서드포인트

• 1

  WBD · WARNER BROS DISCOVERY INC

  20,000,000주 · 비중 11.4%

  $533M
• 2

  AMZN · AMAZON COM INC

  1,750,000주 · 비중 8.9%

  $417M
• 3

  GOOG · ALPHABET INC

  1,025,000주 · 비중 7.8%

  $366M
• 4

  CRH PLC

  2,195,000주 · 비중 5.0%

  $235M
• 5

  TELEPHONE & DATA SYS INC

  6,275,000주 · 비중 5.0%

  $232M
• 6

  TAIWAN SEMICONDUCTOR MANUFAC

  460,000주 · 비중 4.7%

  $220M
• 7

  LIVE NATION ENTERTAINMENT IN

  1,135,000주 · 비중 4.4%

  $208M
• 8

  KEYS · KEYSIGHT TECHNOLOGIES INC

  585,000주 · 비중 4.4%

  $205M
• 9

  SGI · SOMNIGROUP INTERNATIONAL INC

  2,570,769주 · 비중 4.3%

  $202M
• 10

  XYZ · BLOCK INC

  2,558,943주 · 비중 4.2%

  $194M
• 11

  NORFOLK SOUTHN CORP

  600,000주 · 비중 4.0%

  $189M
• 12

  FLEX · FLEX LTD

  1,030,000주 · 비중 3.6%

  $167M
• 13

  CAPITAL ONE FINL CORP

  825,000주 · 비중 3.5%

  $166M
• 14

  HUT · HUT 8 CORP

  1,315,000주 · 비중 3.2%

  $152M
• 15

  CRS · CARPENTER TECHNOLOGY CORP

  215,000주 · 비중 2.8%

  $133M
• 16

  APG · API GROUP CORP

  2,865,000주 · 비중 2.6%

  $121M
• 17

  MTZ · MASTEC INC

  290,000주 · 비중 2.6%

  $121M
• 18

  TDG · TRANSDIGM GROUP INC

  79,000주 · 비중 2.2%

  $105M
• 19

  DANAHER CORP DEL

  540,000주 · 비중 2.2%

  $103M
• 20

  UNION PAC CORP

  350,000주 · 비중 2.0%

  $95M
• 21

  TTMI · TTM TECHNOLOGIES INC

  505,000주 · 비중 2.0%

  $94M
• 22

  PFGC · PERFORMANCE FOOD GROUP CO

  675,000주 · 비중 1.6%

  $75M
• 23

  GOOG · ALPHABET INC

  1,300,000주 · 비중 1.4%

  $66M
• 24

  ASML HLDG NV

  30,000주 · 비중 1.3%

  $60M
• 25

  SYY · SYSCO CORP

  580,000주 · 비중 1.0%

  $48M
• 26

  ARES · ARES MANAGEMENT CORPORATION

  375,000주 · 비중 0.9%

  $42M
• 27

  SPACE EXPLORATION TECHN CORP

  180,415주 · 비중 0.7%

  $31M
• 28

  STATE STR SPDR S&P 500 ETF T

  40,000주 · 비중 0.6%

  $29M
• 29

  SRTA · STRATA CRITICAL MEDICAL INC

  5,000,000주 · 비중 0.6%

  $26M
• 30

  GOOG · ALPHABET INC

  200,000주 · 비중 0.2%

  $10M
• 31

  SPRY · ARS PHARMACEUTICALS INC

  1,000,000주 · 비중 0.2%

  $8M
• 32

  AUR · AURORA INNOVATION INC

  1,032,463주 · 비중 0.2%

  $7M
• 33

  RIOT · RIOT PLATFORMS INC

  3,500,000주 · 비중 0.2%

  $7M
• 34

  HERTZ GLOBAL HLDGS INC

  3,970,000주 · 비중 0.1%

  $4M
• 35

  FLYX · FLYEXCLUSIVE INC

  1,022,000주 · 비중 0.0%

  $2M
• 36

  BAUSCH PLUS LOMB CORP

  85,000주 · 비중 0.0%

  $1M
• 37

  CORE SCIENTIFIC INC NEW

  54,000주 · 비중 0.0%

  $1M
• 38

  EROC · EROCK INC

  83,030주 · 비중 0.0%

  $1M
• 39

  APLD · APPLIED DIGITAL CORP

  22,000주 · 비중 0.0%

  $1M
• 40

  LAR · LITHIUM ARGENTINA AG

  625,000주 · 비중 0.0%

  $1M
• 41

  AUR · AURORA INNOVATION INC

  1,835,000주 · 비중 0.0%

  $1M
• 42

  WOLF · WOLFSPEED INC

  10,000주 · 비중 0.0%

  $0M
• 43

  FLYX · FLYEXCLUSIVE INC

  367,499주 · 비중 0.0%

  $0M

13F는 분기 종료 후 최대 45일 뒤 공시되므로 현재 보유와 다를 수 있습니다. 투자 참고용 정보입니다.