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聪明钱/William Von Mueffling

William Von Mueffling

William Von Mueffling
Cantillon Capital Management13F · 07 May 2026
持仓 38前十集中度 48%本季新建/加仓 5减持/清仓 33
1
AVGOBroadcom Inc. 68
8.3%减持
2
GOOGLAlphabet Inc. 71
7.1%减持
3
TSMTaiwan Semiconductor S.A. 78
5.6%减持
4
IBKRInteractive Brokers Group Inc. 62
5.0%减持
5
SPGIS&P Global Inc. 66
4.4%减持
6
ADIAnalog Devices 67
4.0%减持
7
CBRECBRE Group 61
3.5%减持
8
AMATApplied Materials 74
3.5%减持
9
VVisa Inc. 63
3.5%减持
10
ICEIntercontinental Exchange Inc. 62
3.1%减持
11
BLKBlackRock Inc. 66
2.9%减持
12
MSFTMicrosoft Corp. 70
2.7%减持
13
CMECME Group 65
2.7%减持
14
FERGFerguson Enterprises Inc. 61
2.7%减持
15
FASTFastenal 55
2.5%减持
16
TMOThermo Fisher Scientific 63
2.5%减持
17
LYVLive Nation Inc. 60
2.5%减持
18
UBERUber Technologies Inc. 63
2.5%加仓
19
AONAon Plc 58
2.4%减持
20
CPCanadian Pacific Kansas City 61
2.3%加仓
21
EFXEquifax Inc. 57
2.1%加仓
22
AAgilent Technologies 62
2.1%减持
23
IQVIQVIA Holdings Inc. 61
1.9%减持
24
YUMYum! Brands Inc. 58
1.9%减持
25
AMTAmerican Tower Corp. 61
1.9%减持
26
TWTradeweb Markets Inc. 66
1.9%减持
27
ENTGEntegris Inc. 67
1.7%减持
28
SSNCSS&C Technologies Holdings Inc. 51
1.7%减持
29
ADBEAdobe Inc. 61
1.6%减持
30
TCOMTrip.com Group Ltd 65
1.5%减持
31
SPOTSpotify Technology S.A. 54
1.4%新建仓
32
ALCAlcon Inc. 54
1.3%减持
33
ORCLOracle Corp. 59
1.3%加仓
34
MCOMoody's Corp. 62
1.1%减持
35
FLUTFlutter Entertainment Plc 64
0.9%减持
36
TMETencent Music Entertainment Grp 60
0.8%减持
37
LPLALPL Financial Holdings Inc. 57
0.7%减持
38
FWONKLiberty Media Corp Formula One Series C 61
0.6%减持

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。