Capco Asset Management, LLC
TAMPA FL · SEC CIK 0001698068
$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
26Q126Q2
前十大持仓 占组合比例
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 | 707 | 0.2% | $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 | 17,040 | 17,040.0% | $852.66万 | 加仓 |
| DHR | DANAHER CORP DEL | $848.21万 | 2.32% | 44,530 | 276 | 0.6% | $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 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $35.55万 | 0.10% | 380 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $33.91万 | 0.09% | 602 | 249 | 70.5% | $14.03万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $26.89万 | 0.07% | 1,300 | 0 | 0.0% | — | 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 | 56 | 14.4% | $2.12万 | 加仓 |
| DORM | DORMAN PRODS INC | $10.53万 | 0.03% | 772 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $9.81万 | 0.03% | 829 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8.44万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| FRPH | FRP HLDGS INC | $4,998 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,157 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -7,075 | -100.0% | -$4.03万 | 清仓 |