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공개된 보유 변화

공개된 보유 변화

보유 기준일 2026-06-30갱신일 2026-10-22

주요 지분 공시

Third Point → Strata Critical Medical, Inc. · 5.80%지분 공시 원문
Icahn → Icahn Enterprises L.P. · 87.69%지분 공시 원문
Elliott Investment Management → Seadrill Ltd · 5.80%지분 공시 원문
Viking 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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공개일투자자종목변화주식수 변화포트폴리오 비중원문
2026-08-14Coatue ManagementASMLASML HLDG NVN Y REGISTRY SHS축소-40.5%1.21% -1.0 ppSEC 공시
2026-08-14TCI Fund ManagementCNICANADIAN NATL RY COCOM축소-4.2%2.13% -0.1 ppSEC 공시
2026-08-14TCI Fund ManagementMSFTMICROSOFT CORPCOM보유 종료-100.0%0.00% -2.2 ppSEC 공시
2026-08-14Coatue ManagementSPOTSPOTIFY TECHNOLOGY S ASHS축소-0.8%1.24% -1.0 ppSEC 공시
2026-08-14Soros Fund ManagementTKOTKO GROUP HOLDINGS INCCL A축소-4.3%1.92% -0.3 ppSEC 공시
2026-08-14Elliott Investment ManagementNCLHNORWEGIAN CRUISE LINE HLDGSSHS확대+11.4%2.17% +0.6 ppSEC 공시
2026-08-14Berkshire HathawayDAVITA INCDAVITA INCCOM축소-4.1%2.15% +0.4 ppSEC 공시
2026-08-14Viking GlobalCSX CORPCSX CORPCOM보유 종료-100.0%0.00% -2.1 ppSEC 공시
2026-08-14Viking GlobalINTERCONTINENTAL EXCHANGE ININTERCONTINENTAL EXCHANGE INCOM축소-42.6%0.97% -1.2 ppSEC 공시
2026-08-14Soros Fund ManagementSEALED AIR CORP NEWSEALED AIR CORP NEWCOM보유 종료-100.0%0.00% -2.1 ppSEC 공시
2026-08-14Duquesne Family OfficeAVGOBROADCOM INCCOM보유 종료-100.0%0.00% -2.1 ppSEC 공시
2026-08-14Third PointUNPUNION PAC CORPCOM확대+250.0%2.05% +0.9 ppSEC 공시
2026-08-14Third PointTTMITTM TECHNOLOGIES INCCOM신규 공개—2.03% +2.0 ppSEC 공시
2026-08-14Viking GlobalBABOEING COCOM확대+2.5%2.02% +0.2 ppSEC 공시
2026-08-14Viking GlobalMID-AMER APT CMNTYS INCMID-AMER APT CMNTYS INCCOM확대+5.1%2.00% +0.4 ppSEC 공시
2026-08-13Baupost GroupAMERICOLD REALTY TRUST INCAMERICOLD REALTY TRUST INCCOM축소-12.2%1.98% +0.2 ppSEC 공시
2026-08-14AppaloosaBIDUBAIDU INCSPON ADR REP A확대+87.1%1.98% +0.7 ppSEC 공시
2026-08-14Viking GlobalGOOGLALPHABET INCCAP STK CL A보유 종료-100.0%0.00% -1.9 ppSEC 공시
2026-08-14Viking GlobalFEDEX CORPFEDEX CORPCOM확대+11.4%1.92% -0.0 ppSEC 공시
2026-08-14Viking GlobalGENERAL MTRS COGENERAL MTRS COCOM축소-45.5%1.10% -0.8 ppSEC 공시
2026-08-14Tiger GlobalTTWOTAKE-TWO INTERACTIVE SOFTWARCOM축소-9.5%1.89% +0.2 ppSEC 공시
2026-08-14Viking GlobalMSCIMSCI INCCOM신규 공개—1.85% +1.9 ppSEC 공시
2026-08-14IcahnAEPAmerican Electric Power CompanyCOM축소-63.9%0.72% -1.1 ppSEC 공시
2026-08-14Soros Fund ManagementSUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC7 DEP CM SR A WI신규 공개—1.84% +1.8 ppSEC 공시
2026-08-14Tiger GlobalRDDTReddit IncCL A확대+1.2%1.83% +0.4 ppSEC 공시
2026-08-14Duquesne Family OfficeSandisk CorpSandisk CorpCOM축소-8.5%1.82% +1.0 ppSEC 공시
2026-08-14Soros Fund ManagementSMURFIT WESTROCK PLCSMURFIT WESTROCK PLCSHS축소-40.0%1.15% -0.7 ppSEC 공시
2026-08-14AppaloosaAMERICAN AIRLINES GROUP INCAMERICAN AIRLINES GROUP INCCOM신규 공개—1.81% +1.8 ppSEC 공시
2026-08-14Lone Pine CapitalAGXARGAN INCCOM축소-6.2%1.80% +0.1 ppSEC 공시
2026-08-14Berkshire HathawayDALDelta Air Lines IncCOM NEW확대+44.0%1.79% +0.8 ppSEC 공시
2026-08-14Viking GlobalWATWATERS CORPCOM확대+32.3%1.78% +0.7 ppSEC 공시
2026-08-14AppaloosaWHIRLPOOL CORPWHIRLPOOL CORPCOM축소-63.3%0.38% -1.4 ppSEC 공시
2026-08-14Coatue ManagementAPPAPPLOVIN CORPCOM CL A축소-9.2%1.24% -0.5 ppSEC 공시
2026-08-14Viking GlobalPNC FINL SVCS GROUP INCPNC FINL SVCS GROUP INCCOM보유 종료-100.0%0.00% -1.8 ppSEC 공시
2026-08-14Soros Fund ManagementCHART INDS INCCHART INDS INCCOM축소-11.5%1.44% -0.3 ppSEC 공시
2026-08-14Viking GlobalJOHNSON CONTROLS INTERNATIONJOHNSON CONTROLS INTERNATIONSHS축소-4.9%1.75% +0.1 ppSEC 공시
2026-08-14Coatue ManagementNTRANatera IncCOM축소-1.4%1.40% -0.4 ppSEC 공시
2026-08-14Viking GlobalT-MOBILE US INCT-MOBILE US INCCOM보유 종료-100.0%0.00% -1.7 ppSEC 공시
2026-08-14Tiger GlobalAPPAPPLOVIN CORPCOM CL A보유 종료-100.0%0.00% -1.7 ppSEC 공시
2026-08-14IcahnJBLUJetBlue Airways Corp.COM축소-38.6%1.43% -0.3 ppSEC 공시
2026-08-14Soros Fund ManagementAEPAmerican Electric Power CompanyCOM신규 공개—1.73% +1.7 ppSEC 공시
2026-08-14Soros Fund ManagementENTERGY CORP NEWENTERGY CORP NEWCOM확대+1,084.2%1.73% +1.6 ppSEC 공시
2026-08-14Duquesne Family OfficeRevolution Medicines IncRevolution Medicines IncCOM확대+26.5%1.72% +0.7 ppSEC 공시
2026-08-14Duquesne Family OfficeOption Care Health IncOption Care Health IncCOM NEW보유 종료-100.0%0.00% -1.7 ppSEC 공시
2026-08-14Viking GlobalREGAL REXNORD CORPORATIONREGAL REXNORD CORPORATIONCOM축소-33.1%1.43% -0.2 ppSEC 공시
2026-08-14FundsmithOTIS WORLDWIDE CORPOTIS WORLDWIDE CORPCOM보유 종료-100.0%0.00% -1.6 ppSEC 공시
2026-08-14Tiger GlobalAMDADVANCED MICRO DEVICES INCCOM신규 공개—1.63% +1.6 ppSEC 공시
2026-08-14Third PointPFGCPERFORMANCE FOOD GROUP COCOM신규 공개—1.63% +1.6 ppSEC 공시
2026-08-14Soros Fund ManagementITRON INCITRON INCCOM확대+46.4%1.62% +0.4 ppSEC 공시
2026-08-14Tiger GlobalAPOAPOLLO GLOBAL MGMT INCCOM축소-17.3%1.34% -0.3 ppSEC 공시
HOLDWISE LETTER · 2026 Q2

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