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 | TCIEgertonSands+12 | $16.2B | ↓ 减仓 | ● |
| ☆ | 14 | AMZN | Amazon.com Inc | Baillie GiffordPershing SquareSands+11 | $14.6B | ↓ 减仓 | ● |
| ☆ | 13 | GOOGL | Alphabet Inc | BerkshireHarris (Oakmark)Sands+10 | $36.2B | ↓ 减仓 | ● |
| ☆ | 11 | META | Meta Platforms Inc | Baillie GiffordPershing SquareFundsmith+8 | $5.8B | ↓ 减仓 | ● |
| ☆ | 11 | MA | Mastercard Inc | AkreBaillie GiffordFundsmith+8 | $4.0B | ↓ 减仓 | ● |
| ☆ | 10 | GOOG | Alphabet Inc | BerkshireTCIEgerton+7 | $18.2B | ↓ 减仓 | ● |
| ☆ | 9 | MSFT | Microsoft Corp | Pershing SquareBaillie GiffordPolen+6 | $5.2B | ↓ 减仓 | ● |
| ☆ | 8 | MCO | Moody's Corp | BerkshireTCIEgerton+5 | $20.0B | ↓ 减仓 | ● |
| ☆ | 7 | NVDA | Nvidia | Baillie GiffordSandsPolen+4 | $13.0B | → 持平 | ● |
| ☆ | 7 | BN | Brookfield Corp | Pershing SquareMarkelAkre+4 | $3.9B | ↓ 减仓 | ● |
| ☆ | 7 | TSM | Taiwan Semiconductor | SandsFundsmithBaillie Gifford+4 | $3.5B | ↑ 加仓 | ● |
| ☆ | 6 | MLB1 | Mercadolibre Inc | Baillie GiffordSandsDurable+3 | $6.5B | ↓ 减仓 | — |
| ☆ | 6 | SPOT | Spotify Technology S A | Baillie GiffordSandsValueAct+3 | $4.7B | ↓ 减仓 | ● |
| ☆ | 6 | NFLX | Netflix Inc | Baillie GiffordHarris (Oakmark)Fundsmith+3 | $2.8B | → 持平 | ● |
| ☆ | 6 | CPNG | Coupang Inc | Baillie GiffordHarris (Oakmark)Abrams+3 | $2.1B | ↓ 减仓 | ● |
| ☆ | 6 | BRK.B | Berkshire Hathaway Inc Del | MarkelGivernyPunch Card+3 | $1.2B | ↓ 减仓 | — |
| ☆ | 5 | SPGI | S&p Global Inc | TCIValley ForgeEgerton+2 | $6.6B | ↓ 减仓 | ● |
| ☆ | 5 | UBER | Uber Technologies Inc | Pershing SquareFundsmithBaillie Gifford+2 | $3.3B | ↓ 减仓 | ● |
| ☆ | 5 | COF | Capital One Financial Corp | Harris (Oakmark)BerkshireThird Point+2 | $3.1B | → 持平 | ● |
| ☆ | 5 | CRH | Crh Plc | Baillie GiffordEgertonDurable+2 | $1.6B | ↑ 加仓 | ● |
| ☆ | 5 | SUNB | Sunbelt Rentals Holdings Inc | Harris (Oakmark)Baillie GiffordMarkel+2 | $1.1B | ↓ 减仓 | — |
| ☆ | 5 | RPRX | Royalty Pharma Plc Class A | Baillie GiffordPatient CapitalHosking+2 | $826M | ↓ 减仓 | ● |
| ☆ | 4 | AAPL | Apple Inc | BerkshireBaillie GiffordMarkel+1 | $66.8B | → 持平 | ● |
| ☆ | 4 | AXP | American Express | BerkshireMarkelHosking+1 | $51.5B | → 持平 | ● |
| ☆ | 4 | DAL | Delta Air Lines, Inc. | BerkshireHarris (Oakmark)Hosking+1 | $7.1B | ↓ 减仓 | ● |
| ☆ | 4 | SHOP | Shopify Inc | Baillie GiffordSandsPolen+1 | $4.9B | ↓ 减仓 | ● |
| ☆ | 4 | APP | Applovin Corp-class A | Baillie GiffordSandsFundsmith+1 | $4.1B | → 持平 | ● |
| ☆ | 4 | ABNB | Airbnb Inc | Harris (Oakmark)PolenAkre+1 | $3.1B | ↓ 减仓 | ● |
| ☆ | 4 | ICE | Intercontinental Exchange In | Harris (Oakmark)SandsHorizon Kinetics+1 | $2.8B | → 持平 | ● |
| ☆ | 4 | SCHW | Charles Schwab Corp | Harris (Oakmark)GivernyMarkel+1 | $2.5B | ↑ 加仓 | ● |
| ☆ | 4 | ANTM | Anthem Inc | Harris (Oakmark)Baillie GiffordMarathon+1 | $2.5B | ↓ 减仓 | — |
| ☆ | 4 | AVGO | Broadcom Inc. | PolenBaillie GiffordSands+1 | $1.7B | ↓ 减仓 | ● |
| ☆ | 4 | ISRG | Intuitive Surgical Inc | Baillie GiffordSandsPolen+1 | $1.7B | ↓ 减仓 | ● |
| ☆ | 4 | ASML | Asml Holding Nv | SandsValley ForgeThird Point+1 | $1.5B | ↓ 减仓 | ● |
| ☆ | 4 | CBRE | Cbre Group, Inc. Class A | Harris (Oakmark)Baillie GiffordValueAct+1 | $1.3B | ↓ 减仓 | ● |
| ☆ | 4 | FICO | Fair Isaac Corp | Valley ForgeAkreFundsmith+1 | $1.3B | ↓ 减仓 | ● |
| ☆ | 4 | UNP | Union Pacific Corp | Harris (Oakmark)Third PointMarkel+1 | $1.2B | ↑ 加仓 | ● |
| ☆ | 4 | FERG | Ferguson Enterprises Inc | DurableEgertonMarkel+1 | $998M | ↑ 加仓 | ● |
| ☆ | 4 | WFC | Wells Fargo & Co | Harris (Oakmark)HoskingMarkel+1 | $964M | ↓ 减仓 | ● |
| ☆ | 4 | MSCI | Msci Inc | Baillie GiffordPolenMarkel+1 | $932M | ↓ 减仓 | ● |
| ☆ | 4 | PM | Philip Morris | FundsmithBaillie GiffordMarkel+1 | $910M | ↓ 减仓 | ● |
| ☆ | 4 | WSO-B | Watsco Inc | Baillie GiffordMarkelGiverny+1 | $750M | → 持平 | — |
| ☆ | 4 | ADI | Analog Devices Inc | MarkelBaillie GiffordGiverny+1 | $578M | ↓ 减仓 | ● |
| ☆ | 4 | AUROW | Aurora Innovation Inc | Baillie GiffordDurableLingotto+1 | $524M | → 持平 | — |
| ☆ | 4 | MKL | Markel Group Inc | Baillie GiffordGivernyMarathon+1 | $448M | ↓ 减仓 | ● |
| ☆ | 4 | FNV | Franco Nev Corp | MarkelHorizon KineticsMarathon+1 | $422M | ↑ 加仓 | ● |
| ☆ | 4 | FCX | Freeport-mcmoran | Baillie GiffordHoskingMarathon+1 | $340M | ↓ 减仓 | ● |
| ☆ | 4 | LIN | Linde Plc | EgertonMarkelSands+1 | $296M | ↓ 减仓 | ● |
| ☆ | 4 | DIS | Disney Walt Co | MarkelGivernyHosking+1 | $263M | ↓ 减仓 | ● |
| ☆ | 4 | ROL | Rollins Inc | PolenMarkelDurable+1 | $204M | ↑ 加仓 | — |