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. $
AktieGe Aerospace (GE)
SektorIndustrie
Letzter Kurs$314,27 (18.09.2026)
Q2 2026 · Halter14
Q2 2026 · Käufer / Verkäufer4 / 7
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▲4▼7Q12026▲2▼8Q42025▲2▼6Q32025▲4▼6Q22025▲3▼9Q12025▲3▼8Q42024▲6▼5Q32024▼11Q22024▲4▼14Q12024▲9▼9Q42023▲4▼11Q32023▲6▼9Q22023▲7▼9Q12023▲6▼8Q42022▲2▼9Q32022▲6▼5Q22022▲7▼2Q12022▲5▼6Q42021▲6▼5Q32021▲12
TCTCI Fund Management Ltd (Chris Hohn)
SOLD–––SOLDBUYSOLD–BUYBUY––BUYBUY
CACapital World Investors
BUYSOLDSOLDBUYBUYSOLDSOLDSOLDBUYBUYSOLDBUY–BUYSOLD–BUYSOLDBUY
FIFisher Asset Management, LLC (Ken Fisher)
BUYSOLDBUYBUYBUYBUYBUYSOLDSOLDBUYSOLDSOLDBUYSOLDSOLDSOLDBUYSOLDBUYBUY
AKAKO Capital LLP (Nicolai Tangen)
SOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUYBUYBUY
POPolen Capital Management LLC
BUY
DODodge & Cox
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYBUYBUY
BRBridgewater Associates, LP (Ray Dalio)
SOLDSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDBUYBUYBUYBUYSOLDSOLDSOLDBUYBUYBUY
TOTorray LLC
BUYBUY
HIHillhouse Capital Advisors, Ltd. (Hillhouse Capital)
–––BUYSOLDSOLDBUYSOLDSOLDBUY
SESemper Augustus Investments Group LLC (Christopher Bloomstran)
––––SOLD––SOLDSOLD–––SOLD––––––BUY
MAMairs & Power Inc
–SOLDSOLD–BUYSOLDBUYSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDBUY
ARK Investment Management LLC (Cathie Wood)
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDSOLDSOLDBUY
VAVan Den Berg Management I, Inc (Arnold Van Den Berg)
SOLDBUY
PZPzena Investment Management LLC (Richard Pzena)
–––BUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYBUY
HIHillman Capital Management Inc
SOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUYBUYSOLDBUY
EGEgerton Capital (UK) LLP (John Armitage)
SOLDSOLDSOLDBUYSOLDSOLDSOLDBUYBUYBUY
DUDuquesne Family Office LLC (Stanley Druckenmiller)
SOLDBUY––BUY
FAFairfax Financial Holdings Ltd / CAN (Prem Watsa)
SOLD–SOLDSOLDSOLD––––––BUY
MAMaverick Capital, L.P.
SOLDBUYSOLDBUY
SOSoros Fund Management LLC (George Soros)
SOLDBUY
VIViking Global Investors LP (O. Andreas Halvorsen)
·SOLDSOLDSOLDBUYSOLDBUYSOLDBUYSOLDSOLDBUYBUY
D1D1 Capital Partners L.P. (Daniel Sundheim)
SOLDSOLDBUYBUYBUY
LOLone Pine Capital LLC (Stephen Mandel)
SOLDBUY
SOSoutheastern Asset Management Inc/TN (Mason Hawkins)
SOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUY
CACauseway Capital Management LLC (Sarah Ketterer)
SOLDBUY
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLDSOLDSOLDBUYSOLDSOLDBUY

Aktuell

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