Giverny Capital Inc.
大師吉維尼資本
- SEC CIK
- 0001641864
- 主理人
- 法蘭索瓦·羅雄
- 風格
- 品質
2021 年第 2 季 持倉
持倉截至 2021/6/30，申報日 2021/8/13。SEC
- 持股檔數
- 57
- 較 2021 年第 1 季 +4
- 總值
- $16.44 億
- 較 2021 年第 1 季 +$1.49 億 (+10.0%)
持股
只含多頭部位。變化是跟 2021 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 | 735,744 | $2.04 億 | 12.44% | +30,025+4.3% | 加碼 | 查看 |
| KMXCARMAX INC | COM | 1,110,864 | $1.43 億 | 8.73% | +41,540+3.9% | 加碼 | 查看 |
| AMEAMETEK INC | COM | 740,843 | $9,890.3 萬 | 6.02% | +22,889+3.2% | 加碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 38,563 | $9,665.1 萬 | 5.88% | +1,284+3.4% | 加碼 | 查看 |
| MKLMARKEL GROUP INC | COM | 71,312 | $8,462.7 萬 | 5.15% | +3,230+4.7% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 234,295 | $8,146.7 萬 | 4.95% | +2,680+1.2% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 333,009 | $7,786.4 萬 | 4.74% | +16,791+5.3% | 加碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 1,067,990 | $7,776 萬 | 4.73% | +45,988+4.5% | 加碼 | 查看 |
| PGRPROGRESSIVE CORP COM | Stock | 770,619 | $7,568.2 萬 | 4.60% | +95,117+14.1% | 加碼 | 查看 |
| NVRNVR INC | COM | 15,094 | $7,506.7 萬 | 4.57% | +545+3.7% | 加碼 | 查看 |
| HEI.AHEICO CORP NEW | CL A | 578,552 | $7,184.5 萬 | 4.37% | +28,231+5.1% | 加碼 | 查看 |
| KEYSKEYSIGHT TECHNOLOGIES INC COM | Stock | 424,526 | $6,555.1 萬 | 3.99% | +16,936+4.2% | 加碼 | 查看 |
| FIVEFIVE BELOW INC | COM | 315,449 | $6,096.7 萬 | 3.71% | +11,744+3.9% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 363,488 | $5,653.7 萬 | 3.44% | +9,056+2.6% | 加碼 | 查看 |
| BACBANK OF AMER CORP COM | Stock | 1,345,736 | $5,548.5 萬 | 3.37% | +56,398+4.4% | 加碼 | 查看 |
| FBINFORTUNE BRANDS INNOVATIONS I | COM | 546,551 | $5,444.2 萬 | 3.31% | +21,998+4.2% | 加碼 | 查看 |
| EWEDWARDS LIFESCIENCES CORP COM | Stock | 405,529 | $4,200.1 萬 | 2.55% | +15,389+3.9% | 加碼 | 查看 |
| SNBRQSLEEP NUMBER CORP | COM | 347,140 | $3,816.8 萬 | 2.32% | +7,294+2.1% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 201,715 | $3,545.5 萬 | 2.16% | +13,717+7.3% | 加碼 | 查看 |
| ICEINTERCONTINENTAL EXCHANGE INC COM | Stock | 298,565 | $3,544 萬 | 2.16% | +14,864+5.2% | 加碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 9,125 | $2,228.1 萬 | 1.36% | +467+5.4% | 加碼 | 查看 |
| ATHMAUTOHOME INC | SP ADS RP CL A | 345,744 | $2,211.4 萬 | 1.34% | +20,066+6.2% | 加碼 | 查看 |
| HCSGHEALTHCARE SVCS GROUP INC | COM | 370,345 | $1,169.2 萬 | 0.71% | +6,033+1.7% | 加碼 | 查看 |
| OZKBANK OZK LITTLE ROCK ARK | COM | 179,075 | $755 萬 | 0.46% | +2,405+1.4% | 加碼 | 查看 |
| SSNCSS&C TECH HLDGS | COM | 82,023 | $591.1 萬 | 0.36% | −5,101−5.9% | 減碼 | 查看 |
| ANETARISTA NETWORKS INC | COM | 16,036 | $581 萬 | 0.35% | −1,096−6.4% | 減碼 | 查看 |
| CACCCREDIT ACCEP CORP MICH | COM | 9,727 | $441.7 萬 | 0.27% | −976−9.1% | 減碼 | 查看 |
| LIBERTY BROADBAND CORP530307305 | COM SER C | 20,482 | $355.7 萬 | 0.22% | −1,248−5.7% | 減碼 | – |
| FIRST REP BK SAN FRANCISCO C33616C100 | COM | 18,158 | $339.9 萬 | 0.21% | −1,251−6.4% | 減碼 | – |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 8 | $334.9 萬 | 0.20% | 00.0% | 不變 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 9,150 | $334.1 萬 | 0.20% | −839−8.4% | 減碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 4,852 | $207.7 萬 | 0.13% | 00.0% | 不變 | 查看 |
| LULULULULEMON ATHLETICA INC COM | Stock | 4,615 | $168.4 萬 | 0.10% | 00.0% | 不變 | 查看 |
| AAPLAPPLE INC COM | Stock | 11,822 | $161.9 萬 | 0.10% | +30.0% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 466 | $160.3 萬 | 0.10% | −24−4.9% | 減碼 | 查看 |
| JJACOBS ENGR GROUP INC | COM | 11,477 | $153.1 萬 | 0.09% | −4,612−28.7% | 減碼 | 查看 |
| BAMBROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 16,989 | $107.4 萬 | 0.07% | 00.0% | 不變 | 查看 |
| ODFLOLD DOMINION FREIGHT LINE IN | COM | 4,067 | $103.2 萬 | 0.06% | 00.0% | 不變 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 8,240 | $99 萬 | 0.06% | −1,037−11.2% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 3,578 | $96.9 萬 | 0.06% | 00.0% | 不變 | 查看 |
| LFUSLITTELFUSE INC | COM | 2,788 | $71 萬 | 0.04% | 00.0% | 不變 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 6,327 | $70.7 萬 | 0.04% | 00.0% | 不變 | 查看 |
| MTBM & T BK CORP | COM | 4,683 | $68 萬 | 0.04% | +4,683 | 新進 | 查看 |
| ROPROPER TECHNOLOGIES INC COM | Stock | 1,335 | $62.8 萬 | 0.04% | 00.0% | 不變 | 查看 |
| SLVISHARES SILVER TRUST | ETF | 23,400 | $56.7 萬 | 0.03% | +400+1.7% | 加碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 8,264 | $55.7 萬 | 0.03% | −140−1.7% | 減碼 | 查看 |
| NVONOVO-NORDISK A S ADR | ADR | 6,200 | $51.9 萬 | 0.03% | 00.0% | 不變 | 查看 |
| FASTFASTENAL CO COM | Stock | 8,954 | $46.6 萬 | 0.03% | 00.0% | 不變 | 查看 |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | CL A | 8,046 | $36.6 萬 | 0.02% | 00.0% | 不變 | 查看 |
| ISHARES TR464287788 | U.S. FINLS ETF | 3,110 | $25.2 萬 | 0.02% | 00.0% | 不變 | – |
| ISHARES TR464288752 | US HOME CONS ETF | 2,943 | $20.4 萬 | 0.01% | +2,943 | 新進 | – |
| GIBCGI INC | CL A | 2,120 | $19.2 萬 | 0.01% | +2,120 | 新進 | 查看 |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 135 | $12.4 萬 | 0.01% | 00.0% | 不變 | 查看 |
| RMDRESMED INC | COM | 437 | $10.8 萬 | 0.01% | 00.0% | 不變 | 查看 |
| LLYELI LILLY & CO COM | Stock | 432 | $9.9 萬 | 0.01% | 00.0% | 不變 | 查看 |
| RBARITCHIE BROS AUCTIONEERS | COM | 1,070 | $7.9 萬 | 0.00% | 00.0% | 不變 | 查看 |
| NEW GOLD INC CDA644535106 | COM | 30,000 | $5.4 萬 | 0.00% | +30,000 | 新進 | – |