比尔·奈格伦
Bill NygrenOakmark Funds13F · 15 May 2026
持仓 40前十集中度 31%本季新建/加仓 19减持/清仓 21
13.7%加仓23.4%加仓33.3%加仓43.2%加仓53.2%减持63.1%减持72.9%减持82.8%加仓92.7%减持102.5%减持112.4%加仓122.3%加仓132.2%减持142.1%减持152.0%减持161.9%加仓171.9%减持181.8%减持191.6%减持201.6%加仓211.5%减持221.5%加仓231.4%减持241.4%减持251.3%减持261.3%加仓271.3%加仓281.3%加仓291.2%减持301.2%加仓311.2%减持321.2%新建仓331.2%减持341.2%减持351.1%减持361.1%加仓371.1%加仓381.1%加仓391.1%加仓401.0%减持
CRMSalesforce.com均 61
ICEIntercontinental Exchange Inc.均 62
KDPKeurig Dr Pepper Inc.均 50
ABNBAirbnb Inc.均 63
GOOGLAlphabet Inc.均 71
COPConocoPhillips均 46
TRGPTarga Resources Corp.均 62
IQVIQVIA Holdings Inc.均 61
SCHWCharles Schwab Corp.均 67
COFCapital One Financial均 55
FCNCAFirst Citizens Bancshares均 55
WTWWillis Towers Watson plc均 60
PSXPhillips 66均 52
AIGAmerican International Group均 49
MRKMerck & Co.均 58
ELVElevance Health Inc.均 42
CTVACorteva Inc.均 59
EFXEquifax Inc.均 57
DALDelta Air Lines Inc.均 44
ZBHZimmer Biomet Holdings均 42
GEHCGE HealthCare Technologies Inc.均 56
FISVFiserv Inc.均 47
CCitigroup Inc.均 45
ALLYAlly Financial Inc.均 47
GMGeneral Motors均 43
AMZNAmazon.com Inc.均 69
RGAReinsurance Group of America Inc.均 59
NFLXNetflix Inc.均 57
BACBank of America Corp.均 63
UNPUnion Pacific均 64
WBDWarner Bros. Discovery Inc.均 43
MRSHMarsh均 59
WFCWells Fargo均 60
CBRECBRE Group均 61
CHTRCharter Communications均 40
AERAerCap Holdings N.V.均 53
CGCarlyle Group均 53
GPNGlobal Payments Inc.均 40
SYYSysco Corp.均 50
NKENIKE Inc.均 53
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。