Ycg, LLC
- SEC CIK
- 0001584801
- 最新申報
- 2026/8/12
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 41
- 較 2022 年第 4 季 0
- 總值
- $10.2 億
- 較 2022 年第 4 季 +$8,723 萬 (+9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 249,569 | $7,195 萬 | 7.0% | −533−0.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 178,389 | $6,483 萬 | 6.3% | −742−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 624,474 | $6,450 萬 | 6.3% | +7,274+1.2% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 187,649 | $5,742 萬 | 5.6% | −121−0.1% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 94,189 | $5,272 萬 | 5.2% | +290.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 483,529 | $5,029 萬 | 4.9% | −357−0.1% | 減碼 | 歷史 |
| AONAon plc | CL A | 149,639 | $4,718 萬 | 4.6% | −1,074−0.7% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 611,039 | $4,596 萬 | 4.5% | −1,434−0.2% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 204,565 | $3,925 萬 | 3.8% | −300−0.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 312,076 | $3,827 萬 | 3.7% | −1,527−0.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 95,160 | $3,667 萬 | 3.6% | +1,975+2.1% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 218,447 | $3,638 萬 | 3.6% | −1,065−0.5% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 459,572 | $3,164 萬 | 3.1% | −626−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 97,449 | $3,009 萬 | 2.9% | +70,400+260.3% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 403,273 | $2,936 萬 | 2.9% | −669−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 137,281 | $2,910 萬 | 2.8% | −349−0.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 63,441 | $2,828 萬 | 2.8% | +4,836+8.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 170,449 | $2,811 萬 | 2.7% | −235−0.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 79,612 | $2,745 萬 | 2.7% | −87−0.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 186,412 | $2,667 萬 | 2.6% | −11,813−6.0% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 106,927 | $2,635 萬 | 2.6% | +510.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 109,123 | $1,989 萬 | 1.9% | −1,978−1.8% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 7,025 | $1,863 萬 | 1.8% | −374−5.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 118,451 | $1,761 萬 | 1.7% | −1,392−1.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 207,478 | $1,559 萬 | 1.5% | −2,032−1.0% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 292,744 | $1,520 萬 | 1.5% | −1,830−0.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 50,098 | $1,130 萬 | 1.1% | −190−0.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 75,206 | $980.0 萬 | 1.0% | −349−0.5% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 146,993 | $980.0 萬 | 1.0% | −8,299−5.3% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 35,884 | $972.2 萬 | 1.0% | −190−0.5% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 80,791 | $825.5 萬 | 0.8% | −7,440−8.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 141,341 | $740.3 萬 | 0.7% | −2,184−1.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 89,061 | $552.4 萬 | 0.5% | −178−0.2% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $325.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 11,000 | $223.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 6,317 | $180.3 萬 | 0.2% | −125−1.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,465 | $131.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,312 | $106.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,076 | $101.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FICOFair Isaac Corp | COM | 769 | $54.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLGlobe Life Inc. | COM | 2,250 | $24.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |