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gestora de activos · cartera $3.80 mil M · 27 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 14.08.2026; cambio — frente a 31.03.2026 · 31
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 3 000 000 | $513 M | 13.49% | nueva |
| TKO Group Holdings, Inc. US:TKO | 2 492 185 | $502 M | 13.20% | +596 672 |
| Sherwin-Williams Co US:SHW | 784 110 | $270 M | 7.11% | +212 832 |
| Taiwan Semiconductor Manufac… US:TSM · certificado de depósito | 498 690 | $238 M | 6.27% | −72 388 |
| Corning Incorporated US:GLW | 766 265 | $196 M | 5.15% | −244 146 |
| Solstice Advanced Materials,… US:SOLS | 2 158 232 | $191 M | 5.03% | −507 036 |
| GE Aerospace US:GE | 464 647 | $174 M | 4.57% | −104 580 |
| Western Digital Corporation US:WDC | 219 231 | $140 M | 3.69% | −56 251 |
| Amazon.com, Inc. US:AMZN | 523 428 | $125 M | 3.28% | −41 800 |
| Heico Corporation US:HEI-A | 475 566 | $123 M | 3.23% | nueva |
| Ferguson Plc US:FERG | 515 420 | $122 M | 3.22% | +269 999 |
| Toast Inc US:TOST | 4 389 160 | $122 M | 3.21% | −2 120 764 |
| NVIDIA Corporation US:NVDA | 550 888 | $110 M | 2.90% | +21 318 |
| Carpenter Technology Corpora… US:CRS | 171 170 | $106 M | 2.78% | −17 627 |
| Aurora Innovation Inc US:AUR | 15 447 541 | $105 M | 2.77% | nueva |
| Alphabet Inc. US:GOOG | 292 804 | $103 M | 2.72% | — |
| Madison Air Solutions Corpor… US:MAIR | 2 630 403 | $103 M | 2.70% | nueva |
| CRH PLC CUSIP G25508105 | 879 676 | $94.1 M | 2.48% | — |
| Procore Technologies Inc US:PCOR | 2 218 026 | $90.1 M | 2.37% | — |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 160 032 | $73.5 M | 1.93% | −66 939 |
| Waters Corporation US:WAT | 193 146 | $72.4 M | 1.91% | nueva |
| TERAWULF INC. US:WULF | 2 646 914 | $65.4 M | 1.72% | nueva |
| Warner Bros. Discovery, Inc. US:WBD | 2 138 141 | $57.0 M | 1.50% | — |
| DPC HOLDINGS PLC CUSIP G2R11M108 | 970 793 | $47.6 M | 1.25% | nueva |
| Fervo Energy Company Class A US:FRVO | 908 500 | $26.6 M | 0.70% | nueva |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 164 786 | $24.1 M | 0.63% | — |
| Figma, Inc. US:FIG | 361 779 | $6.54 M | 0.17% | — |
| Applied Materials Inc US:AMAT | 0 (era 483 240) | — | — | vendida |
| Bloom Energy Corp US:BE | 0 (era 90 257) | — | — | vendida |
| CBRE Group Inc Class A US:CBRE | 0 (era 400 221) | — | — | vendida |
| Modine Manufacturing Company US:MOD | 0 (era 646 333) | — | — | vendida |
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