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. $
AktieRoper Technologies Inc (ROP)
SektorTechnologie
Letzter Kurs$372,74 (18.09.2026)
Q2 2026 · Halter4
Q2 2026 · Käufer / Verkäufer3 / 2
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▲3▼2Q12026▲3▼3Q42025▲1▼4Q32025▲2▼2Q22025▲1▼3Q12025▲1▼4Q42024▲1▼6Q32024▲1▼5Q22024▲6▼2Q12024▼7Q42023▲4▼4Q32023▲1▼3Q22023▲2▼2Q12023▲1▼2Q42022▲3▼2Q32022▲4▼2Q22022▲4▼3Q12022▲3▼3Q42021▲5▼3Q32021▲3▼2
DODodge & Cox
BUYBUYSOLDBUY
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
BUYBUY
AKAkre Capital Management LLC (Chuck Akre)
SOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD––SOLD–SOLDSOLDBUYSOLD
RURuane, Cunniff & Goldfarb L.P.
BUY
FIFisher Asset Management, LLC (Ken Fisher)
SOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDBUYSOLDBUYSOLDBUYBUYBUYBUYBUYBUY
SASands Capital Management, LLC
SOLDSOLDBUYBUYBUYSOLDSOLDBUYSOLDBUYSOLDSOLDBUYBUYBUYSOLDSOLDSOLDBUY
WEWeitz Investment Management, Inc. (Wallace Weitz)
SOLDBUY–––SOLD–SOLD–SOLD–BUY–SOLDBUYBUYBUYBUY–
DUDurable Capital Partners LP (Henry Ellenbogen)
SOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLD–––BUYBUYBUYBUYBUY–
CACapital World Investors
SOLDBUYBUYBUY
THThird Point LLC (Dan Loeb)
SOLD–BUY
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUY
GIGiverny Capital Inc. (Francois Rochon)
SOLDSOLDBUYSOLDSOLD–––––BUY
MAMaverick Capital, L.P.
SOLDBUYSOLD
TOTorray LLC
SOLDBUYSOLD–
ARK Investment Management LLC (Cathie Wood)
SOLDSOLDSOLDBUY
MAMarkel Group Inc. (Thomas Gayner)
SOLD–

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