 台积电TSM |
| 13.6% | 9.55% | $2.00亿 | 88.4万股 | $2.49亿 | 109.9万股 | -21.5万股-19.59% | 减仓 |
 阿里巴巴BABA |
| 7.7% | 5.72% | $1.13亿 | 99.9万股 | $1.49亿 | 131.5万股 | -31.5万股-23.99% | 减仓 |
 微软MSFT |
| 7.27% | 6.35% | $1.07亿 | 21.5万股 | $1.66亿 | 33.3万股 | -11.8万股-35.34% | 减仓 |
 英伟达NVDA |
| 5.76% | 5.85% | $8,479.5万 | 53.7万股 | $1.52亿 | 96.5万股 | -42.8万股-44.37% | 减仓 |
 ICICI BANK LIMITEDIBN |
| 5.29% | 5.26% | $7,785.7万 | 231.4万股 | $1.37亿 | 407.8万股 | -176.4万股-43.25% | 减仓 |
| HHDFC BANKHDB |
| 4.23% | 8.35% | $6,229.6万 | 183.2万股 | $2.18亿 | 283.9万股 | -100.7万股-35.46% | 减仓 |
 万事达MA |
| 3.99% | 3.39% | $5,870.8万 | 10.4万股 | $8,843.8万 | 15.7万股 | -5.3万股-33.62% | 减仓 |
| IiShares安硕信托KSA |
| 3.65% | 2.06% | $5,378.9万 | 139.6万股 | $5,378.9万 | 139.6万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 3.46% | 3.29% | $5,089.3万 | 6.9万股 | $8,566.6万 | 11.6万股 | -4.7万股-40.59% | 减仓 |
 林德LIN |
| 3.23% | 5.66% | $4,756.5万 | 10.1万股 | $1.47亿 | 31.4万股 | -21.3万股-67.75% | 减仓 |
 苹果AAPL |
| 3.08% | 2.63% | $4,536.5万 | 22.1万股 | $6,864.0万 | 33.5万股 | -11.3万股-33.91% | 减仓 |
 VisaV |
| 3.02% | 2.09% | $4,445.7万 | 12.5万股 | $5,446.9万 | 15.3万股 | -2.8万股-18.38% | 减仓 |
 FERRARI COMRACE |
| 2.88% | 7% | $4,244.0万 | 8.7万股 | $1.83亿 | 37.3万股 | -28.6万股-76.76% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.55% | 2.4% | $3,756.9万 | 12.2万股 | $6,254.1万 | 20.3万股 | -8.1万股-39.93% | 减仓 |
 欧特克ADSK |
| 2.41% | 2.17% | $3,544.3万 | 11.4万股 | $5,654.0万 | 18.3万股 | -6.8万股-37.31% | 减仓 |
 VeevaVEEV |
| 2.24% | 2.65% | $3,296.4万 | 11.4万股 | $6,899.4万 | 24.0万股 | -12.5万股-52.22% | 减仓 |
 亚马逊AMZN |
| 2.05% | 1.64% | $3,017.6万 | 13.8万股 | $4,287.0万 | 19.5万股 | -5.8万股-29.61% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.84% | 1.69% | $2,706.6万 | 5.0万股 | $4,411.6万 | 8.2万股 | -3.2万股-38.65% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.83% | 3.65% | $2,689.7万 | 1.0万股 | $9,517.5万 | 3.6万股 | -2.6万股-71.74% | 减仓 |
 JD COM INCJD |
| 1.82% | 1.4% | $2,676.9万 | 82.0万股 | $3,652.7万 | 111.9万股 | -29.9万股-26.72% | 减仓 |
 ZOETIS CL AZTS |
| 1.68% | 1.87% | $2,476.4万 | 15.9万股 | $4,863.6万 | 31.2万股 | -15.3万股-49.08% | 减仓 |
 梅特勒托利多MTD |
| 1.66% | 2.46% | $2,445.4万 | 2.1万股 | $6,412.9万 | 5.5万股 | -3.4万股-61.87% | 减仓 |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 1.56% | 1.27% | $2,296.3万 | 23.4万股 | $3,318.4万 | 33.9万股 | -10.4万股-30.80% | 减仓 |
 TRIP COMTCOM |
| 1.53% | 1.25% | $2,250.1万 | 38.4万股 | $3,257.9万 | 55.6万股 | -17.2万股-30.94% | 减仓 |
 ChipotleCMG |
| 1.48% | 1.26% | $2,178.5万 | 38.8万股 | $3,286.7万 | 58.5万股 | -19.7万股-33.72% | 减仓 |
 礼来LLY |
| 1.48% | 1.03% | $2,173.9万 | 2.8万股 | $2,692.8万 | 3.5万股 | -6,657股-19.27% | 减仓 |
| DDeckersSGVT |
| 1.25% | 1.37% | $1,834.4万 | 17.8万股 | $3,585.4万 | 34.8万股 | -17.0万股-48.84% | 减仓 |
 INTER &INTR |
| 1.21% | 1.08% | $1,780.3万 | 239.6万股 | $2,804.0万 | 377.4万股 | -137.8万股-36.51% | 减仓 |
| CCRHCRH |
| 1.14% | 0.65% | $1,685.2万 | 18.3万股 | $1,685.2万 | 18.3万股 | 00.00% | 持仓不变 |
 瑞思迈RMD |
| 1.11% | 1.35% | $1,628.7万 | 6.3万股 | $3,512.2万 | 13.6万股 | -7.3万股-53.63% | 减仓 |
| EEPAM SYSEPAM |
| 1.03% | 0.84% | $1,523.3万 | 8.6万股 | $2,197.1万 | 12.4万股 | -3.8万股-30.67% | 减仓 |
 新思科技SNPS |
| 0.97% | 0.55% | $1,424.7万 | 2.8万股 | $1,424.7万 | 2.8万股 | 00.00% | 持仓不变 |
 印孚瑟斯INFY |
| 0.43% | 0.24% | $637.0万 | 34.4万股 | $637.0万 | 34.4万股 | 00.00% | 持仓不变 |
| GGLOBANT S A COMGLOB |
| 0.31% | 0.5% | $458.2万 | 8.0万股 | $1,316.1万 | 14.5万股 | -6.4万股-44.52% | 减仓 |
| AANSYS INC COMANSS |
| 0.27% | 0.36% | $401.4万 | 1.1万股 | $947.6万 | 2.7万股 | -1.6万股-57.64% | 减仓 |
 应用材料AMAT |
| 0.24% | 0.33% | $346.7万 | 1.9万股 | $855.1万 | 4.7万股 | -2.8万股-59.46% | 减仓 |
 德康医疗DXCM |
| 0.23% | 0.32% | $339.9万 | 3.9万股 | $825.1万 | 9.5万股 | -5.6万股-58.81% | 减仓 |
 COPART COMCPRT |
| 0.21% | 0.29% | $312.2万 | 6.4万股 | $758.0万 | 15.4万股 | -9.1万股-58.81% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.08% | 0.04% | $115.8万 | 1.6万股 | $115.8万 | 1.6万股 | 00.00% | 持仓不变 |
| F富兰克林邓普顿ETF信托FLSA |
| 0.04% | 0.02% | $52.6万 | 1.6万股 | $52.6万 | 1.6万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.03% | 0.02% | $47.4万 | 872股 | $47.4万 | 872股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.02% | 0.01% | $36.5万 | 6,080股 | $36.5万 | 6,080股 | 00.00% | 持仓不变 |
| VVALMONT INDSVMI |
| 0.02% | 0.01% | $34.1万 | 1,043股 | $34.1万 | 1,043股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.02% | 0.01% | $31.7万 | 1,178股 | $31.7万 | 1,178股 | 00.00% | 持仓不变 |
 赛莱默XYL |
| 0.02% | 0.01% | $31.0万 | 2,395股 | $31.0万 | 2,395股 | 00.00% | 持仓不变 |
 REVVITYRVTY |
| 0.02% | 0.01% | $28.9万 | 2,983股 | $28.9万 | 2,983股 | 00.00% | 持仓不变 |
| TTyler科技TYL |
| 0.02% | 0.01% | $27.4万 | 462股 | $27.4万 | 462股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.02% | 0.01% | $25.8万 | 507股 | $25.8万 | 507股 | 00.00% | 持仓不变 |
 HSBC SPON ADR NEWHSBC |
| 0.02% | 0.01% | $25.3万 | 3,474股 | $25.3万 | 3,474股 | 00.00% | 持仓不变 |
 STRIDELRN |
| 0.02% | 0.01% | $23.9万 | 1,646股 | $23.9万 | 1,646股 | 00.00% | 持仓不变 |
