Grand Jean Capital Management Inc 13F 持仓 · 最近申报 2024年Q4
Grand Jean Capital Management 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 4.31 亿美元。前几大持仓：BRKB（10.03%）、AAPL（6.54%）、BX（5.71%）。本季前 25 大持仓中：增持 2 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY I | $43.2M | 10.03% | 95,283 | 减持 |
| 2 | AAPL | Apple Inc | $28.1M | 6.54% | 112,394 | 减持 |
| 3 | BX | Blackstone Inc | $24.6M | 5.71% | 142,506 | 减持 |
| 4 | JPM | JPMorgan Chase & Co. | $22.9M | 5.32% | 95,627 | 减持 |
| 5 | NVDA | NVIDIA Corp | $21.7M | 5.03% | 161,239 | 减持 |
| 6 | MSFT | Microsoft Inc. | $21.6M | 5.01% | 51,127 | 减持 |
| 7 | MS | Morgan Stanley | $21.2M | 4.92% | 168,582 | 减持 |
| 8 | AMZN | Amazon.com Inc. | $21.0M | 4.88% | 95,675 | 减持 |
| 9 | V | VISA Inc | $20.4M | 4.73% | 64,420 | 减持 |
| 10 | META | Meta Platforms Incl | $20.3M | 4.72% | 34,683 | 减持 |
| 11 | GOOG | Alphabet Inc | $17.6M | 4.09% | 92,480 | 减持 |
| 12 | VRT | Vertiv Holdings Co | $17.3M | 4.03% | 152,528 | 减持 |
| 13 | AMT | American Tower Corp | $13.7M | 3.19% | 74,777 | 减持 |
| 14 | APH | Amphenol Corp | $12.7M | 2.96% | 183,493 | 减持 |
| 15 | NKE | Nike Inc | $12.1M | 2.80% | 159,276 | 减持 |
| 16 | KO | Coca Cola Companies | $11.0M | 2.55% | 176,331 | 减持 |
| 17 | UNP | Union Pacific Corp | $10.4M | 2.42% | 45,719 | 减持 |
| 18 | TMO | Thermo Fisher Scientific Inc. | $10.0M | 2.31% | 19,134 | 减持 |
| 19 | GS | Goldman Sachs Group | $9.4M | 2.19% | 16,493 | 减持 |
| 20 | NICE | Nice LTD | $8.5M | 1.97% | 49,898 | 增持 |
| 21 | KKR | KKR and Co. Inc. | $7.4M | 1.72% | 50,067 | 减持 |
| 22 | NOW | ServiceNow Inc. | $7.2M | 1.68% | 6,806 | 减持 |
| 23 | CCK | Crown Holdings Inc | $7.2M | 1.67% | 86,703 | 持平 |
| 24 | PEP | Pepsico Inc | $6.4M | 1.49% | 42,232 | 减持 |
| 25 | GPGI | Composecure Inc | $4.4M | 1.02% | 285,769 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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