Wallace Weitz
Wallace WeitzWeitz Investment Management13F · 14 May 2026
持仓 40前十集中度 55%本季新建/加仓 9减持/清仓 25
19.3%减持26.5%减持36.3%减持45.6%减持55.1%减持64.8%减持74.4%加仓84.2%减持94.2%减持104.1%加仓113.5%减持123.2%持有132.8%加仓142.4%减持152.4%加仓162.4%减持172.4%减持182.2%减持192.1%减持202.0%减持211.8%减持221.8%减持231.6%减持241.6%减持251.5%减持261.4%持有271.1%减持281.1%持有291.0%加仓300.9%持有310.8%减持320.7%持有330.7%新建仓340.6%减持350.5%新建仓360.5%新建仓370.5%减持380.4%新建仓390.3%减持400.3%持有
BRK.BBerkshire Hathaway CL B
GOOGAlphabet Inc. CL C均 73
DHRDanaher Corp.均 66
VVisa Inc.均 63
MAMastercard Inc.均 66
AONAon Plc均 58
MSFTMicrosoft Corp.均 70
METAMeta Platforms Inc.均 71
TMOThermo Fisher Scientific均 63
VMCVulcan Materials均 65
IEXIDEX Corp.均 56
AMZNAmazon.com Inc.均 69
HEI.AHEICO Corp. CL A
TECHBio-Techne Corp.均 66
ACNAccenture均 49
ADIAnalog Devices均 67
EFXEquifax Inc.均 57
TXNTexas Instruments均 61
SIRISiriusXM Holdings Inc均 44
LBRDKLiberty Broadband Corp. CL C均 43
LHLabcorp Holdings Inc.均 58
ODFLOld Dominion Freight Line均 65
MLMMartin Marietta均 63
GPNGlobal Payments Inc.均 40
CSGPCoStar Group Inc.均 58
IDXXIDEXX Laboratories均 60
CRMSalesforce.com均 61
ACIWACI Worldwide Inc.均 53
MELIMercadolibre Inc.均 66
PRMPerimeter Solutions SA均 61
LKQLKQ Corp.均 40
EEFTEuronet Worldwide Inc.均 44
IRIngersoll Rand Inc.均 63
ORCLOracle Corp.均 59
ASMLASML Holding NV均 73
TSMTaiwan Semiconductor S.A.均 78
LBRDALiberty Broadband Corp. CL A均 40
NVDANVIDIA Corp.均 66
CDWCDW Corp.均 44
LINLinde plc均 65
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。