 万事达MA |
| 19.95% | 20.67% | $10.22亿 | 199.0万股 | $11.40亿 | 228.1万股 | -29.1万股-12.77% | 减仓 |
 穆迪MCO |
| 10.23% | 9.86% | $5.24亿 | 115.7万股 | $5.44亿 | 124.6万股 | -8.9万股-7.16% | 减仓 |
 布鲁克菲尔德BN |
| 10.08% | 12.5% | $5.16亿 | 1,212.0万股 | $6.89亿 | 1,702.7万股 | -490.7万股-28.82% | 减仓 |
| KKKR & COMKKR |
| 8.93% | — | $4.57亿 | 498.1万股 | $0 | 0股 | +498.1万股 | 新买入 |
 FICOFICO |
| 8.44% | 7.04% | $4.32亿 | 36.2万股 | $3.88亿 | 36.4万股 | -1,939股-0.53% | 减仓 |
 Roper科技ROP |
| 7.77% | 8.07% | $3.98亿 | 117.7万股 | $4.45亿 | 125.7万股 | -8.1万股-6.42% | 减仓 |
 VisaV |
| 7.44% | 8.98% | $3.81亿 | 111.1万股 | $4.95亿 | 163.9万股 | -52.8万股-32.21% | 减仓 |
 CoStarCSGP |
| 6.47% | 7.57% | $3.31亿 | 1,169.9万股 | $4.17亿 | 1,034.8万股 | +135.1万股+13.06% | 加仓 |
 COPART COMCPRT |
| 4.39% | 4.82% | $2.25亿 | 798.6万股 | $2.66亿 | 799.9万股 | -1.3万股-0.16% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 3.89% | 6.51% | $1.99亿 | 216.2万股 | $3.59亿 | 388.6万股 | -172.4万股-44.37% | 减仓 |
 AIRBNB COM CL AABNB |
| 3.31% | 4.66% | $1.69亿 | 118.4万股 | $2.57亿 | 203.4万股 | -85.1万股-41.82% | 减仓 |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 3.01% | 3.43% | $1.54亿 | 2,985.9万股 | $1.89亿 | 3,151.3万股 | -165.4万股-5.25% | 减仓 |
 赛富时CRM |
| 2.5% | 2.77% | $1.28亿 | 81.8万股 | $1.53亿 | 81.8万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 2.42% | 2.08% | $1.24亿 | 124.6万股 | $1.15亿 | 109.6万股 | +15.0万股+13.68% | 加仓 |
| GGOOSEHEAD INS INC CLASS AGSHD |
| 0.42% | 0.34% | $2,150.4万 | 44.3万股 | $1,891.5万 | 44.3万股 | 00.00% | 持仓不变 |
| SSOPHIA GENETICS SA FSOPH |
| 0.42% | 0.33% | $2,145.9万 | 371.9万股 | $1,841.0万 | 371.9万股 | 00.00% | 持仓不变 |
 PERIMETER SOLUTIONSPRM |
| 0.17% | 0.11% | $891.3万 | 25.0万股 | $610.5万 | 25.0万股 | 00.00% | 持仓不变 |
 AMERICAN TOWER COMAMT |
| 0.09% | 0.16% | $478.5万 | 2.9万股 | $876.2万 | 5.1万股 | -2.2万股-42.38% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.09% | $409.5万 | 8,184股 | $495.4万 | 1.0万股 | -2,155股-20.84% | 减仓 |
