坎蒂隆资本管理 2026Q1 13F 持仓
Cantillon Capital Management 威廉·冯·缪夫林 组合详情。
组合市值：$15,050,978,966；当前持仓：38；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | AVGO | 博通 | $1,255,373,179 | 4056002 | 8.34% | 持有 |
| 2 | GOOGL | 谷歌A | $1,068,302,941 | 3715061 | 7.1% | 持有 |
| 3 | TSM | 台积电 | $842,695,561 | 2493551 | 5.6% | 持有 |
| 4 | IAC | IAC, Inc. | $754,261,239 | 11245881 | 5.01% | 持有 |
| 5 | SPGI | 标普全球 | $658,129,858 | 1547303 | 4.37% | 持有 |
| 6 | ADI | 亚德诺半导体 | $608,121,747 | 1911491 | 4.04% | 持有 |
| 7 | CBRE | CBRE Group, Inc. | $532,625,469 | 3931976 | 3.54% | 持有 |
| 8 | AMAT | 应用材料 | $520,150,719 | 1521843 | 3.46% | 持有 |
| 9 | V | 维萨 | $519,296,074 | 1718158 | 3.45% | 持有 |
| 10 | ICE | 洲际交易所 | $462,710,525 | 2941954 | 3.07% | 持有 |
| 11 | BLK | 贝莱德集团 | $435,925,833 | 453282 | 2.9% | 持有 |
| 12 | MSFT | 微软 | $411,727,135 | 1112265 | 2.74% | 持有 |
| 13 | CME | 美国芝加哥商品交易所集团 | $409,457,291 | 1386346 | 2.72% | 持有 |
| 14 | FERG | Ferguson Enterprises, Inc. | $408,042,185 | 1749302 | 2.71% | 持有 |
| 15 | FAST | 快扣 | $378,933,210 | 8166664 | 2.52% | 持有 |
| 16 | TMO | 赛默飞 | $378,329,658 | 769698 | 2.51% | 持有 |
| 17 | LYV | Live Nation Entertainment, Inc. | $375,946,148 | 2465059 | 2.5% | 持有 |
| 18 | UBER | 优步 | $373,594,638 | 5193864 | 2.48% | 持有 |
| 19 | AON | 怡安保险 | $353,629,376 | 1095574 | 2.35% | 持有 |
| 20 | CP | 加拿大太平洋铁路 | $341,733,258 | 4344435 | 2.27% | 持有 |
| 21 | EFX | 艾可菲 | $322,573,617 | 1791379 | 2.14% | 持有 |
| 22 | A | 安捷伦 | $312,969,590 | 2745829 | 2.08% | 持有 |
| 23 | IQV | IQVIA Holdings, Inc. | $291,776,204 | 1710896 | 1.94% | 持有 |
| 24 | YUM | 百胜餐饮集团 | $281,698,042 | 1811796 | 1.87% | 持有 |
| 25 | TW | Tradeweb Markets | $278,506,044 | 2367041 | 1.85% | 持有 |
| 26 | AGNC | 美国资本代理 | $278,280,591 | 1612473 | 1.85% | 持有 |
| 27 | ENTG | 英特格 | $253,992,019 | 2166428 | 1.69% | 持有 |
| 28 | SSNC | SS&C Technologies Holdings, Inc. | $253,596,494 | 3753093 | 1.68% | 持有 |
| 29 | ADBE | Adobe | $247,871,107 | 1019710 | 1.65% | 持有 |
| 30 | TCOM | 携程旅行网 | $228,517,230 | 4589621 | 1.52% | 持有 |
| 31 | SPOT | Spotify Technology SA | $213,046,663 | 439353 | 1.42% | 新增 |
| 32 | ALC | 爱尔康 | $188,909,608 | 2507095 | 1.26% | 持有 |
| 33 | ORCL | 甲骨文 | $188,769,345 | 1283185 | 1.25% | 持有 |
| 34 | MCO | 穆迪 | $171,233,796 | 392513 | 1.14% | 持有 |
| 35 | FLUT | Flutter Entertainment Plc | $140,260,363 | 1375776 | 0.93% | 持有 |
| 36 | TME | 腾讯音乐娱乐集团 | $124,190,481 | 13382595 | 0.83% | 持有 |
| 37 | LPLA | LPL Financial Holdings, Inc. | $97,747,790 | 324927 | 0.65% | 持有 |
| 38 | FWONK | Liberty Media Corp. | $88,053,938 | 1035685 | 0.59% | 持有 |