LOCUST WOOD CAPITAL ADVISERS, LLC Q1 2020 Filing
Filed May 5, 2020
Portfolio Value
$1.2T
Holdings
39
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (39 positions)
| Stock | Value |
|---|---|
LINLINDE PLC | $162.9B |
AMZNAMAZON COM INC | $67.4B |
BAXBAXTER INTL INC | $59.3B |
MSFTMICROSOFT CORP | $58.8B |
SPYSPDR S&P 500 ETF TR | $53.2B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $48.1B |
ELVANTHEM INC | $43.1B |
BABAALIBABA GROUP HLDG LTD | $43.1B |
SPGIS&P GLOBAL INC | $42.4B |
AAPLAPPLE INC | $41.5B |
TXNTEXAS INSTRS INC | $39.1B |
CRMSALESFORCE COM INC | $34.8B |
GOOGLALPHABET INC | $34.5B |
HONHONEYWELL INTL INC | $33.3B |
GSGOLDMAN SACHS GROUP INC | $32.1B |
CP.TOCANADIAN PAC RY LTD | $29.8B |
NDQINVESCO QQQ TR | $29.1B |
GENNORTONLIFELOCK INC | $28.8B |
VRTVERTIV HOLDINGS CO | $27.2B |
JPMJPMORGAN CHASE & CO | $27.0B |
SUSUNCOR ENERGY INC NEW | $26.5B |
PAHUSDELEMENT SOLUTIONS INC | $24.8B |
VVISA INC | $23.5B |
BRK-BBERKSHIRE HATHAWAY INC DEL | $22.0B |
ABTABBOTT LABS | $20.5B |
UNHUNITEDHEALTH GROUP INC | $18.8B |
BAMBROOKFIELD ASSET MGMT INC | $16.3B |
—GCI LIBERTY INC | $13.9B |
AMTAMERICAN TOWER CORP NEW | $13.3B |
AWCAMERICAN WTR WKS CO INC NEW | $13.2B |
KMXCARMAX INC | $12.4B |
LBRDKLIBERTY BROADBAND CORP | $10.9B |
SGUSTAR GROUP L P | $9.8B |
MCDMCDONALDS CORP | $7.6B |
KOCOCA COLA CO | $5.3B |
WEPMAGELLAN MIDSTREAM PRTNRS LP | $4.3B |
UBERUBER TECHNOLOGIES INC | $2.2B |
—VERTIV HOLDINGS CO | $1.0B |
—VERTIV HOLDINGS CO | $349.0M |