Postrock Partners LLC 13F 持仓 · 2026年Q2
Postrock Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 2.46 亿美元。前几大持仓：AAPL（16.90%）、BRK/A（13.40%）、GOOGL（7.00%）。本季前 25 大持仓中：增持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $41.6M | 16.90% | 143,624 | 持平 |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $32.9M | 13.40% | 44 | 持平 |
| 3 | GOOGL | ALPHABET INC | $17.2M | 7.00% | 48,158 | 持平 |
| 4 | FAST | FASTENAL CO | $16.3M | 6.62% | 338,720 | 持平 |
| 5 | IVV | ISHARES TR | $13.9M | 5.64% | 18,522 | 增持 |
| 6 | GOOG | ALPHABET INC | $9.9M | 4.01% | 27,890 | 持平 |
| 7 | V | VISA INC | $9.8M | 3.98% | 28,506 | 持平 |
| 8 | NVDA | NVIDIA CORPORATION | $9.0M | 3.66% | 45,026 | 增持 |
| 9 | BKNG | BOOKING HOLDINGS INC | $8.8M | 3.56% | 49,150 | 增持 |
| 10 | QCOM | QUALCOMM INC | $6.7M | 2.71% | 36,024 | 持平 |
| 11 | MU | MICRON TECHNOLOGY INC | $6.3M | 2.58% | 5,493 | 持平 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $5.3M | 2.15% | 9,109 | 持平 |
| 13 | AMZN | AMAZON COM INC | $4.2M | 1.72% | 17,741 | 增持 |
| 14 | ROST | ROSS STORES INC | $3.7M | 1.49% | 17,257 | 持平 |
| 15 | HEI | HEICO CORP NEW | $3.5M | 1.44% | 9,922 | 持平 |
| 16 | WMT | WALMART INC | $2.6M | 1.05% | 22,883 | 持平 |
| 17 | IBMP | ISHARES TR | $2.5M | 1.02% | 98,576 | 增持 |
| 18 | UBER | UBER TECHNOLOGIES INC | $2.4M | 0.97% | 32,923 | 增持 |
| 19 | PANW | PALO ALTO NETWORKS INC | $2.3M | 0.94% | 6,793 | 持平 |
| 20 | SPGI | S&P GLOBAL INC | $2.1M | 0.87% | 5,224 | 增持 |
| 21 | RBA | RB GLOBAL INC | $2.1M | 0.84% | 17,780 | 持平 |
| 22 | VRSK | VERISK ANALYTICS INC | $1.9M | 0.77% | 10,521 | 持平 |
| 23 | VEEV | VEEVA SYS INC | $1.9M | 0.76% | 10,470 | 持平 |
| 24 | MSFT | MICROSOFT CORP | $1.8M | 0.72% | 4,753 | 增持 |
| 25 | UPS | UNITED PARCEL SVCS INC | $1.6M | 0.65% | 14,916 | 持平 |
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