StockAVGO - Broadcom Inc.
% de la cartera7.73
Actividad recienteReduce 5.04%
Comparte7,331,393
Precio$172.50
Valor$1,264,666,000
Precio Actual$226.18
Precio reportado31.12%
52 Week Low$106.02
52 Week High$251.21
Menú
William Von Mueffling - Cantillon Capital Management
William Von Mueffling - Cantillon Capital ManagementFecha: 30 Jun 2026Inversiones: 27Valor: $665,115,000
Inversiones actuales
StockSPGI - S&P Global Inc.
% de la cartera5.87
Actividad recienteReduce 2.89%
Comparte1,858,934
Precio$516.62
Valor$960,362,000
Precio Actual$481.59
Precio reportado-6.78%
52 Week Low$405.38
52 Week High$532.36
StockGOOGL - Alphabet Inc.
% de la cartera4.53
Actividad recienteReduce 2.90%
Comparte4,463,248
Precio$165.85
Valor$740,230,000
Precio Actual$190.17
Precio reportado14.66%
52 Week Low$130.19
52 Week High$201.42
StockAMAT - Applied Materials
% de la cartera3.89
Actividad recienteReduce 2.90%
Comparte3,148,598
Precio$202.05
Valor$636,174,000
Precio Actual$170.76
Precio reportado-15.49%
52 Week Low$147.33
52 Week High$254.80
StockCBRE - CBRE Group
% de la cartera3.60
Actividad recienteReduce 2.90%
Comparte4,723,244
Precio$124.48
Valor$587,949,000
Precio Actual$123.13
Precio reportado-1.08%
52 Week Low$82.75
52 Week High$142.00
StockMSFT - Microsoft Corp.
% de la cartera3.52
Actividad recienteReduce 2.89%
Comparte1,336,271
Precio$430.30
Valor$574,997,000
Precio Actual$414.97
Precio reportado-3.56%
52 Week Low$377.56
52 Week High$466.57
StockFLUT - Flutter Entertainment Plc
% de la cartera3.48
Actividad recienteAdd 3827.76%
Comparte2,397,384
Precio$237.28
Valor$568,851,000
Precio Actual$255.89
Precio reportado7.84%
52 Week Low$158.43
52 Week High$284.79
StockICE - Intercontinental Exchange Inc.
% de la cartera3.47
Actividad recienteReduce 2.90%
Comparte3,534,446
Precio$160.64
Valor$567,773,000
Precio Actual$143.54
Precio reportado-10.64%
52 Week Low$123.12
52 Week High$167.50
StockV - Visa Inc.
% de la cartera3.47
Actividad recienteReduce 2.90%
Comparte2,064,218
Precio$274.95
Valor$567,557,000
Precio Actual$305.99
Precio reportado11.29%
52 Week Low$251.72
52 Week High$321.62
StockEFX - Equifax Inc.
% de la cartera3.28
Actividad recienteReduce 2.90%
Comparte1,825,400
Precio$293.86
Valor$536,412,000
Precio Actual$247.08
Precio reportado-15.92%
52 Week Low$212.08
52 Week High$309.15
StockADI - Analog Devices
% de la cartera3.23
Actividad recienteReduce 23.26%
Comparte2,297,122
Precio$230.17
Valor$528,728,000
Precio Actual$212.32
Precio reportado-7.76%
52 Week Low$179.83
52 Week High$242.16
StockTSM - Taiwan Semiconductor S.A.
% de la cartera3.18
Actividad recienteReduce 2.90%
Comparte2,995,687
Precio$173.67
Valor$520,261,000
Precio Actual$201.38
Precio reportado15.96%
52 Week Low$98.20
52 Week High$222.20
StockTMO - Thermo Fisher Scientific
% de la cartera3.02
Actividad recienteReduce 2.90%
Comparte799,000
Precio$618.57
Valor$494,237,000
Precio Actual$556.04
Precio reportado-10.11%
52 Week Low$492.93
52 Week High$627.02
StockA - Agilent Technologies
% de la cartera3.00
Actividad recienteReduce 2.90%
Comparte3,298,930
Precio$148.48
Valor$489,825,000
Precio Actual$142.17
Precio reportado-4.25%
52 Week Low$123.73
52 Week High$154.53
StockIBKR - Interactive Brokers Group Inc.
% de la cartera2.88
Actividad recienteReduce 2.90%
Comparte3,377,643
Precio$139.36
Valor$470,708,000
Precio Actual$185.20
Precio reportado32.89%
52 Week Low$83.35
52 Week High$193.41
StockBLK - BlackRock Inc.
% de la cartera2.84
Actividad recienteReduce 4.49%
Comparte488,699
Precio$949.51
Valor$464,024,000
Precio Actual$954.50
Precio reportado0.53%
52 Week Low$732.68
52 Week High$1082.45
StockAON - Aon Plc
% de la cartera2.78
Actividad recienteAdd 15.63%
Comparte1,316,218
Precio$345.99
Valor$455,398,000
Precio Actual$355.13
Precio reportado2.64%
52 Week Low$266.38
52 Week High$395.33
StockAMT - American Tower Corp.
% de la cartera2.75
Actividad recienteReduce 2.90%
Comparte1,937,252
Precio$232.56
Valor$450,527,000
Precio Actual$175.86
Precio reportado-24.38%
52 Week Low$166.36
52 Week High$239.67
StockIQV - IQVIA Holdings Inc.
% de la cartera2.67
Actividad recienteReduce 2.90%
Comparte1,840,127
Precio$236.97
Valor$436,055,000
Precio Actual$204.22
Precio reportado-13.82%
52 Week Low$187.62
52 Week High$261.73
StockCME - CME Group
% de la cartera2.25
Actividad recienteReduce 2.94%
Comparte1,664,816
Precio$220.65
Valor$367,342,000
Precio Actual$230.22
Precio reportado4.34%
52 Week Low$184.22
52 Week High$241.81
StockFAST - Fastenal
% de la cartera2.14
Actividad recienteReduce 2.90%
Comparte4,905,674
Precio$71.42
Valor$350,363,000
Precio Actual$72.66
Precio reportado1.74%
52 Week Low$60.70
52 Week High$84.88
StockFERG - Ferguson Enterprises Inc.
% de la cartera2.06
Actividad recienteReduce 2.88%
Comparte1,696,671
Precio$198.57
Valor$336,908,000
Precio Actual$169.43
Precio reportado-14.67%
52 Week Low$168.91
52 Week High$222.16
StockSSNC - SS&C Technologies Holdings Inc.
% de la cartera2.05
Actividad recienteReduce 2.94%
Comparte4,507,186
Precio$74.21
Valor$334,479,000
Precio Actual$75.25
Precio reportado1.40%
52 Week Low$58.34
52 Week High$77.67
StockLYV - Live Nation Inc.
% de la cartera1.98
Actividad recienteReduce 2.90%
Comparte2,961,520
Precio$109.49
Valor$324,257,000
Precio Actual$129.12
Precio reportado17.93%
52 Week Low$86.67
52 Week High$141.18
StockCP - Canadian Pacific Kansas City
% de la cartera1.94
Actividad recienteAdd 9.15%
Comparte3,705,152
Precio$85.54
Valor$316,939,000
Precio Actual$73.80
Precio reportado-13.72%
52 Week Low$70.76
52 Week High$90.81
StockUBER - Uber Technologies Inc.
% de la cartera1.85
Actividad recienteAdd 65.17%
Comparte4,022,650
Precio$75.16
Valor$302,343,000
Precio Actual$66.40
Precio reportado-11.66%
52 Week Low$54.84
52 Week High$87.00
StockECL - Ecolab Inc.
% de la cartera1.80
Actividad recienteReduce 2.90%
Comparte1,155,739
Precio$255.33
Valor$295,095,000
Precio Actual$232.68
Precio reportado-8.87%
52 Week Low$193.60
52 Week High$261.92
StockCDW - CDW Corp.
% de la cartera1.77
Actividad recienteReduce 2.91%
Comparte1,281,644
Precio$226.30
Valor$290,036,000
Precio Actual$180.64
Precio reportado-20.18%
52 Week Low$168.43
52 Week High$261.06
StockTCOM - Trip.com Group Ltd
% de la cartera1.77
Actividad recienteAdd 14.85%
Comparte4,868,383
Precio$59.43
Valor$289,328,000
Precio Actual$63.88
Precio reportado7.49%
52 Week Low$34.42
52 Week High$77.18
StockADBE - Adobe Inc.
% de la cartera1.65
Actividad recienteAdd 18.17%
Comparte519,627
Precio$517.78
Valor$269,052,000
Precio Actual$408.59
Precio reportado-21.09%
52 Week Low$405.32
52 Week High$638.25
StockENTG - Entegris Inc.
% de la cartera1.60
Actividad recienteReduce 2.90%
Comparte2,324,461
Precio$112.53
Valor$261,572,000
Precio Actual$97.56
Precio reportado-13.30%
52 Week Low$94.92
52 Week High$147.31
StockZTS - Zoetis Inc.
% de la cartera1.54
Actividad recienteReduce 2.90%
Comparte1,286,331
Precio$195.38
Valor$251,323,000
Precio Actual$165.73
Precio reportado-15.18%
52 Week Low$144.11
52 Week High$199.86
StockMCO - Moody's Corp.
% de la cartera1.37
Actividad recienteReduce 2.90%
Comparte471,545
Precio$474.59
Valor$223,790,000
Precio Actual$456.42
Precio reportado-3.83%
52 Week Low$358.01
52 Week High$503.95
StockTME - Tencent Music Entertainment Grp
% de la cartera1.36
Actividad recienteAdd 39.92%
Comparte18,456,585
Precio$12.05
Valor$222,402,000
Precio Actual$10.35
Precio reportado-14.11%
52 Week Low$8.12
52 Week High$15.63
StockYUM - Yum! Brands Inc.
% de la cartera1.22
Actividad recienteAdd 3.76%
Comparte1,428,040
Precio$139.71
Valor$199,511,000
Precio Actual$124.26
Precio reportado-11.06%
52 Week Low$123.19
52 Week High$141.11
StockORCL - Oracle Corp.
% de la cartera0.95
Actividad recienteReduce 2.94%
Comparte912,384
Precio$170.40
Valor$155,471,000
Precio Actual$153.58
Precio reportado-9.87%
52 Week Low$102.43
52 Week High$197.82
StockTW - Tradeweb Markets Inc.
% de la cartera0.90
Actividad recienteReduce 2.89%
Comparte1,192,770
Precio$123.67
Valor$147,510,000
Precio Actual$130.87
Precio reportado5.82%
52 Week Low$90.88
52 Week High$141.69
StockCACC - Credit Acceptance Corp.
% de la cartera0.62
Actividad recienteReduce 2.94%
Comparte227,057
Precio$443.42
Valor$100,682,000
Precio Actual$443.63
Precio reportado0.05%
52 Week Low$409.22
52 Week High$616.66
StockALC - Alcon Inc.
% de la cartera0.90
Actividad recienteBuy
Comparte1,464,533
Precio$94.93
Valor$139,028,000
Precio Actual$95.75
Precio reportado0.86%
52 Week Low$80.48
52 Week High$101.10
StockICLR - ICON plc
% de la cartera0.39
Actividad recienteBuy
Comparte465,197
Precio$145.45
Valor$67,663,000
Precio Actual$166.44
Precio reportado14.43%
52 Week Low$125.10
52 Week High$328.35
StockFWONK - Liberty Media Corp Formula One Series C
% de la cartera0.67
Actividad recienteBuy
Comparte1,166,139
Precio$104.45
Valor$121,803,000
Precio Actual$99.85
Precio reportado-4.40%
52 Week Low$75.26
52 Week High$109.36
StockLPLA - LPL Financial Holdings Inc.
% de la cartera0.71
Actividad recienteBuy
Comparte369,068
Precio$357.17
Valor$131,820,000
Precio Actual$338.67
Precio reportado-5.18%
52 Week Low$262.20
52 Week High$402.91
StockSPOT - Spotify Technology S.A.
% de la cartera1.42
Actividad recienteBuy
Comparte439,353
Precio$484.91
Valor$213,046,000
Precio Actual$427.43
Precio reportado-11.85%
52 Week Low$405.00
52 Week High$785.00
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
AVGO - Broadcom Inc.
7.73
Reduce 5.04%
7,331,393
$172.50
$1,264,666,000
$226.18
31.12%
$106.02
$251.21
SPGI - S&P Global Inc.
5.87
Reduce 2.89%
1,858,934
$516.62
$960,362,000
$481.59
-6.78%
$405.38
$532.36
GOOGL - Alphabet Inc.
4.53
Reduce 2.90%
4,463,248
$165.85
$740,230,000
$190.17
14.66%
$130.19
$201.42
AMAT - Applied Materials
3.89
Reduce 2.90%
3,148,598
$202.05
$636,174,000
$170.76
-15.49%
$147.33
$254.80
CBRE - CBRE Group
3.60
Reduce 2.90%
4,723,244
$124.48
$587,949,000
$123.13
-1.08%
$82.75
$142.00
MSFT - Microsoft Corp.
3.52
Reduce 2.89%
1,336,271
$430.30
$574,997,000
$414.97
-3.56%
$377.56
$466.57
FLUT - Flutter Entertainment Plc
3.48
Add 3827.76%
2,397,384
$237.28
$568,851,000
$255.89
7.84%
$158.43
$284.79
ICE - Intercontinental Exchange Inc.
3.47
Reduce 2.90%
3,534,446
$160.64
$567,773,000
$143.54
-10.64%
$123.12
$167.50
V - Visa Inc.
3.47
Reduce 2.90%
2,064,218
$274.95
$567,557,000
$305.99
11.29%
$251.72
$321.62
EFX - Equifax Inc.
3.28
Reduce 2.90%
1,825,400
$293.86
$536,412,000
$247.08
-15.92%
$212.08
$309.15
ADI - Analog Devices
3.23
Reduce 23.26%
2,297,122
$230.17
$528,728,000
$212.32
-7.76%
$179.83
$242.16
TSM - Taiwan Semiconductor S.A.
3.18
Reduce 2.90%
2,995,687
$173.67
$520,261,000
$201.38
15.96%
$98.20
$222.20
TMO - Thermo Fisher Scientific
3.02
Reduce 2.90%
799,000
$618.57
$494,237,000
$556.04
-10.11%
$492.93
$627.02
A - Agilent Technologies
3.00
Reduce 2.90%
3,298,930
$148.48
$489,825,000
$142.17
-4.25%
$123.73
$154.53
IBKR - Interactive Brokers Group Inc.
2.88
Reduce 2.90%
3,377,643
$139.36
$470,708,000
$185.20
32.89%
$83.35
$193.41
BLK - BlackRock Inc.
2.84
Reduce 4.49%
488,699
$949.51
$464,024,000
$954.50
0.53%
$732.68
$1082.45
AON - Aon Plc
2.78
Add 15.63%
1,316,218
$345.99
$455,398,000
$355.13
2.64%
$266.38
$395.33
AMT - American Tower Corp.
2.75
Reduce 2.90%
1,937,252
$232.56
$450,527,000
$175.86
-24.38%
$166.36
$239.67
IQV - IQVIA Holdings Inc.
2.67
Reduce 2.90%
1,840,127
$236.97
$436,055,000
$204.22
-13.82%
$187.62
$261.73
CME - CME Group
2.25
Reduce 2.94%
1,664,816
$220.65
$367,342,000
$230.22
4.34%
$184.22
$241.81
FAST - Fastenal
2.14
Reduce 2.90%
4,905,674
$71.42
$350,363,000
$72.66
1.74%
$60.70
$84.88
FERG - Ferguson Enterprises Inc.
2.06
Reduce 2.88%
1,696,671
$198.57
$336,908,000
$169.43
-14.67%
$168.91
$222.16
SSNC - SS&C Technologies Holdings Inc.
2.05
Reduce 2.94%
4,507,186
$74.21
$334,479,000
$75.25
1.40%
$58.34
$77.67
LYV - Live Nation Inc.
1.98
Reduce 2.90%
2,961,520
$109.49
$324,257,000
$129.12
17.93%
$86.67
$141.18
CP - Canadian Pacific Kansas City
1.94
Add 9.15%
3,705,152
$85.54
$316,939,000
$73.80
-13.72%
$70.76
$90.81
UBER - Uber Technologies Inc.
1.85
Add 65.17%
4,022,650
$75.16
$302,343,000
$66.40
-11.66%
$54.84
$87.00
ECL - Ecolab Inc.
1.80
Reduce 2.90%
1,155,739
$255.33
$295,095,000
$232.68
-8.87%
$193.60
$261.92
CDW - CDW Corp.
1.77
Reduce 2.91%
1,281,644
$226.30
$290,036,000
$180.64
-20.18%
$168.43
$261.06
TCOM - Trip.com Group Ltd
1.77
Add 14.85%
4,868,383
$59.43
$289,328,000
$63.88
7.49%
$34.42
$77.18
ADBE - Adobe Inc.
1.65
Add 18.17%
519,627
$517.78
$269,052,000
$408.59
-21.09%
$405.32
$638.25
ENTG - Entegris Inc.
1.60
Reduce 2.90%
2,324,461
$112.53
$261,572,000
$97.56
-13.30%
$94.92
$147.31
ZTS - Zoetis Inc.
1.54
Reduce 2.90%
1,286,331
$195.38
$251,323,000
$165.73
-15.18%
$144.11
$199.86
MCO - Moody's Corp.
1.37
Reduce 2.90%
471,545
$474.59
$223,790,000
$456.42
-3.83%
$358.01
$503.95
TME - Tencent Music Entertainment Grp
1.36
Add 39.92%
18,456,585
$12.05
$222,402,000
$10.35
-14.11%
$8.12
$15.63
YUM - Yum! Brands Inc.
1.22
Add 3.76%
1,428,040
$139.71
$199,511,000
$124.26
-11.06%
$123.19
$141.11
ORCL - Oracle Corp.
0.95
Reduce 2.94%
912,384
$170.40
$155,471,000
$153.58
-9.87%
$102.43
$197.82
TW - Tradeweb Markets Inc.
0.90
Reduce 2.89%
1,192,770
$123.67
$147,510,000
$130.87
5.82%
$90.88
$141.69
CACC - Credit Acceptance Corp.
0.62
Reduce 2.94%
227,057
$443.42
$100,682,000
$443.63
0.05%
$409.22
$616.66
ALC - Alcon Inc.
0.90
Buy
1,464,533
$94.93
$139,028,000
$95.75
0.86%
$80.48
$101.10
ICLR - ICON plc
0.39
Buy
465,197
$145.45
$67,663,000
$166.44
14.43%
$125.10
$328.35
FWONK - Liberty Media Corp Formula One Series C
0.67
Buy
1,166,139
$104.45
$121,803,000
$99.85
-4.40%
$75.26
$109.36
LPLA - LPL Financial Holdings Inc.
0.71
Buy
369,068
$357.17
$131,820,000
$338.67
-5.18%
$262.20
$402.91
SPOT - Spotify Technology S.A.
1.42
Buy
439,353
$484.91
$213,046,000
$427.43
-11.85%
$405.00
$785.00