公司财报电话会的中文摘要：业绩、管理层、Q&A
| 大师数ⓘ | Ticker | 公司名 | 持仓机构 | 总仓位 | 大师增减ⓘ | 财报分析ⓘ | |
|---|---|---|---|---|---|---|---|
| ☆ | 15 | V | Visa Inc | TCIEgertonFundsmith+12 | $15.3B | ↓ 减仓 | ● |
| ☆ | 15 | AMZN | Amazon.com Inc | Baillie GiffordPershing SquareSands+12 | $14.1B | ↓ 减仓 | ● |
| ☆ | 13 | GOOGL | Alphabet Inc | BerkshireHarris (Oakmark)Sands+10 | $22.7B | → 持平 | ● |
| ☆ | 12 | META | Meta Platforms Inc | Baillie GiffordPershing SquareFundsmith+9 | $6.9B | ↑ 加仓 | ● |
| ☆ | 10 | GOOG | Alphabet Inc | TCIEgertonBerkshire+7 | $8.0B | ↓ 减仓 | ● |
| ☆ | 10 | MSFT | Microsoft Corp | Pershing SquareBaillie GiffordPolen+7 | $7.2B | ↓ 减仓 | ● |
| ☆ | 10 | MA | Mastercard Inc | AkrePolenValley Forge+7 | $3.7B | ↓ 减仓 | ● |
| ☆ | 8 | MCO | Moody's Corp | BerkshireTCIEgerton+5 | $19.3B | ↑ 加仓 | ● |
| ☆ | 8 | NVDA | Nvidia | Baillie GiffordSandsPolen+5 | $12.0B | → 持平 | ● |
| ☆ | 7 | BN | Brookfield Corp | Pershing SquareAkreMarkel+4 | $4.1B | ↓ 减仓 | ● |
| ☆ | 7 | TSM | Taiwan Semiconductor | SandsBaillie GiffordLingotto+4 | $2.7B | ↓ 减仓 | ● |
| ☆ | 6 | SPOT | Spotify Technology S A | Baillie GiffordSandsValueAct+3 | $5.1B | ↑ 加仓 | ● |
| ☆ | 6 | CPNG | Coupang Inc | Baillie GiffordAbramsDurable+3 | $3.2B | ↓ 减仓 | ● |
| ☆ | 6 | BRK.B | Berkshire Hathaway Inc Del | MarkelGivernyPunch Card+3 | $1.2B | ↓ 减仓 | — |
| ☆ | 5 | MLB1 | Mercadolibre Inc | Baillie GiffordSandsDurable+2 | $7.1B | ↓ 减仓 | — |
| ☆ | 5 | SPGI | S&p Global Inc | TCIValley ForgeEgerton+2 | $6.9B | ↑ 加仓 | ● |
| ☆ | 5 | SHOP | Shopify Inc | Baillie GiffordSandsPolen+2 | $5.4B | ↓ 减仓 | ● |
| ☆ | 5 | NFLX | Netflix Inc | Baillie GiffordHarris (Oakmark)Sands+2 | $4.0B | ↑ 加仓 | ● |
| ☆ | 5 | COF | Capital One Financial Corp | Harris (Oakmark)BerkshireHosking+2 | $3.7B | ↓ 减仓 | ● |
| ☆ | 5 | SUNB | Sunbelt Rentals Holdings Inc | Harris (Oakmark)Baillie GiffordMarkel+2 | $1.0B | ↑ 加仓 | — |
| ☆ | 5 | RPRX | Royalty Pharma Plc Class A | Baillie GiffordPatient CapitalHosking+2 | $1.0B | ↑ 加仓 | ● |
| ☆ | 5 | DIS | Disney Walt Co | MarkelGivernyValueAct+2 | $304M | → 持平 | ● |
| ☆ | 4 | AAPL | Apple Inc | BerkshireMarkelBaillie Gifford+1 | $58.3B | → 持平 | ● |
| ☆ | 4 | NU | Nu Holdings Ltd. Class A | Baillie GiffordSandsPolen+1 | $4.1B | ↓ 减仓 | ● |
| ☆ | 4 | DAL | Delta Air Lines, Inc. | BerkshireHarris (Oakmark)Patient Capital+1 | $3.9B | → 持平 | ● |
| ☆ | 4 | CRM | Salesforce Inc | Harris (Oakmark)ValueActAkre+1 | $3.5B | ↑ 加仓 | ● |
| ☆ | 4 | ICE | Intercontinental Exchange In | Harris (Oakmark)SandsHorizon Kinetics+1 | $3.4B | → 持平 | ● |
| ☆ | 4 | ABNB | Airbnb Inc | Harris (Oakmark)PolenAkre+1 | $3.0B | → 持平 | ● |
| ☆ | 4 | UBER | Uber Technologies Inc | Pershing SquareBaillie GiffordPolen+1 | $2.8B | ↓ 减仓 | ● |
| ☆ | 4 | SCHW | Charles Schwab Corp | Harris (Oakmark)GivernyMarkel+1 | $2.4B | → 持平 | ● |
| ☆ | 4 | ISRG | Intuitive Surgical Inc | Baillie GiffordSandsPolen+1 | $2.1B | → 持平 | ● |
| ☆ | 4 | ANTM | Anthem Inc | Harris (Oakmark)Baillie GiffordMarathon+1 | $1.9B | ↑ 加仓 | — |
| ☆ | 4 | RBLX | Roblox Corp -class A | Baillie GiffordValueActSands+1 | $1.7B | ↓ 减仓 | ● |
| ☆ | 4 | EFX | Equifax Inc | Harris (Oakmark)EgertonMarkel+1 | $1.6B | → 持平 | — |
| ☆ | 4 | AVGO | Broadcom Inc. | PolenSandsHosking+1 | $1.3B | ↓ 减仓 | ● |
| ☆ | 4 | CBRE | Cbre Group, Inc. Class A | Harris (Oakmark)Baillie GiffordHosking+1 | $1.3B | ↓ 减仓 | ● |
| ☆ | 4 | PM | Philip Morris | FundsmithBaillie GiffordMarkel+1 | $1.1B | ↓ 减仓 | ● |
| ☆ | 4 | ASML | Asml Holding Nv | SandsValley ForgePolen+1 | $1.1B | ↑ 加仓 | ● |
| ☆ | 4 | MSCI | Msci Inc | PolenBaillie GiffordMarkel+1 | $1.1B | ↓ 减仓 | ● |
| ☆ | 4 | MMC | Marsh & Mclennan Cos Inc | Harris (Oakmark)MarkelHorizon Kinetics+1 | $1.1B | ↓ 减仓 | — |
| ☆ | 4 | UNP | Union Pacific Corp | Harris (Oakmark)MarkelThird Point+1 | $994M | → 持平 | ● |
| ☆ | 4 | WFC | Wells Fargo & Co | Harris (Oakmark)HoskingMarkel+1 | $939M | ↑ 加仓 | ● |
| ☆ | 4 | CRH | Crh Plc | EgertonThird PointDurable+1 | $833M | ↑ 加仓 | ● |
| ☆ | 4 | FERG | Ferguson Enterprises Inc | DurableEgertonMarkel+1 | $798M | ↑ 加仓 | ● |
| ☆ | 4 | PAYC | Paycom Software Inc | Harris (Oakmark)Baillie GiffordMarathon+1 | $637M | → 持平 | ● |
| ☆ | 4 | ADI | Analog Devices Inc | MarkelBaillie GiffordGiverny+1 | $515M | ↓ 减仓 | ● |
| ☆ | 4 | MKL | Markel Group Inc | Baillie GiffordGivernyMarathon+1 | $508M | ↓ 减仓 | ● |
| ☆ | 4 | FNV | Franco Nev Corp | Horizon KineticsMarkelMarathon+1 | $489M | ↓ 减仓 | ● |
| ☆ | 4 | LRCX | Lam Research | PolenSandsHosking+1 | $426M | ↑ 加仓 | ● |
| ☆ | 4 | FCX | Freeport-mcmoran | Baillie GiffordHoskingMarathon+1 | $339M | ↑ 加仓 | ● |