Yüksek Kanaat

Usta yatırımcı seti · 2026 Q2

Yüksek kanaat listesi 2026 Q2 13F bildirimlerine dayanır (72 fon) ve hisseyi tutan usta yatırımcıların ortalama portföy ağırlığına göre sıralanır (en az iki sahip); 1. sıra: SPCX (6.2%).

300 / 1,920
#SembolŞirketToplam DeğerEn yüksek ağırlıkFonYBB GetiriKimler Tutuyor
1SPCXSPACE EXPLORATION TECHN CORP$15.14B48.2%12Dragoneer Investment Group, Baillie Gifford, Coatue Management
2BRK-ABERKSHIRE HATHAWAY INC DEL$3.38B42.4%13Punch Card Management, Chou Associates, Aquamarine
3AAPLAPPLE INC$74.97B41.0%19H&H International Investment, Berkshire Hathaway, Chou Associates
4GEGE Aerospace$19.73B35.6%7Trian Fund Management, TCI Fund Management, Polen Capital Management
5BRK-BBERKSHIRE HATHAWAY INC DEL$15.84B33.9%23Aquamarine, H&H International Investment, Gates Foundation Trust
6EQHEQUITABLE HLDGS INC$839.3M30.4%4Conifer Management, Viking Global, Harris Associates
7CVNACarvana Co$3.41B30.3%10RV Capital, Sachem Head Capital Management, Durable Capital Partners
8TSMTaiwan Semiconductor Manufac$19.12B29.0%26Lansdowne Partners (UK), Stockbridge Partners, Light Street Capital Management
9CROXCROCS INC$319.9M27.2%5Punch Card Management, Himalaya Capital, DME Capital Management (Greenlight)
10FICOFair Isaac Corporation$1.53B25.8%5Valley Forge Capital, Lindsell Train, Akre Capital Management
11GOOGLALPHABET INC$48.64B24.6%34Himalaya Capital, Lindsell Train, Ruane, Cunniff & Goldfarb
12GOOGALPHABET INC$30.70B23.4%28Himalaya Capital, Gardner Russo & Quinn, Chou Associates
13PDDPDD HOLDINGS INC$5.14B22.2%5Himalaya Capital, Punch Card Management, H&H International Investment
14METAMETA PLATFORMS INC$18.68B20.4%30RV Capital, Hound Partners, Pershing Square
15MAMASTERCARD INCORPORATED$5.24B19.9%17Akre Capital Management, Valley Forge Capital, Aquamarine
16SPGIS&P GLOBAL INC$7.01B19.9%15Valley Forge Capital, TCI Fund Management, Dorsey Asset Management
17VVISA INC$21.21B19.8%24TCI Fund Management, Egerton Capital (UK), ValueAct Holdings
18CATCaterpillar Inc$7.22B19.6%6Gates Foundation Trust, Markel Group, ARK Investment Management
19AMDAdvanced Micro Devices Inc$3.47B19.4%14Dragoneer Investment Group, Light Street Capital Management, Whale Rock Capital Management
20NVDANVIDIA CORPORATION$20.84B19.2%21Altimeter Capital Management, Hound Partners, Sands Capital Management
21MCOMOODYS CORP$20.02B19.1%14Valley Forge Capital, TCI Fund Management, Akre Capital Management
22C CITIGROUP INC $1.91B18.5%5Kahn Brothers Group, First Pacific Advisors, Hosking Partners
23AMZNAMAZON COM INC$30.25B18.4%34Greenlea Lane Capital, Pershing Square, Baupost Group
24CNICANADIAN NATL RY CO$7.53B17.9%5Gates Foundation Trust, Findlay Park Partners, TCI Fund Management
25BNBROOKFIELD CORP$6.45B17.6%8Pershing Square, Greenlea Lane Capital, Akre Capital Management
26AXPAMERICAN EXPRESS CO$52.53B17.1%14Berkshire Hathaway, Aquamarine, Smead Capital Management
27ASMLASML HLDG NV$3.60B16.6%10Dorsey Asset Management, Valley Forge Capital, Lone Pine Capital
28NTRANatera Inc$974.4M16.6%5Duquesne Family Office, Coatue Management, ARK Investment Management
29CBRSCEREBRAS SYSTEMS INC$4.11B16.2%9Altimeter Capital Management, Coatue Management, Dragoneer Investment Group
30UBERUBER TECHNOLOGIES INC$5.10B15.7%17Pershing Square, Dorsey Asset Management, Appaloosa
31ARMArm Holdings Plc$1.35B15.6%5Lansdowne Partners (UK), Altimeter Capital Management, Sands Capital Management
32MSFTMICROSOFT CORP$14.89B15.3%31Pershing Square, Polen Capital Management, Altimeter Capital Management
33MUMicron Technology Inc$5.85B14.6%9Appaloosa, Coatue Management, Hosking Partners
34APPAPPLOVIN CORP$5.89B14.5%8Dorsey Asset Management, Lone Pine Capital, Baillie Gifford
35PSX PHILLIPS 66 $3.56B14.4%5Elliott Investment Management, Harris Associates, Hosking Partners
36EPDENTERPRISE PRODS PARTNERS L$294.4M13.5%4Fairholme Capital, Muhlenkamp & Co, Markel Group
37SPYSTATE STR SPDR S&P 500 ETF T$283.8M13.5%7JANA Partners, Soros Fund Management, Giverny Capital
38IBKRINTERACTIVE BROKERS GROUP IN$1.03B12.8%7RV Capital, Cantillon Capital Management, Egerton Capital (UK)
39QSRRESTAURANT BRANDS INTL INC$1.97B12.2%4Pershing Square, Baupost Group, Corvex Management
40TDGTRANSDIGM GROUP INC$1.31B12.2%5Stockbridge Partners, Select Equity Group, Third Point
41GPN GLOBAL PMTS INC $1.61B11.8%3Glenview Capital Management, Weitz Investment Management, Harris Associates
42RKTRocket Cos Inc$987.3M11.7%5ValueAct Holdings, Durable Capital Partners, Davis Selected Advisers
43WBDWARNER BROS DISCOVERY INC$760.8M11.4%4Third Point, DME Capital Management (Greenlight), Soros Fund Management
44TLNTALEN ENERGY CORP$793.2M10.9%5Sachem Head Capital Management, Oaktree Capital, Yacktman Asset Management
45MKLMarkel Group, Inc$2.01B10.9%7Greenlea Lane Capital, JANA Partners, Davis Selected Advisers
46SNDKSandisk Corp$1.70B10.9%4Whale Rock Capital Management, Duquesne Family Office, Sands Capital Management
47KOCOCA COLA CO$32.75B10.9%8Berkshire Hathaway, Yacktman Asset Management, Soros Fund Management
48RBCRBC BEARINGS INC$1.59B10.7%3Durable Capital Partners, Baillie Gifford, Soros Fund Management
49PYPLPAYPAL HLDGS INC$487.2M10.6%8Punch Card Management, Lindsell Train, Chou Associates
50AVGOBroadcom Inc$5.15B10.6%16Cantillon Capital Management, Light Street Capital Management, Polen Capital Management
51SGOV ISHARES TR $58.7M10.6%4Greenlea Lane Capital, Punch Card Management, Semper Augustus Investments
52BLKBLACKROCK INC$834.7M9.9%5ValueAct Holdings, Cantillon Capital Management, Markel Group
53TMOThermo Fisher Scientific Inc$3.79B9.8%10Lindsell Train, Glenview Capital Management, Weitz Investment Management
54DISDISNEY WALT CO$2.30B9.6%14Lindsell Train, Corvex Management, Kahn Brothers Group
55DALDELTA AIR LINES INC$7.27B9.5%6Lansdowne Partners (UK), Harris Associates, Berkshire Hathaway
56STXSeagate Technology Hldngs Pl$2.59B9.4%8Sachem Head Capital Management, Lone Pine Capital, Sands Capital Management
57FISVFiserv, Inc.$4.29B9.4%5JANA Partners, Harris Associates, Dodge & Cox
58ADIANALOG DEVICES INC$1.60B9.4%10Lansdowne Partners (UK), First Pacific Advisors, Cantillon Capital Management
59BACBANK OF AMER CORP$29.22B9.2%9Berkshire Hathaway, Smead Capital Management, Harris Associates
60PMPHILIP MORRIS INTL INC$2.83B9.2%11Gardner Russo & Quinn, Fundsmith, First Eagle Investment Management
61ELVELEVANCE HEALTH INC FORMERLY$4.54B9.1%10Baupost Group, Ruane, Cunniff & Goldfarb, First Eagle Investment Management
62CVSCVS HEALTH CORP$7.31B9.1%5Glenview Capital Management, Davis Selected Advisers, Dodge & Cox
63KKRKKR & CO INC$1.76B8.9%7Akre Capital Management, ValueAct Holdings, Lindsell Train
64UALUnited Airls Hldgs Inc$278.8M8.7%4Lansdowne Partners (UK), Duquesne Family Office, Glenview Capital Management
65DGDOLLAR GEN CORP$1.03B8.7%5Semper Augustus Investments, First Eagle Investment Management, Markel Group
66BKNGBOOKING HOLDINGS INC$6.00B8.5%7Dorsey Asset Management, Giverny Capital, Dodge & Cox
67LRCXLam Research Corp$7.02B8.4%11Coatue Management, Tiger Global, Polen Capital Management
68CRMSALESFORCE INC$4.40B8.3%7ValueAct Holdings, Harris Associates, Akre Capital Management
69APHAMPHENOL CORP$1.21B8.3%4Egerton Capital (UK), Select Equity Group, Sands Capital Management
70SYF SYNCHRONY FINANCIAL $637.0M7.8%4Chou Associates, Hosking Partners, Harris Associates
71MGMMGM RESORTS INTERNATIONAL$1.44B7.8%6Corvex Management, Davis Selected Advisers, Hosking Partners
72PFGCPERFORMANCE FOOD GROUP CO$1.11B7.8%4Sachem Head Capital Management, Lone Pine Capital, Third Point
73ROP ROPER TECHNOLOGIES INC $3.69B7.8%5Akre Capital Management, Ruane, Cunniff & Goldfarb, Dodge & Cox
74FWONKLIBERTY MEDIA CORP DEL$1.59B7.7%8Ruane, Cunniff & Goldfarb, Stockbridge Partners, Findlay Park Partners
75RACEFERRARI N V$2.25B7.7%4Aquamarine, Viking Global, Baillie Gifford
76LYVLIVE NATION ENTERTAINMENT IN$1.43B7.7%7Dorsey Asset Management, Third Point, Select Equity Group
77DHRDanaher Corp Del$987.3M7.6%13Dorsey Asset Management, Weitz Investment Management, Glenview Capital Management
78DEDeere & Co$4.24B7.6%9Stockbridge Partners, Gates Foundation Trust, Markel Group
79TSLATESLA INC$3.21B7.5%9ARK Investment Management, H&H International Investment, Greenlea Lane Capital
80MKSIMKS INC.$1.02B7.5%4Sachem Head Capital Management, Light Street Capital Management, Whale Rock Capital Management
81DASHDOORDASH INC$2.89B7.5%8Durable Capital Partners, Gardner Russo & Quinn, Sands Capital Management
82CPCANADIAN PACIFIC KANSAS CITY$4.53B7.4%8TCI Fund Management, Findlay Park Partners, Cantillon Capital Management
83GSGOLDMAN SACHS GROUP INC$595.6M7.4%5Hound Partners, Markel Group, Dodge & Cox
84NBISNEBIUS GROUP N.V.$1.32B7.2%4Lone Pine Capital, Hound Partners, Soros Fund Management
85COFCAPITAL ONE FINL CORP$7.14B7.1%11Davis Selected Advisers, Ruane, Cunniff & Goldfarb, Third Point
86OXYOCCIDENTAL PETE CORP$17.07B7.0%6Chou Associates, Berkshire Hathaway, Smead Capital Management
87MARMARRIOTT INTL INC NEW$1.00B7.0%4Fundsmith, Markel Group, First Pacific Advisors
88DKSDICKS SPORTING GOODS INC$759.5M7.0%4Sachem Head Capital Management, Glenview Capital Management, Viking Global
89LLYEli Lilly & Co$1.09B6.9%8Polen Capital Management, Glenview Capital Management, ARK Investment Management
90FERGFERGUSON ENTERPRISES INC$1.51B6.9%11Durable Capital Partners, Baupost Group, Cantillon Capital Management
91VMCVULCAN MATLS CO$1.69B6.6%6Stockbridge Partners, Egerton Capital (UK), Weitz Investment Management
92INTUIntuit Inc.$540.4M6.6%5Lindsell Train, Yacktman Asset Management, Valley Forge Capital
93SCHWSCHWAB CHARLES CORP$11.56B6.6%10Ruane, Cunniff & Goldfarb, Giverny Capital, Yacktman Asset Management
94CSGPCOSTAR GROUP INC$963.9M6.5%4Akre Capital Management, Polen Capital Management, Weitz Investment Management
95MRK MERCK & CO INC $1.90B6.4%6Smead Capital Management, Kahn Brothers Group, Harris Associates
96TTMITTM TECHNOLOGIES INC$1.43B6.3%5Whale Rock Capital Management, Lone Pine Capital, Third Point
97MDLNMEDLINE INC$2.28B6.3%6Egerton Capital (UK), Lone Pine Capital, Durable Capital Partners
98AMATAPPLIED MATLS INC$6.07B6.3%13Coatue Management, Cantillon Capital Management, Lone Pine Capital
99NEMNEWMONT CORP$1.14B6.3%3Muhlenkamp & Co, Semper Augustus Investments, First Eagle Investment Management
100WATWATERS CORP$2.25B6.3%6Fundsmith, Findlay Park Partners, Viking Global
101GEVGE VERNOVA INC$4.80B6.2%7Coatue Management, Tiger Global, Fundsmith
102CRWVCOREWEAVE INC$1.01B6.2%5Altimeter Capital Management, ARK Investment Management, Appaloosa
103RIOTRiot Platforms Inc$427.4M6.1%4Starboard Value, Sachem Head Capital Management, Egerton Capital (UK)
104CRHCrh Plc$2.46B6.0%11Hound Partners, Third Point, Egerton Capital (UK)
105UNPUNION PAC CORP$1.95B6.0%10Baupost Group, Corvex Management, Third Point
106ZZILLOW GROUP INC$92.4M5.9%4Kahn Brothers Group, Coatue Management, ARK Investment Management
107BKRBaker Hughes Co.$2.10B5.7%4Lansdowne Partners (UK), Dodge & Cox, Glenview Capital Management
108HDHOME DEPOT INC$2.10B5.6%8Lone Pine Capital, Markel Group, Smead Capital Management
109BLDRBUILDERS FIRSTSOURCE INC$263.8M5.6%5Semper Augustus Investments, Sands Capital Management, Miller Value Partners
110SIRISIRIUSXM HOLDINGS INC$3.73B5.6%4Chou Associates, Weitz Investment Management, Berkshire Hathaway
111ICLR ICON PUB LTD CO $1.25B5.5%4Ruane, Cunniff & Goldfarb, Muhlenkamp & Co, First Pacific Advisors
112SUNBSUNBELT RENTALS HOLDINGS INC$6.07B5.5%11Dorsey Asset Management, Ruane, Cunniff & Goldfarb, Gardner Russo & Quinn
113NFLXNETFLIX INC.$3.62B5.4%15Greenlea Lane Capital, Gardner Russo & Quinn, Fundsmith
114MCHPMICROCHIP TECHNOLOGY INC.$598.6M5.4%6Muhlenkamp & Co, Hosking Partners, Glenview Capital Management
115IFFInternational Flavors & Fragrances, Inc.$4.45B5.3%4First Pacific Advisors, Icahn Capital, Dodge & Cox
116PEPPEPSICO INC$695.4M5.3%10Lindsell Train, Yacktman Asset Management, Elliott Investment Management
117FROGJFrog Ltd$529.5M5.2%5Light Street Capital Management, Whale Rock Capital Management, Polen Capital Management
118URIUNITED RENTALS INC$233.6M5.1%4Muhlenkamp & Co, Findlay Park Partners, Markel Group
119VTRSVIATRIS INC$1.41B5.1%4Davis Selected Advisers, Glenview Capital Management, Miller Value Partners
120MELIMercadolibre Inc$6.75B5.1%11Durable Capital Partners, Baillie Gifford, Light Street Capital Management
121LINLinde Plc$2.06B5.1%9Lansdowne Partners (UK), Lone Pine Capital, Soros Fund Management
122SESea Ltd$6.04B5.0%11Tiger Global, Baillie Gifford, Duquesne Family Office
123APGAPI GROUP CORP$935.1M5.0%4Durable Capital Partners, Findlay Park Partners, Third Point
124CHYMCHIME FINL INC$303.2M5.0%5Light Street Capital Management, Dragoneer Investment Group, Tiger Global
125SNOWSNOWFLAKE INC$1.74B5.0%8Altimeter Capital Management, Light Street Capital Management, Whale Rock Capital Management
126SPOTSPOTIFY TECHNOLOGY S A$6.19B5.0%12Greenlea Lane Capital, ValueAct Holdings, Baillie Gifford
127VSTVISTRA CORP$709.8M4.9%5Corvex Management, Appaloosa, Egerton Capital (UK)
128ADPAUTOMATIC DATA PROCESSING IN$1.89B4.9%3Giverny Capital, Fundsmith, First Eagle Investment Management
129WABWabtec$720.9M4.9%4Muhlenkamp & Co, Select Equity Group, First Pacific Advisors
130AONAON PLC$3.63B4.9%8Weitz Investment Management, Baupost Group, First Pacific Advisors
131SLBSLB, Ltd.$1.48B4.9%4Lansdowne Partners (UK), Muhlenkamp & Co, First Eagle Investment Management
132ICEINTERCONTINENTAL EXCHANGE IN$3.50B4.9%7Ruane, Cunniff & Goldfarb, Harris Associates, Cantillon Capital Management
133XPOXPO INC$735.3M4.8%4Durable Capital Partners, Findlay Park Partners, Polen Capital Management
134ALLYALLY FINL INC$2.47B4.8%4Chou Associates, Harris Associates, Berkshire Hathaway
135AAGILENT TECHNOLOGIES INC$532.9M4.8%5Glenview Capital Management, Cantillon Capital Management, Findlay Park Partners
136GEHC GE HEALTHCARE TECHNOLOGIES I $3.66B4.7%6Trian Fund Management, Harris Associates, Dodge & Cox
137CVXCHEVRON CORPORATION$14.03B4.7%7Berkshire Hathaway, Hosking Partners, Semper Augustus Investments
138NOWSERVICENOW INC$748.4M4.6%4Polen Capital Management, Akre Capital Management, Tiger Global
139GLWCORNING INC$1.35B4.6%4Whale Rock Capital Management, Lone Pine Capital, Hosking Partners
140MLMMARTIN MARIETTA MATERIALS ORD$2.49B4.6%7Gardner Russo & Quinn, Select Equity Group, Weitz Investment Management
141UNHUNITEDHEALTH GROUP INC$5.11B4.6%10Ruane, Cunniff & Goldfarb, Smead Capital Management, Davis Selected Advisers
142ORCLORACLE CORP$1.90B4.5%8Polen Capital Management, Cantillon Capital Management, First Eagle Investment Management
143SHOPShopify Inc$5.38B4.5%7Polen Capital Management, ARK Investment Management, Sands Capital Management
144DVNDevon Energy Corp.$1.38B4.5%3Davis Selected Advisers, Egerton Capital (UK), Yacktman Asset Management
145STMStmicroelectronics N V$208.3M4.5%4Duquesne Family Office, Sachem Head Capital Management, Glenview Capital Management
146PG PROCTER & GAMBLE CO $1.02B4.4%7Fundsmith, Yacktman Asset Management, Baillie Gifford
147ETNEATON CORP PLC$2.39B4.3%3Coatue Management, Lansdowne Partners (UK), Baillie Gifford
148JCIJOHNSON CONTROLS INTERNATION$8.79B4.3%4Dodge & Cox, Viking Global, Davis Selected Advisers
149ECLECOLAB INC$1.93B4.2%5Gates Foundation Trust, Findlay Park Partners, Markel Group
150XYZBLOCK INC$1.52B4.2%6Third Point, Glenview Capital Management, Sands Capital Management
151NVRNVR INC$440.8M4.1%4Smead Capital Management, Giverny Capital, Markel Group
152HUTHut 8 Corp$1.94B4.1%4Lone Pine Capital, Third Point, Coatue Management
153WCNWASTE CONNECTIONS INC$849.4M4.1%4Stockbridge Partners, Findlay Park Partners, Gates Foundation Trust
154LLYVKLIBERTY LIVE HOLDINGS INC$1.35B4.1%5ValueAct Holdings, Berkshire Hathaway, Corvex Management
155PGRPROGRESSIVE CORP $301.0M4.0%4Giverny Capital, Markel Group, Fairholme Capital
156APDAIR PRODUCTS AND CHEMICALS I$4.17B4.0%4Viking Global, Dodge & Cox, Markel Group
157JNJJOHNSON & JOHNSON$489.6M4.0%6Yacktman Asset Management, Markel Group, Soros Fund Management
158BDX BECTON DICKINSON & CO $2.91B4.0%4First Pacific Advisors, First Eagle Investment Management, Findlay Park Partners
159IDXX IDEXX LABS INC $1.02B3.9%5Fundsmith, Polen Capital Management, Weitz Investment Management
160TXNTEXAS INSTRS INC$2.22B3.9%10Fundsmith, Davis Selected Advisers, Findlay Park Partners
161BEBloom Energy Corp$1.41B3.9%6Whale Rock Capital Management, Sands Capital Management, Light Street Capital Management
162CBCHUBB LIMITED$12.20B3.9%5Berkshire Hathaway, Davis Selected Advisers, Viking Global
163CPNGCoupang Inc$3.93B3.9%12Light Street Capital Management, Tiger Global, Baillie Gifford
164TEL TE CONNECTIVITY PLC $4.37B3.9%4First Pacific Advisors, Dodge & Cox, Harris Associates
165COHRCoherent Corp$708.8M3.9%4Whale Rock Capital Management, Dodge & Cox, Select Equity Group
166NUNU HLDGS LTD$4.51B3.9%9Lone Pine Capital, Baillie Gifford, Dragoneer Investment Group
167SHWSHERWIN WILLIAMS CO$1.49B3.8%4Viking Global, Findlay Park Partners, Tiger Global
168AJGGALLAGHER ARTHUR J & CO $2.50B3.8%3First Pacific Advisors, Dodge & Cox, Baillie Gifford
169GLNGGOLAR LNG LTD$240.0M3.7%4Sachem Head Capital Management, Hound Partners, Hosking Partners
170TDYTeledyne Technologies Inc$1.49B3.7%6Findlay Park Partners, Dodge & Cox, Select Equity Group
171TWLOTwilio Inc$679.5M3.7%4Durable Capital Partners, Sachem Head Capital Management, Whale Rock Capital Management
172TECHBIO-TECHNE CORP$352.4M3.7%5Ruane, Cunniff & Goldfarb, Weitz Investment Management, Soros Fund Management
173CBRECBRE Group, Inc.$1.35B3.7%6Cantillon Capital Management, ValueAct Holdings, Hosking Partners
174CRSCARPENTER TECHNOLOGY CORP$1.22B3.6%6Lone Pine Capital, Third Point, Sands Capital Management
175ABNBAirbnb Inc$3.16B3.6%6Harris Associates, Akre Capital Management, Polen Capital Management
176QCOMQUALCOMM INC$947.3M3.5%5Altimeter Capital Management, Viking Global, Appaloosa
177COPConocoPhillips$3.22B3.5%7Smead Capital Management, Harris Associates, Yacktman Asset Management
178RDDTReddit Inc$2.48B3.5%7Light Street Capital Management, Tiger Global, Baillie Gifford
179FTVFORTIVE CORP$3.98B3.5%4Viking Global, Dodge & Cox, Select Equity Group
180INTCIntel Corp$2.56B3.5%8Coatue Management, Tiger Global, Select Equity Group
181JEFJEFFERIES FINANCIAL GROUP IN$189.5M3.4%4Chou Associates, First Pacific Advisors, Hosking Partners
182MTZMASTEC INC$899.0M3.4%4Lone Pine Capital, Third Point, Coatue Management
183FNFABRINET$1.00B3.4%5Whale Rock Capital Management, Durable Capital Partners, Baillie Gifford
184FOXFox Corp$620.5M3.3%4Yacktman Asset Management, Hound Partners, Duquesne Family Office
185NETCloudflare Inc$4.42B3.3%5Baillie Gifford, Sands Capital Management, ARK Investment Management
186MSCIMSCI INC$1.61B3.2%7Polen Capital Management, Viking Global, Markel Group
187BTDRBitdeer Technologies Group$265.6M3.2%4Sachem Head Capital Management, Duquesne Family Office, Lone Pine Capital
188FBINFORTUNE BRANDS INNOVATIONS I$752.0M3.1%4DME Capital Management (Greenlight), First Pacific Advisors, Harris Associates
189TEVATeva Pharmaceutical Inds Ltd$272.3M3.1%4Glenview Capital Management, DME Capital Management (Greenlight), Duquesne Family Office
190WWDWoodward Inc$423.1M3.1%5Findlay Park Partners, Stockbridge Partners, Duquesne Family Office
191SBUXSTARBUCKS CORP$489.1M3.1%5Polen Capital Management, Semper Augustus Investments, Markel Group
192LLYVALIBERTY LIVE HOLDINGS INC$699.0M3.1%5Corvex Management, Hound Partners, ValueAct Holdings
193CXCEMEX SA EURO MTN BE 144A$1.10B3.0%4Corvex Management, Dodge & Cox, Soros Fund Management
194RBLXROBLOX Corp$1.67B3.0%4ValueAct Holdings, ARK Investment Management, Baillie Gifford
195SAPSAP SE - ADR$290.2M3.0%5Ruane, Cunniff & Goldfarb, First Pacific Advisors, Davis Selected Advisers
196ONONON HLDG AG$755.3M2.9%6Lone Pine Capital, Sands Capital Management, Gates Foundation Trust
197LYBLyondellbasell Industries Nv$513.1M2.9%4Muhlenkamp & Co, Davis Selected Advisers, Hosking Partners
198WFCWELLS FARGO & CO$4.29B2.8%9Davis Selected Advisers, Chou Associates, Dodge & Cox
199FCXFREEPORT MCMORAN INC$401.7M2.8%4Hosking Partners, Oaktree Capital, Baillie Gifford
200JPMJPMORGAN CHASE & CO$1.45B2.8%11Smead Capital Management, Viking Global, Hosking Partners
201WMTWALMART INC$978.3M2.8%5Gates Foundation Trust, Soros Fund Management, Gardner Russo & Quinn
202FMX FOMENTO ECONOMICO MEXICANO S $2.20B2.7%3First Eagle Investment Management, Baillie Gifford, Harris Associates
203EQIXEquinix Inc$1.50B2.7%5Coatue Management, Elliott Investment Management, Duquesne Family Office
204ENTGEntegris Inc$695.4M2.7%6Cantillon Capital Management, Findlay Park Partners, Select Equity Group
205CITHE CIGNA GROUP$4.12B2.7%4Davis Selected Advisers, Glenview Capital Management, Dodge & Cox
206CMCSACOMCAST CORP NEW$4.31B2.6%9First Pacific Advisors, First Eagle Investment Management, Dodge & Cox
207ZTSZOETIS INC$297.5M2.6%6Ruane, Cunniff & Goldfarb, Smead Capital Management, Polen Capital Management
208PINSPINTEREST INC$879.7M2.6%4Elliott Investment Management, Davis Selected Advisers, Miller Value Partners
209KHCKRAFT HEINZ CO$7.76B2.6%4Berkshire Hathaway, Chou Associates, Fairholme Capital
210FCNCAFIRST CTZNS BANCSHARES INC D$3.04B2.5%3Harris Associates, Coatue Management, Dodge & Cox
211CMECME GROUP INC$67.2M2.5%6Baupost Group, Cantillon Capital Management, Viking Global
212BABAALIBABA GROUP HLDG LTD$1.27B2.5%8Appaloosa, Chou Associates, Dodge & Cox
213PLTRPalantir Technologies Inc$383.9M2.4%4ARK Investment Management, H&H International Investment, Sands Capital Management
214GLDSPDR GOLD TR$981.8M2.4%4Muhlenkamp & Co, First Eagle Investment Management, Giverny Capital
215PAYXPAYCHEX INC$298.0M2.4%4Semper Augustus Investments, Select Equity Group, Markel Group
216FPSFORGENT POWER SOLUTIONS INC$1.21B2.4%4Coatue Management, Soros Fund Management, Select Equity Group
217EOG EOG RES INC $683.5M2.3%4Findlay Park Partners, Yacktman Asset Management, Baillie Gifford
218TBBBBbb Foods Inc$19.5M2.3%5Duquesne Family Office, Hound Partners, Baillie Gifford
219HUMHumana Inc$4.46B2.3%4Dodge & Cox, Glenview Capital Management, Soros Fund Management
220EFXEQUIFAX INC$1.46B2.3%5Egerton Capital (UK), Weitz Investment Management, Harris Associates
221BNYBANK NEW YORK MELLON CORP$3.83B2.2%6First Eagle Investment Management, Dodge & Cox, Davis Selected Advisers
222VSECVSE CORP$268.7M2.2%4Durable Capital Partners, Soros Fund Management, Polen Capital Management
223MCDMCDONALDS CORP$920.7M2.2%6Viking Global, Soros Fund Management, Gates Foundation Trust
224FDXFEDEX CORP$3.69B2.2%3Gates Foundation Trust, Viking Global, Dodge & Cox
225HCAHCA HEALTHCARE INC $1.38B2.1%3First Eagle Investment Management, Markel Group, Harris Associates
226LPLALPL FINL HLDGS INC$1.88B2.1%4Lone Pine Capital, Markel Group, First Pacific Advisors
227AIGAMERICAN INTL GROUP INC $1.59B2.0%3Hosking Partners, Harris Associates, Soros Fund Management
228WTWWILLIS TOWERS WATSON PLC LTD$4.82B2.0%5Harris Associates, First Eagle Investment Management, Dodge & Cox
229CDWCdw Corp$869.7M2.0%4Duquesne Family Office, Harris Associates, Findlay Park Partners
230STTState Street Corp.$994.9M1.9%4Yacktman Asset Management, Harris Associates, Davis Selected Advisers
231MRSHMARSH & MCLENNAN COS INC$1.60B1.9%4Harris Associates, Markel Group, First Pacific Advisors
232BIDUBaidu Inc$185.9M1.9%6Appaloosa, ARK Investment Management, Duquesne Family Office
2338L8CLIBERTY BROADBAND CORP$271.6M1.9%5First Pacific Advisors, Weitz Investment Management, Ruane, Cunniff & Goldfarb
234CSCOCISCO SYS INC$343.9M1.9%5Findlay Park Partners, Glenview Capital Management, Markel Group
235WSOWATSCO INC$828.9M1.9%5Markel Group, Findlay Park Partners, Giverny Capital
236MDBMongoDB Inc$237.7M1.9%4Light Street Capital Management, ValueAct Holdings, Whale Rock Capital Management
237GMGENERAL MTRS CO$1.41B1.9%3Chou Associates, Harris Associates, Viking Global
238ISRGINTUITIVE SURGICAL INC$2.02B1.9%5Sands Capital Management, Polen Capital Management, Baillie Gifford
239CTVA CORTEVA INC $1.39B1.8%3Harris Associates, Hosking Partners, Dodge & Cox
240COSTCOSTCO WHOLESALE CORPORATION$98.2M1.8%5Hosking Partners, Semper Augustus Investments, Markel Group
241SYYSYSCO CORP$1.52B1.8%4Harris Associates, Yacktman Asset Management, Third Point
242FNVFRANCO NEV CORP$1.35B1.8%4First Eagle Investment Management, Markel Group, Select Equity Group
243WDAY WORKDAY INC $1.41B1.8%4First Eagle Investment Management, Select Equity Group, Baillie Gifford
244MDTMedtronic PLC$1.74B1.8%4First Eagle Investment Management, Dodge & Cox, Lansdowne Partners (UK)
245CORZCORE SCIENTIFIC INC NEW$151.0M1.8%4Oaktree Capital, Tiger Global, Third Point
246ACNACCENTURE PLC IRELAND$564.7M1.8%7Ruane, Cunniff & Goldfarb, Weitz Investment Management, Harris Associates
247VZVERIZON COMMUNICATIONS INC$10.3M1.7%5Miller Value Partners, Kahn Brothers Group, Soros Fund Management
248ETSYETSY INC$465.4M1.7%4Elliott Investment Management, Findlay Park Partners, Soros Fund Management
249LAMRLAMAR ADVERTISING CO$223.2M1.6%5Egerton Capital (UK), Markel Group, Select Equity Group
250BROBROWN & BROWN INC$1.12B1.6%5Giverny Capital, Select Equity Group, First Eagle Investment Management
251VEEVVEEVA SYSTEMS INC CL-A$371.5M1.5%4Stockbridge Partners, Fundsmith, Giverny Capital
252BIOBIO RAD LABS INC$917.5M1.5%4First Pacific Advisors, First Eagle Investment Management, Hosking Partners
253ATIATI INC$403.5M1.4%4Polen Capital Management, Viking Global, Soros Fund Management
254EXMOCEXXON MOBIL CORP$863.0M1.4%7First Eagle Investment Management, Semper Augustus Investments, Kahn Brothers Group
255LMTLockheed Martin Corp$151.4M1.4%4Yacktman Asset Management, Markel Group, ARK Investment Management
256ITUBITAU UNIBANCO HOLDING SA$333.7M1.4%4Oaktree Capital, Dodge & Cox, Baillie Gifford
257APOAPOLLO GLOBAL MGMT INC$582.7M1.3%4Tiger Global, Markel Group, Select Equity Group
258AEPAMERICAN ELEC PWR CO INC$1.35B1.3%3Soros Fund Management, Icahn Capital, Dodge & Cox
259DLRDIGITAL RLTY TR INC$537.2M1.2%5Soros Fund Management, Viking Global, Hound Partners
260DDOGDATADOG INC$678.8M1.1%5Light Street Capital Management, Sands Capital Management, ARK Investment Management
261NYTNEW YORK TIMES CO MTN BE$1.32B1.1%3Giverny Capital, Berkshire Hathaway, Baillie Gifford
262CHTR CHARTER COMMUNICATIONS INC $2.66B1.1%5Dodge & Cox, First Eagle Investment Management, Harris Associates
263BXBLACKSTONE INC$151.3M1.1%4Markel Group, Soros Fund Management, Kahn Brothers Group
264RKLBRocket Lab Corp$1.22B1.1%3ARK Investment Management, Baillie Gifford, Polen Capital Management
265CSL CARLISLE COS INC $740.6M1.1%5Sands Capital Management, First Eagle Investment Management, First Pacific Advisors
266POOLPOOL ORD$77.4M1.1%4Chou Associates, Findlay Park Partners, Weitz Investment Management
267NVONOVO-NORDISK A S$1.12B1.1%3Markel Group, Dodge & Cox, Baillie Gifford
268LPXLOUISIANA PAC CORP$500.5M1.1%4Hosking Partners, Chou Associates, Berkshire Hathaway
269FDXFFEDEX FGHT HLDG CO INC$1.62B1.0%3Viking Global, Dodge & Cox, Gates Foundation Trust
270AVTRAvantor, Inc.$1.32B1.0%3First Pacific Advisors, Dodge & Cox, Yacktman Asset Management
271CGCARLYLE GROUP INC$810.8M1.0%4Harris Associates, Markel Group, Miller Value Partners
272BAPCredicorp, Ltd.$2.06B1.0%3Hosking Partners, Baillie Gifford, Dodge & Cox
273WIXWIX COM LTD$258.4M0.9%5Durable Capital Partners, ValueAct Holdings, Baillie Gifford
274ROLROLLINS INC$383.0M0.9%5Select Equity Group, Polen Capital Management, Markel Group
275ADMARCHER DANIELS MIDLAND CO$1.20B0.9%3Markel Group, Dodge & Cox, Soros Fund Management
276DEODIAGEO PLC$156.0M0.8%5Markel Group, First Eagle Investment Management, Dodge & Cox
277BLCOBAUSCH PLUS LOMB CORP$148.1M0.8%4Oaktree Capital, Icahn Capital, Glenview Capital Management
278VRSKVERISK ANALYTICS INC$197.4M0.8%5Select Equity Group, Markel Group, Soros Fund Management
279NKENIKE INC$630.0M0.8%5Harris Associates, Markel Group, Select Equity Group
280ADBEADOBE INC$1.24B0.8%7Harris Associates, Dodge & Cox, Davis Selected Advisers
281QXOQXO INC$906.2M0.8%4Baillie Gifford, Select Equity Group, First Eagle Investment Management
282LAD LITHIA MTRS INC $577.2M0.7%4Harris Associates, Miller Value Partners, First Eagle Investment Management
283HLN HALEON PLC $1.60B0.7%4Dodge & Cox, Harris Associates, Kahn Brothers Group
284AURAurora Innovation Inc$499.7M0.7%6Durable Capital Partners, Baillie Gifford, ARK Investment Management
285PAYC PAYCOM SOFTWARE INC $564.9M0.7%4RV Capital, Harris Associates, Baillie Gifford
286ABBV ABBVIE INC $43.8M0.7%4Glenview Capital Management, Gardner Russo & Quinn, Dodge & Cox
287MICCMAGNUM ICE CREAM CO NV$456.6M0.7%4First Eagle Investment Management, First Pacific Advisors, Trian Fund Management
288SNPSSYNOPSYS INC$380.5M0.6%8Altimeter Capital Management, Elliott Investment Management, Coatue Management
289SUISun Communities, Inc.$1.15B0.6%3Dodge & Cox, Davis Selected Advisers, Baillie Gifford
290KSPIKaspi.KZ JSC$659.3M0.5%6Sands Capital Management, Baillie Gifford, Dalal Street
291HONAHONEYWELL AEROSPACE INC$52.8M0.4%4Soros Fund Management, Select Equity Group, ARK Investment Management
292CPACopa Holdings SA$396.4M0.3%5Baillie Gifford, Hosking Partners, Polen Capital Management
293QNTQUANTINUUM INC$61.9M0.3%4Light Street Capital Management, Soros Fund Management, Viking Global
294SNSHARKNINJA INC$293.9M0.3%4Baillie Gifford, Miller Value Partners, Polen Capital Management
295DPCDPC HOLDINGS PLC$38.1M0.2%5Soros Fund Management, Oaktree Capital, Viking Global
296UL UNILEVER PLC $65.8M0.2%5Yacktman Asset Management, First Eagle Investment Management, Harris Associates
297HDBHDFC BANK LTD$380.5M0.1%4Baillie Gifford, Elliott Investment Management, Dodge & Cox
298OUTOUTFRONT MEDIA INC$39.0M0.1%5Select Equity Group, First Eagle Investment Management, Polen Capital Management
299PONYPONY AI INC$106.0M0.1%4ARK Investment Management, Baillie Gifford, Soros Fund Management
300ABTABBOTT LABORATORIES$7.0M0.1%4Soros Fund Management, Gardner Russo & Quinn, Polen Capital Management

Usta yatırımcı setindeki fonların son çeyrek net alım/satım tutarı (13F, hisse bazında). · 13F Bildirim Takvimi · Usta yatırımcıların çeyreklik 13F raporları

13F verisi çeyrek sonu pozisyonlarını gösterir, 45 güne kadar gecikmelidir ve yalnızca ABD borsalarındaki uzun (long) pozisyonları kapsar; açığa satışlar, türevler ve ABD dışı varlıklar bildirilmez.

Sık Sorulan Sorular

2026 Q2 çeyreğinde usta yatırımcıların yüksek kanaat listesinde 1. sırada hangi hisse var?

SPCX (SPACE EXPLORATION TECHN CORP), 72 fonun 2026 Q2 13F bildirimlerine göre listenin başında; 12 fon tutuyor.

Bu sıralama nasıl hesaplanır?

Yüksek kanaat listesi hisseyi tutan usta yatırımcıların ortalama portföy ağırlığına göre sıralanır (en az iki sahip) hesaplanır; veriler çeyrek sonunu 45 güne kadar geriden izler.