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. $
AktieAlphabet Inc (GOOGL)
SektorKommunikation
Letzter Kurs$349,54 (18.09.2026)
Q2 2026 · Halter46
Q2 2026 · Käufer / Verkäufer11 / 28
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▲11▼28Q12026▲11▼28Q42025▲14▼26Q32025▲13▼22Q22025▲16▼21Q12025▲11▼24Q42024▲11▼21Q32024▲8▼25Q22024▲9▼26Q12024▲17▼20Q42023▲14▼27Q32023▲14▼25Q22023▲11▼28Q12023▲22▼18Q42022▲15▼23Q32022▲42▼1Q22022▲25▼14Q12022▲17▼22Q42021▲11▼19Q32021▲15▼18
Berkshire Hathaway Inc (Warren Buffett)
BUYBUY–BUY
CACapital World Investors
BUYBUYBUYBUYBUYBUYSOLDSOLDBUYBUYBUYSOLDBUYBUYSOLDBUYSOLDSOLDBUYBUY
FIFisher Asset Management, LLC (Ken Fisher)
BUYBUYBUYBUYSOLDSOLDBUYBUYBUYBUYBUYBUYBUYBUYSOLDBUYBUYBUYBUYBUY
DODodge & Cox
BUYSOLDSOLDBUYSOLDSOLDBUYSOLDSOLDBUYSOLDSOLDSOLDBUYBUYBUYBUYSOLDSOLDSOLD
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYSOLDSOLDSOLD
TITiger Global Management LLC (Chase Coleman)
SOLD–––BUY––––BUYSOLDBUYSOLDBUYSOLDBUYBUY
SASands Capital Management, LLC
SOLDBUYBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYSOLDBUY
COCoatue Management LLC (Philippe Laffont)
BUYSOLDSOLDBUY–SOLDSOLDBUYSOLDBUYSOLDSOLDBUYBUYBUY
DADavis Selected Advisers, LP (Christopher Davis)
SOLDSOLDBUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDSOLDSOLDSOLD
HIHimalaya Capital Management LLC (Li Lu)
––––––––––––––BUYBUYBUY
TCTCI Fund Management Ltd (Chris Hohn)
–BUYSOLDSOLDSOLD––BUYBUYBUYSOLD–BUYBUYSOLD––
RURuane, Cunniff & Goldfarb L.P.
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDBUYSOLD
FUFundsmith LLP (Terry Smith)
SOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUYSOLDBUY
FIFirst Pacific Advisors, LP
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDSOLDSOLDSOLDBUYBUYBUYBUYBUY
ABAbrams Capital Management, L.P. (David Abrams)
SOLDSOLDSOLD–––BUY––SOLD––SOLD–SOLDBUY––––
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUYSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYBUYSOLDSOLDBUYSOLDBUYBUYBUYSOLDBUY
LILindsell Train Ltd
SOLDSOLDSOLDBUYBUYBUYSOLD––BUY–BUY––––
THThird Point LLC (Dan Loeb)
BUYBUYSOLDSOLDBUYSOLDSOLDSOLDBUYSOLD–BUY
JEJensen Investment Management Inc
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDBUYBUYBUYBUYSOLDBUY
D1D1 Capital Partners L.P. (Daniel Sundheim)
BUYBUYSOLDBUYBUYSOLDSOLDBUYBUYBUY
CHCheck Capital Management Inc /CA (Steven Check)
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDBUYBUYBUYSOLDSOLDSOLDSOLD
SOSoros Fund Management LLC (George Soros)
BUYSOLDSOLDBUYSOLDSOLDBUYSOLDSOLDBUYSOLDSOLDBUYSOLDBUYBUYBUYBUYSOLDSOLD
MAMarkel Group Inc. (Thomas Gayner)
––––BUYBUY–––––BUYBUYBUYBUYBUYBUYBUYBUY–
PAPatient Capital Management, LLC (Samantha McLemore)
SOLDSOLDSOLDBUYBUYBUYSOLDSOLDSOLDBUYSOLDBUYBUY––BUYBUYSOLD–·
FIFirst Eagle Investment Management, LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDSOLDSOLDSOLD
DUDuquesne Family Office LLC (Stanley Druckenmiller)
BUYSOLDBUYBUYSOLDBUYSOLDBUYSOLDBUYSOLDSOLDBUY
GIGiverny Capital Inc. (Francois Rochon)
SOLDSOLDBUYSOLDBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYSOLDBUY
SOSound Shore Management Inc /CT/ (Harry Burn)
SOLDSOLDBUYSOLDBUYSOLDBUYBUYSOLDBUYSOLDSOLD
LOLone Pine Capital LLC (Stephen Mandel)
BUYBUYSOLDBUYSOLDBUY
PZPzena Investment Management LLC (Richard Pzena)
––BUY
CACantillon Capital Management LLC (William Von Mueffling)
SOLDSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDBUYSOLDSOLDBUYSOLDSOLDBUYSOLDBUYSOLDSOLD
TWTweedy, Browne Company LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLD
ARK Investment Management LLC (Cathie Wood)
BUYSOLD–SOLD
WEWedgewood Partners Inc (David Rolfe)
SOLDSOLDSOLDBUYSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDSOLDSOLDSOLD
GRGreenlea Lane Capital Management LLC (Josh Tarasoff)
–SOLDSOLD––SOLDSOLDSOLD–SOLDSOLDBUYSOLD–SOLDBUYBUYBUYBUY–
MAMairs & Power Inc
SOLDBUYBUYBUYBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDBUYSOLDBUYBUYBUYBUYSOLD
TOTorray LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYBUYBUYSOLDBUY
ALAltaRock Partners, LLC
SOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYSOLD
RVRV Capital GmbH (Robert Vinall)
––––BUY
PEPershing Square Capital Management, L.P. (Bill Ackman)
·SOLDSOLDSOLDBUYBUY––SOLD––BUY–BUY
POPolen Capital Management LLC
SOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDBUYBUY
BRBrave Warrior Advisors, LLC (Glenn Greenberg)
––SOLD–––––––BUY–SOLDBUYBUYBUYSOLDSOLD–BUY
GAGardner Russo & Quinn LLC (Thomas Russo)
SOLDSOLDSOLDSOLDBUYSOLDBUYBUYSOLDSOLDBUYBUYBUYBUY–BUY–SOLD–SOLD
MAMatrix Asset Advisors Inc /NY (David Katz)
SOLDSOLDSOLDBUYBUYBUYSOLDBUYBUY–SOLDBUYSOLDSOLDBUYBUYBUYSOLD–BUY
AQAquamarine Capital Management, LLC (Guy Spier)
················––––
SESemper Augustus Investments Group LLC (Christopher Bloomstran)
––BUYSOLDBUY
VAVan Den Berg Management I, Inc (Arnold Van Den Berg)
–BUYBUY–BUYBUY–––––SOLD––BUY
HIHillman Capital Management Inc
SOLD–SOLDSOLDSOLDSOLDBUY–SOLDBUYSOLDSOLDSOLDSOLDSOLDBUYBUYBUYSOLDBUY
OMOmega Advisors Inc (Leon Cooperman)
SOLD–––SOLD–––––––SOLDSOLDSOLDBUY––––
HIHillhouse Capital Advisors, Ltd. (Hillhouse Capital)
SOLDBUYSOLDBUY
VIViking Global Investors LP (O. Andreas Halvorsen)
SOLD·BUYSOLDBUYBUYSOLDBUYSOLD
MAMaverick Capital, L.P.
SOLDSOLDBUYSOLDBUYSOLDBUYSOLDBUYSOLDBUYBUYSOLDBUYSOLDBUY
COCorvex Management LP (Keith Meister)
SOLDSOLD––BUYBUYBUY–BUY–SOLDSOLDBUYBUYSOLDBUYSOLD
FAFairfax Financial Holdings Ltd / CAN (Prem Watsa)
SOLD–––SOLD–SOLD––BUYBUY–––
PUPublic Investment Fund - PIF (Saudi-Arabien)
SOLD–––––BUYBUY
SCScion Asset Management, LLC (Michael Burry)
···SOLDBUYSOLDBUY
BIBill & Melinda Gates Foundation Trust
SOLDBUYSOLD––
MIMiller Value Partners, LLC (Bill Miller)
SOLDSOLDSOLDBUYSOLDSOLDSOLDSOLD

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