Quarter
2026 Q2
报告期 2026-06-30。以下为每位 Guru 在该季度公开披露的 13F 持仓快照。
李录
Li Lu
Himalaya Capital Management LLC · 公开市值 $37.03亿 · 8 条持仓
| 公司 | 代码 | 类别 | 股数 | 市值 | 占比 | 来源 |
|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | CAP STK CL A | 2,543,300 | $9.09亿 | 24.55% | 13F |
| ALPHABET INC | GOOG | CAP STK CL C | 2,451,300 | $8.66亿 | 23.39% | 13F |
| PDD HOLDINGS INC | PDD | SPON ADS | 10,761,119 | $8.21亿 | 22.17% | 13F |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | 1,108,318 | $5.55亿 | 14.98% | 13F |
| EAST WEST BANCORP INC | EWBC | COM | 2,776,351 | $3.58亿 | 9.68% | 13F |
| CROCS INC | CROX | COM | 887,093 | $1.07亿 | 2.89% | 13F |
| TENCENT MUSIC ENTERTAINM | TME | SPON ADS | 6,590,836 | $5503.35万 | 1.49% | 13F |
| APPLE INC | AAPL | COM | 110,600 | $3200.32万 | 0.86% | 13F |
段永平
Duan Yongping
H&H International Investment, LLC · 公开市值 $191.01亿 · 18 条持仓
| 公司 | 代码 | 类别 | 股数 | 市值 | 占比 | 来源 |
|---|---|---|---|---|---|---|
| APPLE INC | AAPL | COM | 27,098,707 | $78.41亿 | 41.05% | 13F |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | 9,229,696 | $46.18亿 | 24.18% | 13F |
| PDD HOLDINGS INC | PDD | SPONSORED ADS | 25,022,094 | $19.09亿 | 9.99% | 13F |
| TESLA INC | TSLA | COM | 3,380,400 | $14.22亿 | 7.44% | 13F |
| NVIDIA CORPORATION | NVDA | COM | 6,280,675 | $12.57亿 | 6.58% | 13F |
| ALPHABET INC | GOOG | CAP STK CL C | 1,968,600 | $6.96亿 | 3.64% | 13F |
| OCCIDENTAL PETE CORP | OXY | COM | 10,261,500 | $4.98亿 | 2.61% | 13F |
| MICROSOFT CORP | MSFT | COM | 754,100 | $2.81亿 | 1.47% | 13F |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | 701,200 | $1.91亿 | 1.00% | 13F |
| UNITEDHEALTH GROUP INC | UNH | COM | 399,600 | $1.66亿 | 0.87% | 13F |
| DISNEY WALT CO | DIS | COM | 1,706,600 | $1.64亿 | 0.86% | 13F |
| ALIBABA GROUP HLDG LTD | BABA | SPONSORED ADS | 301,400 | $2892.84万 | 0.15% | 13F |
| CIRCLE INTERNET GROUP INC | CRCL | COM CL A | 200,000 | $1252.6万 | 0.07% | 13F |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | 60,000 | $700.02万 | 0.04% | 13F |
| SYNOPSYS INC | SNPS | COM | 10,000 | $446.07万 | 0.02% | 13F |
| SNOWFLAKE INC | SNOW | COM SHS | 10,000 | $254.5万 | 0.01% | 13F |
| TEMPUS AI INC | TEM | CL A | 20,000 | $115.86万 | 0.01% | 13F |
| INNODATA INC | INOD | COM NEW | 10,000 | $75.58万 | 0.00% | 13F |
巴菲特
Warren Buffett
Berkshire Hathaway Inc · 公开市值 $2992.54亿 · 29 条持仓
| 公司 | 代码 | 类别 | 股数 | 市值 | 占比 | 来源 |
|---|---|---|---|---|---|---|
| APPLE INC | AAPL | COM | 227,917,808 | $659.5亿 | 22.04% | 13F |
| AMERICAN EXPRESS CO | AXP | COM | 151,610,700 | $512.82亿 | 17.14% | 13F |
| COCA COLA CO | KO | COM | 400,000,000 | $325.08亿 | 10.86% | 13F |
| ALPHABET INC | GOOGL | CAP STK CL A | 78,791,167 | $281.58亿 | 9.41% | 13F |
| BANK OF AMER CORP | BAC | COM | 483,394,015 | $275.44亿 | 9.20% | 13F |
| CHEVRON CORPORATION | CVX | COM | 84,375,856 | $139.86亿 | 4.67% | 13F |
| OCCIDENTAL PETE CORP | OXY | COM | 264,941,431 | $128.68亿 | 4.30% | 13F |
| CHUBB LIMITED | CB | COM | 34,249,183 | $116.7亿 | 3.90% | 13F |
| MOODYS CORP | MCO | COM | 24,669,778 | $111.73亿 | 3.73% | 13F |
| ALPHABET INC | GOOG | CAP STK CL C | 27,188,433 | $96.06亿 | 3.21% | 13F |
| KRAFT HEINZ CO | KHC | COM | 325,634,818 | $76.91亿 | 2.57% | 13F |
| DAVITA INC | DVA | COM | 28,880,209 | $64.25亿 | 2.15% | 13F |
| DELTA AIR LINES INC | DAL | COM NEW | 57,320,000 | $53.69亿 | 1.79% | 13F |
| SIRIUSXM HOLDINGS INC | SIRI | COMMON STOCK | 124,807,117 | $36.87亿 | 1.23% | 13F |
| VERISIGN INC | VRSN | COM | 8,989,880 | $22.61亿 | 0.76% | 13F |
| KROGER CO | KR | COM | 39,000,000 | $21.66亿 | 0.72% | 13F |
| ALLY FINL INC | ALLY | COM | 27,000,000 | $12.41亿 | 0.41% | 13F |
| LENNAR CORP | LEN | CL A | 13,111,741 | $11.86亿 | 0.40% | 13F |
| LIBERTY LIVE HOLDINGS INC | LLYVK | COM SHS SER C | 10,587,143 | $11.18亿 | 0.37% | 13F |
| NEW YORK TIMES CO MTN BE | NYT | CL A | 15,700,000 | $10.99亿 | 0.37% | 13F |
| CAPITAL ONE FINL CORP | COF | COM | 3,000,000 | $6.02亿 | 0.20% | 13F |
| LIBERTY LIVE HOLDINGS INC | LLYVA | COM SER A | 4,986,588 | $5.05亿 | 0.17% | 13F |
| LOUISIANA PAC CORP | LPX | COM | 5,664,793 | $4.46亿 | 0.15% | 13F |
| NUCOR CORP | NUE | COM | 1,857,752 | $4.14亿 | 0.14% | 13F |
| MACYS INC | M | COM | 7,347,426 | $1.73亿 | 0.06% | 13F |
| NVR INC | NVR | COM | 11,112 | $7571.05万 | 0.03% | 13F |
| LENNAR CORP | LEN.B | CL B | 298,117 | $2644.6万 | 0.01% | 13F |
| JEFFERIES FINANCIAL GROUP IN | JEF | COM | 433,558 | $2166.92万 | 0.01% | 13F |
| D R HORTON INC | 未披露 | COM | 3,564 | $58.05万 | 0.00% | 13F |