최신 13F 기준 보유 주식수 · 가치와 비중은 오늘 가격 기준 2026-06-30
| Ticker | Issuer | Shares | Value | Weight |
|---|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY CL B ORD | 271,600 | $147,258,804 | 9.4% |
| DHR | DANAHER ORD | 489,500 | $112,829,750 | 7.2% |
| V | VISA CL A ORD | 265,330 | $108,233,414 | 6.9% |
| MA | MASTERCARD CL A ORD | 145,350 | $90,640,260 | 5.8% |
| GOOGL | ALPHABET CL C ORD | 268,100 | $85,848,301 | 5.5% |
| MSFT | MICROSOFT ORD | 153,200 | $80,354,932 | 5.1% |
| TMO | THERMO FISHER SCIENTIFIC ORD | 115,200 | $77,624,064 | 4.9% |
| META | META PLATFORMS CL A ORD | 102,960 | $66,164,155 | 4.2% |
| AON | AON CL A ORD | 213,860 | $64,910,787 | 4.1% |
| HEI | HEICO CL A ORD | 204,479 | $60,803,875 | 3.9% |
| IEX | IDEX ORD | 252,400 | $57,812,220 | 3.7% |
| AMZN | AMAZON COM ORD | 217,500 | $53,940,000 | 3.4% |
| VMC | VULCAN MATERIALS ORD | 203,800 | $53,332,422 | 3.4% |
| TECH | BIO TECHNE ORD | 543,200 | $39,409,160 | 2.5% |
| EFX | EQUIFAX ORD | 191,980 | $35,009,473 | 2.2% |
| ADI | ANALOG DEVICES ORD | 85,225 | $33,328,941 | 2.1% |
| SIRI | SIRIUSXM HOLDINGS ORD | 1,188,000 | $32,824,440 | 2.1% |
| LH | LABCORP HOLDINGS ORD | 99,050 | $32,582,498 | 2.1% |
| ACN | ACCENTURE CL A ORD | 119,700 | $29,849,589 | 1.9% |
| GPN | GLOBAL PAYMENTS ORD | 350,000 | $28,987,000 | 1.8% |
| MLM | MARTIN MARIETTA MATERIALS ORD | 47,370 | $24,024,643 | 1.5% |
| TXN | TEXAS INSTRUMENTS ORD | 77,900 | $22,177,351 | 1.4% |
| ACIW | ACI WORLDWIDE ORD | 367,700 | $20,547,076 | 1.3% |
| IDXX | IDEXX LABORATORIES ORD | 35,300 | $19,781,414 | 1.3% |
| - | LIBERTY BROADBAND SRS C ORD | 576,000 | $19,157,760 | 1.2% |
| MELI | MERCADOLIBRE ORD | 9,200 | $16,653,380 | 1.1% |
| CSGP | COSTAR GROUP ORD | 423,181 | $14,354,300 | 0.9% |
| PRM | PERIMETER SOLUTIONS ORD | 450,817 | $12,532,713 | 0.8% |
| CRM | SALESFORCE ORD | 49,300 | $12,254,501 | 0.8% |
| IR | INGERSOLL RAND ORD | 161,670 | $11,879,512 | 0.8% |
| EEFT | EURONET WORLDWIDE ORD | 160,000 | $10,494,400 | 0.7% |
| NFLX | NETFLIX ORD | 147,200 | $9,693,120 | 0.6% |
| ASML | ASML HOLDING ADR REP ORD | 5,500 | $8,644,900 | 0.6% |
| TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 20,000 | $8,370,200 | 0.5% |
| VLTO | VERALTO ORD | 77,500 | $8,085,575 | 0.5% |
| COF | CAPITAL ONE FINANCIAL ORD | 40,000 | $8,053,600 | 0.5% |
| NVDA | NVIDIA ORD | 35,000 | $7,383,600 | 0.5% |
| RGEN | REPLIGEN ORD | 40,800 | $7,218,744 | 0.5% |
| LKQ | LKQ ORD | 408,000 | $7,107,360 | 0.5% |
| ORCL | ORACLE ORD | 55,000 | $6,938,800 | 0.4% |
| MTD | METTLER TOLEDO ORD | 2,550 | $4,259,240 | 0.3% |
| - | LIBERTY BROADBAND SRS A ORD | 123,750 | $4,118,400 | 0.3% |
| LIN | LINDE ORD | 7,100 | $3,612,693 | 0.2% |
| SPGI | S&P GLOBAL ORD | 7,150 | $3,219,716 | 0.2% |
| POOL | POOL ORD | 15,000 | $2,986,200 | 0.2% |
| FTV | FORTIVE ORD | 21,750 | $1,310,438 | 0.1% |
| FERG | FERGUSON ENTERPRISES ORD | 5,200 | $1,179,672 | 0.1% |
| CMCSA | COMCAST CL A ORD | 47,000 | $1,066,430 | 0.1% |
| APH | AMPHENOL CL A ORD | 9,200 | $681,628 | 0.0% |
| CHTR | CHARTER COMMUNICATIONS CL A ORD | 650 | $70,596 | 0.0% |