 英伟达NVDA |
| 5.58% | 5.03% | $2.00亿 | 99.9万股 | $2.02亿 | 115.7万股 | -15.8万股-13.63% | 减仓 |
 微软MSFT |
| 4.31% | 4.25% | $1.54亿 | 41.4万股 | $1.70亿 | 46.0万股 | -4.6万股-10.07% | 减仓 |
 HEICOHEI |
| 3.59% | 2.78% | $1.29亿 | 36.1万股 | $1.11亿 | 40.6万股 | -4.5万股-11.08% | 减仓 |
 亚马逊AMZN |
| 3.36% | 2.92% | $1.20亿 | 50.5万股 | $1.17亿 | 56.2万股 | -5.7万股-10.22% | 减仓 |
| RRB GLOBALRBA |
| 3.34% | 3.05% | $1.20亿 | 102.8万股 | $1.22亿 | 127.5万股 | -24.7万股-19.40% | 减仓 |
 ANALOG DEVICES COMADI |
| 3.28% | 2.75% | $1.17亿 | 29.5万股 | $1.10亿 | 34.7万股 | -5.1万股-14.82% | 减仓 |
 MEDPACEMEDP |
| 2.72% | 2.85% | $9,741.3万 | 18.4万股 | $1.14亿 | 23.7万股 | -5.3万股-22.52% | 减仓 |
| FFASTENAL COMFAST |
| 2.68% | 2.57% | $9,614.2万 | 200.2万股 | $1.03亿 | 222.2万股 | -22.0万股-9.91% | 减仓 |
 谷歌AGOOGL |
| 2.39% | 1.92% | $8,561.5万 | 24.0万股 | $7,702.7万 | 26.8万股 | -2.8万股-10.56% | 减仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 2.33% | 1.64% | $8,347.2万 | 23.3万股 | $6,552.8万 | 26.1万股 | -2.9万股-11.06% | 减仓 |
 GRAND CANYON EDLOPE |
| 2.22% | 3.04% | $7,952.5万 | 55.6万股 | $1.22亿 | 71.7万股 | -16.1万股-22.45% | 减仓 |
| PPRIVIA HEALTHPRVA |
| 2.15% | 2.01% | $7,715.4万 | 299.9万股 | $8,059.2万 | 391.8万股 | -91.9万股-23.47% | 减仓 |
| FFIVE BELOWFIVE |
| 2.15% | 3.26% | $7,712.9万 | 42.9万股 | $1.31亿 | 57.2万股 | -14.3万股-25.04% | 减仓 |
| TTyler科技TYL |
| 2.05% | 2.19% | $7,353.1万 | 25.1万股 | $8,779.1万 | 25.6万股 | -4,991股-1.95% | 减仓 |
| EENSIGNENSG |
| 1.97% | 2.86% | $7,054.6万 | 44.0万股 | $1.15亿 | 56.9万股 | -12.9万股-22.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.87% | 1.5% | $6,683.1万 | 18.9万股 | $6,028.5万 | 21.0万股 | -2.1万股-10.00% | 减仓 |
| KKINSALE CAPKNSL |
| 1.71% | 2.1% | $6,119.0万 | 18.6万股 | $8,412.9万 | 24.6万股 | -6.1万股-24.65% | 减仓 |
 KADANTKAI |
| 1.71% | 1.84% | $6,114.1万 | 19.5万股 | $7,373.9万 | 25.2万股 | -5.8万股-22.86% | 减仓 |
 VeevaVEEV |
| 1.55% | 1.35% | $5,561.5万 | 31.3万股 | $5,405.4万 | 30.8万股 | +5,661股+1.84% | 加仓 |
 标普全球SPGI |
| 1.48% | 1.53% | $5,288.0万 | 13.0万股 | $6,134.0万 | 14.4万股 | -1.4万股-9.96% | 减仓 |
| WWATSCOWSO |
| 1.4% | 1.2% | $5,014.7万 | 12.0万股 | $4,792.5万 | 13.2万股 | -1.1万股-8.66% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 1.37% | 1.38% | $4,898.8万 | 27.3万股 | $5,534.8万 | 29.2万股 | -1.9万股-6.45% | 减仓 |
 ServiceNowNOW |
| 1.36% | 1.43% | $4,872.8万 | 49.1万股 | $5,748.0万 | 55.0万股 | -5.9万股-10.73% | 减仓 |
| RROLLINS COMROL |
| 1.31% | 1.66% | $4,700.0万 | 112.6万股 | $6,636.6万 | 124.3万股 | -11.7万股-9.38% | 减仓 |
 特斯拉TSLA |
| 1.27% | 1.13% | $4,539.2万 | 10.8万股 | $4,522.0万 | 12.2万股 | -1.4万股-11.28% | 减仓 |
 联合健康UNH |
| 1.25% | 0.8% | $4,463.0万 | 10.7万股 | $3,202.7万 | 11.8万股 | -1.1万股-9.28% | 减仓 |
 VisaV |
| 1.22% | 1.07% | $4,352.9万 | 12.7万股 | $4,281.7万 | 14.2万股 | -1.5万股-10.44% | 减仓 |
 DANAHER DEL COMDHR |
| 1.19% | 1.05% | $4,255.4万 | 22.3万股 | $4,224.8万 | 22.3万股 | +579股+0.26% | 加仓 |
| FFRESHPETFRPT |
| 1.11% | 1.36% | $3,992.5万 | 67.5万股 | $5,442.1万 | 92.3万股 | -24.8万股-26.84% | 减仓 |
 星巴克SBUX |
| 1.1% | 0.96% | $3,954.4万 | 38.7万股 | $3,833.4万 | 42.8万股 | -4.1万股-9.56% | 减仓 |
| GGLAUKOS COMGKOS |
| 1.1% | 1.16% | $3,942.5万 | 28.2万股 | $4,664.1万 | 43.3万股 | -15.1万股-34.89% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.08% | 1.16% | $3,866.2万 | 7.3万股 | $4,637.0万 | 8.3万股 | -9,084股-11.01% | 减仓 |
 林德LIN |
| 1.07% | — | $3,839.8万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 CINTAS COMCTAS |
| 1.06% | 0.97% | $3,778.4万 | 22.2万股 | $3,876.0万 | 22.9万股 | -7,005股-3.06% | 减仓 |
| PPAYLOCITYPCTY |
| 0.96% | 1.25% | $3,432.4万 | 32.8万股 | $4,991.7万 | 46.2万股 | -13.4万股-28.93% | 减仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 0.92% | 0.86% | $3,284.9万 | 26.7万股 | $3,432.6万 | 23.0万股 | +3.7万股+16.32% | 加仓 |
| CCOGNEXCGNX |
| 0.9% | 0.87% | $3,219.6万 | 44.5万股 | $3,504.5万 | 71.5万股 | -27.1万股-37.85% | 减仓 |
 FLOOR & DECORFND |
| 0.87% | 0.83% | $3,115.7万 | 52.5万股 | $3,329.5万 | 65.5万股 | -13.1万股-19.92% | 减仓 |
 CoStarCSGP |
| 0.86% | 1.24% | $3,091.2万 | 109.2万股 | $4,951.3万 | 122.7万股 | -13.6万股-11.07% | 减仓 |
 BIO-TECHNETECH |
| 0.86% | 0.79% | $3,083.9万 | 43.7万股 | $3,182.2万 | 60.9万股 | -17.2万股-28.31% | 减仓 |
 FICOFICO |
| 0.83% | 0.72% | $2,974.7万 | 2.5万股 | $2,871.8万 | 2.7万股 | -2,004股-7.45% | 减仓 |
 NETFLIXNFLX |
| 0.82% | 1.11% | $2,929.4万 | 41.0万股 | $4,457.4万 | 46.4万股 | -5.3万股-11.50% | 减仓 |
| AAAONAAON |
| 0.74% | 0.62% | $2,646.4万 | 20.9万股 | $2,502.1万 | 30.2万股 | -9.4万股-31.01% | 减仓 |
 SIMPSON MFGSSD |
| 0.73% | 0.78% | $2,603.9万 | 12.4万股 | $3,105.9万 | 18.1万股 | -5.7万股-31.27% | 减仓 |
 新思科技SNPS |
| 0.7% | 0.49% | $2,519.4万 | 5.6万股 | $1,947.4万 | 4.9万股 | +7,363股+14.99% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.7% | 0.73% | $2,504.7万 | 6.0万股 | $2,919.7万 | 6.7万股 | -6,965股-10.35% | 减仓 |
| EENTEGRISENTG |
| 0.69% | 0.62% | $2,472.3万 | 13.7万股 | $2,501.1万 | 21.3万股 | -7.6万股-35.57% | 减仓 |
| RREPLIGENRGEN |
| 0.66% | 0.76% | $2,353.7万 | 17.3万股 | $3,045.4万 | 25.8万股 | -8.6万股-33.26% | 减仓 |
| DDUTCH BROSBROS |
| 0.64% | 0.65% | $2,280.9万 | 31.8万股 | $2,590.8万 | 51.1万股 | -19.4万股-37.89% | 减仓 |
| GGLOBANT S A COMGLOB |
| 0.62% | 0.79% | $2,227.8万 | 77.0万股 | $3,171.5万 | 68.8万股 | +8.2万股+11.92% | 加仓 |
