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. $
AktieThermo Fisher Scientific Inc (TMO)
SektorGesundheit
Letzter Kurs$651,45 (18.09.2026)
Q2 2026 · Halter16
Q2 2026 · Käufer / Verkäufer11 / 5
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▼5Q12026▲8▼7Q42025▲8▼7Q32025▲8▼6Q22025▲8▼7Q12025▲6▼7Q42024▲7▼5Q32024▲4▼10Q22024▲6▼9Q12024▲5▼9Q42023▲5▼12Q32023▲10▼10Q22023▲8▼6Q12023▲8▼6Q42022▲6▼7Q32022▲2▼10Q22022▲5▼6Q12022▲7▼4Q42021▲7▼6Q32021▲5▼5
CACapital World Investors
SOLDSOLDBUYBUYSOLDBUYBUYSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDBUY
DODodge & Cox
BUY––SOLDSOLDSOLDSOLDSOLDSOLDSOLD–SOLDSOLDBUYSOLDSOLD––SOLD–
FIFisher Asset Management, LLC (Ken Fisher)
BUYBUYBUYBUYSOLDBUYBUYBUYBUYSOLDBUYBUYBUYBUYBUYSOLDBUYBUYBUYBUY
VIViking Global Investors LP (O. Andreas Halvorsen)
BUY·BUYSOLDSOLDSOLDBUYSOLDBUYBUYSOLDBUYBUYBUYSOLD
D1D1 Capital Partners L.P. (Daniel Sundheim)
BUYBUY
LILindsell Train Ltd
SOLDSOLDSOLDSOLDBUYBUYBUY
FIFirst Pacific Advisors, LP
BUYBUYBUYBUYBUYSOLD––––SOLDSOLDSOLD–
SOSound Shore Management Inc /CT/ (Harry Burn)
BUY
WEWeitz Investment Management, Inc. (Wallace Weitz)
SOLDSOLDSOLD–BUYBUY–SOLD–BUY–BUYBUY–SOLDSOLD––SOLD–
MAMarkel Group Inc. (Thomas Gayner)
BUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUY––BUYBUYBUYBUYBUY
MAMatrix Asset Advisors Inc /NY (David Katz)
BUYBUYSOLDBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDSOLDSOLDSOLDBUYSOLDBUY
DUDuquesne Family Office LLC (Stanley Druckenmiller)
BUYSOLDBUY
VAVan Den Berg Management I, Inc (Arnold Van Den Berg)
BUYBUYSOLDBUYBUYSOLDBUYBUYSOLDSOLDBUY
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUYBUYSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUYBUY
MAMairs & Power Inc
––SOLD–BUYSOLDSOLDSOLDBUYSOLDBUYSOLDBUYBUY––––BUYSOLD
HIHillman Capital Management Inc
BUYBUYSOLDBUY
CACantillon Capital Management LLC (William Von Mueffling)
SOLDSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDSOLD
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLD–BUY
POPolen Capital Management LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDBUYBUY
THThird Point LLC (Dan Loeb)
SOLDBUYSOLDBUY
AKAKO Capital LLP (Nicolai Tangen)
SOLDSOLDBUYSOLDSOLDBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUY
TOTorray LLC
SOLD––BUY
HIHillhouse Capital Advisors, Ltd. (Hillhouse Capital)
SOLDBUYSOLDSOLDBUYBUY
MAMaverick Capital, L.P.
SOLDSOLDBUYBUYSOLD
TCTCI Fund Management Ltd (Chris Hohn)
SOLDSOLDSOLDBUYBUYBUYBUY
BIBill & Melinda Gates Foundation Trust
SOLDBUY
CHCheck Capital Management Inc /CA (Steven Check)
SOLDBUY
MUMuhlenkamp & Co Inc
SOLDBUY·
EGEgerton Capital (UK) LLP (John Armitage)
SOLDBUYBUY
LOLone Pine Capital LLC (Stephen Mandel)
SOLDSOLDSOLDBUYBUY
ARK Investment Management LLC (Cathie Wood)
SOLDSOLDSOLDBUYSOLD

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