Grand Jean Capital Management INC — Q1 2025 13F 持股

Name: Grand Jean Capital Management INC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001277158

申報總市值

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化	4Q Trend
1	✓	Ikena Oncology INC	股票-其他	—	—	—

本季持股變動

Grand Jean Capital Management INC 於截至 Q1 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清倉
2	JPM	Jpmorgan Chase & Co	—	EXIT	清倉
3	UNP	Union Pacific CORP	—	EXIT	清倉
4	BX	Blackstone INC	—	EXIT	清倉
5	AMZN	Amazon.com INC	—	EXIT	清倉
6	MS	Morgan Stanley	—	EXIT	清倉
7	AAPL	Apple INC	—	EXIT	清倉
8	GOOG	Alphabet Inc-cl C	—	EXIT	清倉
9	TMO	Thermo Fisher Scientific INC	—	EXIT	清倉
10	V	Visa Inc-class A Shares	—	EXIT	清倉
11	PYPL	Paypal Holdings INC	—	EXIT	清倉
12	AVTR	Avantor INC	—	EXIT	清倉
13	META	Meta Platforms Inc-class A	—	EXIT	清倉
14	NVDA	Nvidia CORP	—	EXIT	清倉
15	MSFT	Microsoft CORP	—	EXIT	清倉
16	CHTR	Charter Communications Inc-a	—	EXIT	清倉
17	CCK	Crown Holdings INC	—	EXIT	清倉
18	AAP	Advance Auto Parts INC	—	EXIT	清倉
19	AMT	American Tower CORP	—	EXIT	清倉
20	CMCSA	Comcast Corp-class A	—	EXIT	清倉
21	CVX	Chevron CORP	—	EXIT	清倉
22	KO	Coca-cola Co/the	—	EXIT	清倉
23	ADBE	Adobe INC	—	EXIT	清倉
24	PEP	Pepsico INC	—	EXIT	清倉
25	SHOP	Shopify INC - Class A	—	EXIT	清倉
26	KKR	Kkr & Co INC	—	EXIT	清倉
27	TRUP	Trupanion INC	—	EXIT	清倉
28	DISH	Dish Network Corp-a	—	EXIT	清倉
29	GS	Goldman Sachs Group INC	—	EXIT	清倉
30	EPD	Enterprise Products Partners	—	EXIT	清倉
31	PG	Procter & Gamble Co/the	—	EXIT	清倉
32	BKNG	Booking Holdings INC	—	EXIT	清倉
33	ACN	Accenture plc	—	EXIT	清倉
34	HCA	Hca Healthcare INC	—	EXIT	清倉
35	FAST	Fastenal Co	—	EXIT	清倉
36	EMR	Emerson Electric Co	—	EXIT	清倉
37	CODI	Compass Diversified Holdings	—	EXIT	清倉
38	ORCL	Oracle CORP	—	EXIT	清倉
39	JNJ	Johnson & Johnson	—	EXIT	清倉
40	SBUX	Starbucks CORP	—	EXIT	清倉
41	CCI	Crown Castle INC	—	EXIT	清倉
42	GOOGL	Alphabet Inc-cl A	—	EXIT	清倉
43	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
44	NKE	Nike INC -cl B	—	EXIT	清倉
45	NFLX	Netflix INC	—	EXIT	清倉
46	LXPUSD	Lxp Industrial Trust	—	EXIT	清倉
47	CPT	Camden Property Trust	—	EXIT	清倉
48	✓	Ikena Oncology INC	—	—	不變

Grand Jean Capital Management INC — Q1 2025 13F 持股

CIK: 0001277158

申報總市值

—

← 回到最新季度

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化	4Q Trend
1	✓	Ikena Oncology INC	股票-其他	—	—	—

本季持股變動

Grand Jean Capital Management INC 於截至 Q1 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清倉
2	JPM	Jpmorgan Chase & Co	—	EXIT	清倉
3	UNP	Union Pacific CORP	—	EXIT	清倉
4	BX	Blackstone INC	—	EXIT	清倉
5	AMZN	Amazon.com INC	—	EXIT	清倉
6	MS	Morgan Stanley	—	EXIT	清倉
7	AAPL	Apple INC	—	EXIT	清倉
8	GOOG	Alphabet Inc-cl C	—	EXIT	清倉
9	TMO	Thermo Fisher Scientific INC	—	EXIT	清倉
10	V	Visa Inc-class A Shares	—	EXIT	清倉
11	PYPL	Paypal Holdings INC	—	EXIT	清倉
12	AVTR	Avantor INC	—	EXIT	清倉
13	META	Meta Platforms Inc-class A	—	EXIT	清倉
14	NVDA	Nvidia CORP	—	EXIT	清倉
15	MSFT	Microsoft CORP	—	EXIT	清倉
16	CHTR	Charter Communications Inc-a	—	EXIT	清倉
17	CCK	Crown Holdings INC	—	EXIT	清倉
18	AAP	Advance Auto Parts INC	—	EXIT	清倉
19	AMT	American Tower CORP	—	EXIT	清倉
20	CMCSA	Comcast Corp-class A	—	EXIT	清倉
21	CVX	Chevron CORP	—	EXIT	清倉
22	KO	Coca-cola Co/the	—	EXIT	清倉
23	ADBE	Adobe INC	—	EXIT	清倉
24	PEP	Pepsico INC	—	EXIT	清倉
25	SHOP	Shopify INC - Class A	—	EXIT	清倉
26	KKR	Kkr & Co INC	—	EXIT	清倉
27	TRUP	Trupanion INC	—	EXIT	清倉
28	DISH	Dish Network Corp-a	—	EXIT	清倉
29	GS	Goldman Sachs Group INC	—	EXIT	清倉
30	EPD	Enterprise Products Partners	—	EXIT	清倉
31	PG	Procter & Gamble Co/the	—	EXIT	清倉
32	BKNG	Booking Holdings INC	—	EXIT	清倉
33	ACN	Accenture plc	—	EXIT	清倉
34	HCA	Hca Healthcare INC	—	EXIT	清倉
35	FAST	Fastenal Co	—	EXIT	清倉
36	EMR	Emerson Electric Co	—	EXIT	清倉
37	CODI	Compass Diversified Holdings	—	EXIT	清倉
38	ORCL	Oracle CORP	—	EXIT	清倉
39	JNJ	Johnson & Johnson	—	EXIT	清倉
40	SBUX	Starbucks CORP	—	EXIT	清倉
41	CCI	Crown Castle INC	—	EXIT	清倉
42	GOOGL	Alphabet Inc-cl A	—	EXIT	清倉
43	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
44	NKE	Nike INC -cl B	—	EXIT	清倉
45	NFLX	Netflix INC	—	EXIT	清倉
46	LXPUSD	Lxp Industrial Trust	—	EXIT	清倉
47	CPT	Camden Property Trust	—	EXIT	清倉
48	✓	Ikena Oncology INC	—	—	不變