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. $
AktieVisa Inc (V)
SektorFinanzen
Letzter Kurs$368,29 (18.09.2026)
Q2 2026 · Halter32
Q2 2026 · Käufer / Verkäufer16 / 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▲16▼13Q12026▲13▼16Q42025▲11▼13Q32025▲11▼11Q22025▲7▼17Q12025▲7▼18Q42024▲7▼14Q32024▲11▼14Q22024▲7▼15Q12024▲7▼18Q42023▲11▼15Q32023▲7▼18Q22023▲12▼14Q12023▲8▼19Q42022▲5▼21Q32022▲11▼14Q22022▲9▼18Q12022▲11▼14Q42021▲18▼13Q32021▲10▼17
TCTCI Fund Management Ltd (Chris Hohn)
BUYBUYSOLDBUYBUYSOLD–––––SOLDSOLDSOLD–BUY–SOLDBUYBUY
CACapital World Investors
BUYBUYSOLDBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUYBUY–SOLDSOLD
FIFisher Asset Management, LLC (Ken Fisher)
BUYBUYBUYBUYBUYSOLDBUYBUYBUYBUYBUYBUYBUYBUYSOLDSOLDBUYSOLDSOLDSOLD
VIViking Global Investors LP (O. Andreas Halvorsen)
BUY·BUYBUYSOLDSOLDSOLDBUYSOLDBUYSOLDSOLDBUYBUYBUYBUYSOLDSOLDBUYBUY
DODodge & Cox
BUY–––SOLDBUY–SOLD–SOLD–––SOLDSOLDSOLDBUY––SOLD
EGEgerton Capital (UK) LLP (John Armitage)
BUYBUYBUYBUYBUYBUYSOLDSOLDSOLDSOLDBUYSOLDSOLDBUYBUYSOLDSOLDBUYSOLDBUY
SASands Capital Management, LLC
SOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUY
VUVulcan Value Partners, LLC (Mason Morfit)
–BUYBUYBUYSOLDBUY–BUY
FUFundsmith LLP (Terry Smith)
SOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDBUYBUYSOLDBUYBUY
POPolen Capital Management LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUY
AKAkre Capital Management LLC (Chuck Akre)
SOLDSOLDSOLDSOLD–SOLD–––SOLDSOLDSOLD––SOLD–––––
MAMarkel Group Inc. (Thomas Gayner)
BUYBUY–––––––––BUYBUYBUYBUY–BUYBUY––
AKAKO Capital LLP (Nicolai Tangen)
SOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYSOLDSOLD
MAMairs & Power Inc
BUYBUYBUYSOLDSOLDSOLDBUYBUYBUYSOLDBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLD
ALAltaRock Partners, LLC
BUYSOLDSOLDSOLDSOLDSOLDSOLDSOLD–SOLDSOLDBUYBUYSOLDSOLDBUYBUY–BUY–
TITiger Global Management LLC (Chase Coleman)
BUYSOLD–––––––
MAMaverick Capital, L.P.
SOLDBUYBUYSOLDSOLDSOLDBUYSOLDSOLDBUYBUYSOLDSOLDBUYSOLDSOLDBUYBUY
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLD
THThe Baupost Group, L.L.C. (Seth Klarman)
–BUY
VAValley Forge Capital Management, LP
SOLDSOLDBUY–––––––BUY––SOLDBUY––BUYSOLD–
GIGiverny Capital Inc. (Francois Rochon)
SOLDSOLDBUYBUYBUYSOLDBUYBUYBUYBUYBUYSOLDBUYSOLDSOLDBUYBUYBUYBUYSOLD
WEWeitz Investment Management, Inc. (Wallace Weitz)
–SOLD–SOLDSOLDSOLDSOLD–SOLD–SOLD–SOLDSOLDSOLDSOLDSOLDBUYBUYBUY
LOLone Pine Capital LLC (Stephen Mandel)
BUYBUYBUYSOLDSOLDSOLDSOLD–SOLDSOLDBUY
WEWedgewood Partners Inc (David Rolfe)
BUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLD
GAGardner Russo & Quinn LLC (Thomas Russo)
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLD
CACantillon Capital Management LLC (William Von Mueffling)
SOLDSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDSOLD
BRBridgewater Associates, LP (Ray Dalio)
BUYSOLDSOLDBUYSOLDBUYBUYSOLDSOLDSOLDBUYSOLDBUYBUYSOLDBUYBUYBUYBUYBUY
TOTorray LLC
BUYBUYSOLDSOLDSOLDSOLDBUYBUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLD
LILindsell Train Ltd
BUYBUY––SOLD––BUY––BUY–BUY––BUY––––
MAMatrix Asset Advisors Inc /NY (David Katz)
SOLD–BUYBUYBUY––SOLD–BUYBUY–SOLDBUY
YAYacktman Asset Management LP
–––––––BUYSOLDBUY
BRBrave Warrior Advisors, LLC (Glenn Greenberg)
BUYSOLD–––BUY
COCoatue Management LLC (Philippe Laffont)
SOLDBUYSOLDBUYSOLDBUYBUY
Berkshire Hathaway Inc (Warren Buffett)
SOLD––––––––––––––––SOLDSOLD
PUPublic Investment Fund - PIF (Saudi-Arabien)
SOLD–SOLD–SOLDSOLD–––SOLD––SOLDSOLDBUYBUY
TRTriple Frond Partners LLC (Stuart McLaughlin)
SOLDSOLDBUYSOLDSOLDSOLD––SOLD–SOLDSOLD–BUY–
HIHillhouse Capital Advisors, Ltd. (Hillhouse Capital)
SOLDBUY
D1D1 Capital Partners L.P. (Daniel Sundheim)
SOLDSOLDSOLDBUY
BIBill & Melinda Gates Foundation Trust
SOLDBUY
FIFirst Pacific Advisors, LP
SOLD––––SOLDSOLDSOLDSOLD
FIFirst Eagle Investment Management, LLC
SOLDSOLDSOLD–SOLDSOLD
COCorvex Management LP (Keith Meister)
SOLDBUY
APAppaloosa Management LP (David Tepper)
SOLDSOLD
THThird Point LLC (Dan Loeb)
SOLDSOLD
DUDuquesne Family Office LLC (Stanley Druckenmiller)
SOLD

Aktuell

Cathie Wood kauft SpaceX
Ray Dalio kauft den S&P500
Warren Buffett – Das kauft die Legende aus Omaha
Heatmap – Alpha Investoren