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. $
AktieUnitedhealth Group Inc (UNH)
SektorGesundheit
Letzter Kurs$376,90 (18.09.2026)
Q2 2026 · Halter21
Q2 2026 · Käufer / Verkäufer11 / 13
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▼13Q12026▲11▼15Q42025▲10▼13Q32025▲16▼9Q22025▲15▼12Q12025▲8▼16Q42024▲9▼15Q32024▲7▼17Q22024▲14▼12Q12024▲12▼10Q42023▲7▼15Q32023▲13▼10Q22023▲10▼14Q12023▲8▼15Q42022▲7▼14Q32022▲7▼13Q22022▲1▼23Q12022▲4▼20Q42021▲4▼21Q32021▲10▼15
CACapital World Investors
BUYBUYBUYBUYSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUY
FIFisher Asset Management, LLC (Ken Fisher)
BUYSOLDBUYBUYSOLDBUYBUYBUYBUYBUYBUYBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDBUY
DODodge & Cox
SOLDBUYSOLDBUYBUYSOLDBUYSOLDSOLDBUYSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD
DADavis Selected Advisers, LP (Christopher Davis)
BUYSOLDBUYBUYBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD
RURuane, Cunniff & Goldfarb L.P.
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLD
MAMairs & Power Inc
SOLDSOLDSOLDBUYBUYBUYSOLDBUYBUYBUYBUYBUYBUYBUYSOLDSOLDSOLDSOLDSOLDBUY
PAPatient Capital Management, LLC (Samantha McLemore)
BUYBUYSOLDBUYBUY·
H&H&H International Investment, LLC (Duan Yongping)
SOLDBUY
TITiger Global Management LLC (Chase Coleman)
SOLDSOLDSOLD–––SOLDBUYBUY
YAYacktman Asset Management LP
BUYBUYSOLDBUYBUY
CACauseway Capital Management LLC (Sarah Ketterer)
BUYBUYSOLDBUY
FIFirst Eagle Investment Management, LLC
BUYBUYSOLDBUYSOLDSOLDSOLDBUYBUYSOLDSOLD–SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD
VAVan Den Berg Management I, Inc (Arnold Van Den Berg)
SOLDBUYBUYBUYBUYBUYBUYSOLDBUYBUYSOLDBUYBUYSOLDSOLDSOLDSOLDSOLD–
BRBridgewater Associates, LP (Ray Dalio)
BUYSOLDBUY
HIHillman Capital Management Inc
SOLDSOLDSOLDBUYSOLDBUY––SOLD–––SOLDBUY
TWTweedy, Browne Company LLC
BUYBUYBUYBUYBUY
SOSoros Fund Management LLC (George Soros)
SOLDBUYBUYSOLDBUYSOLDBUYSOLDBUYSOLDSOLDBUY
CHCheck Capital Management Inc /CA (Steven Check)
SOLDBUYBUYBUY
JEJensen Investment Management Inc
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDBUYBUYSOLDSOLDSOLDSOLD
TOTorray LLC
BUYSOLDBUYBUYBUYSOLDSOLDBUYBUY–BUYSOLDBUYBUY––SOLDSOLDSOLDSOLD
BRBrave Warrior Advisors, LLC (Glenn Greenberg)
BUYSOLDBUY––SOLD––SOLDSOLD–SOLDSOLD–SOLDSOLDSOLDSOLD
APAppaloosa Management LP (David Tepper)
SOLDSOLDSOLDSOLDBUYBUY–SOLDSOLD–––BUY–––SOLDSOLD–SOLD
MAMarkel Group Inc. (Thomas Gayner)
SOLDSOLD––SOLDBUYBUYBUYBUYBUYBUYBUY
Berkshire Hathaway Inc (Warren Buffett)
SOLD––BUY
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLD–BUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD
MAMatrix Asset Advisors Inc /NY (David Katz)
SOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUY
POPolen Capital Management LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUY
VIViking Global Investors LP (O. Andreas Halvorsen)
SOLD·BUYSOLDBUYBUYSOLDSOLDBUYSOLDBUYSOLDBUYBUYBUYSOLDBUYSOLDSOLD
LOLone Pine Capital LLC (Stephen Mandel)
SOLDBUYSOLDSOLDBUYSOLD–––SOLDBUYBUYSOLDSOLDSOLD–
MAMaverick Capital, L.P.
SOLDBUYBUYSOLDBUYSOLDBUYSOLDBUYBUYBUYSOLD
SCScion Asset Management, LLC (Michael Burry)
···SOLDBUY
MUMuhlenkamp & Co Inc
SOLDSOLDBUYSOLDBUYBUYBUYBUYSOLD·BUYBUYBUYBUYSOLDSOLD
SASands Capital Management, LLC
SOLDSOLDSOLDSOLDBUYBUYBUYBUYSOLDBUYSOLDBUYSOLDSOLDSOLDBUY
WEWedgewood Partners Inc (David Rolfe)
SOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDBUYBUYBUY
ABAbrams Bison Investments, LLC
SOLDSOLD–BUYSOLD–SOLD–
GIGiverny Capital Inc. (Francois Rochon)
SOLDBUYSOLDBUYSOLDSOLDBUYBUY
COCoatue Management LLC (Philippe Laffont)
SOLDBUYSOLDSOLDBUYBUYBUY
D1D1 Capital Partners L.P. (Daniel Sundheim)
SOLDBUYSOLDSOLDBUY
BIBill & Melinda Gates Foundation Trust
SOLDBUY
FIFirst Pacific Advisors, LP
SOLDBUY––SOLDSOLDSOLDSOLDSOLD
EGEgerton Capital (UK) LLP (John Armitage)
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD
THThird Point LLC (Dan Loeb)
SOLDSOLD–BUYSOLDSOLDBUYBUY
PZPzena Investment Management LLC (Richard Pzena)
SOLDBUY
SOSound Shore Management Inc /CT/ (Harry Burn)
SOLD

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