Alpha-Portfolio Heatmap

Netto-Käufe (Δ Aktien × Kurs) | Q2 2026 vs. Q1 2026 | Basis: 89 Investoren mit beiden Meldungen | TOP 50 Aktien/ETFs

Lade Live-Daten...

Gewichtungs-Rangliste (Top 50)

1. SPCX — Space Exploration Techn Corp +52,97 Mrd. $
2. KLAC — Kla Corp +12,79 Mrd. $
3. BKNG — Booking Holdings Inc +9,37 Mrd. $
4. GOOG — Alphabet Inc +7,27 Mrd. $
5. GOOGL — Google Inc +7,17 Mrd. $
6. GEV — Ge Vernova Inc +5,17 Mrd. $
7. GE — Ge Aerospace +4,53 Mrd. $
8. CVNA — Carvana Co +3,95 Mrd. $
9. CBRS — Cerebras Systems Inc +3,31 Mrd. $
10. AAPL — Apple Inc +3,06 Mrd. $
11. WDC — Western Digital Corp +2,88 Mrd. $
12. AMZN — Amazon Com Inc +2,47 Mrd. $
13. APP — Applovin Corp +2,18 Mrd. $
14. UNH — Unitedhealth Group Inc +2,07 Mrd. $
15. GOOGM — Alphabet Inc +1,97 Mrd. $
16. MS — Morgan Stanley +1,90 Mrd. $
17. PANW — Palo Alto Networks Inc +1,89 Mrd. $
18. JNJ — Johnson & Johnson +1,81 Mrd. $
19. WELL — Welltower Inc +1,66 Mrd. $
20. CSCO — Cisco Sys Inc +1,64 Mrd. $
21. V — Visa Inc +1,59 Mrd. $
22. STX — Seagate Technology Hldngs Pl +1,54 Mrd. $
23. DAL — Delta Air Lines Inc +1,54 Mrd. $
24. ROP — Roper Technologies Inc +1,54 Mrd. $
25. MRK — Merck & Co. Inc +1,53 Mrd. $
26. ARM — Arm Holdings Plc +1,53 Mrd. $
27. GOOGN — Alphabet Inc +1,35 Mrd. $
28. TSLA — Tesla Inc +1,33 Mrd. $
29. AKAM — Akamai Technologies Inc +1,32 Mrd. $
30. IEF — Ishares Tr +1,32 Mrd. $
31. CCL — Carnival Corp Ltd +1,29 Mrd. $
32. RKT — Rocket Cos Inc +1,28 Mrd. $
33. FDXF — Fedex Fght Hldg Co Inc +1,27 Mrd. $
34. NBIS — Nebius Group N.V. +1,22 Mrd. $
35. HUT — Hut 8 Corp +1,21 Mrd. $
36. DASH — Doordash Inc +1,19 Mrd. $
37. PG — Procter & Gamble Co +1,18 Mrd. $
38. FPS — Forgent Power Solutions Inc +1,18 Mrd. $
39. DVN — Devon Energy Corp New +1,12 Mrd. $
40. BDX — Becton Dickinson & Co +1,09 Mrd. $
41. TMO — Thermo Fisher Scientific Inc +1,04 Mrd. $
42. VMC — Vulcan Matls Co +956 Mio. $
43. FSLR — First Solar Inc +955 Mio. $
44. META — Meta Platforms Inc +948 Mio. $
45. ABBV — Abbvie Inc +934 Mio. $
46. FANG — Diamondback Energy Inc +906 Mio. $
47. NKE — Nike Inc +873 Mio. $
48. TTMI — Ttm Technologies Inc +844 Mio. $
49. BRK-B — Berkshire Hathaway Inc Del +838 Mio. $
50. FIS — Fidelity Natl Information Sv +820 Mio. $
AktieApple Inc (AAPL)
SektorTechnologie
Letzter Kurs$336,13 (18.09.2026)
Q2 2026 · Halter28
Q2 2026 · Käufer / Verkäufer7 / 14
Meldungen für Q2 202690 Investoren
BUY Bestand erhöht (inkl. Neueinstieg)SOLD Bestand verringert (inkl. Ausstieg)– gehalten, unverändert· kein Filing im QuartalBasis: Veränderung der Aktienanzahl zum letzten gemeldeten Quartal
InvestorQ22026▲7▼14Q12026▲9▼12Q42025▲8▼12Q32025▲8▼14Q22025▲12▼11Q12025▲6▼16Q42024▲12▼13Q32024▲14▼14Q22024▲13▼13Q12024▲14▼11Q42023▲9▼13Q32023▲11▼12Q22023▲7▼12Q12023▲7▼9Q42022▲10▼8Q32022▲9▼7Q22022▲8▼7Q12022▲11▼9Q42021▲6▼11Q32021▲4▼10
Berkshire Hathaway Inc (Warren Buffett)
––SOLDSOLDSOLD––SOLDSOLDSOLDSOLD––BUYBUY–BUYBUY––
FIFisher Asset Management, LLC (Ken Fisher)
BUYBUYBUYBUYBUYSOLDBUYBUYBUYBUYBUYBUYBUYSOLDBUYSOLDBUYSOLDBUYSOLD
CACapital World Investors
BUYSOLDBUYSOLDSOLDBUYSOLDBUYBUYSOLDSOLDSOLDBUYBUYSOLDBUYBUYBUYSOLDBUY
H&H&H International Investment, LLC (Duan Yongping)
SOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDBUYBUYBUYBUYBUYSOLDSOLD
MAMarkel Group Inc. (Thomas Gayner)
––––––––BUYBUYBUYBUYBUY––––BUY––
MAMairs & Power Inc
SOLDSOLDBUYBUYSOLDBUYBUYBUYBUYBUYBUYSOLDSOLDBUYSOLDBUYSOLDBUYBUYSOLD
JEJensen Investment Management Inc
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDBUYBUYSOLDSOLD
SOSoros Fund Management LLC (George Soros)
BUYBUYBUYBUYBUYSOLDBUYSOLDBUY
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUYSOLDSOLDSOLDBUYSOLDBUYSOLDBUYBUYSOLDSOLDSOLDSOLDBUYBUYBUYSOLDBUY
MAMatrix Asset Advisors Inc /NY (David Katz)
SOLDBUYSOLDSOLDBUYSOLDBUYBUYSOLDBUYSOLDSOLDSOLDBUYBUYSOLDBUYBUYSOLDBUY
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLDSOLDBUYSOLDBUYSOLDBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD
WEWedgewood Partners Inc (David Rolfe)
SOLDSOLDSOLDBUYSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDBUYSOLDSOLD
HIHimalaya Capital Management LLC (Li Lu)
–––––SOLD–SOLD––––––––––––
MUMuhlenkamp & Co Inc
SOLDSOLDBUYBUYBUYSOLDBUYBUYBUYBUYSOLDBUYBUY·SOLDBUYSOLDSOLDSOLDSOLD
TOTorray LLC
SOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDSOLDBUYBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLD
SASands Capital Management, LLC
BUYBUYSOLDSOLDSOLDBUYBUYBUY
CHChou Associates Management Inc. (Francis Chou)
SOLD–––––––BUY
DODodge & Cox
SOLDSOLDBUYBUYBUYBUY–SOLDSOLDSOLD–SOLD–SOLDSOLD–––––
CHCheck Capital Management Inc /CA (Steven Check)
BUYSOLD–SOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLD–SOLDBUYBUY–SOLDBUY–
GIGiverny Capital Inc. (Francois Rochon)
SOLDSOLDSOLDSOLDBUYSOLDBUYSOLD–SOLDSOLDBUYSOLD––––SOLDBUYSOLD
SESemper Augustus Investments Group LLC (Christopher Bloomstran)
BUY––––––SOLDBUY–BUY–SOLD–BUYBUY
GAGardner Russo & Quinn LLC (Thomas Russo)
SOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUY–SOLD–SOLDBUYBUY
KAKahn Brothers Group Inc /DE
––BUY–BUY–BUY––BUY
POPolen Capital Management LLC
SOLDSOLDSOLDBUYSOLDSOLDSOLDBUY
FAFairholme Capital Management LLC (Bruce Berkowitz)
–––––––––––SOLD–––––SOLD––
RURuane, Cunniff & Goldfarb L.P.
–BUY–BUYSOLDBUY
CACauseway Capital Management LLC (Sarah Ketterer)
BUYBUYSOLDSOLDSOLDBUYBUYBUY
VAVan Den Berg Management I, Inc (Arnold Van Den Berg)
–BUYSOLDBUYSOLDBUY
MAMaverick Capital, L.P.
SOLDSOLDBUYSOLDSOLDBUYSOLDBUYBUYSOLDBUY
DADavis Selected Advisers, LP (Christopher Davis)
SOLDBUY
ARK Investment Management LLC (Cathie Wood)
SOLDBUYBUYSOLDSOLDSOLDBUY
EGEgerton Capital (UK) LLP (John Armitage)
SOLDBUY
FUFundsmith LLP (Terry Smith)
SOLD–SOLDBUYBUYBUYSOLDBUYBUYBUY
THThird Point LLC (Dan Loeb)
SOLDSOLDBUY
VIViking Global Investors LP (O. Andreas Halvorsen)
·SOLDBUYBUYBUY
DUDuquesne Family Office LLC (Stanley Druckenmiller)
SOLDSOLDBUY
HIHillhouse Capital Advisors, Ltd. (Hillhouse Capital)
SOLDBUYBUYSOLD
COCoatue Management LLC (Philippe Laffont)
SOLDBUY
BIBill & Melinda Gates Foundation Trust
SOLDBUY
COCorvex Management LP (Keith Meister)
SOLDBUY
APAppaloosa Management LP (David Tepper)
SOLDBUY
FIFirst Pacific Advisors, LP
SOLD–––––SOLDSOLD–
TITiger Global Management LLC (Chase Coleman)
SOLDBUY

Aktuell

Cathie Wood kauft SpaceX
Ray Dalio kauft den S&P500
Warren Buffett – Das kauft die Legende aus Omaha
Heatmap – Alpha Investoren