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
2024 年第 2 季 持倉
持倉截至 2024/6/30，申報日 2024/8/14。SEC
- 持股檔數
- 50
- 較 2024 年第 1 季 −3
- 總值
- $23.67 億
- 較 2024 年第 1 季 −$9,638.78 萬 (−3.9%)
持股
只含多頭部位。變化是跟 2024 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 | 484,470 | $1.97 億 | 8.33% | +4,495+0.9% | 加碼 | 查看 |
| AMEAMETEK INC | COM | 936,696 | $1.56 億 | 6.60% | +8,719+0.9% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 297,713 | $1.5 億 | 6.34% | +1,893+0.6% | 加碼 | 查看 |
| HEI.AHEICO CORP NEW | CL A | 723,697 | $1.28 億 | 5.43% | +4,702+0.7% | 加碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 647,436 | $1.19 億 | 5.02% | +1,636+0.3% | 加碼 | 查看 |
| KMXCARMAX INC | COM | 1,594,948 | $1.17 億 | 4.94% | +12,550+0.8% | 加碼 | 查看 |
| PGRPROGRESSIVE CORP COM | Stock | 534,821 | $1.11 億 | 4.69% | +4,452+0.8% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 386,967 | $1.02 億 | 4.29% | +4,759+1.2% | 加碼 | 查看 |
| NVRNVR INC | COM | 13,179 | $1 億 | 4.23% | +41+0.3% | 加碼 | 查看 |
| IBPINSTALLED BLDG PRODS INC | COM | 471,552 | $9,698.88 萬 | 4.10% | +4,540+1.0% | 加碼 | 查看 |
| BKNGBOOKING HOLDINGS INC COM | Stock | 20,003 | $7,924.19 萬 | 3.35% | +8,709+77.1% | 加碼 | 查看 |
| MEDPMEDPACE HLDGS INC | COM | 188,094 | $7,746.65 萬 | 3.27% | +2,862+1.5% | 加碼 | 查看 |
| FIVEFIVE BELOW INC | COM | 697,875 | $7,604.74 萬 | 3.21% | +30,685+4.6% | 加碼 | 查看 |
| FISVFISERV INC COM | Stock | 484,933 | $7,227.44 萬 | 3.05% | +4,687+1.0% | 加碼 | 查看 |
| KEYSKEYSIGHT TECHNOLOGIES INC COM | Stock | 479,558 | $6,557.96 萬 | 2.77% | +1,212+0.3% | 加碼 | 查看 |
| MKLMARKEL GROUP INC | COM | 41,471 | $6,534.42 萬 | 2.76% | −39,078−48.5% | 減碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 869,813 | $6,409.65 萬 | 2.71% | +8,382+1.0% | 加碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 310,083 | $5,648.16 萬 | 2.39% | +17,419+6.0% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 715,626 | $5,571.15 萬 | 2.35% | +344,075+92.6% | 加碼 | 查看 |
| MTBM & T BK CORP | COM | 345,262 | $5,225.89 萬 | 2.21% | −7,408−2.1% | 減碼 | 查看 |
| OZKBANK OZK LITTLE ROCK ARK | COM | 1,194,539 | $4,897.61 萬 | 2.07% | +29,429+2.5% | 加碼 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 200,423 | $4,574.86 萬 | 1.93% | +7,022+3.6% | 加碼 | 查看 |
| EWEDWARDS LIFESCIENCES CORP COM | Stock | 446,016 | $4,119.85 萬 | 1.74% | +298+0.1% | 加碼 | 查看 |
| BACBANK OF AMER CORP COM | Stock | 986,115 | $3,921.78 萬 | 1.66% | −835−0.1% | 減碼 | 查看 |
| LULULULULEMON ATHLETICA INC COM | Stock | 130,113 | $3,886.48 萬 | 1.64% | +862+0.7% | 加碼 | 查看 |
| ANETARISTA NETWORKS INC | COM | 97,619 | $3,421.35 萬 | 1.45% | +2,006+2.1% | 加碼 | 查看 |
| FBINFORTUNE BRANDS INNOVATIONS I | COM | 445,631 | $2,893.93 萬 | 1.22% | −7,240−1.6% | 減碼 | 查看 |
| FNDFLOOR & DECOR HLDGS INC | CL A | 276,298 | $2,746.68 萬 | 1.16% | +3,941+1.4% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 233,262 | $2,316.06 萬 | 0.98% | +496+0.2% | 加碼 | 查看 |
| LFUSLITTELFUSE INC | COM | 78,692 | $2,011.29 萬 | 0.85% | +731+0.9% | 加碼 | 查看 |
| CACCCREDIT ACCEP CORP MICH | COM | 25,107 | $1,292.21 萬 | 0.55% | +947+3.9% | 加碼 | 查看 |
| KNSLKINSALE CAP GROUP INC COM | Stock | 32,744 | $1,261.56 萬 | 0.53% | +15,134+85.9% | 加碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 23,524 | $1,037.78 萬 | 0.44% | +703+3.1% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 40,226 | $813.61 萬 | 0.34% | +1,023+2.6% | 加碼 | 查看 |
| ALGNALIGN TECHNOLOGY INC | COM | 29,991 | $724.07 萬 | 0.31% | +1,120+3.9% | 加碼 | 查看 |
| FERGFERGUSON PLC NEW | SHS | 29,765 | $576.4 萬 | 0.24% | +855+3.0% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 7 | $428.57 萬 | 0.18% | 00.0% | 不變 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 4,752 | $258.61 萬 | 0.11% | 00.0% | 不變 | 查看 |
| AAPLAPPLE INC COM | Stock | 10,027 | $211.19 萬 | 0.09% | 00.0% | 不變 | 查看 |
| NVONOVO-NORDISK A S ADR | ADR | 12,400 | $177 萬 | 0.07% | 00.0% | 不變 | 查看 |
| CPRTCOPART INC | COM | 27,484 | $148.85 萬 | 0.06% | 00.0% | 不變 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 8,163 | $141.88 萬 | 0.06% | −30−0.4% | 減碼 | 查看 |
| ISHARES TR464288752 | US HOME CONS ETF | 12,562 | $126.95 萬 | 0.05% | +1,212+10.7% | 加碼 | – |
| ABNBAIRBNB INC COM CL A | Stock | 7,055 | $106.98 萬 | 0.05% | 00.0% | 不變 | 查看 |
| GLDSPDR GOLD SHARES | ETF | 4,206 | $90.43 萬 | 0.04% | 00.0% | 不變 | 查看 |
| ODFLOLD DOMINION FREIGHT LINE IN | COM | 4,724 | $83.43 萬 | 0.04% | +2,362+100.0% | 加碼 | 查看 |
| DFHDREAM FINDERS HOMES INC | COM CL A | 32,202 | $83.15 萬 | 0.04% | 00.0% | 不變 | 查看 |
| SLVISHARES SILVER TRUST | ETF | 23,000 | $61.11 萬 | 0.03% | 00.0% | 不變 | 查看 |
| SITESITEONE LANDSCAPE SUPPLY INC | COM | 3,753 | $45.57 萬 | 0.02% | 00.0% | 不變 | 查看 |
| GBTCGRAYSCALE BITCOIN TRUST ETF | ETF | 7,442 | $39.62 萬 | 0.02% | 00.0% | 不變 | 查看 |