CIK: 0002087462
申报总市值
US$1.1亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 16.29% | +2.47% | — | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 15.78% | +0.96% | — | |
| 3 | MKL | Markel Group INC | 股票-金融 | 12.95% | -0.70% | — | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 9.89% | +0.51% | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.40% | -0.31% | — | |
| 6 | NVR | Nvr INC | 股票-周期性消费 | 8.59% | -0.36% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 7.30% | -0.48% | — | |
| 8 | NFLX | Netflix INC | 股票-通信服务 | 6.73% | -2.10% | — | |
| 9 | BKNG | Booking Holdings INC | 股票-周期性消费 | 5.05% | -0.09% | — | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 4.52% | -0.21% | — | |
| 11 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 2.94% | +0.25% | — | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | +0.08% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +0.3% | — | 不变 |
| 2 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 3 | FND | Floor & Decor Holdings Inc-a | -0.5% | — | 不变 |
| 4 | MA | Mastercard INC - A | -0.5% | — | 不变 |
| 5 | NVR | Nvr INC | -0.7% | — | 不变 |
| 6 | GOOGL | Alphabet Inc-cl A | -1% | — | 不变 |
| 7 | BKNG | Booking Holdings INC | -1.2% | — | 不变 |
| 8 | MKL | Markel Group INC | -1.2% | — | 不变 |
| 9 | AMZN | Amazon.com INC | -1.3% | — | 不变 |
| 10 | V | Visa Inc-class A Shares | -1.3% | — | 不变 |
| 11 | MSFT | Microsoft CORP | -2% | — | 不变 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |