 BOOKING COMBKNG |
| 12.44% | 10.84% | $2,272.9万 | 12.8万股 | $1,771.3万 | 4,207股 | +12.3万股+2,931.07% | 加仓 |
 AIRBNB COM CL AABNB |
| 10.15% | 14.88% | $1,854.2万 | 13.0万股 | $2,431.7万 | 19.3万股 | -6.3万股-32.71% | 减仓 |
 NubankNU |
| 9.19% | 7.71% | $1,679.1万 | 125.7万股 | $1,260.9万 | 87.7万股 | +37.9万股+43.24% | 加仓 |
 DLOCALDLO |
| 7.91% | 6.39% | $1,445.3万 | 111.3万股 | $1,043.9万 | 80.5万股 | +30.8万股+38.24% | 加仓 |
 SAP SPON ADRSAP |
| 7.75% | 8.14% | $1,415.4万 | 9.2万股 | $1,330.0万 | 7.8万股 | +1.4万股+18.23% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 6.82% | 5.75% | $1,245.8万 | 71.7万股 | $939.5万 | 49.8万股 | +22.0万股+44.13% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 6.34% | 8% | $1,158.9万 | 9.8万股 | $1,307.9万 | 11.7万股 | -1.9万股-16.55% | 减仓 |
 标普全球SPGI |
| 5.8% | — | $1,060.0万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 VisaV |
| 5.76% | 3.79% | $1,053.0万 | 3.1万股 | $620.2万 | 2.1万股 | +1.0万股+49.57% | 加仓 |
 微软MSFT |
| 4.88% | 6.34% | $892.5万 | 2.4万股 | $1,036.7万 | 2.8万股 | -4,080股-14.57% | 减仓 |
 万事达MA |
| 4.87% | 3.77% | $890.0万 | 1.7万股 | $617.0万 | 1.2万股 | +4,980股+40.33% | 加仓 |
 Meta平台META |
| 4.03% | 4.77% | $736.8万 | 1.3万股 | $779.8万 | 1.4万股 | -549股-4.03% | 减仓 |
 MERCADOLIBRE COMMELI |
| 3.12% | 3.7% | $570.3万 | 3,360股 | $604.3万 | 3,495股 | -135股-3.86% | 减仓 |
 台积电TSM |
| 2.91% | 3.89% | $531.9万 | 1.1万股 | $636.3万 | 1.9万股 | -7,691股-40.85% | 减仓 |
 ADOBE COMADBE |
| 2.61% | 3.52% | $477.1万 | 2.3万股 | $575.7万 | 2.4万股 | -416股-1.76% | 减仓 |
 亚马逊AMZN |
| 2.57% | 2.62% | $469.1万 | 2.0万股 | $429.0万 | 2.1万股 | -918股-4.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.7% | 1.88% | $310.6万 | 8,792股 | $307.3万 | 1.1万股 | -1,920股-17.92% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.13% | — | $206.7万 | 4,503股 | $0 | 0股 | +4,503股 | 新买入 |
 谷歌AGOOGL |
| <0.01% | — | $6,433 | 18股 | $0 | 0股 | +18股 | 新买入 |
