13F 机构持仓

Cantillon Capital Management LLC

New York NY · SEC CIK 0001279936

2026Q22026Q1 更早 9 个季度 🔒
$6.65亿2026Q2 申报市值
27持仓数
61.7%前十大占比 · 第一大 10.6%
0 / 11新建仓 / 清仓
申报市值走势$6.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 10.6%
GOOGL 9.2%
TSM 8.2%
IBKR 6.8%
AMAT 5.5%
ADI 5.3%
SPGI 4.4%
V 4.3%
MSFT 3.9%
CBRE 3.7%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

AVGO 减仓-$14.62亿
GOOGL 减仓-$12.67亿
TSM 减仓-$11.36亿
AMAT 减仓-$10.64亿
IBKR 减仓-$9.34亿

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
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -769,698-100.0% -$3.78亿 清仓
AON AON PLC $00.00%0 -1,095,574-100.0% -$3.54亿 清仓
EFX EQUIFAX INC $00.00%0 -1,791,379-100.0% -$3.23亿 清仓
IQV IQVIA HLDGS INC $00.00%0 -1,710,896-100.0% -$2.92亿 清仓
AMT AMERICAN TOWER CORP $00.00%0 -1,612,473-100.0% -$2.78亿 清仓
ADBE ADOBE INC $00.00%0 -1,019,710-100.0% -$2.48亿 清仓
ALC ALCON AG $00.00%0 -2,507,095-100.0% -$1.89亿 清仓
FLUT FLUTTER ENTMT PLC $00.00%0 -1,375,776-100.0% -$1.40亿 清仓
TME TENCENT MUSIC ENTMT GROUP $00.00%0 -13,382,595-100.0% -$1.24亿 清仓
LPLA LPL FINL HLDGS INC $00.00%0 -324,927-100.0% -$9,774.78万 清仓
FWONK LIBERTY MEDIA CORP DEL $00.00%0 -1,035,685-100.0% -$8,805.39万 清仓
MCO MOODYS CORP $818.65万1.23%18,075 -374,438-95.4% -$1.70亿 减仓
TCOM TRIP COM GROUP LTD $853.54万1.28%214,242 -4,375,379-95.3% -$1.74亿 减仓
SPOT SPOTIFY TECHNOLOGY S A $928.18万1.40%20,216 -419,137-95.4% -$1.92亿 减仓
SSNC SS&C TECH HLDGS $1,072.32万1.61%172,816 -3,580,277-95.4% -$2.22亿 减仓
TW TRADEWEB MKTS INC $1,086.18万1.63%108,989 -2,258,052-95.4% -$2.25亿 减仓
YUM YUM BRANDS INC $1,333.66万2.01%83,427 -1,728,369-95.4% -$2.76亿 减仓
CME CME GROUP INC $1,409.67万2.12%63,835 -1,322,511-95.4% -$2.92亿 减仓
ORCL ORACLE CORP $1,545.47万2.32%105,457 -1,177,728-91.8% -$1.73亿 减仓
ICE INTERCONTINENTAL EXCHANGE IN $1,667.75万2.51%135,468 -2,806,486-95.4% -$3.46亿 减仓
A AGILENT TECHNOLOGIES INC $1,679.46万2.53%126,437 -2,619,392-95.4% -$3.48亿 减仓
UBER UBER TECHNOLOGIES INC $1,724.37万2.59%238,965 -4,954,899-95.4% -$3.58亿 减仓
CP CANADIAN PACIFIC KANSAS CITY $1,731.79万2.60%199,860 -4,144,575-95.4% -$3.59亿 减仓
ENTG ENTEGRIS INC $1,794.21万2.70%99,756 -2,066,672-95.4% -$3.72亿 减仓
FAST FASTENAL CO $1,806.14万2.72%376,044 -7,790,620-95.4% -$3.74亿 减仓
FERG FERGUSON ENTERPRISES INC $1,911.65万2.87%80,548 -1,668,754-95.4% -$3.96亿 减仓
BLK BLACKROCK INC $2,007.06万3.02%20,873 -432,409-95.4% -$4.16亿 减仓
LYV LIVE NATION ENTERTAINMENT IN $2,078.35万3.12%113,503 -2,351,556-95.4% -$4.31亿 减仓
CBRE CBRE GROUP INC $2,439.01万3.67%181,083 -3,750,893-95.4% -$5.05亿 减仓
MSFT MICROSOFT CORP $2,570.15万3.86%68,901 -1,043,364-93.8% -$3.89亿 减仓
V VISA INC $2,869.71万4.31%83,643 -1,634,515-95.1% -$5.61亿 减仓
SPGI S&P GLOBAL INC $2,901.69万4.36%71,249 -1,476,054-95.4% -$6.01亿 减仓
ADI ANALOG DEVICES INC $3,495.65万5.26%88,014 -1,823,477-95.4% -$7.24亿 减仓
AMAT APPLIED MATLS INC $3,627.72万5.45%50,176 -1,471,667-96.7% -$10.64亿 减仓
IBKR INTERACTIVE BROKERS GROUP IN $4,507.22万6.78%517,833 -10,728,048-95.4% -$9.34亿 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $5,483.46万8.24%114,820 -2,378,731-95.4% -$11.36亿 减仓
GOOGL ALPHABET INC $6,113.39万9.19%171,066 -3,543,995-95.4% -$12.67亿 减仓
AVGO BROADCOM INC $7,054.86万10.61%186,760 -3,869,242-95.4% -$14.62亿 减仓