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. $
AktieCarvana Co (CVNA)
SektorZyklischer Konsum
Letzter Kurs$65,11 (18.09.2026)
Q2 2026 · Halter12
Q2 2026 · Käufer / Verkäufer12 / 0
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▲12Q12026▲4▼6Q42025▲5▼6Q32025▲6▼3Q22025▲4▼7Q12025▲7▼2Q42024▲2▼3Q32024▲2▼3Q22024▲2▼2Q12024▲1▼1Q42023▲1Q32023▼2Q22023▼1Q12023▲1Q42022▼3Q32022▲4▼1Q22022▲6▼3Q12022▲5▼5Q42021▲7▼3Q32021▲2▼5
CACAS Investment Partners, LLC (Clifford Sosin)
BUYSOLDSOLDSOLDSOLDSOLDSOLDSOLD–SOLD–––––BUYBUYBUYBUY–
CACapital World Investors
BUYBUYBUYBUYBUYBUYSOLDBUYBUYSOLDBUYBUY
VIViking Global Investors LP (O. Andreas Halvorsen)
BUY·SOLDBUYSOLDBUYBUYSOLDBUY
LOLone Pine Capital LLC (Stephen Mandel)
BUYSOLDBUY–SOLDBUYSOLD–
SASands Capital Management, LLC
BUYSOLDBUYBUYBUYBUYSOLDSOLDSOLD
DUDurable Capital Partners LP (Henry Ellenbogen)
BUYBUYBUY–SOLDSOLDBUYBUYBUY
D1D1 Capital Partners L.P. (Daniel Sundheim)
BUYBUYSOLDBUYSOLDBUYSOLD
COCoatue Management LLC (Philippe Laffont)
BUYSOLDSOLDBUYBUYBUYSOLDSOLDBUYSOLD–BUY
MAMaverick Capital, L.P.
BUYSOLDBUYBUYSOLDBUYBUYBUYBUYSOLD
RVRV Capital GmbH (Robert Vinall)
BUYBUYSOLDSOLDSOLD–SOLDSOLDSOLDBUYBUYSOLD–––BUYBUYBUYBUY
DUDuquesne Family Office LLC (Stanley Druckenmiller)
BUYSOLDBUYSOLD
POPolen Capital Management LLC
BUYSOLDSOLDSOLDBUY
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUYSOLDSOLDSOLDBUY
PAPatient Capital Management, LLC (Samantha McLemore)
SOLDBUY·
SOSoros Fund Management LLC (George Soros)
SOLDBUY
BIBill & Melinda Gates Foundation Trust
SOLD–––––––BUY
TITiger Global Management LLC (Chase Coleman)
SOLDSOLDBUYBUYSOLD
OAOakcliff Capital LLC (Bryan Lawrence)
SOLDBUY––

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