Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Corvex Management LP (Keith Meister)
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $3,3 Mrd.
Größte Position Illumina Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +30,97 %
Gesamtrendite · 3 Jahre +83,85 %
Gesamtrendite · 5 Jahre +100,23 %
24 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 ILMNIllumina Inc | 15,20% | $497.695.958 | 2.830.552 | SOLD Q2 · 2026-26,1% · 999 Tsd. Stk. | ← | $239,62 | |
 WGSGenedx Holdings Corp | 10,03% | $328.460.731 | 4.784.570 | BUY Q2 · 2026+48,2% · 1,6 Mio. Stk. | ← | $101,10 | |
N/A VSTSVestis Corporation | 8,79% | $287.698.743 | 19.813.963 | – | BUY Q4 · 2025+5,4% · 1,0 Mio. Stk. | $13,82 | |
N/A SWXSouthwest Gas Hldgs Inc | 8,69% | $284.533.150 | 3.208.538 | SOLD Q2 · 2026-25,7% · 1,1 Mio. Stk. | ← | $85,85 | |
 MGMMgm Resorts International | 7,81% | $255.686.828 | 5.347.978 | – | SOLD Q1 · 2026-0,7% · 38 Tsd. Stk. | $37,81 | |
 AMZNAmazon Com Inc | 6,59% | $215.872.165 | 905.732 | BUY Q2 · 2026+2,6% · 23 Tsd. Stk. | ← | $253,71 | |
 DISDisney Walt Co | 6,35% | $207.955.921 | 2.160.581 | – | BUY Q1 · 2026+11,2% · 218 Tsd. Stk. | $102,67 | |
 VSTVistra Corp | 4,94% | $161.838.768 | 1.020.228 | NEW Q2 · 20261,0 Mio. Stk. | – | $140,67 | |
 METAMeta Platforms Inc | 4,82% | $157.721.200 | 280.000 | BUY Q2 · 2026+11.566,7% · 278 Tsd. Stk. | ← | $665,75 | |
N/A PPLIIac Inc | 3,94% | $128.957.884 | 2.793.715 | SOLD Q2 · 2026-16,7% · 561 Tsd. Stk. | ← | $36,19 | |
 LLYVALiberty Live Holdings Inc | 3,11% | $101.810.247 | 1.005.434 | – | – | $93,01 | |
 CXCemex Sab De Cv | 3,05% | $99.783.300 | 8.315.275 | SOLD Q2 · 2026-3,3% · 285 Tsd. Stk. | ← | $10,06 | |
 PLNTPlanet Fitness Master Issuer | 3,02% | $98.796.311 | 1.893.738 | NEW Q2 · 20261,9 Mio. Stk. | – | $49,49 | |
 QSRRestaurant Brands Intl Inc | 2,80% | $91.738.057 | 1.265.178 | SOLD Q2 · 2026-19,8% · 313 Tsd. Stk. | ← | $72,88 | |
 UNPUnion Pac Corp | 2,71% | $88.761.760 | 326.330 | SOLD Q2 · 2026-32,6% · 158 Tsd. Stk. | ← | $279,37 | |
 FTREFortrea Hldgs Inc | 1,59% | $52.000.787 | 2.988.551 | SOLD Q2 · 2026-35,6% · 1,7 Mio. Stk. | ← | $19,93 | |
 MSFTMicrosoft Corp | 1,50% | $49.112.186 | 131.661 | – | SOLD Q1 · 2026-24,2% · 42 Tsd. Stk. | $493,78 | |
 FWONKLiberty Media Corp Del | 1,16% | $38.141.626 | 400.900 | NEW Q2 · 2026401 Tsd. Stk. | – | $94,54 | |
N/A ONTMontrose Environmental Group | 1,09% | $35.771.700 | 1.770.000 | NEW Q2 · 20261,8 Mio. Stk. | – | $18,11 | |
 FWONALiberty Media Corp Del | 0,85% | $27.868.359 | 318.350 | NEW Q2 · 2026318 Tsd. Stk. | – | $85,74 | |
 LLYVKLiberty Live Holdings Inc | 0,10% | $3.414.496 | 32.322 | – | – | $96,28 | |
 NVDANvidia Corporation | 0,10% | $3.251.463 | 16.250 | – | BUY Q2 · 2024+900,0% · 15 Tsd. Stk. | $222,27 | |
 TSLATesla Inc | 0,04% | $1.198.710 | 2.850 | – | – | $364,27 | |
 FLYXFlyexclusive Inc | 0,00% | $42.174 | 200.827 | – | SOLD Q4 · 20250,0% · 5 Stk. | $1,33 | |
 AMBPArdagh Metal Packaging S A Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 281 Tsd. Stk. | ← | – | |
 CSGPCostar Group Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 852 Tsd. Stk. | ← | $29,09 | |
 IWMIshares Tr Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 5 Tsd. Stk. | ← | $284,10 | |
 LIONLionsgate Studios Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 1,6 Mio. Stk. | ← | – | |
 CRMSalesforce Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 15 Tsd. Stk. | ← | $237,92 | |
 LABStandard Biotools Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 44 Tsd. Stk. | ← | $0,77 |
