Bill Nygren
Harris Associates (Oakmark)截至 2026 Q1· $75.03B 组合 · 156 只持仓
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 |
|---|---|---|---|
| CRM | $2.78B | 3.7% | 加仓 +52% |
| ICE | $2.57B | 3.4% | 持有 |
| KDP | $2.45B | 3.3% | 加仓 +8% |
| ABNB | $2.42B | 3.2% | 持有 |
| GOOGL | $2.41B | 3.2% | 减仓 -6% |
| COP | $2.30B | 3.1% | 减仓 -27% |
| TRGP | $2.19B | 2.9% | 减仓 -10% |
| IQV | $2.08B | 2.8% | 加仓 +8% |
| SCHW | $2.05B | 2.7% | 持有 |
| COF | $1.89B | 2.5% | 持有 |
| FCNCA | $1.79B | 2.4% | 持有 |
| WILLIS TOWERS WATSON PLC LTD | $1.75B | 2.3% | 加仓 +7% |
| PSX | $1.66B | 2.2% | 减仓 -35% |
| AIG | $1.55B | 2.1% | 减仓 -7% |
| ELV | $1.50B | 2.0% | 加仓 +7% |
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。