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GENERAL AMERICAN INVESTORS CO INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

GENERAL AMERICAN INVESTORS CO INC

报告期 2026-03-31 · CIK 0000040417

持仓数

69

前50大市值合计

$1.45B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GEV GE Vernova Inc.

COM

$79.4M

91,000

5.5%

BRK/A Berkshire Hathaway Inc. - Clas

COM

$79.0M

110

5.5%

TJX TJX Companies, Inc./The

COM

$77.4M

484,752

5.3%

RSG Republic Services, Inc.

COM

$73.5M

335,625

5.1%

— ASML Holding N.V.

COM

$72.6M

55,000

5.0%

AAPL Apple Inc.

COM

$67.4M

265,705

4.7%

GOOG Alphabet Inc. - Class C

COM

$60.2M

209,923

4.2%

AMZN Amazon.com, Inc.

COM

$59.6M

286,000

4.1%

— Arch Capital Group Ltd.

COM

$50.9M

530,200

3.5%

MSFT Microsoft Corporation

COM

$46.8M

126,400

3.2%

AVGO Broadcom Inc.

COM

$42.7M

138,000

2.9%

— Everest Group, Ltd.

COM

$42.2M

129,196

2.9%

AEM Agnico Eagle Mines Limited

COM

$38.4M

189,272

2.7%

CCJ Cameco Corporation

COM

$36.8M

339,230

2.5%

COST Costco Wholesale Corporation

COM

$32.9M

33,000

2.3%

NNI Nelnet, Inc. - Class A

COM

$30.2M

234,026

2.1%

RTX RTX Corporation

COM

$28.9M

150,000

2.0%

NVDA NVIDIA Corporation

COM

$28.1M

160,979

1.9%

SOLV Solventum Corporation

COM

$24.6M

377,350

1.7%

MRK Merck & Co., Inc.

COM

$24.6M

204,326

1.7%

REGN Regeneron Pharmaceuticals, Inc

COM

$24.2M

31,362

1.7%

JPM JPMorgan Chase & Co.

COM

$23.5M

80,000

1.6%

LHX L3Harris Technologies, Inc.

COM

$22.7M

65,785

1.6%

T AT&T Inc.

COM

$22.5M

774,639

1.6%

MTB M&T Bank Corporation

COM

$20.9M

101,100

1.4%

PEP PepsiCo, Inc.

COM

$20.2M

130,000

1.4%

ET Energy Transfer LP

COM

$19.7M

1,020,030

1.4%

— Exxon Mobil Corporation

COM

$19.5M

115,100

1.3%

META Meta Platforms, Inc. - Class A

COM

$18.3M

32,000

1.3%

D Dominion Energy, Inc.

COM

$17.9M

290,000

1.2%

CVX Chevron Corporation

COM

$17.9M

86,391

1.2%

GILD Gilead Sciences, Inc.

COM

$16.7M

119,900

1.2%

ONTO Onto Innovation Inc

COM

$16.4M

80,000

1.1%

TYL Tyler Technologies, Inc.

COM

$16.0M

46,681

1.1%

ANET Arista Networks, Inc.

COM

$15.4M

125,142

1.1%

UBER Uber Technologies, Inc.

COM

$15.1M

210,583

1.0%

MRVL Marvell Technology, Inc.

COM

$15.1M

152,000

1.0%

AMAT Applied Materials, Inc.

COM

$14.2M

41,652

1.0%

PFE Pfizer Inc.

COM

$14.2M

505,808

1.0%

AEP American Electric Power Compan

COM

$13.1M

100,000

0.9%

AMGN Amgen Inc.

COM

$10.6M

30,000

0.7%

BA Boeing Company/The

COM

$10.4M

52,054

0.7%

VEEV Veeva Systems Inc. - Class A

COM

$10.2M

58,006

0.7%

NN NextNav Inc.

COM

$9.9M

620,210

0.7%

AGI Alamos Gold Inc. - Class A

COM

$9.4M

211,219

0.6%

IDYA IDEAYA Biosciences, Inc.

COM

$9.3M

280,261

0.6%

UBER Uber Technologies, Inc. Jun 80

COM · 认购

$8.0M

100,000

0.6%

— Arcos Dorados Holdings Inc. Cl

COM

$7.8M

950,178

0.5%

MET MetLife, Inc.

COM

$6.4M

90,327

0.4%

NOW ServiceNow Inc

COM

$6.3M

60,000

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

GEV5.5%BRK/A5.5%TJX5.3%RSG5.1%ASML Holding N.V.5.0%AAPL4.7%