 联合健康UNH |
| 16.4% | 16.47% | $3,326.2万 | 8.0万股 | $3,247.8万 | 12.0万股 | -4.0万股-33.33% | 减仓 |
 亚马逊AMZN |
| 14.14% | 17.97% | $2,867.1万 | 12.0万股 | $3,543.0万 | 17.0万股 | -5.0万股-29.29% | 减仓 |
 台积电TSM |
| 11.78% | 11.14% | $2,388.3万 | 5.0万股 | $2,197.0万 | 6.5万股 | -1.5万股-23.07% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 8.03% | 1.51% | $1,627.7万 | 6.5万股 | $298.5万 | 1.5万股 | +5.0万股+330.86% | 加仓 |
| RRENTOKIL INITIALRTO |
| 6% | 3.6% | $1,216.4万 | 42.5万股 | $708.9万 | 22.5万股 | +20.0万股+88.82% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 5.8% | 3.38% | $1,176.7万 | 15.0万股 | $665.9万 | 9.0万股 | +6.0万股+66.60% | 加仓 |
 德州仪器TXN |
| 3.32% | 2.96% | $672.4万 | 2.3万股 | $583.5万 | 3.0万股 | -7,500股-24.95% | 减仓 |
 微软MSFT |
| 3.22% | 4.27% | $652.5万 | 1.7万股 | $841.9万 | 2.3万股 | -5,250股-23.08% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 2.95% | 3.5% | $599.1万 | 8.0万股 | $691.0万 | 20.0万股 | -12.0万股-60.00% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.48% | 0.32% | $502.2万 | 2.8万股 | $62.2万 | 3,761股 | +2.4万股+638.13% | 加仓 |
 LOUISIANA PACLPX |
| 2.46% | 2.77% | $498.5万 | 6.3万股 | $545.6万 | 7.5万股 | -1.2万股-15.50% | 减仓 |
 谷歌AGOOGL |
| 2.2% | 1.82% | $446.7万 | 1.3万股 | $359.5万 | 1.3万股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 2.16% | — | $438.1万 | 7,815股 | $0 | 0股 | +7,815股 | 新买入 |
 应用材料AMAT |
| 2.09% | — | $423.0万 | 5,851股 | $0 | 0股 | +5,851股 | 新买入 |
 Meta平台META |
| 2.08% | 1.81% | $422.5万 | 7,500股 | $357.6万 | 6,250股 | +1,250股+20.00% | 加仓 |
 REDDIT CL ARDDT |
| 1.94% | 1.38% | $393.1万 | 2.3万股 | $271.3万 | 2.0万股 | +2,500股+12.41% | 加仓 |
| SSTEVANATO S P ASTVN |
| 1.92% | 0.35% | $390.0万 | 21.6万股 | $68.8万 | 5.0万股 | +16.6万股+331.65% | 加仓 |
 SOTERA HEALTHSHC |
| 1.64% | — | $332.8万 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 1.61% | 0.72% | $327.3万 | 12.5万股 | $142.1万 | 7.5万股 | +5.0万股+66.67% | 加仓 |
| RREGAL REXNORD COMRRX |
| 1.47% | — | $297.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.42% | 1.37% | $287.2万 | 1.3万股 | $270.9万 | 1.3万股 | 00.00% | 持仓不变 |
 波音BA |
| 1.33% | 1.01% | $270.6万 | 1.3万股 | $199.0万 | 1.0万股 | +2,500股+25.00% | 加仓 |
 标普全球SPGI |
| 1% | — | $203.6万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| WWARBY PARKERWRBY |
| 0.75% | 0.4% | $151.7万 | 5.0万股 | $79.0万 | 3.8万股 | +1.3万股+33.33% | 加仓 |
 贝克休斯BKR |
| 0.68% | 0.77% | $138.8万 | 2.5万股 | $152.6万 | 2.5万股 | 00.00% | 持仓不变 |
 ROCKET COS COM CL ARKT |
| 0.58% | 0.54% | $118.1万 | 7.5万股 | $106.9万 | 7.5万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 0.56% | 0.57% | $113.3万 | 6,384股 | $112.1万 | 6,384股 | 00.00% | 持仓不变 |
