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最新披露期、组合规模与公开内容。
73 家机构
Berkshire Hathaway
Warren Buffett
Berkshire Hathaway 主席，保险浮存金 + 高质量复利的代表
查看资料
$263.1B
组合市值
20
持仓
2026-03-31
最新 13F
Himalaya Capital
Li Lu
Himalaya Capital 创始人，长期价值 + 中国商业质量研究
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$3.2B
组合市值
14
持仓
2026-03-31
最新 13F
H&H International Investment
Duan Yongping / 段永平
H&H International Investment · 企业家出身的长期投资人，H&H 13F + 公开问答是核心线索
查看资料
$20.0B
组合市值
12
持仓
2026-03-31
最新 13F
Pabrai Investment Funds / Dalal Street
Mohnish Pabrai
Pabrai Investment Funds / Dalal Street · Dhandho 框架代表人物，集中价值 + 公开访谈密度高
查看资料
$422.9M
组合市值
3
持仓
2026-03-31
最新 13F
Pershing Square Capital Management
Bill Ackman
Pershing Square 创始人，公开信和演示文稿驱动的 activist 投资
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$13.7B
组合市值
10
持仓
2026-03-31
最新 13F
Appaloosa
David Tepper
Appaloosa 创始人，困境债/宏观/周期股经验丰富
查看资料
$5.9B
组合市值
20
持仓
2026-03-31
最新 13F
Fundsmith
Terry Smith
Fundsmith 创始人，Buy good companies, don't overpay, do nothing
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$12.8B
组合市值
20
持仓
2026-03-31
最新 13F
Baupost Group
Seth Klarman
Baupost 创始人，安全边际、现金和复杂资产的代表
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$5.1M
组合市值
20
持仓
2026-03-31
最新 13F
Third Point
Dan Loeb
Third Point 创始人，事件驱动、activist 和公开信密集
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$2.1B
组合市值
20
持仓
2026-03-31
最新 13F
Coatue Management
Philippe Laffont
Coatue 创始人，科技、AI 和 crossover growth 风向标
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$29.1B
组合市值
20
持仓
2026-03-31
最新 13F
全部机构
按 13F、组合规模和公开内容快速浏览
73 家机构
13F / 公开内容 / 资料页
| 机构 | 策略 | 持仓数 | 组合市值 | 内容 |
|---|---|---|---|---|
|
Berkshire Hathaway
Warren Buffett
|
Quality value / insurance float | 20 持仓 | $263.1B 组合 | 14 |
|
Himalaya Capital
Li Lu
|
Long-term value / China compounders | 14 持仓 | $3.2B 组合 | 4 |
|
H&H International Investment
Duan Yongping / 段永平
|
Concentrated quality / Apple-Berkshire-PDD | 12 持仓 | $20.0B 组合 | 13 |
|
Pabrai Investment Funds / Dalal Street
Mohnish Pabrai
|
Concentrated value | 3 持仓 | $422.9M 组合 | 13 |
|
Pershing Square Capital Management
Bill Ackman
|
Activist / concentrated quality | 10 持仓 | $13.7B 组合 | 13 |
|
Appaloosa
David Tepper
|
Opportunistic / macro-aware equities | 20 持仓 | $5.9B 组合 | 2 |
|
Fundsmith
Terry Smith
|
High-quality global compounders | 20 持仓 | $12.8B 组合 | 13 |
|
Baupost Group
Seth Klarman
|
Value / distressed / special situations | 20 持仓 | $5.1M 组合 | 2 |
|
Third Point
Dan Loeb
|
Event-driven / activist | 20 持仓 | $2.1B 组合 | 4 |
|
Coatue Management
Philippe Laffont
|
Technology / growth / crossover | 20 持仓 | $29.1B 组合 | 2 |
Tiger Global Management
Chase Coleman
|
Technology growth / crossover | 20 持仓 | $22.8B 组合 | 2 |
HHLR Advisors / Hillhouse
Lei Zhang
|
Asia growth / healthcare / technology | 20 持仓 | $1.7B 组合 | 2 |
Greenwoods / Jinglin
George Jiang
|
China value / long-term compounders | 20 持仓 | $3.9B 组合 | 2 |
Lone Pine Capital
Stephen Mandel
|
Quality growth / consumer internet | 20 持仓 | $12.5B 组合 | 2 |
Viking Global Investors
Andreas Halvorsen
|
Long/short quality growth | 20 持仓 | $35.7B 组合 | 2 |
Duquesne Family Office
Stanley Druckenmiller
|
Macro / concentrated equities | 20 持仓 | $3.4M 组合 | 3 |
Bridgewater Associates
Ray Dalio
|
Macro / systematic asset allocation | 20 持仓 | $22.4B 组合 | 3 |
Soros Fund Management
George Soros
|
Macro / opportunistic equities | 20 持仓 | $9.1B 组合 | 2 |
Icahn Enterprises / Icahn Capital
Carl Icahn
|
Activist / control-oriented value | 12 持仓 | $8.6B 组合 | 2 |
TCI Fund Management
Chris Hohn
|
Concentrated quality / activist | 10 持仓 | $45.2B 组合 | 2 |
Akre Capital Management
Chuck Akre
|
Quality compounders | 17 持仓 | $6.1B 组合 | 2 |
Polen Capital Management
-
|
Quality growth | 20 持仓 | $14.5B 组合 | 2 |
GQG Partners
Rajiv Jain
|
Global quality / emerging markets | 20 持仓 | $63.1B 组合 | 2 |
Daily Journal Corporation
Charlie Munger
|
Concentrated value / legacy Munger watchlist | 4 持仓 | $240.7M 组合 | 3 |
Oaktree Capital Management
Howard Marks
|
Credit cycles / distressed value | 20 持仓 | $6.3B 组合 | 13 |
Gotham Asset Management
Joel Greenblatt
|
Quality value / special situations | 20 持仓 | $32.7B 组合 | 2 |
Markel Group
Tom Gayner
|
Insurance float / quality compounders | 20 持仓 | $11.9B 组合 | 5 |
Fairfax Financial
Prem Watsa
|
Insurance / value / macro-aware | 20 持仓 | $1.9B 组合 | 5 |
Giverny Capital
Francois Rochon
|
Quality compounders | 20 持仓 | $2.7B 组合 | 5 |
Miller Value Partners
Bill Miller
|
Contrarian value / growth value | 20 持仓 | $383.2M 组合 | 2 |
Oakmark / Harris Associates
Bill Nygren
|
Value / intrinsic value discipline | 20 持仓 | $75.0B 组合 | 2 |
Southeastern Asset Management
Mason Hawkins
|
Concentrated value / appraisal discipline | 20 持仓 | $2.0B 组合 | 2 |
)
Dorsey Asset Management
Pat Dorsey
|
Moat investing / quality compounders | 11 持仓 | $1.3B 组合 | 2 |
Davis Advisors
Chris Davis
|
Owner earnings / durable franchises | 20 持仓 | $21.8B 组合 | 2 |
First Eagle legacy
Jean-Marie Eveillard
|
Global value / capital preservation | 20 持仓 | $75.6B 组合 | 1 |
Abrams Capital Management
David Abrams
|
Concentrated value | 10 持仓 | $4.6B 组合 | 2 |
Lindsell Train
Nick Train
|
UK quality compounders / brands | 13 持仓 | $3.1B 组合 | 1 |
Baillie Gifford legacy
James Anderson
|
Long-duration growth / innovation | 20 持仓 | $97.9B 组合 | 2 |
Baron Capital
Ron Baron
|
Growth / founder-led companies | 20 持仓 | $33.1B 组合 | 2 |
Sequoia Fund
-
|
Quality value / concentrated franchises | 20 持仓 | $6.0B 组合 | 5 |
|
|
Concentrated activist value | 18 持仓 | $5.7B 组合 | 0 |
Valley Forge Capital Management
Dev Kantesaria
|
Concentrated quality compounders | 7 持仓 | $3.4B 组合 | 0 |
Vulcan Value Partners
C.T. Fitzpatrick
|
Value / business-quality discipline | 20 持仓 | $3.8B 组合 | 0 |
Weitz Investment Management
Wallace Weitz
|
Value / owner earnings | 20 持仓 | $1.4B 组合 | 0 |
|
|
Classic value / global value | 20 持仓 | $1.3B 组合 | 0 |
Gardner Russo & Quinn
Thomas Russo
|
Global consumer franchises / family-controlled businesses | 18 持仓 | $8.5B 组合 | 0 |
|
|
Concentrated quality compounders | 12 持仓 | $962.9M 组合 | 0 |
Semper Augustus Investments Group
Christopher Bloomstran
|
Value / Berkshire-style capital allocation | 20 持仓 | $837.3M 组合 | 0 |
|
|
Low-turnover value / long game | 20 持仓 | $4.6B 组合 | 0 |
Brave Warrior Advisors
Glenn Greenberg
|
Concentrated value / quality franchises | 18 持仓 | $4.0B 组合 | 0 |
Yacktman Asset Management
Stephen Yacktman
|
Quality value / shareholder yield | 20 持仓 | $7.5B 组合 | 0 |
|
|
Concentrated large-cap growth | 20 持仓 | $15.5B 组合 | 0 |
|
|
Long-term quality value | 20 持仓 | $29.8B 组合 | 0 |
Whale Rock Capital Management
Alex Sacerdote
|
Technology growth / active long-short | 20 持仓 | $7.7B 组合 | 0 |
|
|
Technology growth / long-duration compounding | 20 持仓 | $59.5B 组合 | 0 |
Altimeter Capital Management
Brad Gerstner
|
Technology / travel / platform growth | 12 持仓 | $5.7B 组合 | 0 |
Dragoneer Investment Group
Marc Stad
|
Crossover growth / internet platforms | 17 持仓 | $3.0B 组合 | 0 |
Durable Capital Partners
Henry Ellenbogen
|
Long-duration growth / crossover | 20 持仓 | $9.7B 组合 | 0 |
|
|
Concentrated quality growth | 16 持仓 | $4.1B 组合 | 0 |
Soroban Capital Partners
Eric Mandelblatt
|
Concentrated industrials / infrastructure / quality growth | 20 持仓 | $51.8B 组合 | 0 |
Glenview Capital Management
Larry Robbins
|
Healthcare / event-driven active equity | 20 持仓 | $4.0B 组合 | 0 |
Eminence Capital
Ricky Sandler
|
Fundamental long-short / active equities | 20 持仓 | $4.4B 组合 | 0 |
Corvex Management
Keith Meister
|
Activist / event-driven value | 19 持仓 | $2.5B 组合 | 0 |
Starboard Value
Jeff Smith
|
Activist value / operational improvement | 19 持仓 | $4.6B 组合 | 0 |
Sachem Head Capital Management
Scott Ferguson
|
Activist / concentrated value | 17 持仓 | $4.2B 组合 | 0 |
|
|
Event-driven / activist value | 20 持仓 | $5.5B 组合 | 0 |
|
|
Biotech / healthcare specialist | 20 持仓 | $17.4B 组合 | 0 |
Sands Capital Management
Frank Sands
|
Growth / innovation platforms | 20 持仓 | $25.5B 组合 | 0 |
Ariel Investments
John Rogers
|
Patient value / small and mid-cap quality | 20 持仓 | $8.9B 组合 | 0 |
|
|
Quality growth / durable franchises | 20 持仓 | $999.7M 组合 | 0 |
|
|
Value / high active share | 20 持仓 | $6.6B 组合 | 0 |
Wedgewood Partners
David Rolfe
|
Focused growth / business quality | 20 持仓 | $484.3M 组合 | 0 |
Kahn Brothers Group
-
|
Classic value / Graham tradition | 20 持仓 | $564.1M 组合 | 0 |