Francis Chou
Francis ChouChou Associates13F · 14 May 2026
持仓 30前十集中度 82%本季新建/加仓 8减持/清仓 0
129.7%持有210.0%持有39.8%持有47.3%加仓55.4%持有64.8%持有74.5%持有84.3%持有93.6%加仓103.0%加仓112.5%持有122.3%持有131.9%持有141.8%持有151.2%持有161.2%持有171.0%持有180.9%持有190.8%新建仓200.7%新建仓210.7%加仓220.6%持有230.4%持有240.3%持有250.3%持有260.3%持有270.2%新建仓280.2%新建仓290.2%持有300.2%持有
BRK.ABerkshire Hathaway CL A
GOOGAlphabet Inc. CL C均 73
OXYOccidental Petroleum均 46
SYFSynchrony Financial均 50
AAPLApple Inc.均 60
STLAStellantis N.V.均 35
SIRISiriusXM Holdings Inc均 44
ALLYAlly Financial Inc.均 47
PYPLPayPal Holdings Inc.均 52
JEFJefferies Financial Group Inc.均 47
BABAAlibaba Group Holdings均 65
WFCWells Fargo均 60
GMGeneral Motors均 43
CCitigroup Inc.均 45
CASHMeta Financial Group Inc.均 36
BACBank of America Corp.均 63
POOLPool Corp.均 57
MBIMBIA Inc.均 23
KHCKraft Heinz Co.均 36
BRK.BBerkshire Hathaway CL B
AGOAssured Guaranty Ltd.均 49
MEOHMethanex Corp.均 37
CYDChina Yuchai Intl Ltd.均 34
IMOImperial Oil Ltd.均 53
MCOMoody's Corp.均 62
MGAMagna International Inc.均 37
ATKRAtkore International Group Inc.均 43
HPQHP Inc.均 41
LPXLouisiana-Pacific Corp.均 53
RYAAYRyanair Holdings PLC均 55
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。