Ycg, LLC
- SEC CIK
- 0001584801
- 最新申報
- 2026/8/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/12 申報。只含多頭部位。
- 持股檔數
- 46
- 2020 年第 4 季沒有 13F 資料
- 總值
- $8.96 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 173,237 | $6,168 萬 | 6.9% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 191,257 | $5,711 萬 | 6.4% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 720,759 | $5,702 萬 | 6.4% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 129,525 | $5,431 萬 | 6.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 205,839 | $4,853 萬 | 5.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 333,282 | $4,429 萬 | 4.9% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 672,953 | $4,386 萬 | 4.9% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 20,365 | $4,213 萬 | 4.7% | – | – | 歷史 |
| AONAon plc | CL A | 171,596 | $3,949 萬 | 4.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 130,083 | $3,831 萬 | 4.3% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 114,765 | $3,338 萬 | 3.7% | – | – | 歷史 |
| CPRTCopart Inc | COM | 307,251 | $3,337 萬 | 3.7% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 252,774 | $3,079 萬 | 3.4% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 169,939 | $3,003 萬 | 3.4% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 766,935 | $2,996 萬 | 3.3% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 11,993 | $2,794 萬 | 3.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 264,758 | $2,531 萬 | 2.8% | – | – | 歷史 |
| BACBank of America Corp | Stock | 537,399 | $2,079 萬 | 2.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 143,981 | $2,037 萬 | 2.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 140,330 | $1,901 萬 | 2.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 49,194 | $1,884 萬 | 2.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 320,369 | $1,789 萬 | 2.0% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 197,908 | $1,560 萬 | 1.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 28,796 | $1,369 萬 | 1.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 88,727 | $1,351 萬 | 1.5% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 15,940 | $1,310 萬 | 1.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 36,624 | $775.4 萬 | 0.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 27,118 | $692.8 萬 | 0.8% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 15,211 | $536.8 萬 | 0.6% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 24,105 | $504.5 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 93,920 | $495.1 萬 | 0.6% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 10 | $385.7 萬 | 0.4% | – | – | 歷史 |
| EFXEquifax Inc | COM | 14,000 | $253.6 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 7,920 | $192.9 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 9,454 | $155.4 萬 | 0.2% | – | – | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 16,800 | $130.5 萬 | 0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,104 | $124.1 萬 | 0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 10,000 | $66.2 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,675 | $49.4 萬 | 0.1% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 400 | $45.6 萬 | 0.1% | – | – | 歷史 |
| FICOFair Isaac Corp | COM | 769 | $37.4 萬 | <0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,781 | $32.0 萬 | <0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 3,500 | $27.6 萬 | <0.1% | – | – | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 2,290 | $21.9 萬 | <0.1% | – | – | – |
| GLGlobe Life Inc. | COM | 2,250 | $21.7 萬 | <0.1% | – | – | 歷史 |
| SRLScully Royalty Ltd. | COM SHS | 21,789 | $19.0 萬 | <0.1% | – | – | 歷史 |