RWWM, Inc. 13F 持仓 · 2026年Q2
RWWM 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 40 只证券，申报市值合计 13.53 亿美元。前几大持仓：DJCO（15.74%）、BABA（15.73%）、WFC（10.26%）。本季前 25 大持仓中：新建仓 2 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DJCO | DAILY JOURNAL CORP | $213.0M | 15.74% | 354,295 | 减持 |
| 2 | BABA | ALIBABA GROUP HLDG LTD | $212.8M | 15.73% | 2.2M | 增持 |
| 3 | WFC | WELLS FARGO & CO | $138.9M | 10.26% | 1.7M | 减持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $128.1M | 9.46% | 255,944 | 增持 |
| 5 | WHR | WHIRLPOOL CORP | $123.8M | 9.15% | 3.1M | 增持 |
| 6 | FOXF | FOX FACTORY HLDG CORP | $91.2M | 6.74% | 5.4M | 减持 |
| 7 | SGOV | ISHARES TR | $85.1M | 6.29% | 845,240 | 增持 |
| 8 | CRI | CARTERS INC | $59.4M | 4.39% | 1.4M | 减持 |
| 9 | KHC | KRAFT HEINZ CO | $55.5M | 4.10% | 2.3M | 减持 |
| 10 | XOM | EXXON MOBIL CORP | $41.2M | 3.05% | 301,524 | 减持 |
| 11 | PII | POLARIS INC | $34.2M | 2.52% | 499,211 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $33.7M | 2.49% | 90,349 | 减持 |
| 13 | LULU | LULULEMON ATHLETICA INC | $26.9M | 1.99% | 235,581 | 增持 |
| 14 | ADBE | ADOBE INC | $21.4M | 1.58% | 104,151 | 增持 |
| 15 | CROX | CROCS INC | $19.3M | 1.43% | 160,316 | 新建仓 |
| 16 | AMCX | AMC GLOBAL MEDIA INC | $14.0M | 1.03% | 1.4M | 减持 |
| 17 | HELE | HELEN OF TROY LTD | $13.8M | 1.02% | 474,611 | 减持 |
| 18 | HRB | BLOCK H & R INC | $11.3M | 0.83% | 296,272 | 减持 |
| 19 | TME | TENCENT MUSIC ENTMT GROUP | $8.9M | 0.66% | 1.1M | 新建仓 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 0.30% | 4,319 | 增持 |
| 21 | WGO | WINNEBAGO INDS INC | $4.1M | 0.30% | 129,757 | 减持 |
| 22 | AAPL | APPLE INC | $2.3M | 0.17% | 7,841 | 增持 |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $1.8M | 0.13% | 6,378 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $1.2M | 0.09% | 5,919 | 增持 |
| 25 | RSG | REPUBLIC SVCS INC | $1.3M | 0.09% | 6,006 | 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