Thomas Russo
Gardner Russo · Thomas Russo 的全球消费品牌与家族企业框架
Gardner Russo & Quinn 体现 Thomas Russo 的全球消费品牌、家族控制企业和 capacity to suffer 框架。最值得看的是跨国消费品牌、家族治理、再投资空间、长期持仓和公开演讲中对企业文化的反复强调。
| 股票 | 股数 | 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 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
|
SUNB
|
新增 | 2026-03-31 披露 2026-05-13 | 6,049,133 | 0 | - | +$393.7M |
|
GOOG
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 3,350,337 | 3,931,197 | -14.8% | -$272.5M |
|
MA
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 1,555,141 | 1,585,999 | -1.9% | -$128.4M |
|
JPM
|
大幅减持 | 2026-03-31 披露 2026-05-13 | 148,798 | 528,817 | -71.9% | -$126.6M |
|
BRK.A
|
小幅减持 | 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
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 1,110,429 | 1,125,395 | -1.3% | -$33.6M |
|
MLM
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 715,411 | 726,612 | -1.5% | -$31.3M |
|
V
|
小幅减持 | 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
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 4,605,069 | 4,697,508 | -2.0% | +$7.9M |
|
CMCSA
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 2,253,106 | 2,300,197 | -2.0% | -$4.1M |
|
MKL
|
大幅减持 | 2026-03-31 披露 2026-05-13 | 4,954 | 6,279 | -21.1% | -$4.0M |
CR
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 46,626 | 54,401 | -14.3% | -$2.1M |
|
MO
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 164,461 | 164,772 | -0.2% | +$1.4M |
|
BF.B
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 659,694 | 708,179 | -6.8% | -$1.0M |
|
BF.A
|
小幅减持 | 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
|
大幅减持 | 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
|
小幅减持 | 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
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 1,125,395 | 1,161,394 | -3.1% | -$18.2M |
|
MA
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 1,585,999 | 1,620,272 | -2.1% | -$16.2M |
|
CMCSA
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 2,300,197 | 2,445,711 | -5.9% | -$8.1M |
|
V
|
小幅减持 | 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
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 1,668,094 | 1,718,072 | -2.9% | -$2.3M |
|
BF.B
|
小幅减持 | 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
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 528,817 | 545,030 | -3.0% | -$1.5M |
|
MO
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 164,772 | 165,693 | -0.6% | -$1.4M |
|
MKL
|
大幅减持 | 2025-12-31 披露 2026-02-12 | 6,279 | 7,653 | -18.0% | -$1.1M |
|
CR
|
小幅减持 | 2025-12-31 披露 2026-02-12 | 54,401 | 56,476 | -3.7% | -$366,315 |
|
GOOG
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 4,649,923 | 5,090,317 | -8.7% | +$229.5M |
|
PM
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 4,662,201 | 4,873,326 | -4.3% | -$131.4M |
|
NFLX
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 514,425 | 542,334 | -5.1% | -$109.5M |
|
MLM
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 687,537 | 712,779 | -3.5% | +$42.1M |
|
MA
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 1,620,272 | 1,683,051 | -3.7% | -$24.1M |
|
BRK.B
|
小幅增持 | 2025-09-30 披露 2025-11-12 | 1,161,394 | 1,154,566 | 0.6% | +$23.0M |
|
BRK.A
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 1,541 | 1,624 | -5.1% | -$21.3M |
|
CMCSA
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 2,445,711 | 2,557,966 | -4.4% | -$14.4M |
|
DASH
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 926,363 | 966,760 | -4.2% | +$13.6M |
|
JPM
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 545,030 | 573,700 | -5.0% | +$5.6M |
|
UBER
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 4,710,841 | 4,896,722 | -3.8% | +$4.7M |
|
BF.A
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 1,718,072 | 1,827,148 | -6.0% | -$4.0M |
|
V
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 122,264 | 126,944 | -3.7% | -$3.3M |
|
MKL
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 7,653 | 8,143 | -6.0% | -$1.6M |
|
XOM
|
小幅增持 | 2025-09-30 披露 2025-11-12 | 191,742 | 190,301 | 0.8% | +$1.1M |
|
CR
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 56,476 | 59,355 | -4.9% | -$871,430 |
|
MO
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 165,693 | 191,440 | -13.4% | -$278,473 |
|
BF.B
|
小幅减持 | 2025-09-30 披露 2025-11-12 | 765,768 | 778,521 | -1.6% | -$213,017 |
|
NFLX
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 542,334 | 558,412 | -2.9% | +$205.5M |
|
BRK.A
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 1,624 | 1,657 | -2.0% | -$139.4M |
|
UBER
|
小幅增持 | 2025-06-30 披露 2025-08-13 | 4,896,722 | 4,431,675 | 10.5% | +$134.0M |
|
GOOG
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 5,090,317 | 5,106,605 | -0.3% | +$105.2M |
|
DASH
|
大幅增持 | 2025-06-30 披露 2025-08-13 | 966,760 | 793,665 | 21.8% | +$93.3M |
|
PM
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 4,873,326 | 5,016,631 | -2.9% | +$91.3M |
|
JPM
|
大幅减持 | 2025-06-30 披露 2025-08-13 | 573,700 | 1,043,354 | -45.0% | -$89.6M |
|
BRK.B
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 1,154,566 | 1,180,608 | -2.2% | -$67.9M |
|
MLM
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 712,779 | 714,252 | -0.2% | +$49.8M |
|
BF.A
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 1,827,148 | 1,870,922 | -2.3% | -$12.4M |
|
BF.B
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 778,521 | 820,796 | -5.2% | -$6.9M |
|
CMCSA
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 2,557,966 | 2,616,811 | -2.2% | -$5.3M |
|
MA
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 1,683,051 | 1,716,374 | -1.9% | +$5.0M |
|
MO
|
大幅减持 | 2025-06-30 披露 2025-08-13 | 191,440 | 246,648 | -22.4% | -$3.6M |
|
CR
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 59,355 | 60,305 | -1.6% | +$2.0M |
|
XOM
|
小幅增持 | 2025-06-30 披露 2025-08-13 | 190,301 | 189,469 | 0.4% | -$2.0M |
|
MKL
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 8,143 | 8,276 | -1.6% | +$791,610 |
|
V
|
小幅减持 | 2025-06-30 披露 2025-08-13 | 126,944 | 130,701 | -2.9% | -$734,005 |
还没有观点记录。