Thomas Russo
Gardner Russo · Thomas Russo 的全球消费品牌與家族企業框架
Gardner Russo & Quinn 體現 Thomas Russo 的全球消费品牌、家族控制企業和 capacity to suffer 框架。最值得看的是跨国消费品牌、家族治理、再投資空間、长期持倉和公開演講中對企業文化的反複强調。
| 股票 | 股數 | 市值 | 权重 |
|---|---|---|---|
BRK.A
|
1,460 | $1.0B | 12.3% |
GOOG
|
3,350,337 | $961.1M | 11.3% |
MA
|
1,555,141 | $777.0M | 9.1% |
PM
|
4,605,069 | $761.4M | 9.0% |
NFLX
|
5,610,666 | $539.5M | 6.3% |
BRK.B
|
1,110,429 | $532.1M | 6.3% |
MLM
|
715,411 | $421.1M | 5.0% |
SUNB
|
6,049,133 | $393.7M | 4.6% |
UBER
|
5,173,404 | $372.1M | 4.4% |
DASH
|
1,001,195 | $150.3M | 1.8% |
CMCSA
|
2,253,106 | $64.7M | 0.8% |
BF.A
|
1,647,878 | $44.1M | 0.5% |
JPM
|
148,798 | $43.8M | 0.5% |
XOM
|
193,950 | $32.9M | 0.4% |
V
|
93,812 | $28.4M | 0.3% |
BF.B
|
659,694 | $17.4M | 0.2% |
MO
|
164,461 | $10.9M | 0.1% |
MKL
|
4,954 | $9.5M | 0.1% |
| 股票 | 動作 | 13F 時間 | 當前股數 | 上期股數 | 股數變化 | 13F市值變化 |
|---|---|---|---|---|---|---|
|
SUNB
|
新增 | 2026-03-31 披露 2026-05-13 | 6,049,133 | 0 | - | +$393.7M |
|
GOOG
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 3,350,337 | 3,931,197 | -14.8% | -$272.5M |
|
MA
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 1,555,141 | 1,585,999 | -1.9% | -$128.4M |
|
JPM
|
大幅減持 | 2026-03-31 披露 2026-05-13 | 148,798 | 528,817 | -71.9% | -$126.6M |
|
BRK.A
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 1,460 | 1,488 | -1.9% | -$74.7M |
|
NFLX
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 5,610,666 | 5,004,765 | 12.1% | +$70.2M |
|
DASH
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 1,001,195 | 930,467 | 7.6% | -$60.4M |
|
UBER
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 5,173,404 | 5,145,060 | 0.6% | -$48.3M |
|
BRK.B
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 1,110,429 | 1,125,395 | -1.3% | -$33.6M |
|
MLM
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 715,411 | 726,612 | -1.5% | -$31.3M |
|
V
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 93,812 | 108,818 | -13.8% | -$9.8M |
|
XOM
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 193,950 | 193,033 | 0.5% | +$9.7M |
|
PM
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 4,605,069 | 4,697,508 | -2.0% | +$7.9M |
|
CMCSA
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 2,253,106 | 2,300,197 | -2.0% | -$4.1M |
|
MKL
|
大幅減持 | 2026-03-31 披露 2026-05-13 | 4,954 | 6,279 | -21.1% | -$4.0M |
CR
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 46,626 | 54,401 | -14.3% | -$2.1M |
|
MO
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 164,461 | 164,772 | -0.2% | +$1.4M |
|
BF.B
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 659,694 | 708,179 | -6.8% | -$1.0M |
|
BF.A
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 1,647,878 | 1,668,094 | -1.2% | +$259,100 |
|
NFLX
|
大幅增持 | 2025-12-31 披露 2026-02-12 | 5,004,765 | 514,425 | 872.9% | -$147.5M |
|
GOOG
|
大幅減持 | 2025-12-31 披露 2026-02-12 | 3,931,197 | 4,649,923 | -15.5% | +$101.1M |
|
DASH
|
小幅增持 | 2025-12-31 披露 2026-02-12 | 930,467 | 926,363 | 0.4% | -$41.2M |
|
UBER
|
小幅增持 | 2025-12-31 披露 2026-02-12 | 5,145,060 | 4,710,841 | 9.2% | -$41.1M |
|
BRK.A
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 1,488 | 1,541 | -3.4% | -$39.1M |
|
MLM
|
小幅增持 | 2025-12-31 披露 2026-02-12 | 726,612 | 687,537 | 5.7% | +$19.1M |
|
BRK.B
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 1,125,395 | 1,161,394 | -3.1% | -$18.2M |
|
MA
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 1,585,999 | 1,620,272 | -2.1% | -$16.2M |
|
CMCSA
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 2,300,197 | 2,445,711 | -5.9% | -$8.1M |
|
V
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 108,818 | 122,264 | -11.0% | -$3.6M |
|
PM
|
小幅增持 | 2025-12-31 披露 2026-02-12 | 4,697,508 | 4,662,201 | 0.8% | -$2.7M |
|
BF.A
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 1,668,094 | 1,718,072 | -2.9% | -$2.3M |
|
BF.B
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 708,179 | 765,768 | -7.5% | -$2.3M |
|
XOM
|
小幅增持 | 2025-12-31 披露 2026-02-12 | 193,033 | 191,742 | 0.7% | +$1.6M |
|
JPM
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 528,817 | 545,030 | -3.0% | -$1.5M |
|
MO
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 164,772 | 165,693 | -0.6% | -$1.4M |
|
MKL
|
大幅減持 | 2025-12-31 披露 2026-02-12 | 6,279 | 7,653 | -18.0% | -$1.1M |
|
CR
|
小幅減持 | 2025-12-31 披露 2026-02-12 | 54,401 | 56,476 | -3.7% | -$366,315 |
还没有觀點记錄。