투자 대가의 최근 보유 변화

공개된 보유 변화

보유 기준일 2026-06-30갱신일 2026-10-22

주요 지분 공시

2026-10-15Third Point → Strata Critical Medical, Inc. · 5.80%지분 공시 원문

2026-09-25Icahn → Icahn Enterprises L.P. · 87.69%지분 공시 원문

2026-09-21Elliott Investment Management → Seadrill Ltd · 5.80%지분 공시 원문

2026-07-10Viking Global → BridgeBio Pharma, Inc. · 5.00%지분 공시 원문

지분율 기준

이름이 명시된 보고자의 공개 지분율입니다. 공동 보고자의 비율을 합산하지 않습니다. 분기별 Consensus와는 별도입니다.

791 공개 변화

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공개일	투자자	종목	변화	주식수 변화	포트폴리오 비중	원문
2026-08-14	Duquesne Family Office	LRCXLAM RESEARCH CORPCOM NEW	신규 공개	—	0.43% +0.4 pp	SEC 공시
2026-08-14	Coatue Management	Solstice Advanced Matls IncSolstice Advanced Matls IncCOM SHS	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Berkshire Hathaway	ALLYALLY FINL INCCOM	축소	-6.9%	0.41% -0.0 pp	SEC 공시
2026-08-14	Soros Fund Management	MUMICRON TECHNOLOGY INCCOM	확대	+694.0%	0.43% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	EINRIDE ABEINRIDE ABSPON ADS	신규 공개	—	0.43% +0.4 pp	SEC 공시
2026-08-14	Tiger Global	Lumentum Hldgs IncLumentum Hldgs IncCOM	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Viking Global	LULULEMON ATHLETICA INCLULULEMON ATHLETICA INCCOM	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	ARCELLX INCARCELLX INCCOMMON STOCK	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Appaloosa	UNHUNITEDHEALTH GROUP INCCOM	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	UBERUBER TECHNOLOGIES INCCOM	축소	-71.2%	0.11% -0.3 pp	SEC 공시
2026-08-14	Soros Fund Management	THERMON GROUP HLDGS INCTHERMON GROUP HLDGS INCCOM	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Viking Global	ORUKA THERAPEUTICS INCORUKA THERAPEUTICS INCCOM	축소	-43.6%	0.41% +0.0 pp	SEC 공시
2026-08-14	Soros Fund Management	WIX COM LTDWIX COM LTDSHS	축소	-86.0%	0.03% -0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	VERSIGENT PLCVERSIGENT PLCORDINARY SHARES	신규 공개	—	0.40% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	MADISON AIR SOLUTIONS CORPMADISON AIR SOLUTIONS CORPCOM SHS CL A	신규 공개	—	0.40% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	GFL ENVIRONMENTAL INCGFL ENVIRONMENTAL INCSUB VTG SHS	축소	-98.2%	0.01% -0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	AES CORPAES CORPCOM	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Berkshire Hathaway	LENNAR CORPLENNAR CORPCL A	확대	+29.8%	0.40% +0.1 pp	SEC 공시
2026-08-14	Lone Pine Capital	KODIAK GAS SVCS INCKODIAK GAS SVCS INCCOM	신규 공개	—	0.39% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	ARESARES MANAGEMENT CORPORATIONCL A COM STK	축소	-72.4%	0.10% -0.3 pp	SEC 공시
2026-08-14	Duquesne Family Office	Definium Therapeutics IncDefinium Therapeutics IncCOM SHS	신규 공개	—	0.39% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	LIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DELCOM LBTY ONE S C	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	PAYONEER GLOBAL INCPAYONEER GLOBAL INCCOM	신규 공개	—	0.38% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	BLACKSTONE SECD LENDING FDBLACKSTONE SECD LENDING FDCOMMON STOCK	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	ARCOSA INCARCOSA INCCOM	신규 공개	—	0.37% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	ETSYETSY INCCOM	확대	+38.1%	0.37% +0.2 pp	SEC 공시
2026-08-14	Duquesne Family Office	CLOUDFLARE INCCLOUDFLARE INCCL A COM	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	AMERICAN HEALTHCARE REIT INCAMERICAN HEALTHCARE REIT INCCOM SHS	신규 공개	—	0.37% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	PPL CORPPPL CORPCOM	확대	+418.2%	0.36% +0.3 pp	SEC 공시
2026-08-14	Duquesne Family Office	Invesco Exchange Traded Fd TInvesco Exchange Traded Fd TS&P500 EQL WGT	신규 공개	—	0.36% +0.4 pp	SEC 공시
2026-08-14	Tiger Global	DHRDanaher Corp DelCOM	신규 공개	—	0.36% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	BLACKSTONE INCBLACKSTONE INCCOM	축소	-70.6%	0.10% -0.3 pp	SEC 공시
2026-08-14	Duquesne Family Office	Lyondellbasell Industries NvLyondellbasell Industries NvSHS - A -	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	QNTQUANTINUUM INCCL A COM	신규 공개	—	0.36% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	METAMETA PLATFORMS INCCL A	축소	-37.1%	0.20% -0.2 pp	SEC 공시
2026-08-14	Soros Fund Management	GLOBALFOUNDRIES INCGLOBALFOUNDRIES INCORDINARY SHARES	보유 종료	-100.0%	0.00% -0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	ON SEMICONDUCTOR CORPON SEMICONDUCTOR CORPCOM	신규 공개	—	0.36% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	ROKURoku IncCOM CL A	신규 공개	—	0.36% +0.4 pp	SEC 공시
2026-08-14	Duquesne Family Office	10X Genomics Inc10X Genomics IncCL A COM	신규 공개	—	0.35% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	MIDDLEBY CORPMIDDLEBY CORPCOM	신규 공개	—	0.35% +0.4 pp	SEC 공시
2026-08-14	Soros Fund Management	TOPBUILD CORTOPBUILD CORCOM	신규 공개	—	0.35% +0.4 pp	SEC 공시
2026-08-14	Lone Pine Capital	VVISA INCCOM CL A	확대	+78.9%	0.35% +0.1 pp	SEC 공시
2026-08-14	Viking Global	UBS GROUP AGUBS GROUP AGSHS	신규 공개	—	0.34% +0.3 pp	SEC 공시
2026-08-14	Soros Fund Management	MICROCHIP TECHNOLOGY INC.MICROCHIP TECHNOLOGY INC.COM	신규 공개	—	0.34% +0.3 pp	SEC 공시
2026-08-14	Duquesne Family Office	LLYEli Lilly & CoCOM	신규 공개	—	0.34% +0.3 pp	SEC 공시
2026-08-14	Duquesne Family Office	Twist Bioscience CorpTwist Bioscience CorpCOM	보유 종료	-100.0%	0.00% -0.3 pp	SEC 공시
2026-08-14	Soros Fund Management	BLUE OWL CAPITAL INCBLUE OWL CAPITAL INCCOM CL A	축소	-51.8%	0.14% -0.2 pp	SEC 공시
2026-08-14	Soros Fund Management	CITIZENS FINL GROUP INCCITIZENS FINL GROUP INCCOM	축소	-3.7%	0.33% +0.0 pp	SEC 공시
2026-08-14	Lone Pine Capital	TDGTRANSDIGM GROUP INCCOM	축소	-20.0%	0.23% -0.1 pp	SEC 공시
2026-08-14	Duquesne Family Office	Coherent CorpCoherent CorpCOM	보유 종료	-100.0%	0.00% -0.3 pp	SEC 공시

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공개된 보유 변화

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