吉維尼資本
大師Giverny Capital Inc.
- SEC CIK
- 0001641864
- 主理人
- 法蘭索瓦·羅雄
- 風格
- 品質
- 最新申報
- 2026/8/26
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 53
- 2020 年第 4 季沒有 13F 資料
- 總值
- $15.0 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 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 705,719 | $1.80 億 | 12.1% | – | – | 歷史 |
| KMXCarMax Inc | COM | 1,069,324 | $1.42 億 | 9.5% | – | – | 歷史 |
| AMEAmetek Inc | COM | 717,954 | $9,170 萬 | 6.1% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 68,082 | $7,759 萬 | 5.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 37,279 | $7,712 萬 | 5.2% | – | – | 歷史 |
| NVRNVR Inc | COM | 14,549 | $6,854 萬 | 4.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 231,615 | $6,822 萬 | 4.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 316,218 | $6,695 萬 | 4.5% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 1,022,002 | $6,661 萬 | 4.5% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 675,502 | $6,459 萬 | 4.3% | – | – | 歷史 |
| HEI.AHeico Corp | CL A | 550,321 | $6,252 萬 | 4.2% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 407,590 | $5,845 萬 | 3.9% | – | – | 歷史 |
| FIVEFive Below, Inc | COM | 303,705 | $5,794 萬 | 3.9% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 354,432 | $5,396 萬 | 3.6% | – | – | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 524,553 | $5,026 萬 | 3.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 1,289,338 | $4,988 萬 | 3.3% | – | – | 歷史 |
| SNBRQSleep Number Corp | COM | 339,846 | $4,877 萬 | 3.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 187,998 | $3,469 萬 | 2.3% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 390,140 | $3,263 萬 | 2.2% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 283,701 | $3,168 萬 | 2.1% | – | – | 歷史 |
| ATHMAutohome Inc. | SP ADS RP CL A | 325,678 | $3,038 萬 | 2.0% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,658 | $1,786 萬 | 1.2% | – | – | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 364,312 | $1,021 萬 | 0.7% | – | – | 歷史 |
| OZKBank OZK | COM | 176,670 | $721.7 萬 | 0.5% | – | – | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 87,124 | $608.7 萬 | 0.4% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 17,132 | $517.2 萬 | 0.3% | – | – | 歷史 |
| CACCCredit Acceptance Corp | COM | 10,703 | $385.6 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 9,989 | $355.7 萬 | 0.2% | – | – | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 21,730 | $326.3 萬 | 0.2% | – | – | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 19,409 | $323.6 萬 | 0.2% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 8 | $308.6 萬 | 0.2% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 16,089 | $208.0 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,852 | $192.3 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 490 | $151.6 萬 | 0.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 11,819 | $144.4 萬 | 0.1% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,615 | $141.5 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,277 | $109.7 萬 | 0.1% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 4,067 | $97.8 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,578 | $84.4 萬 | 0.1% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 16,989 | $75.6 萬 | 0.1% | – | – | 歷史 |
| LFUSLittelfuse Inc | COM | 2,788 | $73.7 萬 | <0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 6,327 | $69.1 萬 | <0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 8,404 | $55.6 萬 | <0.1% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,335 | $53.8 萬 | <0.1% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 23,000 | $52.2 萬 | <0.1% | – | – | 歷史 |
| FASTFastenal Co | Stock | 8,954 | $45.0 萬 | <0.1% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 6,200 | $41.8 萬 | <0.1% | – | – | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 8,046 | $38.7 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 3,110 | $23.3 萬 | <0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 135 | $10.0 萬 | <0.1% | – | – | 歷史 |
| RMDResmed Inc | COM | 437 | $8.50 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 432 | $8.10 萬 | <0.1% | – | – | 歷史 |
| RBARB Global Inc. | COM | 1,070 | $6.30 萬 | <0.1% | – | – | 歷史 |