 COMCAST NEW CL ACMCSA |
| 6.75% | 6.76% | $6,097.4万 | 248.4万股 | $5,120.9万 | 178.4万股 | +70.0万股+39.24% | 加仓 |
 ExpediaEXPE |
| 6.45% | 3.97% | $5,822.8万 | 22.8万股 | $3,001.6万 | 13.0万股 | +9.8万股+75.04% | 加仓 |
 GoDaddyGDDY |
| 6.35% | 4.7% | $5,737.9万 | 67.6万股 | $3,554.8万 | 43.0万股 | +24.6万股+57.21% | 加仓 |
| UUNIVERSAL HLTH SVCSUHS |
| 6.26% | 6.15% | $5,650.1万 | 38.0万股 | $4,653.2万 | 26.0万股 | +12.0万股+46.15% | 加仓 |
| CCIGNALIBD |
| 6.2% | 6.17% | $5,596.3万 | 20.3万股 | $4,668.1万 | 17.5万股 | +2.8万股+16.00% | 加仓 |
| KKASPI KZ JSCKSPI |
| 5.95% | 6.07% | $5,371.7万 | 62.0万股 | $4,592.3万 | 62.0万股 | 00.00% | 持仓不变 |
| BBLOCK H & RHRB |
| 5.9% | 5.87% | $5,331.2万 | 140.0万股 | $4,443.6万 | 140.0万股 | 00.00% | 持仓不变 |
| FFACTSET RESH SYSFDS |
| 5.71% | 5.33% | $5,153.6万 | 22.4万股 | $4,035.8万 | 18.6万股 | +3.8万股+20.43% | 加仓 |
 VIPSHOP HOLDINGS LTDVIPS |
| 5.65% | — | $5,105.1万 | 385.0万股 | $0 | 0股 | +385.0万股 | 新买入 |
| SSALLY BEAUTYSBH |
| 4.69% | 4.44% | $4,236.1万 | 299.6万股 | $3,362.2万 | 242.8万股 | +56.8万股+23.41% | 加仓 |
 ADOBE COMADBE |
| 4.43% | 3.21% | $3,997.9万 | 19.5万股 | $2,430.8万 | 10.0万股 | +9.5万股+95.00% | 加仓 |
 财捷INTU |
| 4.34% | — | $3,915.0万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 ZOETIS CL AZTS |
| 4.3% | — | $3,880.4万 | 54.0万股 | $0 | 0股 | +54.0万股 | 新买入 |
 MATCH NEWMTCH |
| 4.21% | 4.06% | $3,805.0万 | 100.0万股 | $3,071.0万 | 100.0万股 | 00.00% | 持仓不变 |
 MOLSON COORS BEVERAGE CL BTAP |
| 3.88% | 5.12% | $3,506.4万 | 90.0万股 | $3,875.4万 | 90.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 3.74% | — | $3,379.7万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 登士柏西诺德XRAY |
| 3.05% | — | $2,758.6万 | 260.0万股 | $0 | 0股 | +260.0万股 | 新买入 |
 腾讯音乐TME |
| 3.01% | — | $2,722.3万 | 326.0万股 | $0 | 0股 | +326.0万股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 2.53% | — | $2,288.4万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 再生元REGN |
| 2.07% | — | $1,870.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 SnapSNAP |
| 1.97% | — | $1,776.0万 | 400.0万股 | $0 | 0股 | +400.0万股 | 新买入 |
 LKQLKQ |
| 1.51% | 5.88% | $1,360.5万 | 51.7万股 | $4,454.6万 | 151.7万股 | -100.0万股-65.93% | 减仓 |
| GGRAVITYGRVY |
| 1.04% | 1.14% | $938.4万 | 14.0万股 | $865.9万 | 14.0万股 | 00.00% | 持仓不变 |
