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李錄不百億持倉曝光,持有五家公司六隻股票

喜馬拉雅資本向SEC遞交13F報吿,著名投資人李錄持倉曝光。

與華爾街多數機構不同的是,喜馬拉雅資本13F報吿非常簡短,連“前十大重倉”都湊不夠,他總共只持有5家公司。

截至2023年末,李錄旗下喜馬拉雅資本最新管理規模20.59億美元,摺合人民幣148億,持有美國銀行、谷歌A、谷歌C、伯克希爾B、華美銀行、蘋果這五家公司六隻股票。

其中,第一大持倉股谷歌,持倉金額7.8億美金,佔比接近40%;第二大持倉股美國銀行,持倉金額6.1億美金,佔比接近30%。僅前兩隻股票持倉佔比接近70%,持倉相當集中。

李錄先生是芒格家族資產管理者,芒格曾説過:我最主要的三個投資,分別是伯克希爾、李錄還有Costco。

李錄先生分享過一段話:“在我投資生涯的二十六七年裏,每過幾年都會遇到一次「百年不遇」的大危機。作為一個投資人,不經歷過幾次淨值跌50%,生涯都不完整。而且大崩潰往往會創造出一些投資的機會,最終你會發現一生中賺的最多的錢都是從這裏面出現的,但是當時你並不知道。”

縱觀2023年李錄動向,2023年一季度,硅谷銀行破產,美國銀行股多有不同程度的跌幅。李錄持倉中的美國銀行最深跌幅近30%,李錄選擇了對其進行加倉;此外,在一季度新進華美銀行;同時,減持當時持有的第一大重倉美光科技。

2023年二季度,李錄加倉48萬股華美銀行;將美光科技全部減持完畢。2023年下半年,其持倉沒有變化。

李錄集中押注在科技股和金融股,2023年美股科技股牛市,其持有的谷歌全年升幅達58%,蘋果升幅達到49%。

李錄投資風格是長期重倉持有優質公司,基金自1997年成立以來,年化回報在20%以上。

在北京大學光華學院演講時,李錄提到什麼樣的人適合做價值投資,他認為,相比之下,智商和學歷真的不太重要,最主要的是品性:

第一,要比較獨立,看重自己內心的判斷尺度,而不太倚重別人的尺度;

第二,確實能夠做到相對客觀,受情緒的影響比較小;

第三,既要極度地耐心,又要非常地果決,這是一個矛盾體。沒有機會的時候,可以很多很多年不出手,而一旦機會降臨,又一下子變得非常果決,可以毫不猶豫地下重注;

第四,對於商業有極度強烈的興趣。

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