Alpha-Portfolio Heatmap

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

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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. $
AktieBooking Holdings Inc (BKNG)
SektorZyklischer Konsum
Letzter Kurs$167,90 (18.09.2026)
Q2 2026 · Halter9
Q2 2026 · Käufer / Verkäufer9 / 3
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▲9▼3Q12026▲4▼7Q42025▲3▼10Q32025▲5▼8Q22025▲7▼7Q12025▲2▼11Q42024▲3▼10Q32024▲3▼10Q22024▲6▼8Q12024▲3▼13Q42023▲4▼12Q32023▲5▼12Q22023▲6▼9Q12023▲7▼9Q42022▲8▼8Q32022▲10▼8Q22022▲10▼9Q12022▲6▼9Q42021▲7▼9Q32021▲12▼7
DODodge & Cox
BUYBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDSOLD
CACapital World Investors
BUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDBUYBUYBUYBUY
FIFirst Eagle Investment Management, LLC
BUYSOLDSOLDSOLD
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
BUYSOLD–SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUY
DODorsey Asset Management, LLC (Pat Dorsey)
BUYBUYSOLDSOLDBUYBUY
GIGiverny Capital Inc. (Francois Rochon)
BUYSOLDBUYBUYBUYSOLDBUYBUYBUYBUY
FIFisher Asset Management, LLC (Ken Fisher)
BUYSOLDSOLDSOLDBUYSOLDBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYSOLDSOLDBUYBUY
WEWedgewood Partners Inc (David Rolfe)
BUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDSOLDBUYBUYBUYBUY
BRBridgewater Associates, LP (Ray Dalio)
BUYSOLDBUYBUYBUYBUYBUYBUYSOLDSOLDSOLDSOLDBUYBUYSOLDSOLDBUYBUYSOLDBUY
AKAKO Capital LLP (Nicolai Tangen)
SOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDSOLDBUYBUY
LOLone Pine Capital LLC (Stephen Mandel)
SOLDSOLDSOLDSOLDBUYSOLDSOLDBUYSOLDBUYSOLDBUYSOLDSOLDBUYBUY
MAMaverick Capital, L.P.
SOLDSOLDSOLDBUYSOLDSOLDBUYBUYSOLDBUYBUYBUYSOLDBUY
DUDurable Capital Partners LP (Henry Ellenbogen)
SOLDSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDBUYBUYBUY
SOSoros Fund Management LLC (George Soros)
SOLD–BUYSOLDSOLDSOLDSOLDBUYBUYBUYSOLDBUYBUYBUYSOLDSOLDBUY
CACauseway Capital Management LLC (Sarah Ketterer)
SOLDBUYSOLDSOLDSOLDSOLDSOLDBUYSOLD
YAYacktman Asset Management LP
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLD
EGEgerton Capital (UK) LLP (John Armitage)
SOLDSOLDSOLDBUYSOLDSOLDSOLDBUYSOLDBUYBUYBUY
PUPublic Investment Fund - PIF (Saudi-Arabien)
SOLD––––––BUY
SCScion Asset Management, LLC (Michael Burry)
···SOLDSOLDBUYSOLDBUY
BIBill & Melinda Gates Foundation Trust
SOLDBUY
PZPzena Investment Management LLC (Richard Pzena)
SOLDSOLDSOLDSOLDBUYBUYBUYBUYBUYBUY
MAMatrix Asset Advisors Inc /NY (David Katz)
SOLDSOLDSOLDSOLDBUYBUY
DUDuquesne Family Office LLC (Stanley Druckenmiller)
SOLDSOLDSOLDSOLDBUY
FIFirst Pacific Advisors, LP
SOLDBUYSOLDSOLD
VIViking Global Investors LP (O. Andreas Halvorsen)
·SOLDBUYSOLDSOLDBUY
POPolen Capital Management LLC
SOLD––BUY
D1D1 Capital Partners L.P. (Daniel Sundheim)
SOLD
FAFairfax Financial Holdings Ltd / CAN (Prem Watsa)
SOLD

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