本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Framtiden Holdings Management Co LLC (CIK 2112734) reported $165.0M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HRB ($47.2M, 28.62%), KMX ($34.4M, 20.83%), STZ ($27.8M, 16.86%), CHKP ($23.7M, 14.34%), GOOG ($17.7M, 10.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HRB | BLOCK H & R INC | $47.2M | 28.62% | 1.1M | Added |
| 2 | KMX | CARMAX INC | $34.4M | 20.83% | 610,000 | Added |
| 3 | STZ | CONSTELLATION BRANDS INC | $27.8M | 16.86% | 165,000 | Added |
| 4 | CHKP | CHECK POINT SOFTWARE TECHNOLOGY LT | $23.7M | 14.34% | 145,000 | Added |
| 5 | GOOG | ALPHABET INC | $17.7M | 10.73% | 50,100 | Hold |
| 6 | RTX | RTX CORPORATION | $14.2M | 8.62% | 75,000 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30