 英伟达NVDA |
| 10.89% | 10.44% | $3,914.5万 | 19.6万股 | $7,020.2万 | 40.3万股 | -20.7万股-51.40% | 减仓 |
 谷歌AGOOGL |
| 10.06% | 6.98% | $3,616.1万 | 10.1万股 | $4,694.0万 | 16.3万股 | -6.2万股-38.01% | 减仓 |
 CINTAS COMCTAS |
| 6.32% | 5.79% | $2,273.0万 | 13.4万股 | $3,891.3万 | 16.1万股 | -2.7万股-17.02% | 减仓 |
 亚马逊AMZN |
| 5.87% | 4.7% | $2,110.6万 | 8.9万股 | $3,158.8万 | 15.2万股 | -6.3万股-41.61% | 减仓 |
 苹果AAPL |
| 5.85% | 5% | $2,101.7万 | 7.3万股 | $3,359.4万 | 13.2万股 | -6.0万股-45.13% | 减仓 |
 礼来LLY |
| 4.48% | 3.34% | $1,611.1万 | 1.3万股 | $2,243.4万 | 2.4万股 | -1.1万股-44.93% | 减仓 |
 林德LIN |
| 3.94% | 3.47% | $1,414.4万 | 2.7万股 | $2,333.3万 | 4.7万股 | -2.0万股-42.09% | 减仓 |
| T赛默飞世尔TMO |
| 3.66% | 3.26% | $1,315.8万 | 2.6万股 | $2,194.5万 | 4.5万股 | -1.8万股-41.22% | 减仓 |
 NETFLIXNFLX |
| 3.35% | 3.99% | $1,204.1万 | 16.9万股 | $2,684.5万 | 27.9万股 | -11.1万股-39.60% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 3.33% | 2.54% | $1,197.7万 | 4.8万股 | $1,709.5万 | 8.7万股 | -3.9万股-44.65% | 减仓 |
 微软MSFT |
| 3.32% | 4.8% | $1,194.7万 | 3.2万股 | $3,230.2万 | 8.7万股 | -5.5万股-63.30% | 减仓 |
 直觉外科ISRG |
| 3.27% | 2.71% | $1,176.7万 | 3.0万股 | $1,823.1万 | 4.0万股 | -9,959股-25.18% | 减仓 |
 新思科技SNPS |
| 3.19% | 2.3% | $1,145.0万 | 2.6万股 | $1,545.4万 | 3.9万股 | -1.3万股-34.15% | 减仓 |
 明晟MSCI |
| 3.07% | 5.27% | $1,104.3万 | 2.0万股 | $3,541.5万 | 6.6万股 | -4.6万股-69.99% | 减仓 |
 IDEXX LABS COMIDXX |
| 2.99% | 1.82% | $1,075.0万 | 2.0万股 | $1,223.4万 | 2.2万股 | -1,352股-6.21% | 减仓 |
 万事达MA |
| 2.7% | 2.23% | $971.0万 | 1.9万股 | $1,497.5万 | 3.0万股 | -1.1万股-36.92% | 减仓 |
 好市多COST |
| 2.57% | 2.62% | $922.0万 | 9,856股 | $1,764.9万 | 1.8万股 | -7,856股-44.35% | 减仓 |
| TTyler科技TYL |
| 2.48% | — | $890.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 VERISK ANALYTICS COMVRSK |
| 2.46% | 3.37% | $883.1万 | 4.9万股 | $2,268.7万 | 12.0万股 | -7.0万股-58.86% | 减仓 |
 埃克森美孚XOM |
| 2.43% | — | $874.6万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.26% | 3.01% | $813.4万 | 6.6万股 | $2,027.0万 | 12.9万股 | -6.3万股-48.73% | 减仓 |
 可口可乐KO |
| 2.09% | 1.96% | $750.7万 | 9.2万股 | $1,316.9万 | 17.3万股 | -8.1万股-46.66% | 减仓 |
 安费诺APH |
| 2.02% | — | $724.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 优步UBER |
| 1.77% | 1.74% | $637.4万 | 8.8万股 | $1,169.8万 | 16.3万股 | -7.4万股-45.69% | 减仓 |
| PPROLOGIS COMPLD |
| 1.7% | 3.15% | $611.8万 | 4.5万股 | $2,117.9万 | 16.0万股 | -11.5万股-71.82% | 减仓 |
 穆迪MCO |
| 1.68% | — | $602.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 Meta平台META |
| 1.16% | 2.65% | $417.4万 | 7,410股 | $1,782.3万 | 3.1万股 | -2.4万股-76.21% | 减仓 |
| RROLLINS COMROL |
| 1.08% | 0.7% | $389.9万 | 9.3万股 | $467.7万 | 8.8万股 | +5,841股+6.67% | 加仓 |
