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CORTLAND ASSOCIATES INC/MO 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CORTLAND ASSOCIATES INC/MO
报告期 2026-03-31 · CIK 0001014315
持仓数
62
前50大市值合计
$693.7M
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*
—
WILLIS TOWERS WATSON
com
$52.4M
180,326
7.6%
BKNG
BOOKING HOLDINGS INC
com
$49.9M
11,858
7.2%
V
VISA INC
com
$49.6M
164,120
7.2%
AMZN
AMAZON.COM INC
com
$46.9M
225,344
6.8%
GOOG
ALPHABET INC CLASS C
com
$43.1M
150,382
6.2%
KD
KYNDRYL HLDGS INC COMMON STOCK
com
$43.1M
3,286,561
6.2%
RYAAY
RYANAIR HOLDINGS PLC SPONSORED
com
$38.9M
673,290
5.6%
PM
PHILIP MORRIS INTL INC
com
$32.7M
197,837
4.7%
FCNCA
FIRST CTZNS BANCSHARES CL A
com
$32.6M
17,321
4.7%
CI
CIGNA GROUP
com
$32.1M
120,487
4.6%
DHR
DANAHER CORP
com
$31.5M
166,024
4.5%
LB
LANDBRIDGE COMPANY LLC CL A
com
$27.5M
398,708
4.0%
KKR
KKR & CO LP
com
$26.4M
285,618
3.8%
BRO
BROWN & BROWN INC COM
com
$25.6M
392,479
3.7%
BDX
BECTON DICKINSON & CO
com
$24.2M
153,972
3.5%
GOOGL
ALPHABET INC CLASS A
com
$23.2M
80,740
3.3%
TPL
TEXAS PACIFIC LAND CORP
com
$13.7M
28,898
2.0%
TCEHY
TENCENT HLDGS LTD ADR
com
$12.5M
197,732
1.8%
OWL
BLUE OWL CAPITAL INC COM CL A
com
$12.1M
1,322,568
1.7%
COF
CAPITAL ONE FINANCIAL
com
$12.0M
65,742
1.7%
—
FIRST ADVANTAGE CORP
com
$10.6M
905,339
1.5%
—
INTERCONTINENTAL EXCHANGE
com
$8.2M
51,997
1.2%
CSGP
COSTAR GROUP INC
com
$7.3M
181,019
1.1%
AAPL
APPLE INC
com
$6.1M
24,058
0.9%
WAT
WATERS CORP
com
$5.1M
17,023
0.7%
BRK/A
BERKSHIRE HATHAWAY INC (D
com
$4.3M
6
0.6%
IDXX
IDEXX LABS INC
com
$3.0M
5,291
0.4%
BRK/B
BERKSHIRE HATHAWAY B NEW CLASS
com
$2.4M
5,031
0.3%
MSFT
MICROSOFT CORP
com
$2.3M
6,114
0.3%
IVV
S&P 500 INDEX
com
$1.5M
2,306
0.2%
CAT
CATERPILLAR INC
com
$1.5M
2,090
0.2%
SHW
SHERWIN-WILLIAMS
com
$1.3M
3,900
0.2%
IWB
ISHARES TR RUSSELL 1000 RUSSEL
com
$1.1M
3,038
0.2%
IYY
ISHARES TR DJ TOTAL MKT US TOT
com
$1.0M
6,502
0.1%
FNV
FRANCO NEV CORP COM
com
$975.0K
3,946
0.1%
MO
ALTRIA GROUP INC COM
com
$714.0K
10,823
0.1%
PG
PROCTER & GAMBLE
com
$621.0K
4,300
0.1%
—
CTT CORREIOS DE PORTUG SHS
com
$592.0K
84,925
0.1%
PBA
PEMBINA PIPELINE CORP F
com
$534.0K
11,939
0.1%
IWM
I SHARES RUSL 2000
com
$531.0K
2,143
0.1%
CSCO
CISCO SYSTEMS INC
com
$526.0K
6,773
0.1%
—
MERCK & CO INC NEW
com
$445.0K
3,696
0.1%
EFA
ISHARES TR MSCI EAFE FD MSCI E
com
$402.0K
4,141
0.1%
MDY
SPDR S&P MIDCAP 400 ETF
com
$380.0K
616
0.1%
JNJ
JOHNSON & JOHNSON
com
$364.0K
1,489
0.1%
BN
BROOKFIELD CORP
com
$358.0K
8,851
0.1%
MDLZ
MONDELEZ INTL INC
com
$345.0K
5,984
0.0%
DE
DEERE & CO
com
$341.0K
606
0.0%
DOO
BRP INC COM SUN VTG
com
$334.0K
4,656
0.0%
—
RICHARDS PACKAGING
com
$321.0K
16,300
0.0%
* 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
41%
前 6 大占比
WILLIS TOWERS WATSON
7.6%
BKNG
7.2%
V
7.2%
AMZN
6.8%
GOOG
6.2%
KD
6.2%
其他
58.9%
