BloombergSen Inc. 13F 持仓 · 2026年Q2
BloombergSen 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 13.40 亿美元。前几大持仓：CI（19.95%）、GOOG（12.21%）、PGR（8.50%）。本季前 25 大持仓中：增持 8 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CI | THE CIGNA GROUP | $267.3M | 19.95% | 969,604 | 减持 |
| 2 | GOOG | ALPHABET INC | $163.6M | 12.21% | 463,000 | 减持 |
| 3 | PGR | PROGRESSIVE CORP | $113.9M | 8.50% | 521,399 | 减持 |
| 4 | CPAY | CORPAY INC | $105.1M | 7.84% | 315,268 | 减持 |
| 5 | HCA | HCA HEALTHCARE INC | $93.2M | 6.95% | 238,940 | 减持 |
| 6 | AON | AON PLC | $81.4M | 6.07% | 245,318 | 减持 |
| 7 | PNFP | PINNACLE FINL PARTNERS INC | $75.5M | 5.63% | 747,954 | 减持 |
| 8 | SUNB | SUNBELT RENTALS HOLDINGS INC | $73.7M | 5.50% | 985,609 | 减持 |
| 9 | BKNG | BOOKING HOLDINGS INC | $66.4M | 4.95% | 372,486 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $53.4M | 3.99% | 143,248 | 增持 |
| 11 | CIGI | COLLIERS INTL GROUP INC | $51.8M | 3.86% | 551,865 | 减持 |
| 12 | HURN | HURON CONSULTING GROUP INC | $45.0M | 3.36% | 499,059 | 增持 |
| 13 | NOW | SERVICENOW INC | $34.4M | 2.57% | 346,581 | 减持 |
| 14 | CBZ | CBIZ INC | $34.3M | 2.56% | 1.1M | 增持 |
| 15 | UNH | UNITEDHEALTH GROUP INC | $27.0M | 2.01% | 64,936 | 减持 |
| 16 | TDUP | THREDUP INC | $9.3M | 0.69% | 1.4M | 持平 |
| 17 | W | WAYFAIR INC | $7.8M | 0.58% | 83,942 | 增持 |
| 18 | FA | FIRST ADVANTAGE CORP NEW | $7.2M | 0.54% | 398,847 | 持平 |
| 19 | WRB | BERKLEY W R CORP | $6.3M | 0.47% | 88,927 | 减持 |
| 20 | CVNA | CARVANA CO | $5.1M | 0.38% | 77,979 | 增持 |
| 21 | AFRM | AFFIRM HLDGS INC | $3.0M | 0.22% | 36,889 | 持平 |
| 22 | DASH | DOORDASH INC | $2.9M | 0.22% | 15,870 | 持平 |
| 23 | UBER | UBER TECHNOLOGIES INC | $2.6M | 0.19% | 35,405 | 持平 |
| 24 | TOST | TOAST INC | $2.3M | 0.17% | 82,479 | 增持 |
| 25 | SWIM | LATHAM GROUP INC | $2.1M | 0.16% | 329,187 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR