GRAND JEAN CAPITAL MANAGEMENT INC
CIK 1277158 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $430.5M
- المراكز
- 49
- حتى تاريخ
- 31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
#4184 من 9443 حسب قيمة 13F · أعلى 44.3%
- وزن أكبر 10 مقتنيات
- 56,88%
- وزن أكبر 25 مقتنية
- 92,96%
- المراكز فوق 1%
- 25
- العدد الفعلي للمراكز
- 22,3
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 49
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
23,0%
Financial Services
19,4%
Industrials
11,1%
Communication Services
9,3%
Financials
5,8%
Retail
4,9%
Consumer Staples
4,0%
Real Estate
3,2%
Healthcare
3,1%
Consumer Discretionary
2,9%
Packaging
1,7%
Energy
0,8%
Consumer products
0,6%
Telecommunication
0,3%
أخرى/غير معينة
10,1%
المحفظة الكاملة 49 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $43189878 | 10,03% | 95283 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $28145705 | 6,54% | 112394 | صعود ×1 | |||
| BX Blackstone Inc. Common Stock | $24570885 | 5,71% | 142506 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $22922748 | 5,32% | 95627 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $21652790 | 5,03% | 161239 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $21550134 | 5,01% | 51127 | صعود ×1 | |||
| MS Morgan Stanley Common Stock | $21194129 | 4,92% | 168582 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $20990138 | 4,88% | 95675 | صعود ×1 | |||
| V Visa Inc. | $20359297 | 4,73% | 64420 | صعود ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $20307243 | 4,72% | 34683 | صعود ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $17611891 | 4,09% | 92480 | صعود ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $17328706 | 4,03% | 152528 | صعود ×1 | |||
| AMT American Tower Corporation (REIT) Common Stock | $13714850 | 3,19% | 74777 | صعود ×1 | |||
| APH Amphenol Corporation Common Stock | $12743589 | 2,96% | 183493 | صعود ×1 | |||
| NKE Nike, Inc. Common Stock | $12052415 | 2,80% | 159276 | صعود ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $10978368 | 2,55% | 176331 | صعود ×1 | |||
| UNP Union Pacific Corporation Common Stock | $10425761 | 2,42% | 45719 | صعود ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $9954081 | 2,31% | 19134 | صعود ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $9444222 | 2,19% | 16493 | صعود ×1 | |||
| NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share | $8474676 | 1,97% | 49898 | صعود ×1 | |||
| KKR KKR & Co. Inc. Common Stock | $7405410 | 1,72% | 50067 | صعود ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $7215177 | 1,68% | 6806 | صعود ×1 | |||
| CCK Crown Holdings, Inc. | $7169471 | 1,67% | 86703 | صعود ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $6418909 | 1,49% | 42232 | صعود ×1 | |||
| GPGI GPGI, Inc. Class A Common Stock | $4380839 | 1,02% | 285769 | صعود ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $3529693 | 0,82% | 112554 | صعود ×1 | |||
| HON Honeywell International Inc. - Common Stock | $3187082 | 0,74% | 14109 | صعود ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $3137054 | 0,73% | 29503 | صعود ×1 | |||
| GEV GE Vernova Inc. Common Stock | $2549865 | 0,59% | 7752 | صعود ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $2382642 | 0,55% | 14212 | صعود ×1 | |||
| BAC Bank of America Corporation Common Stock | $1758000 | 0,41% | 40000 | صعود ×1 | |||
| ABBV AbbVie Inc. Common Stock | $1598945 | 0,37% | 8998 | صعود ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $1553856 | 0,36% | 4417 | صعود ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1390306 | 0,32% | 18383 | صعود ×1 | |||
| HCA HCA Healthcare, Inc. Common Stock | $1389094 | 0,32% | 4628 | صعود ×1 | |||
| CHTR Charter Communications, Inc. - Class A Common Stock | $1293957 | 0,30% | 3775 | صعود ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $1137422 | 0,26% | 5153 | صعود ×1 | |||
| DOCU DocuSign, Inc. - Common Stock | $984573 | 0,23% | 10947 | صعود ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $638010 | 0,15% | 17000 | صعود ×1 | |||
| FAST Fastenal Company - Common Stock | $633383 | 0,15% | 8808 | صعود ×1 | |||
| ORCL Oracle Corporation Common Stock | $569076 | 0,13% | 3415 | صعود ×1 | |||
| EMR Emerson Electric Company Common Stock | $525463 | 0,12% | 4240 | صعود ×1 | |||
| ACGL Arch Capital Group Ltd. - Common Stock | $346313 | 0,08% | 3750 | صعود ×1 | |||
| CODI D/B/A Compass Diversified Holdings Shares of Beneficial Interest | $343892 | 0,08% | 14900 | صعود ×1 | |||
| JNJ Johnson & Johnson Common Stock | $314259 | 0,07% | 2173 | صعود ×1 | |||
| TDY Teledyne Technologies Incorporated Common Stock | $301685 | 0,07% | 650 | صعود ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $297788 | 0,07% | 325 | صعود ×1 | |||
| SPY SPY | $234432 | 0,05% | 400 | صعود ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $223121 | 0,05% | 2445 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| BRKB | $43189878 | 95283 | 10,03% |
| AAPL | $28145705 | 112394 | 6,54% |
| BX | $24570885 | 142506 | 5,71% |
| JPM | $22922748 | 95627 | 5,32% |
| NVDA | $21652790 | 161239 | 5,03% |
| MSFT | $21550134 | 51127 | 5,01% |
| MS | $21194129 | 168582 | 4,92% |
| AMZN | $20990138 | 95675 | 4,88% |
| V | $20359297 | 64420 | 4,73% |
| META | $20307243 | 34683 | 4,72% |
| GOOG | $17611891 | 92480 | 4,09% |
| VRT | $17328706 | 152528 | 4,03% |
| AMT | $13714850 | 74777 | 3,19% |
| APH | $12743589 | 183493 | 2,96% |
| NKE | $12052415 | 159276 | 2,80% |