Cantillon Capital Management LLC
New York NY · SEC CIK 0001279936
$150.51亿2026Q1 申报市值
38持仓数
48.0%前十大占比 · 第一大 8.3%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPOT 新建仓+$2.13亿
ORCL 加仓+$6,215.52万
EFX 加仓+$1,213.33万
CP 加仓+$1,074.31万
UBER 加仓+$382.67万
2026Q1 卖出最多 按季末市值估算
AMAT 减仓-$4.96亿
AVGO 减仓-$1.70亿
GOOGL 减仓-$1.44亿
TSM 减仓-$1.13亿
IBKR 减仓-$1.02亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | $8,805.39万 | 0.59% | 1,035,685 | -671,214 | -39.3% | -$5,706.66万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $9,774.78万 | 0.65% | 324,927 | -44,141 | -12.0% | -$1,327.89万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $1.24亿 | 0.83% | 13,382,595 | -5,325,907 | -28.5% | -$4,942.44万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $1.40亿 | 0.93% | 1,375,776 | -888,249 | -39.2% | -$9,055.70万 | 减仓 |
| MCO | MOODYS CORP | $1.71亿 | 1.14% | 392,513 | -52,887 | -11.9% | -$2,307.20万 | 减仓 |
| ORCL | ORACLE CORP | $1.89亿 | 1.25% | 1,283,185 | 422,508 | 49.1% | $6,215.52万 | 加仓 |
| ALC | ALCON AG | $1.89亿 | 1.26% | 2,507,095 | -338,026 | -11.9% | -$2,547.03万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.13亿 | 1.42% | 439,353 | 439,353 | — | $2.13亿 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $2.29亿 | 1.52% | 4,589,621 | -80,157 | -1.7% | -$399.10万 | 减仓 |
| ADBE | ADOBE INC | $2.48亿 | 1.65% | 1,019,710 | -137,527 | -11.9% | -$3,343.01万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $2.54亿 | 1.68% | 3,753,093 | -505,400 | -11.9% | -$3,414.99万 | 减仓 |
| ENTG | ENTEGRIS INC | $2.54亿 | 1.69% | 2,166,428 | -292,725 | -11.9% | -$3,431.91万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2.78亿 | 1.85% | 1,612,473 | -218,052 | -11.9% | -$3,763.14万 | 减仓 |
| TW | TRADEWEB MKTS INC | $2.79亿 | 1.85% | 2,367,041 | -321,204 | -11.9% | -$3,779.29万 | 减仓 |
| YUM | YUM BRANDS INC | $2.82亿 | 1.87% | 1,811,796 | -244,087 | -11.9% | -$3,795.06万 | 减仓 |
| IQV | IQVIA HLDGS INC | $2.92亿 | 1.94% | 1,710,896 | -230,248 | -11.9% | -$3,926.65万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $3.13亿 | 2.08% | 2,745,829 | -369,809 | -11.9% | -$4,215.08万 | 减仓 |
| EFX | EQUIFAX INC | $3.23亿 | 2.14% | 1,791,379 | 67,381 | 3.9% | $1,213.33万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $3.42亿 | 2.27% | 4,344,435 | 136,577 | 3.2% | $1,074.31万 | 加仓 |
| AON | AON PLC | $3.54亿 | 2.35% | 1,095,574 | -147,444 | -11.9% | -$4,759.20万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3.74亿 | 2.48% | 5,193,864 | 53,201 | 1.0% | $382.67万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3.76亿 | 2.50% | 2,465,059 | -332,146 | -11.9% | -$5,065.56万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.78亿 | 2.51% | 769,698 | -103,624 | -11.9% | -$5,093.43万 | 减仓 |
| FAST | FASTENAL CO | $3.79亿 | 2.52% | 8,166,664 | -1,100,224 | -11.9% | -$5,105.04万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $4.08亿 | 2.71% | 1,749,302 | -235,552 | -11.9% | -$5,494.49万 | 减仓 |
| CME | CME GROUP INC | $4.09亿 | 2.72% | 1,386,346 | -186,671 | -11.9% | -$5,513.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $4.12亿 | 2.74% | 1,112,265 | -149,754 | -11.9% | -$5,543.44万 | 减仓 |
| BLK | BLACKROCK INC | $4.36亿 | 2.90% | 453,282 | -60,970 | -11.9% | -$5,863.55万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.63亿 | 3.07% | 2,941,954 | -396,028 | -11.9% | -$6,228.73万 | 减仓 |
| V | VISA INC | $5.19亿 | 3.45% | 1,718,158 | -231,330 | -11.9% | -$6,991.72万 | 减仓 |
| AMAT | APPLIED MATLS INC | $5.20亿 | 3.46% | 1,521,843 | -1,451,818 | -48.8% | -$4.96亿 | 减仓 |
| CBRE | CBRE GROUP INC | $5.33亿 | 3.54% | 3,931,976 | -528,610 | -11.9% | -$7,160.55万 | 减仓 |
| ADI | ANALOG DEVICES INC | $6.08亿 | 4.04% | 1,911,491 | -257,301 | -11.9% | -$8,185.77万 | 减仓 |
| SPGI | S&P GLOBAL INC | $6.58亿 | 4.37% | 1,547,303 | -208,321 | -11.9% | -$8,860.73万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $7.54亿 | 5.01% | 11,245,881 | -1,514,023 | -11.9% | -$1.02亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.43亿 | 5.60% | 2,493,551 | -335,727 | -11.9% | -$1.13亿 | 减仓 |
| GOOGL | ALPHABET INC | $10.68亿 | 7.10% | 3,715,061 | -500,173 | -11.9% | -$1.44亿 | 减仓 |
| AVGO | BROADCOM INC | $12.55亿 | 8.34% | 4,056,002 | -548,299 | -11.9% | -$1.70亿 | 减仓 |