 VisaV |
| 10.09% | 8.57% | $2.74亿 | 79.9万股 | $1.78亿 | 59.0万股 | +20.9万股+35.35% | 加仓 |
 江森自控JCI |
| 8.45% | 11.84% | $2.30亿 | 157.2万股 | $2.47亿 | 188.3万股 | -31.1万股-16.52% | 减仓 |
 US FOODSUSFD |
| 8.13% | 7.09% | $2.21亿 | 215.9万股 | $1.48亿 | 160.1万股 | +55.8万股+34.87% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 6.91% | — | $1.88亿 | 46.7万股 | $0 | 0股 | +46.7万股 | 新买入 |
 Vulcan材料VMC |
| 6.78% | 7.05% | $1.84亿 | 62.4万股 | $1.47亿 | 53.9万股 | +8.5万股+15.81% | 加仓 |
 第一资本COF |
| 6.4% | 5.38% | $1.74亿 | 86.6万股 | $1.12亿 | 61.4万股 | +25.2万股+41.05% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 6.21% | 2.22% | $1.69亿 | 215.3万股 | $4,614.1万 | 62.4万股 | +152.9万股+244.93% | 加仓 |
 联合太平洋铁路UNP |
| 4.56% | 3.77% | $1.24亿 | 45.5万股 | $7,853.9万 | 32.4万股 | +13.1万股+40.58% | 加仓 |
 LOUISIANA PACLPX |
| 4.48% | 2.18% | $1.22亿 | 154.7万股 | $4,528.8万 | 62.3万股 | +92.5万股+148.59% | 加仓 |
 英伟达NVDA |
| 4.08% | 5.84% | $1.11亿 | 55.3万股 | $1.21亿 | 69.7万股 | -14.3万股-20.56% | 减仓 |
 福特F |
| 3.73% | — | $1.01亿 | 730.0万股 | $0 | 0股 | +730.0万股 | 新买入 |
 AERCAP SHSAER |
| 3.68% | 6.98% | $10,000.0万 | 68.6万股 | $1.45亿 | 106.0万股 | -37.4万股-35.26% | 减仓 |
 自由媒体FWONK |
| 3.48% | 4.06% | $9,447.9万 | 99.3万股 | $8,442.9万 | 99.3万股 | 00.00% | 持仓不变 |
 LITTELFUSELFUS |
| 3.4% | — | $9,232.2万 | 20.3万股 | $0 | 0股 | +20.3万股 | 新买入 |
 英特尔INTC |
| 2.76% | 1.88% | $7,512.4万 | 53.8万股 | $3,915.5万 | 88.7万股 | -34.9万股-39.36% | 减仓 |
 Meta平台META |
| 2.76% | 5.36% | $7,510.8万 | 13.3万股 | $1.12亿 | 19.5万股 | -6.2万股-31.66% | 减仓 |
 CompassCOMP |
| 2.54% | — | $6,909.1万 | 560.3万股 | $0 | 0股 | +560.3万股 | 新买入 |
 亚马逊AMZN |
| 2.48% | 2.58% | $6,742.3万 | 28.3万股 | $5,376.4万 | 25.8万股 | +2.5万股+9.58% | 加仓 |
| AACADIAN ASSET MANAGEMENTAAMI |
| 2.02% | — | $5,491.3万 | 76.8万股 | $0 | 0股 | +76.8万股 | 新买入 |
 嘉信理财SCHW |
| 1.6% | 7.33% | $4,351.5万 | 47.2万股 | $1.53亿 | 162.4万股 | -115.3万股-70.96% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 1.55% | — | $4,219.2万 | 242.9万股 | $0 | 0股 | +242.9万股 | 新买入 |
| SSpaceXSPCX |
| 1.53% | — | $4,169.5万 | 24.4万股 | $0 | 0股 | +24.4万股 | 新买入 |
| WWOLFSPEEDWOLF |
| 1.44% | — | $3,915.0万 | 81.1万股 | $0 | 0股 | +81.1万股 | 新买入 |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 0.93% | 1.79% | $2,539.9万 | 31.4万股 | $3,716.4万 | 63.1万股 | -31.7万股-50.23% | 减仓 |
