William Von Mueffling
William Von MuefflingCantillon Capital Management13F · 07 May 2026
持仓 38前十集中度 48%本季新建/加仓 5减持/清仓 33
18.3%减持27.1%减持35.6%减持45.0%减持54.4%减持64.0%减持73.5%减持83.5%减持93.5%减持103.1%减持112.9%减持122.7%减持132.7%减持142.7%减持152.5%减持162.5%减持172.5%减持182.5%加仓192.4%减持202.3%加仓212.1%加仓222.1%减持231.9%减持241.9%减持251.9%减持261.9%减持271.7%减持281.7%减持291.6%减持301.5%减持311.4%新建仓321.3%减持331.3%加仓341.1%减持350.9%减持360.8%减持370.7%减持380.6%减持
AVGOBroadcom Inc.均 68
GOOGLAlphabet Inc.均 71
TSMTaiwan Semiconductor S.A.均 78
IBKRInteractive Brokers Group Inc.均 62
SPGIS&P Global Inc.均 66
ADIAnalog Devices均 67
CBRECBRE Group均 61
AMATApplied Materials均 74
VVisa Inc.均 63
ICEIntercontinental Exchange Inc.均 62
BLKBlackRock Inc.均 66
MSFTMicrosoft Corp.均 70
CMECME Group均 65
FERGFerguson Enterprises Inc.均 61
FASTFastenal均 55
TMOThermo Fisher Scientific均 63
LYVLive Nation Inc.均 60
UBERUber Technologies Inc.均 63
AONAon Plc均 58
CPCanadian Pacific Kansas City均 61
EFXEquifax Inc.均 57
AAgilent Technologies均 62
IQVIQVIA Holdings Inc.均 61
YUMYum! Brands Inc.均 58
AMTAmerican Tower Corp.均 61
TWTradeweb Markets Inc.均 66
ENTGEntegris Inc.均 67
SSNCSS&C Technologies Holdings Inc.均 51
ADBEAdobe Inc.均 61
TCOMTrip.com Group Ltd均 65
SPOTSpotify Technology S.A.均 54
ALCAlcon Inc.均 54
ORCLOracle Corp.均 59
MCOMoody's Corp.均 62
FLUTFlutter Entertainment Plc均 64
TMETencent Music Entertainment Grp均 60
LPLALPL Financial Holdings Inc.均 57
FWONKLiberty Media Corp Formula One Series C均 61
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。