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聪明钱/Francis Chou

Francis Chou

Francis Chou
Chou Associates13F · 14 May 2026
持仓 30前十集中度 82%本季新建/加仓 8减持/清仓 0
1
BRK.ABerkshire Hathaway CL A
29.7%持有
2
GOOGAlphabet Inc. CL C 73
10.0%持有
3
OXYOccidental Petroleum 46
9.8%持有
4
SYFSynchrony Financial 50
7.3%加仓
5
AAPLApple Inc. 60
5.4%持有
6
STLAStellantis N.V. 35
4.8%持有
7
SIRISiriusXM Holdings Inc 44
4.5%持有
8
ALLYAlly Financial Inc. 47
4.3%持有
9
PYPLPayPal Holdings Inc. 52
3.6%加仓
10
JEFJefferies Financial Group Inc. 47
3.0%加仓
11
BABAAlibaba Group Holdings 65
2.5%持有
12
WFCWells Fargo 60
2.3%持有
13
GMGeneral Motors 43
1.9%持有
14
CCitigroup Inc. 45
1.8%持有
15
CASHMeta Financial Group Inc. 36
1.2%持有
16
BACBank of America Corp. 63
1.2%持有
17
POOLPool Corp. 57
1.0%持有
18
MBIMBIA Inc. 23
0.9%持有
19
KHCKraft Heinz Co. 36
0.8%新建仓
20
BRK.BBerkshire Hathaway CL B
0.7%新建仓
21
AGOAssured Guaranty Ltd. 49
0.7%加仓
22
MEOHMethanex Corp. 37
0.6%持有
23
CYDChina Yuchai Intl Ltd. 34
0.4%持有
24
IMOImperial Oil Ltd. 53
0.3%持有
25
MCOMoody's Corp. 62
0.3%持有
26
MGAMagna International Inc. 37
0.3%持有
27
ATKRAtkore International Group Inc. 43
0.2%新建仓
28
HPQHP Inc. 41
0.2%新建仓
29
LPXLouisiana-Pacific Corp. 53
0.2%持有
30
RYAAYRyanair Holdings PLC 55
0.2%持有

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。