Thomas Gayner Portfolio — Markel Group SEC 13F Live | 토마스 게이너 포트폴리오 실시간 추적
Track 'mini Berkshire' Markel's SEC 13F portfolio run by Thomas Gayner.
'미니 버크셔' 마켈의 토마스 게이너 포트폴리오. SEC 13F 공시 기반 보유 종목.
About Thomas Gayner | 토마스 게이너 소개
CEO of Markel, the mini Berkshire, running the float-into-equities playbook for 30+ years.
'미니 버크셔' 마켈의 CEO. 보험 자금을 주식으로 굴리는 버핏식 모델을 30년 운영했습니다.
Thomas Gayner's Top 15 Holdings | 토마스 게이너 Top 보유 종목
Based on the latest SEC 13F filing, Thomas Gayner holds a total of 129 stocks through Markel Group.
최신 SEC 13F 공시 기준, Markel Group를 통해 총 129개 종목을 보유하고 있습니다.
- BRK-A — 6.7% of portfolio
- GOOG — 6.61% of portfolio
- BRK-B — 6.15% of portfolio
- BN — 4.43% of portfolio
- DE — 4.14% of portfolio
- AMZN — 3.54% of portfolio
- ADI — 2.73% of portfolio
- AAPL — 2.61% of portfolio
- GS — 2.55% of portfolio
- V — 2.54% of portfolio
- HD — 2.53% of portfolio
- CAT — 1.95% of portfolio
- WSO — 1.77% of portfolio
- BLK — 1.77% of portfolio
- MSFT — 1.67% of portfolio
What You Can Track on This Page | 토마스 게이너 페이지 상세 정보
- Complete SEC 13F holdings updated quarterly | 최신 SEC 13F 공시 기반 전체 보유 종목
- Trade history: new buys, additions, sells, and liquidations | 분기별 매매 내역(신규 매수, 추가 매수, 매도, 청산)
- Sector allocation and portfolio concentration analysis | 포트폴리오 섹터 비중 분석
- Assets Under Management (AUM) trend | AUM(운용자산) 변화 추이
- Compare with other legendary investors | 다른 월가 전설 투자자와의 포트폴리오 비교
Top 20 Most-Held Stocks by Legendary Investors | 월가 전설들이 가장 많이 보유한 종목
- 아마존 (AMZN) — 31 legendary investors hold this stock
- 알파벳 (GOOGL) — 31 legendary investors hold this stock
- TSMC (TSM) — 29 legendary investors hold this stock
- 메타 (META) — 28 legendary investors hold this stock
- 마이크로소프트 (MSFT) — 28 legendary investors hold this stock
- 알파벳C (GOOG) — 26 legendary investors hold this stock
- 엔비디아 (NVDA) — 25 legendary investors hold this stock
- 비자 (V) — 23 legendary investors hold this stock
- 애플 (AAPL) — 20 legendary investors hold this stock
- 브로드컴 (AVGO) — 20 legendary investors hold this stock
- 캐피털원 (COF) — 19 legendary investors hold this stock
- 마스터카드 (MA) — 19 legendary investors hold this stock
- 우버 (UBER) — 19 legendary investors hold this stock
- 버크셔 해서웨이 (BRK-B) — 18 legendary investors hold this stock
- S&P 글로벌 (SPGI) — 18 legendary investors hold this stock
- 스포티파이 (SPOT) — 18 legendary investors hold this stock
- 앱러빈 (APP) — 17 legendary investors hold this stock
- ASML HOLDING N V (ASML) — 17 legendary investors hold this stock
- 도어대시 (DASH) — 17 legendary investors hold this stock
- 넷플릭스 (NFLX) — 17 legendary investors hold this stock