聪明钱

Viking Global Investors

美股大佬

Viking Global Investors

15 May 2026

1Visa Inc.

5.35%加仓

2Taiwan Semiconductor S.A.

4.22%减仓

3Charles Schwab Corp.

3.86%加仓

4Walt Disney Co.

3.59%加仓

5Fortive Corp.

3.48%加仓

6Air Products & Chemicals

3.33%减仓

7McDonald's Corp.

3.15%加仓

8Sherwin-Williams

2.79%减仓

9Tesla Inc.

2.59%加仓

10Apple Inc.

2.55%新建仓

Lee Ainslie

美股大佬

Maverick Capital

15 May 2026

1NVIDIA Corp.

6.44%加仓

2Amazon.com Inc.

5.61%减仓

3Taiwan Semiconductor S.A.

4.86%减仓

4ASML Holding NV

3.97%减仓

5Nu Holdings Ltd

3.75%加仓

6Applied Materials

3.46%减仓

7Microsoft Corp.

3.12%减仓

8Boston Scientific

3.06%加仓

9RTX Corp.

3.06%减仓

10Argan Inc.

2.94%加仓

大卫·爱因霍恩

美股大佬

Greenlight Capital

15 May 2026

1Green Brick Partners

19.12%

2Fluor Corp.

6.94%减仓

3Core Natural Resources Inc.

6.1%减仓

4Brighthouse Financial Inc.

5.33%加仓

5PG&E Corp.

3.65%减仓

6Versant Media Group Inc.

3.51%新建仓

7Acadia Healthcare Co.

3.31%加仓

8Victoria's Secret & Co.

3.28%加仓

9DHT Holdings Inc.

3.02%减仓

10Penn National Gaming Inc.

2.85%

比尔·奈格伦

美股大佬

Oakmark Funds

15 May 2026

1Salesforce.com

3.72%加仓

2Intercontinental Exchange Inc.

3.43%加仓

3Keurig Dr Pepper Inc.

3.27%加仓

4Airbnb Inc.

3.23%加仓

5Alphabet Inc.

3.22%减仓

6ConocoPhillips

3.07%减仓

7Targa Resources Corp.

2.92%减仓

8IQVIA Holdings Inc.

2.77%加仓

9Charles Schwab Corp.

2.74%减仓

10Capital One Financial

2.52%减仓

Mason Hawkins

美股大佬

Southeastern Asset Management

15 May 2026

1Rayonier Inc.

10.92%加仓

2Mattel Inc.

9.16%加仓

3People Inc.

7.92%加仓

4CNX Resources Corp.

7.61%减仓

5Albertsons Co Inc.

6.22%加仓

6Regeneron Pharmaceuticals

4.97%减仓

7Kraft Heinz Co.

4.37%减仓

8FedEx Corp.

4.34%减仓

9Fortune Brands Innovations Inc.

4.13%加仓

10MGM Resorts International

3.03%减仓

Christopher Bloomstran

美股大佬

Semper Augustus

15 May 2026

1Berkshire Hathaway CL B

14.48%加仓

2Berkshire Hathaway CL A

9.95%

3Dollar General

9.19%减仓

4Deckers Outdoor

7.9%加仓

5Alaska Air Group

7.45%加仓

6Olin Corp.

7.21%加仓

7Dollar Tree Inc.

6.72%加仓

8Newmont Corp.

6.19%减仓

9Kinross Gold Corp.

5.5%减仓

10Five Below Inc.

5.26%减仓

蔡斯·科尔曼

美股大佬

Tiger Global Management

15 May 2026

1Alphabet Inc.

13.38%

2NVIDIA Corp.

9.17%加仓

3Amazon.com Inc.

9.12%减仓

4Taiwan Semiconductor S.A.

8.23%加仓

5Meta Platforms Inc.

7.73%加仓

6Sea Ltd

5.59%

7Broadcom Inc.

4.86%加仓

8Microsoft Corp.

4.05%减仓

9Ge Vernova Inc

3.72%

10Lam Research

3.65%

Francois Rochon

美股大佬

Giverny Capital

15 May 2026

1Berkshire Hathaway CL B

6.64%减仓

2Alphabet Inc. CL C

6.52%减仓

3Meta Platforms Inc.

6.45%减仓

4HEICO Corp. CL A

5.71%减仓

5Charles Schwab Corp.

5.29%减仓

6Five Below Inc.

5.16%减仓

7Ametek Inc.

4.8%减仓

8Medpace Holdings Inc.

4.5%减仓

9Visa Inc.

4.39%减仓

10Installed Building Products

3.92%减仓

Leon Cooperman

美股大佬

Leon Cooperman

15 May 2026

1Vertiv Holdings Co.

17.74%

2Rocket Companies Inc.

9.83%

3Energy Transfer LP

8.43%

4Mirion Technologies Inc

5.11%

5Pelagos Insurance Capital

5.01%加仓

6Apollo Global Management

4.89%

7MP Materials Corp.

4.75%

8OneMain Holdings

3.52%加仓

9Sunoco Inc.

3.45%

10Ashland Global Holdings Inc.

3.1%

Bill Miller

美股大佬

Miller Value Partners

15 May 2026

1Nabors Industries Ltd.

9.98%减仓

2Crescent Energy Inc A

7.06%新建仓

3Gray Television Inc.

6.08%加仓

4Lincoln National

5.29%加仓

5SPDR S&P 500 ETF Trust

5.1%新建仓

6Quad/Graphics Inc.

4.57%减仓

7Bread Financial Holdings Inc.

3.79%减仓

8Gannett Co.

3.62%减仓

9Conduent Inc.

3.35%加仓

10United Parcel Service

3.06%加仓

Arnold Van Den Berg

美股大佬

Century Management

15 May 2026

1Sprott Physical Gold Trust

6.78%减仓

2Exxon Mobil Corp.

5.25%减仓

3Seabridge Gold Inc.

4.28%减仓

4Lumen Technologies Inc.

3.87%加仓

5Diamondback Energy Inc.

3.76%减仓

6Coherent Corp.

3.52%减仓

7EQT Corp.

3.3%减仓

8Alphabet Inc. CL C

3.05%减仓

9Dell Technologies Inc.

2.95%加仓

10Berkshire Hathaway CL B

2.58%减仓

Hillman Capital Management

美股大佬

Hillman Capital Management

15 May 2026

1Biogen Inc.

3.76%减仓

2DuPont de Nemours Inc.

3.75%减仓

3Warner Bros. Discovery Inc.

3.74%减仓

4GSK plc

3.73%减仓

5International Flavors & Fragrances Inc.

3.67%减仓

6Pfizer Inc.

3.66%加仓

7Zimmer Biomet Holdings

3.5%加仓

8CVS Health Corp.

3.36%减仓

9Brown-Forman Corp.

3.24%加仓

10CarMax Inc.

3.15%减仓

Ruane Cunniff LP

美股大佬

Ruane Cunniff LP

15 May 2026

1Alphabet Inc.

10.1%减仓

2Liberty Media Corp Formula One Series C

7.56%减仓

3Charles Schwab Corp.

7.35%减仓

4Intercontinental Exchange Inc.

6.89%减仓

5Taiwan Semiconductor S.A.

6.77%减仓

6Elevance Health Inc.

6.74%减仓

7Capital One Financial

6.11%减仓

8Sunbelt Rentals Holdings Inc

5.93%新建仓

9MSA Safety Inc.

4.83%减仓

10Zoetis Inc.

4.76%新建仓

John Rogers

美股大佬

Ariel Investments

14 May 2026

1Madison Square Garden Entertainment Corp.

4.03%减仓

2OneSpaWorld Holdings Ltd

3.96%加仓

3Jones Lang Lasalle Inc.

3.49%加仓

4Affiliated Managers Group

3.3%减仓

5Sphere Entertainment Co.

3.24%减仓

6Envista Holdings Corp.

3.08%减仓

7Norwegian Cruise Line Hlgs Ltd.

3.07%加仓

8Prestige Consumer Healthcare

2.84%加仓

9Generac Holdings Inc.

2.83%减仓

10Charles River Labs

2.79%加仓

First Eagle Investment Management

美股大佬

First Eagle Investment Management

14 May 2026

1Alphabet Inc. CL C

3.61%加仓

2Becton Dickinson

3.18%加仓

3Wheaton Precious Metals Corp.

3.15%减仓

4Imperial Oil Ltd.

3.11%减仓

5Meta Platforms Inc.

3.1%加仓

6HCA Healthcare Inc.

2.62%减仓

7Schlumberger Ltd.

2.48%加仓

8Fomento Economico Mexicano

2.43%加仓

9Taiwan Semiconductor S.A.

2.24%减仓

10Franco Nevada Corp.

2.22%加仓

Wallace Weitz

美股大佬

Weitz Investment Management

14 May 2026

1Berkshire Hathaway CL B

9.33%减仓

2Alphabet Inc. CL C

6.54%减仓

3Danaher Corp.

6.32%减仓

4Visa Inc.

5.6%减仓

5Mastercard Inc.

5.13%减仓

6Aon Plc

4.82%减仓

7Microsoft Corp.

4.38%加仓

8Meta Platforms Inc.

4.22%减仓

9Thermo Fisher Scientific

4.15%减仓

10Vulcan Materials

4.07%加仓

Sarah Ketterer

美股大佬

Causeway Capital Management

14 May 2026

1AstraZeneca PLC

17.71%加仓

2Carnival Corp.

11.82%加仓

3Deutsche Bank AG

8.91%加仓

4Canadian Pacific Kansas City

8.49%减仓

5Smurfit Westrock Plc

7.64%减仓

6Taiwan Semiconductor S.A.

2.12%减仓

7Alibaba Group Holdings

1.65%减仓

8Carrier Global Corp.

1.46%加仓

9Merck & Co.

1.27%减仓

10Alphabet Inc. CL C

1.19%减仓

Dodge & Cox Funds

美股大佬

Dodge & Cox Funds

14 May 2026

1Johnson Controls Intl. plc

4.14%减仓

2Charles Schwab Corp.

3.88%减仓

3RTX Corp.

3.76%减仓

4Occidental Petroleum

2.65%减仓

5Microsoft Corp.

2.43%加仓

6Booking Holdings Inc.

2.31%加仓

7CVS Health Corp.

2.05%减仓

8MetLife Inc.

1.99%减仓

9FedEx Corp.

1.96%减仓

10Alphabet Inc. CL C

1.93%减仓

Polen Capital Management

美股大佬

Polen Capital Management

14 May 2026

1Microsoft Corp.

7.29%减仓

2Alphabet Inc. CL C

5.85%减仓

3Eli Lilly & Co.

5.82%减仓

4Broadcom Inc.

5.78%减仓

5Amazon.com Inc.

5.61%减仓

6Mastercard Inc.

5.33%减仓

7ServiceNow Inc.

5.26%加仓

8Shopify Inc.

5.17%减仓

9Oracle Corp.

5.11%减仓

10Visa Inc.

5.11%减仓

First Pacific Advisors

美股大佬

First Pacific Advisors

14 May 2026

1Analog Devices

7.83%减仓

2Alphabet Inc.

6.92%减仓

3International Flavors & Fragrances Inc.

5.61%加仓

4Meta Platforms Inc.

5.56%减仓

5Alphabet Inc. CL C

5.46%减仓

6Citigroup Inc.

5.15%减仓

7TE Connectivity plc

4.93%减仓

8Becton Dickinson

4.45%加仓

9Amazon.com Inc.

4.21%加仓

10Comcast Corp.

3.52%加仓

Mairs & Power Funds

美股大佬

Mairs & Power Funds

14 May 2026

1NVIDIA Corp.

8.49%减仓

2Microsoft Corp.

7.35%加仓

3Amazon.com Inc.

5.54%加仓

4Alphabet Inc. CL C

4.72%减仓

5Graco Inc.

3.3%减仓

6JPMorgan Chase & Co.

3.17%减仓

7Apple Inc.

3.13%减仓

8Eli Lilly & Co.

3.07%减仓

9Toro Co.

2.6%减仓

10Visa Inc.

2.6%加仓

Third Avenue Management

美股大佬

Third Avenue Management

13 May 2026

1Tidewater Inc.

12.49%加仓

2Valaris plc

8.09%减仓

3Boise Cascade Company

6.92%加仓

4Warrior Met Coal Inc.

5.5%减仓

5Harley-Davidson

4.8%新建仓

6Robert Half International

3.73%新建仓

7Brookfield Corp.

3.16%减仓

8Five Point Holdings LLC

3.03%减仓

9CBRE Group

3%减仓

10Prologis Inc.

2.7%减仓

Thomas Russo

美股大佬

Gardner Russo & Quinn

13 May 2026

1Berkshire Hathaway CL A

12.34%减仓

2Alphabet Inc. CL C

11.31%减仓

3Mastercard Inc.

9.15%减仓

4Philip Morris Intl.

8.96%减仓

5Heineken Holding NV

7.57%减仓

6Compagnie Financiere Richemont SA

7%减仓

7Nestle

6.39%减仓

8Netflix Inc.

6.35%加仓

9Berkshire Hathaway CL B

6.26%减仓

10Martin Marietta

4.96%减仓

Kahn Brothers Group

美股大佬

Kahn Brothers Group

08 May 2026

1Citigroup Inc.

16.91%减仓

2Bayer Ag Sponsored ADR

13.26%减仓

3Flagstar Financial Inc.

9.53%减仓

4Walt Disney Co.

6.47%减仓

5Alphabet Inc. CL C

6.21%减仓

6Organon & Co.

5.88%加仓

7Seaboard Corp.

5.88%减仓

8BP plc

5.18%减仓

9Merck & Co.

4.85%减仓

10Zillow Group Inc.

4%新建仓

Harry Burn

美股大佬

Sound Shore

07 May 2026

1Teva Pharmaceutical Industries Ltd.

3.92%减仓

2Regeneron Pharmaceuticals

3.91%减仓

3Marvell Technology Inc.

3.81%加仓

4Bank of America Corp.

3.37%加仓

5Berkshire Hathaway CL B

3.2%减仓

6Zimmer Biomet Holdings

3.19%加仓

7Walt Disney Co.

3.13%加仓

8Citigroup Inc.

2.94%减仓

9GE HealthCare Technologies Inc.

2.85%加仓

10CSX Corp.

2.75%减仓

Tweedy Browne

美股大佬

Tweedy Browne

06 May 2026

1CNH Industrial NV

17.61%减仓

2Ionis Pharmaceuticals Inc.

13.57%减仓

3Coca-Cola FEMSA S A CV

9.07%减仓

4Berkshire Hathaway CL A

8.22%

5Alphabet Inc.

4.53%减仓

6Johnson & Johnson

4.26%减仓

7Berkshire Hathaway CL B

3.71%加仓

8Wells Fargo

3.26%减仓

9Autoliv Inc.

3.2%减仓

10Envista Holdings Corp.

2.9%减仓

Christopher Davis

美股大佬

Davis Advisors

07 May 2026

1Capital One Financial

7.15%减仓

2Coterra Energy Inc.

5.99%加仓

3U.S. Bancorp

5.31%加仓

4Viatris Inc.

4.85%加仓

5Meta Platforms Inc.

4.52%减仓

6MGM Resorts International

4.13%减仓

7Alphabet Inc.

4.09%减仓

8CVS Health Corp.

4.04%减仓

9Tyson Foods

3.85%加仓

10Markel Group Inc.

3.37%减仓

Jensen Investment Management

美股大佬

Jensen Investment Management

05 May 2026

1Microsoft Corp.

8.55%减仓

2Alphabet Inc.

8.22%减仓

3Apple Inc.

7.99%减仓

4NVIDIA Corp.

5.61%减仓

5Amazon.com Inc.

5.01%加仓

6Mastercard Inc.

4.84%加仓

7KLA Corp.

4.81%减仓

8Stryker Corp.

4.51%减仓

9Eli Lilly & Co.

4.18%减仓

10Sherwin-Williams

3.96%加仓

托马斯·盖纳

美股大佬

Markel Group

01 May 2026

1Berkshire Hathaway CL A

6.7%

2Alphabet Inc. CL C

6.61%

3Berkshire Hathaway CL B

6.15%

4Brookfield Corp.

4.43%

5Deere & Co.

4.14%

6Amazon.com Inc.

3.54%

7Analog Devices

2.73%

8Apple Inc.

2.61%

9Goldman Sachs Group

2.55%

10Visa Inc.

2.54%加仓

Torray Funds

美股大佬

Torray Funds

01 May 2026

1Royalty Pharma plc

4.85%减仓

2Broadcom Inc.

4.82%加仓

3Microsoft Corp.

4.51%加仓

4Chevron Corp.

4.38%减仓

5Constellation Energy Corp.

4.03%加仓

6Phillips 66

4.03%减仓

7Texas Instruments

3.69%减仓

8Pfizer Inc.

3.42%减仓

9CNA Financial Corp.

3.38%减仓

10ONEOK Inc.

3.38%减仓

Yacktman Asset Management

美股大佬

Yacktman Asset Management

01 May 2026

1Canadian Natural Resources

10.75%减仓

2Microsoft Corp.

4.9%加仓

3Charles Schwab Corp.

4.89%减仓

4Alphabet Inc. CL C

4.31%减仓

5PepsiCo Inc.

4.2%减仓

6Johnson & Johnson

4.07%减仓

7Fox Corporation CL B

3.94%减仓

8Procter & Gamble

3.72%加仓

9U Haul Holding Co Non Voting

3.6%加仓

10Reliance Steel & Aluminum

2.81%加仓

Richard Pzena

美股大佬

Pzena Investment Management

24 Apr 2026

1Magna International Inc.

6.39%减仓

2Cognizant Technology Solutions

4.04%加仓

3Tyson Foods

3.57%加仓

4Baxter International Inc.

3.52%减仓

5Bristol-Myers Squibb

3.37%减仓

6CVS Health Corp.

3.21%减仓

7Humana Inc.

3.08%加仓

8Citigroup Inc.

3.01%减仓

9Skyworks Solutions Inc.

2.8%加仓

10Capital One Financial

2.71%减仓

David Katz

美股大佬

Matrix Asset Advisors

22 Apr 2026

1Microsoft Corp.

5.82%加仓

2Matrix Advisors Value ETF

4.43%减仓

3Alphabet Inc. CL C

3.79%减仓

4PNC Financial Services

3.65%加仓

5JPMorgan Chase & Co.

3.63%减仓

6Morgan Stanley

3.59%减仓

7Apple Inc.

3.57%加仓

8PepsiCo Inc.

3.44%加仓

9QUALCOMM Inc.

3.39%加仓

10U.S. Bancorp

3.38%减仓

Robert Olstein

美股大佬

Olstein Capital Management

21 Apr 2026

1Walt Disney Co.

2.19%减仓

2Sensata Technologies Holding

2.14%减仓

3Avantor Inc.

2.07%加仓

4LKQ Corp.

2.02%减仓

5Omnicom Group

1.94%加仓

6International Flavors & Fragrances Inc.

1.88%减仓

7Vontier Corp.

1.85%减仓

8ABM Industries

1.78%

9Fidelity National Information Services

1.78%加仓

10Nasdaq Inc.

1.78%加仓

Samantha McLemore

美股大佬

Patient Capital Management

14 May 2026

1Royalty Pharma plc

6.52%加仓

2Citigroup Inc.

5.98%加仓

3Alphabet Inc.

5.73%减仓

4Amazon.com Inc.

5.08%加仓

5Qxo Inc

4.91%加仓

6NVIDIA Corp.

4.62%加仓

7United Health Group Inc.

4.41%加仓

8Energy Transfer LP

4.38%加仓

9People Inc.

4.03%加仓

10Norwegian Cruise Line Hlgs Ltd.

4.01%加仓

完整持仓 38 只 →

William Von Mueffling

美股大佬

Cantillon Capital Management

07 May 2026

1Broadcom Inc.

8.34%减仓

2Alphabet Inc.

7.1%减仓

3Taiwan Semiconductor S.A.

5.6%减仓

4Interactive Brokers Group Inc.

5.01%减仓

5S&P Global Inc.

4.37%减仓

6Analog Devices

4.04%减仓

7CBRE Group

3.54%减仓

8Applied Materials

3.46%减仓

9Visa Inc.

3.45%减仓

10Intercontinental Exchange Inc.

3.07%减仓

完整持仓 38 只 →

Henry Ellenbogen

美股大佬

Durable Capital Partners

15 May 2026

1RBC Bearings Inc.

12.72%减仓

2DoorDash Inc.

6.61%加仓

3Mercadolibre Inc.

6.24%加仓

4APi Group Corp.

6.16%减仓

5Qnity Electronics Inc.

6.04%加仓

6XPO Logistics

5.88%减仓

7Ferguson Enterprises Inc.

5.26%加仓

8Medline Inc Cl A

3.33%加仓

9Carvana Co.

3.22%加仓

10Clean Harbors Inc.

3.1%加仓

完整持仓 37 只 →

Glenn Greenberg

美股大佬

Brave Warrior Advisors

15 May 2026

1SYNNEX Corp.

12.75%减仓

2OneMain Holdings

10.2%减仓

3ICON plc

8.21%新建仓

4Elevance Health Inc.

8.13%减仓

5AutoNation Inc.

7.48%减仓

6SLM Corp.

7.2%加仓

7Millrose Properties

5.9%减仓

8Primerica Inc.

5.45%加仓

9Lennar Corp.

5.18%减仓

10Builders FirstSource Inc.

4.83%减仓

完整持仓 36 只 →

Stephen Mandel

美股大佬

Lone Pine Capital

15 May 2026

1Vistra Corp.

7.42%加仓

2ASML Holding NV

6.9%加仓

3Carpenter Technology

5.71%加仓

4LPL Financial Holdings Inc.

4.92%减仓

5Applovin Corp.

4.65%加仓

6Talen Energy Corp

4.63%加仓

7Teradyne Inc.

4.43%新建仓

8Carvana Co.

4.4%减仓

9Nu Holdings Ltd

4.35%加仓

10Medline Inc Cl A

4.18%加仓

完整持仓 36 只 →

特里·史密斯

美股大佬

Fundsmith

15 May 2026

1Marriott Int'l.

8.59%减仓

2Stryker Corp.

7.84%减仓

3Waters Corp.

7.46%减仓

4Visa Inc.

7.31%减仓

5Alphabet Inc.

6.63%减仓

6Philip Morris Intl.

6.59%减仓

7IDEXX Laboratories

6.42%减仓

8Automatic Data Processing Inc.

6.11%减仓

9Microsoft Corp.

6%减仓

10Meta Platforms Inc.

5.89%减仓

完整持仓 34 只 →

Daniel Loeb

美股大佬

Third Point

15 May 2026

1Amazon.com Inc.

19.4%减仓

2Telephone & Data Systems

13.34%减仓

3CRH plc

9.59%减仓

4Somnigroup International Inc.

8.06%减仓

5Carpenter Technology

5.87%减仓

6MasTec Inc.

4.94%减仓

7Danaher Corp.

4.78%减仓

8Taiwan Semiconductor S.A.

4.46%减仓

9APi Group Corp.

3.95%减仓

10Live Nation Inc.

3.4%减仓

完整持仓 33 只 →

Vulcan Value Partners

美股大佬

Vulcan Value Partners

11 May 2026

1Everest Group Ltd

11.8%减仓

2Microsoft Corp.

10.88%减仓

3Amazon.com Inc.

8.81%减仓

4United Health Group Inc.

6.55%减仓

5Ryan Specialty Holdings Inc

5.9%加仓

6TransUnion

5.88%加仓

7TransDigm Group Inc.

5.66%减仓

8Alphabet Inc. CL C

5.14%减仓

9Visa Inc.

5.12%减仓

10Mastercard Inc.

5.08%减仓

完整持仓 33 只 →

大卫·泰珀

美股大佬

Appaloosa Management

15 May 2026

1Amazon.com Inc.

15.16%加仓

2Micron Technology Inc.

9.48%加仓

3Alphabet Inc. CL C

8.38%减仓

4Uber Technologies Inc.

7.68%加仓

5Taiwan Semiconductor S.A.

7.56%加仓

6Alibaba Group Holdings

7.33%减仓

7Vistra Corp.

5.12%加仓

8iShares MSCI South Korea ETF

4.98%加仓

9NVIDIA Corp.

4.33%减仓

10NRG Energy Inc.

4.27%加仓

完整持仓 31 只 →

Francis Chou

美股大佬

Chou Associates

14 May 2026

1Berkshire Hathaway CL A

29.72%

2Alphabet Inc. CL C

9.99%

3Occidental Petroleum

9.79%

4Synchrony Financial

7.31%加仓

5Apple Inc.

5.37%

6Stellantis N.V.

4.76%

7SiriusXM Holdings Inc

4.55%

8Ally Financial Inc.

4.26%

9PayPal Holdings Inc.

3.64%加仓

10Jefferies Financial Group Inc.

2.96%加仓

完整持仓 30 只 →

巴菲特

美股大佬

Berkshire Hathaway

15 May 2026

1Apple Inc.

21.99%

2American Express

17.43%

3Coca Cola Co.

11.56%

4Bank of America Corp.

9.52%减仓

5Chevron Corp.

6.64%减仓

6Occidental Petroleum

6.55%

7Alphabet Inc.

5.93%加仓

8Chubb Limited

4.24%

9Moody's Corp.

4.09%

10Kraft Heinz Co.

2.78%

完整持仓 29 只 →

普雷姆·沃特萨

美股大佬

Fairfax Financial Holdings

15 May 2026

1Orla Mining Ltd

25.82%

2Under Armour Inc.

13.06%加仓

3CVS Health Corp.

10.03%

4Kennedy-Wilson Holdings Inc.

7.43%

5Under Armour CL C

6.53%加仓

6Cleveland-Cliffs Inc.

6.47%

7Kraft Heinz Co.

6.1%加仓

8BlackBerry Ltd.

5.83%

9Ats Corp

3.57%

10Molson Coors Beverage Co.

3.19%加仓

完整持仓 29 只 →

AKO Capital

美股大佬

AKO Capital

15 May 2026

1Alcon Inc.

13.62%加仓

2Amazon.com Inc.

7.06%减仓

3Visa Inc.

7.02%减仓

4Analog Devices

6.41%减仓

5Ferrari NV

6.08%减仓

6Intercontinental Exchange Inc.

5.75%减仓

7GE Aerospace

5.54%减仓

8Microsoft Corp.

5.33%减仓

9Waters Corp.

4.76%加仓

10Cisco Systems

4.62%减仓

完整持仓 27 只 →

Lindsell Train

美股大佬

Lindsell Train

24 Apr 2026

1TKO Group Holdings Inc.

15.75%减仓

2Alphabet Inc.

15.63%减仓

3Intuit Inc.

10.11%加仓

4Walt Disney Co.

9.85%减仓

5Thermo Fisher Scientific

9.67%减仓

6Fair Isaac Corp.

8.49%加仓

7Mondelez International

6.55%减仓

8PepsiCo Inc.

6.32%减仓

9PayPal Holdings Inc.

6.03%减仓

10eBay Inc.

5.59%减仓

完整持仓 27 只 →

Greenhaven Associates

美股大佬

Greenhaven Associates

06 Apr 2026

1General Motors

15.37%减仓

2Lennar Corp.

15.21%加仓

3Toll Brothers

12.69%加仓

4PulteGroup Inc.

10.65%减仓

5D.R. Horton

7.84%减仓

6Oshkosh Corp.

6.14%加仓

7Arrow Electronics

4.48%减仓

8Avnet Inc.

3.98%减仓

9Baxter International Inc.

3.96%加仓

10Schlumberger Ltd.

3.95%加仓

完整持仓 27 只 →

John Armitage

美股大佬

Egerton Capital

13 May 2026

1Visa Inc.

13.79%加仓

2Alphabet Inc. CL C

11.01%加仓

3Moody's Corp.

7.48%加仓

4Linde plc

5.88%新建仓

5Carpenter Technology

5.82%减仓

6Amazon.com Inc.

5.46%减仓

7Vulcan Materials

5.35%加仓

8NVIDIA Corp.

5.18%新建仓

9Interactive Brokers Group Inc.

4.67%减仓

10Amphenol Corp.

4.03%减仓

完整持仓 24 只 →

Bill & Melinda Gates Foundation Trust

美股大佬

Bill & Melinda Gates Foundation Trust

15 May 2026

1Berkshire Hathaway CL B

25.8%减仓

2Waste Management Inc.

20.06%减仓

3Canadian Natl Railway Co.

16.82%

4Caterpillar Inc.

14.22%

5Deere & Co.

6.33%

6Ecolab Inc.

4.38%

7Walmart Inc.

3.29%

8FedEx Corp.

2.68%

9Coca-Cola FEMSA S A CV

1.91%

10Waste Connections

1.05%

完整持仓 22 只 →

David Rolfe

美股大佬

Wedgewood Partners

15 May 2026

1Alphabet Inc.

9.25%减仓

2Taiwan Semiconductor S.A.

9.03%减仓

3Meta Platforms Inc.

7.77%减仓

4Apple Inc.

7.08%减仓

5Motorola Solutions Inc.

6.09%减仓

6Microsoft Corp.

5.65%减仓

7Visa Inc.

5.18%减仓

8Booking Holdings Inc.

4.8%减仓

9Old Dominion Freight Line

4.6%减仓

10Amazon.com Inc.

4.3%加仓

完整持仓 22 只 →

塞斯·卡拉曼

美股大佬

Baupost Group

14 May 2026

1Amazon.com Inc.

12.7%加仓

2Restaurant Brands International

11.67%

3WESCO International Inc.

7.69%加仓

4Union Pacific

7.31%减仓

5Elevance Health Inc.

7.3%加仓

6Alphabet Inc. CL C

6.62%加仓

7Ferguson Enterprises Inc.

6.58%加仓

8Willis Towers Watson plc

5.08%减仓

9Aon Plc

4.85%新建仓

10Visa Inc.

4.14%新建仓

完整持仓 22 只 →

段永平

美股大佬

H&H International Investment

19 May 2026

1Apple Inc.

36.72%减仓

2Berkshire Hathaway CL B

21.91%加仓

3NVIDIA Corp.

12.07%加仓

4Pinduoduo Inc.

10.09%加仓

5Tesla Inc.

6.34%新建仓

6Alphabet Inc. CL C

5.31%加仓

7Occidental Petroleum

3.33%减仓

8Microsoft Corp.

1.88%加仓

9United Health Group Inc.

0.81%新建仓

10Walt Disney Co.

0.73%加仓

完整持仓 19 只 →

查克·阿克尔

美股大佬

Akre Capital Management

14 May 2026

1Mastercard Inc.

18.64%减仓

2Brookfield Corp.

11.27%减仓

3KKR & Co. L.P.

10.16%减仓

4Moody's Corp.

8.89%减仓

5Visa Inc.

8.1%减仓

6Roper Technologies Inc.

7.27%加仓

7CoStar Group Inc.

6.83%加仓

8Fair Isaac Corp.

6.35%加仓

9O'Reilly Automotive

5.87%减仓

10Copart Inc.

4.34%加仓

完整持仓 19 只 →

ValueAct Capital

美股大佬

ValueAct Capital

15 May 2026

1Visa Inc.

12.26%加仓

2Amazon.com Inc.

10.52%减仓

3Salesforce.com

9.79%

4BlackRock Inc.

9.19%减仓

5Meta Platforms Inc.

9.17%减仓

6Rocket Companies Inc.

7.04%减仓

7Toast Inc.

5.98%加仓

8Liberty Media Corp. Series C Live

5.87%减仓

9Roblox Corp.

5.79%减仓

10KKR & Co. L.P.

5.31%新建仓

完整持仓 18 只 →

李录

美股大佬

Himalaya Capital Management

15 May 2026

1Alphabet Inc.

22.85%

2Alphabet Inc. CL C

21.97%

3Pinduoduo Inc.

14.71%

4Berkshire Hathaway CL B

13.44%

5East West Bancorp

9.26%

6Bank of America Corp.

4.57%减仓

7Occidental Petroleum

2.98%

8Crocs Inc.

2.3%加仓

9Tencent Music Entertainment Grp

1.91%新建仓

10H&R Block Inc.

1.61%新建仓

完整持仓 14 只 →

Robert Vinall

美股大佬

RV Capital GmbH

11 May 2026

1Carvana Co.

31.05%加仓

2Meta Platforms Inc.

21.77%加仓

3Credit Acceptance Corp.

13.77%减仓

4Interactive Brokers Group Inc.

13.36%加仓

5H World Group Ltd ADR

7.34%减仓

6Yum China Holdings Inc.

5.37%减仓

7Microsoft Corp.

2.46%加仓

8Alphabet Inc.

2.44%

9Salesforce.com

0.76%加仓

10Deere & Co.

0.74%

完整持仓 13 只 →

卡尔·伊坎

美股大佬

Icahn Capital Management

15 May 2026

1Icahn Enterprises

48.49%

2CVR Energy Inc.

28.01%加仓

3CVR Partners LP

6.17%

4Centuri Holdings Inc

4.9%

5International Flavors & Fragrances Inc.

3.63%

6EchoStar Corp.

1.92%减仓

7American Electric Power

1.85%

8JetBlue Airways Corp.

1.74%

9Monro Inc.

0.95%

10SandRidge Energy Inc.

0.94%加仓

Alex Roepers

美股大佬

Atlantic Investment Management

15 May 2026

1Kirby Corp.

19.89%加仓

2Dauch Corp.

13.27%加仓

3Aptiv PLC

13.07%加仓

4Oshkosh Corp.

11.69%减仓

5Weatherford International plc

11.69%减仓

6Nomad Foods Ltd

7.46%加仓

7Dole Food Company

5.63%新建仓

8PVH Corp.

5.2%新建仓

9ABM Industries

4.94%加仓

10DENTSPLY SIRONA Inc.

4.12%新建仓

Triple Frond Partners

美股大佬

Triple Frond Partners

15 May 2026

1ASML Holding NV

16.31%加仓

2Microsoft Corp.

13.55%

3TransDigm Group Inc.

12.82%加仓

4Alphabet Inc. CL C

10.53%

5Amazon.com Inc.

10.35%

6Mastercard Inc.

9.11%新建仓

7Meta Platforms Inc.

6.99%加仓

8TransUnion

5.88%加仓

9Illumina Inc.

3.92%减仓

10Live Nation Inc.

3.72%减仓

Dennis Hong

美股大佬

ShawSpring Partners

14 May 2026

1Okta Inc.

16.62%减仓

2Amazon.com Inc.

14.51%加仓

3Alibaba Group Holdings

13.61%减仓

4Zscaler Inc.

10.51%新建仓

5Braze Inc A

9.81%减仓

6Intuit Inc.

6.61%减仓

7Liberty Media Corp Formula One Series C

6.45%减仓

8Coupang Inc.

6.39%新建仓

9CoStar Group Inc.

5.11%减仓

10Procore Technologies Inc.

4.62%减仓

Abrams Bison Investments

美股大佬

Abrams Bison Investments

15 May 2026

1Sunbelt Rentals Holdings Inc

35.38%新建仓

2SYNNEX Corp.

18.2%加仓

3Applied Materials

10.41%减仓

4Sharkninja Inc

6.58%加仓

5Urban Outfitters Inc.

6.1%加仓

6Teleflex

5.18%加仓

7New York Times CL A

5.13%

8Bright Horizons Family Solutions Inc.

5.02%新建仓

9Acadia Healthcare Co.

4.43%

10Capital One Financial

3.35%减仓

比尔·阿克曼

美股大佬

Pershing Square Capital Management

15 May 2026

1Brookfield Corp.

17.62%减仓

2Amazon.com Inc.

17.39%加仓

3Uber Technologies Inc.

15.71%减仓

4Microsoft Corp.

15.26%新建仓

5Restaurant Brands International

12.2%减仓

6Meta Platforms Inc.

11.1%减仓

7Howard Hughes Holdings Inc.

8.7%

8Seaport Entertainment Group

0.79%

9Alphabet Inc. CL C

0.65%减仓

10Hertz Global Hldgs Inc.

0.51%

Pat Dorsey

美股大佬

Dorsey Asset Management

15 May 2026

1ASML Holding NV

14.76%减仓

2AerCap Holdings N.V.

12.27%减仓

3Sunbelt Rentals Holdings Inc

11.43%新建仓

4Applovin Corp.

10.04%新建仓

5Danaher Corp.

8.76%减仓

6Royalty Pharma plc

8.7%加仓

7S&P Global Inc.

7.54%新建仓

8Live Nation Inc.

7.38%加仓

9Meta Platforms Inc.

7.37%加仓

10Uber Technologies Inc.

6.24%新建仓

David Abrams

美股大佬

Abrams Capital Management

14 May 2026

1Loar Holdings Inc

39.59%

2Lithia Motors Inc.

13.41%

3Alphabet Inc.

11.57%减仓

4Somnigroup International Inc.

9.24%减仓

5Asbury Automotive Group Inc.

9.08%

6Coupang Inc.

5.3%

7Willis Towers Watson plc

4.52%

8Meta Platforms Inc.

4.01%

9U Haul Holding Co Non Voting

3.13%

10Nuvation Bio Inc.

0.12%减仓

布鲁斯·伯科威茨

美股大佬

Fairholme Capital

15 May 2026

1St. Joe Co.

79.67%减仓

2Enterprise Products Partners LP

13.63%加仓

3Bank OZK

2.79%加仓

4Berkshire Hathaway CL B

1.6%加仓

5W.R. Berkley Corp.

1.12%减仓

6Progressive Corp.

0.87%加仓

7Kraft Heinz Co.

0.16%新建仓

8Berkshire Hathaway CL A

0.09%加仓

9Apple Inc.

0.04%

10Home Bancshares Inc.

0.02%新建仓

完整持仓 10 只 →

Chris Hohn

美股大佬

TCI Fund Management

15 May 2026

1GE Aerospace

29.85%

2Visa Inc.

20.39%加仓

3Moody's Corp.

13.84%加仓

4S&P Global Inc.

13.22%加仓

5Canadian Pacific Kansas City

8.1%减仓

6Alphabet Inc. CL C

5.62%加仓

7Ferrovial Se

2.94%

8Canadian Natl Railway Co.

2.24%

9Microsoft Corp.

2.24%减仓

10Alphabet Inc.

1.56%新建仓

完整持仓 10 只 →

Josh Tarasoff

美股大佬

Greenlea Lane Capital

11 May 2026

1Amazon.com Inc.

18.91%减仓

2Brookfield Corp.

16.37%减仓

3Berkshire Hathaway CL A

13.14%减仓

4Markel Group Inc.

12.54%减仓

5Ishares 0 3 Month Treasury B

11.2%新建仓

6Alphabet Inc.

8.36%减仓

7Netflix Inc.

7.8%新建仓

8Tesla Inc.

5.91%减仓

9Trupanion Inc.

5.78%

完整持仓 9 只 →

纳尔逊·佩尔茨

美股大佬

Trian Fund Management

15 May 2026

1Janus Henderson Group

42.41%

2GE Aerospace

29.63%

3Solventum Corp

13.93%

4Ferguson Enterprises Inc.

6.57%

5Wendy's Co.

5.48%加仓

6Invesco Ltd

1.87%

7Magnum Ice Cream Co NV

0.09%新建仓

8GE HealthCare Technologies Inc.

0.01%

Glenn Welling

美股大佬

Engaged Capital

15 May 2026

1V.F. Corp.

26.2%减仓

2YETI Holdings Inc.

21.52%减仓

3BlackLine Inc.

16.68%加仓

4Gxo Logistics Inc.

14.04%减仓

5Cognex Corp.

7.81%减仓

6Portillo's Inc Cl A

6%加仓

7Evolent Health Inc.

4.18%

8BRC Inc.

3.57%

AltaRock Partners

美股大佬

AltaRock Partners

15 May 2026

1Amazon.com Inc.

38.2%加仓

2TransDigm Group Inc.

25.54%减仓

3Microsoft Corp.

16.75%减仓

4Moody's Corp.

9.11%加仓

5Mastercard Inc.

6.33%减仓

6Visa Inc.

3.65%减仓

7Alphabet Inc.

0.3%减仓

8Hilton Worldwide Holdings

0.11%减仓

Bryan Lawrence

美股大佬

Oakcliff Capital

15 May 2026

1Interactive Brokers Group Inc.

30.5%

2Gildan Activewear Inc.

16.74%

3Alphabet Inc. CL C

14.96%

4TransDigm Group Inc.

12.36%

5Guidewire Software Inc.

9.51%加仓

6Star Gas Partners LP

5.96%

7Natural Resource Partners

5.45%减仓

8Lennar Corp.

4.52%