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. $
AktiePalo Alto Networks Inc (PANW)
SektorTechnologie
Letzter Kurs$363,58 (18.09.2026)
Q2 2026 · Halter5
Q2 2026 · Käufer / Verkäufer4 / 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▲4▼3Q12026▲4▼2Q42025▲2▼3Q32025▲3▼1Q22025▲3▼1Q12025▲3▼1Q42024▲4Q32024▲1▼3Q22024▲1▼5Q12024▲4▼2Q42023▲5Q32023▲4Q22023▲2▼3Q12023▲2▼3Q42022▲2▼3Q32022▲5Q22022▲3Q12022▲3▼3Q42021▲1▼2Q32021▲2▼4
FIFisher Asset Management, LLC (Ken Fisher)
BUYBUYSOLDBUYSOLDBUYBUYBUYSOLDBUYBUYBUYBUYSOLDBUYBUYBUYBUYBUYBUY
MAMairs & Power Inc
BUYBUYBUYBUYBUYBUYBUYSOLDBUYBUYBUYBUYSOLDBUY
DUDuquesne Family Office LLC (Stanley Druckenmiller)
BUYSOLDBUYSOLDSOLDBUYBUYSOLDSOLDSOLDBUYBUYSOLDSOLDSOLD
SASands Capital Management, LLC
SOLDSOLDSOLDBUYBUY
MAMaverick Capital, L.P.
BUYSOLDSOLDBUYBUYBUYSOLDBUYBUYBUYSOLD
ARK Investment Management LLC (Cathie Wood)
SOLDBUY
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUYSOLDSOLDBUYBUYBUYSOLDSOLD–––SOLDBUYBUY
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLDBUY
CACapital World Investors
SOLDSOLDBUYBUYBUY
TITiger Global Management LLC (Chase Coleman)
SOLDBUY
COCoatue Management LLC (Philippe Laffont)
SOLDBUY–BUY
FIFirst Pacific Advisors, LP
SOLD–BUY
VIViking Global Investors LP (O. Andreas Halvorsen)
·SOLDSOLDSOLD
OAOaktree Capital Management, LP (Howard Marks)
SOLD

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