格林布赖尔合伙资本管理 2026Q1 13F 持仓
Greenbrier Partners Capital Management 沙德·罗 组合详情。
组合市值：$1,298,481,699；当前持仓：11；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | AAPL | 苹果 | $299,640,209 | 1180662 | 23.08% | 持有 |
| 2 | META | Meta Platforms, Inc. | $226,048,563 | 395100 | 17.41% | 持有 |
| 3 | COST | 好市多 | $221,677,775 | 222472 | 17.07% | 持有 |
| 4 | GOOG | 谷歌C | $132,743,891 | 462748 | 10.22% | 持有 |
| 5 | AMZN | 亚马逊 | $129,381,281 | 621219 | 9.96% | 持有 |
| 6 | GOOGL | 谷歌A | $128,643,992 | 447364 | 9.91% | 持有 |
| 7 | MKL | Markel Group, Inc. | $49,030,817 | 25616 | 3.78% | 持有 |
| 8 | MSFT | 微软 | $43,990,262 | 118838 | 3.39% | 持有 |
| 9 | BRK.B | 伯克希尔B | $38,673,357 | 80704 | 2.98% | 持有 |
| 10 | SPOT | Spotify Technology SA | $17,128,961 | 35324 | 1.32% | 持有 |
| 11 | CPRT | 科帕特 | $11,522,591 | 347066 | 0.89% | 持有 |
清仓股票
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