Alpha-Portfolio Heatmap

Netto-Käufe (Δ Aktien × Kurs) | Q2 2026 vs. Q1 2026 | Basis: 89 Investoren mit beiden Meldungen | TOP 50 Aktien/ETFs

Lade Live-Daten...

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. $
AktieSeagate Technology Hldngs Pl (STX)
SektorTechnologie
Letzter Kurs$858,79 (18.09.2026)
Q2 2026 · Halter9
Q2 2026 · Käufer / Verkäufer8 / 1
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▲8▼1Q12026▲3▼2Q42025▲2▼2Q32025▲2▼2Q22025▲2▼2Q12025▼3Q42024▲1▼4Q32024▲1▼3Q22024▲1▼2Q12024▲2▼2Q42023▲2▼3Q32023▲2▼2Q22023▲2▼1Q12023▲1▼2Q42022▲2Q32022▼1Q22022▲1Q12022▼1Q42021▼1Q32021▼1
LOLone Pine Capital LLC (Stephen Mandel)
BUY
SASands Capital Management, LLC
BUYBUY
TITiger Global Management LLC (Chase Coleman)
BUY
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUYBUYBUYBUYSOLDBUYSOLDBUY
CACapital World Investors
BUY
DUDuquesne Family Office LLC (Stanley Druckenmiller)
BUYBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUY
D1D1 Capital Partners L.P. (Daniel Sundheim)
BUY
FIFisher Asset Management, LLC (Ken Fisher)
BUYSOLDBUYBUYSOLDBUY
MAMaverick Capital, L.P.
BUYSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUYSOLDBUYSOLD
EGEgerton Capital (UK) LLP (John Armitage)
SOLDSOLDSOLDBUY
CACauseway Capital Management LLC (Sarah Ketterer)
SOLDSOLDSOLDBUYBUY
VUVulcan Value Partners, LLC (Mason Morfit)
SOLDSOLDSOLD–––––SOLDSOLD–
THThe Baupost Group, L.L.C. (Seth Klarman)
SOLD–BUYBUY
VIViking Global Investors LP (O. Andreas Halvorsen)
·SOLDSOLDSOLDBUY

Aktuell

Heatmap – Alpha Investoren
Investoren Suche
Andrea Beck Portfolio
Gerd Kommer Portfolio