Bill Nygren
Harris Associates (Oakmark)截至 2026 Q2· $75.42B 组合 · 161 只持仓
组合总市值趋势 · 近8 个季度 · $76.62B → $75.42B
公开数据(SEC 13F-HR 申报)。每季度末快照,披露最多滞后约 45 天,且仅含美股多头(不含做空/期权)—— 非实时持仓,亦非投资建议。
最新一季持仓
| 股票 | 市值 | 占比 | 环比 |
|---|---|---|---|
| KDP | $3.04B | 4.0% | 持有 |
| ABNB | $2.70B | 3.6% | 持有 |
| CRM | $2.53B | 3.4% | 加仓 +8% |
| IQV | $2.35B | 3.1% | 持有 |
| COF | $2.31B | 3.1% | 加仓 +11% |
| GOOGL | $2.24B | 3.0% | 减仓 -25% |
| SCHW | $2.23B | 3.0% | 加仓 +11% |
| ICE | $2.22B | 2.9% | 加仓 +10% |
| TRGP | $2.13B | 2.8% | 减仓 -9% |
| FCNCA | $1.91B | 2.5% | 持有 |
| ELV | $1.90B | 2.5% | 持有 |
| DAL | $1.62B | 2.2% | 持有 |
| COP | $1.58B | 2.1% | 减仓 -13% |
| MRK | $1.55B | 2.1% | 持有 |
| WILLIS TOWERS WATSON PLC LTD | $1.54B | 2.0% | 持有 |
数据来源:SEC 13F-HR 申报(公有领域);CUSIP→代码经 OpenFIGI 映射。非投资建议。