Elkhorn Partners Limited Partnership 13F 持仓 · 2026年Q2
Elkhorn Partners Limited Partnership 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 1.17 亿美元。前几大持仓：BRK/A（32.08%）、BRKB（23.42%）、WTM（21.89%）。本季前 25 大持仓中：新建仓 5 只、增持 9 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $37.4M | 32.08% | 50 | 持平 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $27.3M | 23.42% | 54,630 | 增持 |
| 3 | WTM | WHITE MTNS INS GROUP LTD | $25.5M | 21.89% | 12,320 | 减持 |
| 4 | GOOGL | ALPHABET INC CAP STK | $5.6M | 4.78% | 15,600 | 减持 |
| 5 | GOOG | ALPHABET INC CAP STK | $5.1M | 4.39% | 14,500 | 持平 |
| 6 | AAPL | APPLE INC | $3.4M | 2.93% | 11,800 | 减持 |
| 7 | CDZI | CADIZ INC | $2.7M | 2.35% | 656,000 | 增持 |
| 8 | BA | BOEING CO | $1.1M | 0.91% | 4,900 | 持平 |
| 9 | CME | CME GROUP INC | $993,735 | 0.85% | 4,500 | 新建仓 |
| 10 | KMB | KIMBERLY CLARK CORP | $944,022 | 0.81% | 8,600 | 增持 |
| 11 | C | CITIGROUP INC | $825,764 | 0.71% | 5,900 | 减持 |
| 12 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $625,838 | 0.54% | 7,900 | 减持 |
| 13 | QXO | QXO INC | $414,720 | 0.36% | 24,000 | 增持 |
| 14 | FOX | FOX CORP CL B | $374,720 | 0.32% | 8,000 | 新建仓 |
| 15 | META | FACEBOOK INC. | $366,139 | 0.31% | 650 | 减持 |
| 16 | ADBE | ADOBE SYSTEMS INCORPORATED | $338,283 | 0.29% | 1,650 | 增持 |
| 17 | PANW | PALO ALTO NETWORKS INC | $341,020 | 0.29% | 1,000 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $309,607 | 0.27% | 830 | 新建仓 |
| 19 | UBER | UBER TECHNOLOGIES INC | $303,072 | 0.26% | 4,200 | 增持 |
| 20 | CRM | SALESFORCE INC | $250,656 | 0.21% | 1,600 | 增持 |
| 21 | PFE | PFIZER INC | $204,680 | 0.18% | 8,500 | 增持 |
| 22 | BSX | BOSTON SCIENTIFIC CORP | $192,060 | 0.16% | 4,500 | 新建仓 |
| 23 | DD | DUPONT DE NEMOURS INC | $162,768 | 0.14% | 1,200 | 新建仓 |
| 24 | NFLX | NETFLIX INC | $164,220 | 0.14% | 2,300 | 增持 |
| 25 | AMZN | AMAZON COM INC | $143,004 | 0.12% | 600 | 减持 |
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