| AAlphabet Inc Class CGOOG |
| 4.55% | — | $2.40亿 | 67.9万股 | $0 | 0股 | +67.9万股 | 新买入 |
 VisaV |
| 3.61% | — | $1.90亿 | 55.4万股 | $0 | 0股 | +55.4万股 | 新买入 |
 HEICOHEI |
| 3.42% | 6.12% | $1.80亿 | 69.9万股 | $1.64亿 | 77.7万股 | -7.8万股-10.02% | 减仓 |
 亚马逊AMZN |
| 3.13% | 6.19% | $1.65亿 | 69.3万股 | $1.66亿 | 79.6万股 | -10.4万股-13.02% | 减仓 |
 TransDigmTDG |
| 2.83% | 5.31% | $1.49亿 | 11.2万股 | $1.42亿 | 12.3万股 | -1.1万股-8.81% | 减仓 |
 Vulcan材料VMC |
| 2.74% | 5.52% | $1.45亿 | 49.0万股 | $1.48亿 | 54.4万股 | -5.3万股-9.82% | 减仓 |
 艺康ECL |
| 2.47% | 5.15% | $1.30亿 | 46.8万股 | $1.38亿 | 51.9万股 | -5.1万股-9.81% | 减仓 |
 WASTE CONNECTIONSWCN |
| 2.43% | — | $1.28亿 | 77.0万股 | $0 | 0股 | +77.0万股 | 新买入 |
 万事达MA |
| 2.4% | — | $1.27亿 | 24.7万股 | $0 | 0股 | +24.7万股 | 新买入 |
| FFASTENAL COMFAST |
| 2.35% | 4.62% | $1.24亿 | 257.7万股 | $1.24亿 | 266.7万股 | -9.0万股-3.37% | 减仓 |
 穆迪MCO |
| 2.31% | 4.81% | $1.22亿 | 26.9万股 | $1.29亿 | 29.5万股 | -2.6万股-8.79% | 减仓 |
 PERIMETER SOLUTIONSPRM |
| 2.25% | — | $1.18亿 | 332.3万股 | $0 | 0股 | +332.3万股 | 新买入 |
 阿斯麦ASML |
| 1.96% | — | $1.03亿 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 1.91% | 3.61% | $1.01亿 | 7.3万股 | $9,681.5万 | 8.9万股 | -1.6万股-17.61% | 减仓 |
 直觉外科ISRG |
| 1.89% | — | $9,959.9万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.85% | 2.99% | $9,731.4万 | 25.9万股 | $8,003.9万 | 28.8万股 | -2.9万股-9.99% | 减仓 |
 微软MSFT |
| 1.84% | 4.05% | $9,717.2万 | 26.0万股 | $1.09亿 | 29.3万股 | -3.3万股-11.23% | 减仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.7% | — | $8,941.4万 | 72.7万股 | $0 | 0股 | +72.7万股 | 新买入 |
| CCBRE CL ACBRE |
| 1.52% | — | $8,016.7万 | 59.5万股 | $0 | 0股 | +59.5万股 | 新买入 |
 BIO-TECHNETECH |
| 1.38% | — | $7,275.3万 | 103.0万股 | $0 | 0股 | +103.0万股 | 新买入 |
 DANAHER DEL COMDHR |
| 1.33% | 3.05% | $7,026.8万 | 36.9万股 | $8,177.3万 | 43.1万股 | -6.2万股-14.47% | 减仓 |
 博通AVGO |
| 1.23% | — | $6,491.0万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 摩托罗拉解决方案MSI |
| 1.23% | 2.08% | $6,480.7万 | 15.6万股 | $5,573.2万 | 12.8万股 | +2.8万股+21.51% | 加仓 |
 DatadogDDOG |
| 1.18% | — | $6,231.7万 | 23.9万股 | $0 | 0股 | +23.9万股 | 新买入 |
 VeevaVEEV |
| 1.13% | 3.02% | $5,934.1万 | 33.4万股 | $8,099.7万 | 46.1万股 | -12.7万股-27.48% | 减仓 |
 明晟MSCI |
| 1.1% | — | $5,806.5万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 苹果AAPL |
| 1.08% | 2.22% | $5,716.1万 | 19.8万股 | $5,941.8万 | 23.4万股 | -3.7万股-15.63% | 减仓 |
 NOVANTANOVT |
| 1.02% | — | $5,387.2万 | 33.2万股 | $0 | 0股 | +33.2万股 | 新买入 |
| KKINSALE CAPKNSL |
| 1% | — | $5,296.4万 | 16.1万股 | $0 | 0股 | +16.1万股 | 新买入 |
| AAPPFOLIOAPPF |
| 0.97% | — | $5,114.4万 | 31.9万股 | $0 | 0股 | +31.9万股 | 新买入 |
 MEDPACEMEDP |
| 0.97% | — | $5,108.2万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 台积电TSM |
| 0.96% | 0.01% | $5,075.7万 | 10.6万股 | $32.6万 | 966股 | +10.5万股+10,902.28% | 加仓 |
| RREPLIGENRGEN |
| 0.92% | 1.6% | $4,868.9万 | 35.7万股 | $4,301.8万 | 36.5万股 | -8,261股-2.26% | 减仓 |
 Markel Group Inc.MKL |
| 0.89% | 1.89% | $4,694.7万 | 2.4万股 | $5,079.1万 | 2.7万股 | -2,498股-9.41% | 减仓 |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 0.85% | 1.28% | $4,497.2万 | 56.8万股 | $3,437.4万 | 49.8万股 | +7.0万股+14.01% | 加仓 |
 FLOOR & DECORFND |
| 0.85% | 1.21% | $4,455.0万 | 75.1万股 | $3,241.1万 | 63.8万股 | +11.2万股+17.63% | 加仓 |
 CASELLA WASTE SYSCWST |
| 0.82% | 0.97% | $4,327.5万 | 44.6万股 | $2,599.1万 | 32.8万股 | +11.9万股+36.23% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.82% | — | $4,305.8万 | 46.8万股 | $0 | 0股 | +46.8万股 | 新买入 |
 标普全球SPGI |
| 0.76% | — | $3,991.2万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
 安费诺APH |
| 0.76% | 1% | $3,986.0万 | 22.6万股 | $2,692.0万 | 21.3万股 | +1.3万股+6.10% | 加仓 |
 优步UBER |
| 0.75% | — | $3,933.6万 | 54.5万股 | $0 | 0股 | +54.5万股 | 新买入 |
 史赛克SYK |
| 0.73% | 0.43% | $3,837.8万 | 12.2万股 | $1,144.5万 | 3.5万股 | +8.7万股+249.97% | 加仓 |
| HHAYWARDHAYW |
| 0.72% | 1.08% | $3,795.6万 | 219.3万股 | $2,882.5万 | 215.4万股 | +3.8万股+1.78% | 加仓 |
| GGOOSEHEAD INS INC CLASS AGSHD |
| 0.71% | — | $3,760.7万 | 77.5万股 | $0 | 0股 | +77.5万股 | 新买入 |
| HHAMILTON LANEHLNE |
| 0.71% | 0.58% | $3,753.6万 | 47.6万股 | $1,559.2万 | 15.7万股 | +31.9万股+203.56% | 加仓 |
 CoStarCSGP |
| 0.71% | — | $3,735.4万 | 131.9万股 | $0 | 0股 | +131.9万股 | 新买入 |
 CrowdStrikeCRWD |
| 0.7% | — | $3,711.1万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 VERALTO COM SHSVLTO |
| 0.7% | — | $3,706.3万 | 41.8万股 | $0 | 0股 | +41.8万股 | 新买入 |
| RRBC BEARINGSRBC |
| 0.69% | — | $3,624.9万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 0.67% | 0.72% | $3,553.8万 | 9.4万股 | $1,919.1万 | 9.4万股 | +324股+0.35% | 加仓 |
