVE SOFTWAR TTWO | 1.9% | $452M | 180.9만주 | ▼ -9.5% | $126.40ⓘ | +61% |
| 18 | REDDIT INC RDDT | 1.8% | $439M | 252.9만주 | ▲ +1.2% | $122.20ⓘ | +18% |
| 19 | ADVANCED MICRO DEVICES INC AMD | 1.6% | $392M | 67.5만주 | NUEVO | $402.68ⓘ | +28% |
| 20 | BLOCK INC XYZ | 1.4% | $348M | 457.6만주 | ▲ +14.4% | $66.15ⓘ | +16% |
| 21 | APOLLO GLOBAL MGMT INC APO | 1.3% | $322M | 272.3만주 | ▼ -17.3% | $66.90ⓘ | +69% |
| 22 | SEAGATE TECHNOLOGY HLDNGS PL STX | 1.1% | $275M | 28.5만주 | NUEVO | $777.54ⓘ | -19% |
| 23 | VISA INC V | 1.1% | $274M | 79.9만주 | NUEVO | $322.66ⓘObservación parcial | +26% |
| 24 | MERCADOLIBRE INC MELI | 1.1% | $260M | 15.3만주 | ▲ +13.4% | $1,887.69ⓘ | -4% |
| 25 |  LIBERTY MEDIA CORP DEL FWONK | 0.9% | $217M | 227.9만주 | ▼ -15.0% | $69.42ⓘ | +29% |
| 26 | NU HLDGS LTD NU | 0.6% | $147M | 1103.3만주 | — | $10.55ⓘ | +44% |
| 27 |  WEALTHFRONT CORP WLTH | 0.6% | $136M | 1515.7만주 | — | $13.19ⓘ | -16% |
| 28 | UNITEDHEALTH GROUP INC UNH | 0.5% | $124M | 29.7만주 | ▼ -15.1% | $487.29ⓘ | -14% |
| 29 |  CHIME FINL INC CHYM | 0.5% | $108M | 528.4만주 | ▼ -52.3% | $32.87ⓘ | -10% |
| 30 |  EQUIPMENTSHARE COM INC EQPT | 0.4% | $90M | 458.0만주 | — | $28.53ⓘ | -44% |
Liquidación total este trimestre (17)
| APPLOVIN CORP APP | Tenía $398M el trimestre anterior | EXIT · Liquidación total |
 ZILLOW GROUP INC Z | Tenía $305M el trimestre anterior | EXIT · Liquidación total |
| NETFLIX INC. NFLX | Tenía $235M el trimestre anterior | EXIT · Liquidación total |
| ZSCALER INC ZS | Tenía $222M el trimestre anterior | EXIT · Liquidación total |
 PROCORE TECHNOLOGIES INC PCOR | Tenía $133M el trimestre anterior | EXIT · Liquidación total |
| LUMENTUM HLDGS INC LITE | Tenía $96M el trimestre anterior | EXIT · Liquidación total |
 COSTAR GROUP INC CSGP | Tenía $61M el trimestre anterior | EXIT · Liquidación total |
 ZILLOW GROUP INC ZG | Tenía $42M el trimestre anterior | EXIT · Liquidación total |
Aviso de responsabilidad: Los cambios en el número de acciones son respecto a la presentación del trimestre anterior · 13F se publica en un plazo de 45 días tras el cierre del trimestre, por lo que puede no reflejar las tenencias actuales · Solo se incluyen posiciones largas en valores cotizados en EE. UU. (precio de compra no revelado) · Fuente: SEC EDGAR · Este contenido se ofrece únicamente con fines informativos y no constituye una recomendación de inversión. Toda decisión de inversión es responsabilidad del inversor.