Alpha-Portfolio Heatmap

Netto-Käufe (Δ Aktien × Kurs) | Q2 2026 vs. Q1 2026 | Basis: 90 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. $
AktieAlphabet Inc (GOOG)
SektorKommunikation
Letzter Kurs$350,87 (21.09.2026)
Q2 2026 · Halter38
Q2 2026 · Käufer / Verkäufer11 / 20
Meldungen für Q2 202691 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▲11▼20Q12026▲11▼22Q42025▲10▼22Q32025▲5▼26Q22025▲11▼19Q12025▲9▼25Q42024▲5▼27Q32024▲10▼22Q22024▲7▼25Q12024▲9▼23Q42023▲3▼28Q32023▲7▼26Q22023▲8▼29Q12023▲18▼17Q42022▲15▼18Q32022▲38Q22022▲18▼18Q12022▲12▼20Q42021▲9▼23Q32021▲8▼20
CACapital World Investors
SOLDBUYBUYBUYSOLDBUYSOLDSOLDBUYBUYSOLDSOLDSOLDBUYSOLDBUYBUYBUYBUYBUY
Berkshire Hathaway Inc (Warren Buffett)
BUYBUY
DODodge & Cox
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYSOLDSOLDSOLD
TCTCI Fund Management Ltd (Chris Hohn)
BUYBUY–SOLDSOLDSOLDSOLD––––SOLDSOLDSOLDBUYBUYBUYSOLD––
FIFirst Eagle Investment Management, LLC
SOLDBUYSOLDBUYBUYBUYSOLDSOLDSOLDBUYBUYSOLDSOLDBUYBUYBUYBUYBUYSOLDSOLD
EGEgerton Capital (UK) LLP (John Armitage)
SOLDBUYBUYSOLDSOLDBUYSOLDBUYBUYSOLDSOLDBUYBUYSOLDSOLDBUYSOLDSOLDBUYSOLD
GAGardner Russo & Quinn LLC (Thomas Russo)
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYSOLDSOLDSOLD
MAMarkel Group Inc. (Thomas Gayner)
–––––––––––––––BUY––––
HIHimalaya Capital Management LLC (Li Lu)
–––––SOLD–––––––––BUYBUY–––
POPolen Capital Management LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDBUYBUY
H&H&H International Investment, LLC (Duan Yongping)
SOLDBUYBUYSOLDBUYSOLDSOLDBUYSOLDSOLD–SOLDSOLDBUYBUYBUYBUYBUYBUY–
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
BUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYSOLDSOLDSOLDSOLD
APAppaloosa Management LP (David Tepper)
BUYSOLDBUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYBUYBUY–BUYSOLDSOLDSOLDBUY
FIFisher Asset Management, LLC (Ken Fisher)
SOLDBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLD
MAMairs & Power Inc
BUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDBUYSOLD
MAMaverick Capital, L.P.
BUYSOLDBUYSOLDBUYSOLDSOLDBUYSOLDSOLDBUYSOLD
THThe Baupost Group, L.L.C. (Seth Klarman)
BUYBUYSOLDSOLDBUYBUYSOLDBUYSOLDBUYSOLDSOLDSOLDBUYBUYBUYSOLDBUYSOLD–
FIFirst Pacific Advisors, LP
BUYSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYSOLDSOLD
YAYacktman Asset Management LP
BUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDBUYBUYSOLDSOLDSOLD
ARK Investment Management LLC (Cathie Wood)
BUYBUYBUYBUYBUYBUYBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLD
RURuane, Cunniff & Goldfarb L.P.
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLD
COCoatue Management LLC (Philippe Laffont)
SOLDSOLDSOLDBUYSOLDSOLDBUYSOLDBUYSOLDBUYSOLDBUY
GIGiverny Capital Inc. (Francois Rochon)
SOLDSOLDBUYSOLDBUYSOLDBUYSOLDBUYBUYSOLDSOLDBUYSOLDSOLDBUYBUYBUYBUYBUY
DADavis Selected Advisers, LP (Christopher Davis)
SOLDSOLDBUYSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDSOLDSOLDSOLD
CACauseway Capital Management LLC (Sarah Ketterer)
SOLDSOLDSOLDSOLDBUYBUYBUYBUYSOLDBUYSOLDSOLDSOLDBUYBUYBUYSOLDBUYBUYSOLD
PEPershing Square Capital Management, L.P. (Bill Ackman)
·SOLDSOLD––SOLD––SOLD–––BUYBUY
TRTriple Frond Partners LLC (Stuart McLaughlin)
SOLD–SOLDSOLD–SOLDSOLDBUYSOLDBUYSOLD––––BUYSOLD–SOLD–
WEWeitz Investment Management, Inc. (Wallace Weitz)
SOLDSOLDSOLDSOLD–SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD–BUYBUYSOLD–SOLD–
MAMatrix Asset Advisors Inc /NY (David Katz)
SOLDSOLDSOLDSOLDBUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYBUYSOLDSOLD
KAKahn Brothers Group Inc /DE
SOLDSOLDBUYBUYBUY
OAOakcliff Capital LLC (Bryan Lawrence)
––––––SOLD––SOLD–SOLDSOLDBUYBUYBUYBUY–––
D1D1 Capital Partners L.P. (Daniel Sundheim)
BUY
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUY
CHChou Associates Management Inc. (Francis Chou)
––SOLD–––––BUY
VAVan Den Berg Management I, Inc (Arnold Van Den Berg)
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDSOLDBUY
TOTorray LLC
–SOLDSOLDSOLDSOLDSOLDSOLDSOLD–BUYBUYBUYBUYSOLD–BUYSOLDSOLDSOLDSOLD
BRBrave Warrior Advisors, LLC (Glenn Greenberg)
––––––––––SOLD–SOLD–BUYBUY––––
SESemper Augustus Investments Group LLC (Christopher Bloomstran)
–BUY
HIHillman Capital Management Inc
SOLDSOLDSOLDSOLDBUYBUYSOLDSOLDSOLDSOLD–BUYSOLDBUYBUYBUYBUYBUYSOLDSOLD
DODorsey Asset Management, LLC (Pat Dorsey)
SOLDSOLDSOLDBUYSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDBUYBUYSOLDBUYBUY
TWTweedy, Browne Company LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD–SOLDSOLDSOLDBUYSOLDSOLDSOLDSOLD
SASands Capital Management, LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDBUY
SOSoros Fund Management LLC (George Soros)
SOLDBUYSOLDBUYSOLD–BUY
SOSoutheastern Asset Management Inc/TN (Mason Hawkins)
SOLD–––BUY–SOLD–SOLDSOLDSOLDBUYBUY
LILindsell Train Ltd
SOLD–BUY––BUY
HIHillhouse Capital Advisors, Ltd. (Hillhouse Capital)
SOLDBUYBUYSOLDBUY
WEWedgewood Partners Inc (David Rolfe)
SOLD–SOLDSOLDBUY–BUYBUYBUYSOLDSOLD
BIBill & Melinda Gates Foundation Trust
SOLDBUYSOLD––
AKAKO Capital LLP (Nicolai Tangen)
SOLDBUYBUYSOLDBUYSOLDBUY
CACantillon Capital Management LLC (William Von Mueffling)
SOLDSOLDBUYSOLDBUYSOLDSOLD

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