← Superinvestors
WV
William Von Mueffling
Cantillon Capital Management
Periodo
Q1 2026
Valore portafoglio
$15.05B
Titoli
38
Attività
5 acquisti · 33 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | AVGO BROADCOM INC | 8.34% | Reduce 11.91% | 4,056,002 | $1.26B |
| 2 | GOOGL ALPHABET INC | 7.1% | Reduce 11.87% | 3,715,061 | $1.07B |
| 3 | TSM TAIWAN SEMICONDUCTOR MANUFAC | 5.6% | Reduce 11.87% | 2,493,551 | $842.7M |
| 4 | IBKR INTERACTIVE BROKERS GROUP IN | 5.01% | Reduce 11.87% | 11,245,881 | $754.3M |
| 5 | SPGI S&P GLOBAL INC | 4.37% | Reduce 11.87% | 1,547,303 | $658.1M |
| 6 | ADI ANALOG DEVICES INC | 4.04% | Reduce 11.86% | 1,911,491 | $608.1M |
| 7 | CBRE CBRE GROUP INC | 3.54% | Reduce 11.85% | 3,931,976 | $532.6M |
| 8 | AMAT APPLIED MATLS INC | 3.46% | Reduce 48.82% | 1,521,843 | $520.2M |
| 9 | V VISA INC | 3.45% | Reduce 11.87% | 1,718,158 | $519.3M |
| 10 | ICE INTERCONTINENTAL EXCHANGE IN | 3.07% | Reduce 11.86% | 2,941,954 | $462.7M |
| 11 | BLK BLACKROCK INC | 2.9% | Reduce 11.86% | 453,282 | $435.9M |
| 12 | MSFT MICROSOFT CORP | 2.74% | Reduce 11.87% | 1,112,265 | $411.7M |
| 13 | CME CME GROUP INC | 2.72% | Reduce 11.87% | 1,386,346 | $409.5M |
| 14 | FERG FERGUSON ENTERPRISES INC | 2.71% | Reduce 11.87% | 1,749,302 | $408.0M |
| 15 | FAST FASTENAL CO | 2.52% | Reduce 11.87% | 8,166,664 | $378.9M |
| 16 | TMO THERMO FISHER SCIENTIFIC INC | 2.51% | Reduce 11.87% | 769,698 | $378.3M |
| 17 | LYV LIVE NATION ENTERTAINMENT IN | 2.5% | Reduce 11.87% | 2,465,059 | $375.9M |
| 18 | UBER UBER TECHNOLOGIES INC | 2.48% | Add 1.03% | 5,193,864 | $373.6M |
| 19 | AON PLC | 2.35% | Reduce 11.86% | 1,095,574 | $353.6M |
| 20 | CP CANADIAN PACIFIC KANSAS CITY | 2.27% | Add 3.25% | 4,344,435 | $341.7M |
| 21 | EFX EQUIFAX INC | 2.14% | Add 3.91% | 1,791,379 | $322.6M |
| 22 | A AGILENT TECHNOLOGIES INC | 2.08% | Reduce 11.87% | 2,745,829 | $313.0M |
| 23 | IQV IQVIA HLDGS INC | 1.94% | Reduce 11.86% | 1,710,896 | $291.8M |
| 24 | YUM YUM BRANDS INC | 1.87% | Reduce 11.87% | 1,811,796 | $281.7M |
| 25 | TW TRADEWEB MKTS INC | 1.85% | Reduce 11.95% | 2,367,041 | $278.5M |
| 26 | AMT AMERICAN TOWER CORP | 1.85% | Reduce 11.91% | 1,612,473 | $278.3M |
| 27 | ENTG ENTEGRIS INC | 1.69% | Reduce 11.9% | 2,166,428 | $254.0M |
| 28 | SSNC SS&C TECH HLDGS | 1.68% | Reduce 11.87% | 3,753,093 | $253.6M |
| 29 | ADBE ADOBE INC | 1.65% | Reduce 11.88% | 1,019,710 | $247.9M |
| 30 | TCOM TRIP COM GROUP LTD | 1.52% | Reduce 1.72% | 4,589,621 | $228.5M |
| 31 | SPOTIFY TECHNOLOGY S A | 1.42% | Buy | 439,353 | $213.0M |
| 32 | ALCON AG | 1.26% | Reduce 11.88% | 2,507,095 | $188.9M |
| 33 | ORCL ORACLE CORP | 1.25% | Add 49.09% | 1,283,185 | $188.8M |
| 34 | MCO MOODYS CORP | 1.14% | Reduce 11.87% | 392,513 | $171.2M |
| 35 | FLUTTER ENTMT PLC | 0.93% | Reduce 39.23% | 1,375,776 | $140.3M |
| 36 | TME TENCENT MUSIC ENTMT GROUP | 0.83% | Reduce 28.47% | 13,382,595 | $124.2M |
| 37 | LPLA LPL FINL HLDGS INC | 0.65% | Reduce 11.96% | 324,927 | $97.7M |
| 38 | FWONK LIBERTY MEDIA CORP DEL | 0.59% | Reduce 39.32% | 1,035,685 | $88.1M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.