WEITZ INVESTMENT MANAGEMENT, INC.
大師韋茲投資管理
- SEC CIK
- 0000883965
- 主理人
- 沃利·韋茲
- 風格
- 價值
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/12。SEC
- 持股檔數
- 50
- 較 2026 年第 1 季 +1
- 總值
- $14.44 億
- 較 2026 年第 1 季 +$1,167.89 萬 (+0.8%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 271,600 | $1.36 億 | 9.41% | −7,250−2.6% | 減碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 268,100 | $9,472.78 萬 | 6.56% | −58,650−17.9% | 減碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 489,500 | $9,324 萬 | 6.46% | +11,750+2.5% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 265,330 | $9,103.21 萬 | 6.30% | 00.0% | 不變 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 145,350 | $7,465.18 萬 | 5.17% | −1,650−1.1% | 減碼 | 查看 |
| AONAON PLC | CL A | 213,860 | $7,093.52 萬 | 4.91% | 00.0% | 不變 | 查看 |
| VMCVULCAN MATLS CO | COM | 203,800 | $6,012.3 萬 | 4.16% | −10,400−4.9% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 102,960 | $5,799.63 萬 | 4.02% | −2,750−2.6% | 減碼 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 115,200 | $5,775.67 萬 | 4.00% | −5,800−4.8% | 減碼 | 查看 |
| IEXIDEX CORP | COM | 252,400 | $5,728.22 萬 | 3.97% | −11,900−4.5% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 153,200 | $5,714.67 萬 | 3.96% | −16,250−9.6% | 減碼 | 查看 |
| HEI.AHEICO CORP NEW | CL A | 204,479 | $5,273.72 萬 | 3.65% | +15,500+8.2% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 217,500 | $5,183.9 萬 | 3.59% | −5,000−2.2% | 減碼 | 查看 |
| TECHBIO-TECHNE CORP | COM | 543,200 | $3,837.71 萬 | 2.66% | −110,000−16.8% | 減碼 | 查看 |
| SIRISIRIUSXM HOLDINGS INC | COMMON STOCK | 1,188,000 | $3,509.35 萬 | 2.43% | −105,000−8.1% | 減碼 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 85,225 | $3,384.88 萬 | 2.34% | −21,125−19.9% | 減碼 | 查看 |
| EFXEQUIFAX INC | COM | 191,980 | $3,047.11 萬 | 2.11% | +4,375+2.3% | 加碼 | 查看 |
| LHLABCORP HOLDINGS INC COM SHS | Stock | 99,050 | $2,773.4 萬 | 1.92% | 00.0% | 不變 | 查看 |
| MLMMARTIN MARIETTA MATLS INC | COM | 47,370 | $2,731.83 萬 | 1.89% | +7,595+19.1% | 加碼 | 查看 |
| GPNGLOBAL PMTS INC COM | Stock | 350,000 | $2,539.6 萬 | 1.76% | +15,000+4.5% | 加碼 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 77,900 | $2,321.97 萬 | 1.61% | −82,200−51.3% | 減碼 | 查看 |
| LIBERTY BROADBAND CORP530307305 | COM SER C | 576,000 | $1,915.78 萬 | 1.33% | 00.0% | 不變 | – |
| IDXXIDEXX LABS INC | COM | 35,300 | $1,858.33 萬 | 1.29% | 00.0% | 不變 | 查看 |
| ACIWACI WORLDWIDE INC COM | Stock | 367,700 | $1,849.16 萬 | 1.28% | 00.0% | 不變 | 查看 |
| PRMPERIMETER SOLUTIONS INC | COMMON STOCK | 450,817 | $1,607.16 萬 | 1.11% | −58,583−11.5% | 減碼 | 查看 |
| MELIMERCADOLIBRE INC | COM | 9,200 | $1,561.6 萬 | 1.08% | +1,200+15.0% | 加碼 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 119,700 | $1,489.55 萬 | 1.03% | −51,000−29.9% | 減碼 | 查看 |
| IRINGERSOLL RAND INC | COM | 161,670 | $1,325.53 萬 | 0.92% | +28,470+21.4% | 加碼 | 查看 |
| CSGPCOSTAR GROUP INC | COM | 423,181 | $1,198.45 萬 | 0.83% | −93,844−18.2% | 減碼 | 查看 |
| EEFTEURONET WORLDWIDE INC | COM | 160,000 | $1,171.04 萬 | 0.81% | 00.0% | 不變 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 5,500 | $1,094.19 萬 | 0.76% | 00.0% | 不變 | 查看 |
| LKQLKQ CORP | COM | 408,000 | $1,074.26 萬 | 0.74% | 00.0% | 不變 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 147,200 | $1,051.01 萬 | 0.73% | +147,200 | 新進 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 20,000 | $955.14 萬 | 0.66% | 00.0% | 不變 | 查看 |
| ORCLORACLE CORP COM | Stock | 55,000 | $806.03 萬 | 0.56% | 00.0% | 不變 | 查看 |
| COFCAPITAL ONE FINL CORP COM | Stock | 40,000 | $802.48 萬 | 0.56% | +40,000 | 新進 | 查看 |
| CRMSALESFORCE INC COM | Stock | 49,300 | $772.33 萬 | 0.53% | −32,200−39.5% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 35,000 | $700.32 萬 | 0.48% | 00.0% | 不變 | 查看 |
| VLTOVERALTO CORP COM SHS | Stock | 77,500 | $687.27 萬 | 0.48% | +37,500+93.8% | 加碼 | 查看 |
| RGENREPLIGEN CORP | COM | 40,800 | $556.68 萬 | 0.39% | +15,300+60.0% | 加碼 | 查看 |
| LIBERTY BROADBAND CORP530307107 | COM SER A | 123,750 | $411.84 萬 | 0.29% | −6,250−4.8% | 減碼 | – |
| LINLINDE PLC SHS | Stock | 7,100 | $368.45 萬 | 0.26% | −100−1.4% | 減碼 | 查看 |
| MTDMETTLER TOLEDO INTERNATIONAL | COM | 2,550 | $325.77 萬 | 0.23% | +2,550 | 新進 | 查看 |
| POOLPOOL CORP | COM | 15,000 | $322.35 萬 | 0.22% | 00.0% | 不變 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 7,150 | $291.19 萬 | 0.20% | +100+1.4% | 加碼 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 9,200 | $162.21 萬 | 0.11% | 00.0% | 不變 | 查看 |
| FTVFORTIVE CORP COM | Stock | 21,750 | $132.87 萬 | 0.09% | −750−3.3% | 減碼 | 查看 |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 5,200 | $123.41 萬 | 0.09% | 00.0% | 不變 | 查看 |
| CMCSACOMCAST CORP NEW CL A | Stock | 47,000 | $115.39 萬 | 0.08% | 00.0% | 不變 | 查看 |
| CHTRCHARTER COMMUNICATIONS INC | CL A | 650 | $9.24 萬 | 0.01% | 00.0% | 不變 | 查看 |