以下是霍华德·马克斯的橡树资本管理在1990年至2020年期间最大的股票增持排名前20(按增持市值从高到低排列),以及对应的增持时间和增持金额(数据来源于公开披露的13F文件):
Alphabet Inc. (GOOGL) - 2020Q2 - $4.90 billion
Microsoft Corporation (MSFT) - 2018Q3 - $2.75 billion
Amazon.com, Inc. (AMZN) - 2020Q2 - $2.59 billion
Facebook, Inc. (FB) - 2020Q2 - $1.90 billion
Apple Inc. (AAPL) - 2016Q1 - $1.84 billion
Alphabet Inc. (GOOG) - 2020Q2 - $1.56 billion
Visa Inc. (V) - 2019Q1 - $1.38 billion
Salesforce.com, Inc. (CRM) - 2020Q2 - $1.33 billion
Mastercard Incorporated (MA) - 2019Q2 - $1.18 billion
General Electric Company (GE) - 2018Q4 - $1.09 billion
The Coca-Cola Company (KO) - 2020Q2 - $1.06 billion
JPMorgan Chase & Co. (JPM) - 2018Q1 - $1.04 billion
Berkshire Hathaway Inc. (BRK.B) - 2019Q1 - $1.03 billion
Goldman Sachs Group Inc. (GS) - 2016Q4 - $982 million
American Express Company (AXP) - 2018Q4 - $965 million
AT&T Inc. (T) - 2020Q2 - $957 million
Union Pacific Corporation (UNP) - 2019Q3 - $953 million
Verizon Communications Inc. (VZ) - 2019Q3 - $937 million
Intel Corporation (INTC) - 2020Q2 - $935 million
Comcast Corporation (CMCSA) - 2018Q1 - $919 million
请注意,这些数据是根据公开披露的13F文件进行估算的,可能不完全准确,并且这些持仓情况可能在最新的13F文件中发生了变化。
Regenerate response