 亚马逊AMZN |
| 16.48% | 12.7% | $8.92亿 | 374.4万股 | $6.50亿 | 311.9万股 | +62.5万股+20.04% | 加仓 |
 Elevance健康ELV |
| 9.11% | 7.3% | $4.93亿 | 127.5万股 | $3.73亿 | 127.5万股 | 00.00% | 持仓不变 |
 RESTAURANT BRANDS INTLQSR |
| 9.04% | 11.67% | $4.90亿 | 675.3万股 | $5.97亿 | 808.0万股 | -132.7万股-16.42% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 8.95% | 6.62% | $4.85亿 | 137.2万股 | $3.39亿 | 118.1万股 | +19.1万股+16.15% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 6.36% | 6.58% | $3.44亿 | 145.1万股 | $3.36亿 | 144.2万股 | +8,183股+0.57% | 加仓 |
 Genuine Parts Co ComGPC |
| 6.13% | 3.08% | $3.32亿 | 281.6万股 | $1.58亿 | 149.0万股 | +132.6万股+88.96% | 加仓 |
 联合太平洋铁路UNP |
| 5.95% | 7.31% | $3.22亿 | 118.5万股 | $3.74亿 | 154.1万股 | -35.6万股-23.08% | 减仓 |
 VisaV |
| 4.44% | 4.14% | $2.41亿 | 70.1万股 | $2.12亿 | 70.1万股 | 00.00% | 持仓不变 |
 WESCO INTLWCC |
| 4.23% | 7.69% | $2.29亿 | 66.3万股 | $3.93亿 | 143.7万股 | -77.4万股-53.87% | 减仓 |
 AON SHS CL AAON |
| 4.21% | 4.85% | $2.28亿 | 68.7万股 | $2.48亿 | 76.9万股 | -8.2万股-10.66% | 减仓 |
 TELEFLEX INCORPORATEDTFX |
| 3.3% | 3.73% | $1.79亿 | 140.9万股 | $1.91亿 | 159.5万股 | -18.6万股-11.66% | 减仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 3.01% | 1.33% | $1.63亿 | 773.0万股 | $6,788.1万 | 363.0万股 | +410.0万股+112.95% | 加仓 |
 MOLINA HEALTHCAREMOH |
| 2.68% | 1.65% | $1.45亿 | 63.4万股 | $8,446.0万 | 63.4万股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 2.52% | — | $1.37亿 | 61.9万股 | $0 | 0股 | +61.9万股 | 新买入 |
 HERBALIFEHLF |
| 2.25% | 2.66% | $1.22亿 | 926.0万股 | $1.36亿 | 926.0万股 | 00.00% | 持仓不变 |
 EAGLE MATLSEXP |
| 2.21% | 3.31% | $1.19亿 | 53.1万股 | $1.69亿 | 89.3万股 | -36.2万股-40.55% | 减仓 |
| GGDSGDS |
| 2.09% | 2.4% | $1.13亿 | 377.0万股 | $1.23亿 | 304.5万股 | +72.5万股+23.81% | 加仓 |
 AMERICOLD REALTY TRUSTCOLD |
| 1.98% | 1.74% | $1.07亿 | 683.0万股 | $8,916.8万 | 778.1万股 | -95.1万股-12.22% | 减仓 |
 LIBERTY GLOBALLBTYK |
| 1.74% | 3.07% | $9,397.5万 | 854.3万股 | $1.57亿 | 1,339.7万股 | -485.4万股-36.23% | 减仓 |
| GGRUPO AEROMEXICO SAB DE CVAERO |
| 1.62% | 1.34% | $8,784.3万 | 488.0万股 | $6,837.1万 | 488.0万股 | 00.00% | 持仓不变 |
 AXALTA COATING SYSAXTA |
| 0.81% | — | $4,360.8万 | 127.4万股 | $0 | 0股 | +127.4万股 | 新买入 |
| DDNOWDNOW |
| 0.67% | 0.84% | $3,616.0万 | 278.8万股 | $4,317.4万 | 362.5万股 | -83.7万股-23.09% | 减仓 |
| PPERSHING SQUARE INCPS |
| 0.24% | — | $1,288.1万 | 39.2万股 | $0 | 0股 | +39.2万股 | 新买入 |
