CORTLAND ASSOCIATES INC/MO: 13F holdings
CIK 10143152026Q2
| Positions | 62 |
|---|
| Reported value | $691.8m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 62 (+0 vs prior quarter) |
|---|
| Reported value | $691.8m (-0.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| V VISA INC | 158,392 | $54.3m | 7.9% |
| AMZN AMAZON.COM INC | 215,016 | $51.2m | 7.4% |
| BKNG BOOKING HOLDINGS INC | 286,968 | $51.1m | 7.4% |
| WILLIS TOWERS WATSON | 174,446 | $45.6m | 6.6% |
| RYAAY RYANAIR HOLDINGS PLC SPONSORED | 652,808 | $42.3m | 6.1% |
| PM PHILIP MORRIS INTL INC | 191,866 | $34.7m | 5.0% |
| CI CIGNA GROUP | 116,495 | $32.1m | 4.6% |
| LB LANDBRIDGE COMPANY LLC CL A | 384,317 | $30.5m | 4.4% |
| DHR DANAHER CORP | 157,363 | $30.0m | 4.3% |
| GOOG ALPHABET INC CLASS C | 80,721 | $28.5m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1014315")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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