 谷歌AGOOGL |
| 18.76% | 16.29% | $2,103.8万 | 5.9万股 | $1,692.9万 | 5.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 16.74% | 15.78% | $1,876.9万 | 7.9万股 | $1,640.1万 | 7.9万股 | 00.00% | 持仓不变 |
 Markel Group Inc.MKL |
| 12.25% | 12.95% | $1,373.4万 | 7,032股 | $1,346.0万 | 7,032股 | 00.00% | 持仓不变 |
 VisaV |
| 10.4% | 9.89% | $1,166.5万 | 3.4万股 | $1,027.6万 | 3.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 9.09% | 9.4% | $1,019.6万 | 2.0万股 | $976.4万 | 2.0万股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 8.23% | 8.59% | $922.5万 | 1,354股 | $892.3万 | 1,354股 | 00.00% | 持仓不变 |
 微软MSFT |
| 6.82% | 7.3% | $764.7万 | 2.1万股 | $758.8万 | 2.1万股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 4.96% | 5.05% | $555.7万 | 3.1万股 | $525.0万 | 1,247股 | +3.0万股+2,400.00% | 加仓 |
 NETFLIXNFLX |
| 4.63% | 6.73% | $518.9万 | 7.3万股 | $698.8万 | 7.3万股 | 00.00% | 持仓不变 |
 万事达MA |
| 4.31% | 4.52% | $483.0万 | 9,404股 | $469.9万 | 9,404股 | 00.00% | 持仓不变 |
 FLOOR & DECORFND |
| 3.19% | 2.94% | $357.3万 | 6.0万股 | $305.8万 | 6.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.63% | 0.55% | $70.7万 | 2,000股 | $57.4万 | 2,000股 | 00.00% | 持仓不变 |
