ELKHORN PARTNERS LIMITED PARTNERSHIP
OMAHA NE · SEC CIK 0000928400
$1.17亿2026Q2 申报市值
50持仓数
94.4%前十大占比 · 第一大 32.1%
9 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CME 重新持有+$97.17万
QXO 加仓+$39.57万
FOX 新建仓+$37.47万
MSFT 新建仓+$30.96万
KMB 加仓+$19.76万
2026Q2 卖出最多 按季末市值估算
KENNEDY-WILSON H 清仓-$4,543.32万
WTM 减仓-$78.79万
DD 减仓-$28.48万
MAX 减仓-$23.25万
MICROSOFT CORP 清仓-$20.91万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,744.25万 | 32.08% | 50 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,733.63万 | 23.42% | 54,630 | 210 | 0.4% | $10.51万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2,554.42万 | 21.89% | 12,320 | -380 | -3.0% | -$78.79万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK | $557.50万 | 4.78% | 15,600 | -300 | -1.9% | -$10.72万 | 减仓 |
| GOOG | ALPHABET INC CAP STK | $512.33万 | 4.39% | 14,500 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $341.44万 | 2.93% | 11,800 | -300 | -2.5% | -$8.68万 | 减仓 |
| CDZI | CADIZ INC | $274.21万 | 2.35% | 656,000 | 12,500 | 1.9% | $5.22万 | 加仓 |
| BA | BOEING CO | $106.07万 | 0.91% | 4,900 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $99.37万 | 0.85% | 4,500 | 4,400 | 4,400.0% | $97.17万 | 重新持有 |
| KMB | KIMBERLY CLARK CORP | $94.40万 | 0.81% | 8,600 | 1,800 | 26.5% | $19.76万 | 加仓 |
| C | CITIGROUP INC | $82.58万 | 0.71% | 5,900 | -200 | -3.3% | -$2.80万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $62.58万 | 0.54% | 7,900 | -300 | -3.7% | -$2.38万 | 减仓 |
| QXO | QXO INC | $41.47万 | 0.36% | 24,000 | 22,900 | 2,081.8% | $39.57万 | 加仓 |
| FOX | FOX CORP CL B | $37.47万 | 0.32% | 8,000 | 8,000 | — | $37.47万 | 新建仓 |
| META | FACEBOOK INC. | $36.61万 | 0.31% | 650 | -50 | -7.1% | -$2.82万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $34.10万 | 0.29% | 1,000 | -500 | -33.3% | -$17.05万 | 减仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $33.83万 | 0.29% | 1,650 | 450 | 37.5% | $9.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $30.96万 | 0.27% | 830 | 830 | — | $30.96万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $30.31万 | 0.26% | 4,200 | 1,600 | 61.5% | $11.55万 | 加仓 |
| CRM | SALESFORCE INC | $25.07万 | 0.21% | 1,600 | 300 | 23.1% | $4.70万 | 加仓 |
| PFE | PFIZER INC | $20.47万 | 0.18% | 8,500 | 1,100 | 14.9% | $2.65万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $19.21万 | 0.16% | 4,500 | 4,500 | — | $19.21万 | 新建仓 |
| NFLX | NETFLIX INC | $16.42万 | 0.14% | 2,300 | 600 | 35.3% | $4.28万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $16.28万 | 0.14% | 1,200 | -2,100 | -63.6% | -$28.48万 | 减仓 |
| AMZN | AMAZON COM INC | $14.30万 | 0.12% | 600 | -130 | -17.8% | -$3.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $13.72万 | 0.12% | 330 | -140 | -29.8% | -$5.82万 | 减仓 |
| FPH | FIVE POINT HOLDINGS LLC COM | $12.12万 | 0.10% | 23,000 | 2,000 | 9.5% | $1.05万 | 加仓 |
| ACTG | ACACIA RESH CORP ACACIA TCH | $11.65万 | 0.10% | 25,000 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN | $10.91万 | 0.09% | 2,000 | 100 | 5.3% | $5,454 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES | $10.24万 | 0.09% | 1,600 | 1,600 | — | $10.24万 | 新建仓 |
| NOW | SERVICENOW INC | $9.93万 | 0.09% | 1,000 | -300 | -23.1% | -$2.98万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $8.64万 | 0.07% | 900 | 600 | 200.0% | $5.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8.40万 | 0.07% | 420 | 120 | 40.0% | $2.40万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $8.30万 | 0.07% | 1,600 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $7.02万 | 0.06% | 400 | 400 | — | $7.02万 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $6.24万 | 0.05% | 48,000 | 3,500 | 7.9% | $4,550 | 加仓 |
| MAX | MEDIAALPHA INC | $5.66万 | 0.05% | 4,500 | -18,500 | -80.4% | -$23.25万 | 减仓 |
| DOW | DOW INC | $5.47万 | 0.05% | 2,000 | -200 | -9.1% | -$5,472 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $4.86万 | 0.04% | 1,000 | 300 | 42.9% | $1.46万 | 加仓 |
| SHAK | SHAKE SHACK INC. | $4.48万 | 0.04% | 800 | 800 | — | $4.48万 | 新建仓 |
| — | NEPHROS INC | $3.93万 | 0.03% | 11,000 | -1,000 | -8.3% | -$3,570 | 减仓 |
| PSUS | PERSHING SQUARE USA LTD | $3.74万 | 0.03% | 1,000 | 1,000 | — | $3.74万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3.38万 | 0.03% | 100 | -250 | -71.4% | -$8.46万 | 减仓 |
| — | READING INTL INC | $3.33万 | 0.03% | 26,000 | 0 | 0.0% | — | 不变 |
| CABO | CABLE ONE INC | $2.92万 | 0.03% | 550 | 450 | 450.0% | $2.39万 | 重新持有 |
| — | FG NEXUS INC | $2.58万 | 0.02% | 5,000 | 5,000 | — | $2.58万 | 新建仓 |
| — | FORRESTER RESH INC | $2.52万 | 0.02% | 3,000 | -2,000 | -40.0% | -$1.68万 | 减仓 |
| BHVN | BIOHAVEN LTD | $1.64万 | 0.01% | 1,100 | -900 | -45.0% | -$1.34万 | 减仓 |
| — | MOUNT LOGAN CAP INC | $5,160 | 0.00% | 1,500 | 1,500 | — | $5,160 | 新建仓 |
| — | CREATIVE REALITIES INC | $62 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -4,199,000 | -100.0% | -$4,543.32万 | 清仓 |
| — | MICROSOFT CORP | $0 | 0.00% | 0 | -565 | -100.0% | -$20.91万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -9,500 | -100.0% | -$8.03万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -300 | -100.0% | -$4.92万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -500 | -100.0% | -$4.82万 | 清仓 |
| FISV | FISSERV INC | $0 | 0.00% | 0 | -400 | -100.0% | -$2.23万 | 清仓 |
| FIG | FIGMA INC CLASS A COM | $0 | 0.00% | 0 | -600 | -100.0% | -$1.27万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1.27万 | 清仓 |
| — | FG NEXUS INC | $0 | 0.00% | 0 | -2,100 | -100.0% | -$1.05万 | 清仓 |