13F 机构持仓

Capco Asset Management, LLC

TAMPA FL · SEC CIK 0001698068

2026Q22026Q1 更早 9 个季度 🔒
$3.66亿2026Q2 申报市值
26持仓数
90.1%前十大占比 · 第一大 17.4%
0 / 1新建仓 / 清仓
申报市值走势$3.66亿2026Q2
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

MAR 17.4%
ROP 13.7%
MKL 13.5%
PGR 11.4%
AMZN 11.3%
MSFT 8.4%
ADSK 4.6%
TEAM 3.6%
BUD 3.2%
LIBERTY BROADB 3.0%

2026Q2 买入最多 按季末市值估算

BRK/B 加仓+$852.66万
META 加仓+$14.03万
DHR 加仓+$5.26万
LIBERTY BROADBAN 加仓+$2.35万
AVGO 加仓+$2.12万

2026Q2 卖出最多 按季末市值估算

LRCX 减仓-$1,776.00万
MAR 减仓-$122.55万
MKL 减仓-$100.97万
ROP 减仓-$90.62万
AMZN 减仓-$74.98万

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
MAR MARRIOTT INTL INC NEW $6,375.41万17.42%172,034 -3,307-1.9% -$122.55万 减仓
ROP ROPER TECHNOLOGIES INC $4,995.28万13.65%147,619 -2,678-1.8% -$90.62万 减仓
MKL MARKEL GROUP INC $4,945.41万13.52%25,322 -517-2.0% -$100.97万 减仓
PGR PROGRESSIVE CORP $4,156.08万11.36%190,253 -1,718-0.9% -$37.53万 减仓
AMZN AMAZON COM INC $4,123.50万11.27%173,009 -3,146-1.8% -$74.98万 减仓
MSFT MICROSOFT CORP $3,086.97万8.44%82,756 -1,196-1.4% -$44.61万 减仓
ADSK AUTODESK INC $1,681.62万4.60%86,494 -1,503-1.7% -$29.22万 减仓
TEAM ATLASSIAN CORPORATION $1,319.35万3.61%169,604 -4,267-2.5% -$33.19万 减仓
BUD ANHEUSER BUSCH INBEV SA NV $1,179.86万3.22%143,187 -2,555-1.8% -$21.05万 减仓
— LIBERTY BROADBAND CORP $1,103.82万3.02%331,875 7070.2% $2.35万 加仓
GOGO GOGO INC $873.79万2.39%2,818,662 -24,186-0.9% -$7.50万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $857.67万2.34%17,140 17,04017,040.0% $852.66万 加仓
DHR DANAHER CORP DEL $848.21万2.32%44,530 2760.6% $5.26万 加仓
CHTR CHARTER COMMUNICATIONS INC $602.25万1.65%42,349 -2,270-5.1% -$32.28万 减仓
LRCX LAM RESEARCH CORP $237.72万0.65%5,486 -40,985-88.2% -$1,776.00万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $38.59万0.11%808 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $35.55万0.10%380 00.0% — 不变
META META PLATFORMS INC $33.91万0.09%602 24970.5% $14.03万 加仓
LSTR LANDSTAR SYS INC $26.89万0.07%1,300 00.0% — 不变
GOOG ALPHABET INC $21.52万0.06%609 -124-16.9% -$4.38万 减仓
AVGO BROADCOM INC $16.81万0.05%445 5614.4% $2.12万 加仓
DORM DORMAN PRODS INC $10.53万0.03%772 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $9.81万0.03%829 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $8.44万0.02%113 00.0% — 不变
FRPH FRP HLDGS INC $4,9980.00%200 00.0% — 不变
AAPL APPLE INC $1,1570.00%4 00.0% — 不变
CERT CERTARA INC $00.00%0 -7,075-100.0% -$4.03万 清仓