| AAPPLOVINAPP |
| 28.12% | 26.69% | $16.40亿 | 318.3万股 | $13.07亿 | 328.4万股 | -10.1万股-3.09% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 23.44% | 23.92% | $13.67亿 | 508.4万股 | $11.72亿 | 508.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 9.25% | 8.86% | $5.39亿 | 151.0万股 | $4.34亿 | 151.0万股 | 00.00% | 持仓不变 |
 FICOFICO |
| 7.65% | 8.39% | $4.46亿 | 37.4万股 | $4.11亿 | 38.5万股 | -1.2万股-2.99% | 减仓 |
 VisaV |
| 5.57% | 5.86% | $3.25亿 | 94.7万股 | $2.87亿 | 94.9万股 | -2,500股-0.26% | 减仓 |
 亚马逊AMZN |
| 4% | 4.56% | $2.33亿 | 97.8万股 | $2.23亿 | 107.2万股 | -9.4万股-8.77% | 减仓 |
 微软MSFT |
| 2.58% | 3.05% | $1.50亿 | 40.3万股 | $1.49亿 | 40.3万股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 1.87% | 2.02% | $1.09亿 | 49.9万股 | $9,882.3万 | 49.9万股 | 00.00% | 持仓不变 |
 希尔顿HLT |
| 1.83% | 2% | $1.07亿 | 32.3万股 | $9,806.6万 | 32.3万股 | 00.00% | 持仓不变 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.81% | 2.3% | $1.06亿 | 85.8万股 | $1.13亿 | 71.7万股 | +14.1万股+19.69% | 加仓 |
 BOOKING COMBKNG |
| 1.76% | 1.68% | $1.03亿 | 57.7万股 | $8,235.4万 | 2.0万股 | +55.7万股+2,847.34% | 加仓 |
 切尼尔能源LNG |
| 1.74% | 2.46% | $1.02亿 | 42.5万股 | $1.21亿 | 42.5万股 | 00.00% | 持仓不变 |
 TradewebTW |
| 1.72% | 2.42% | $1.00亿 | 100.5万股 | $1.19亿 | 100.8万股 | -3,100股-0.31% | 减仓 |
 台积电TSM |
| 1.47% | — | $8,572.4万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
 英特尔INTC |
| 1.35% | 0.44% | $7,864.0万 | 56.3万股 | $2,140.3万 | 48.5万股 | +7.8万股+16.12% | 加仓 |
 MCKESSON COMMCK |
| 1.29% | — | $7,531.8万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| TTOAST CL ATOST |
| 0.79% | — | $4,617.6万 | 166.0万股 | $0 | 0股 | +166.0万股 | 新买入 |
| M晨星MORN |
| 0.76% | 0.47% | $4,432.5万 | 28.4万股 | $2,282.2万 | 13.5万股 | +14.9万股+110.44% | 加仓 |
 标普全球SPGI |
| 0.75% | 0.99% | $4,386.2万 | 10.8万股 | $4,827.6万 | 11.4万股 | -5,800股-5.11% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.67% | 1.3% | $3,916.6万 | 40.9万股 | $6,360.6万 | 76.8万股 | -35.9万股-46.79% | 减仓 |
 ICON PUB LTD COICLR |
| 0.56% | — | $3,265.7万 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
 IQVIAIQV |
| 0.55% | — | $3,188.1万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
| VVSEVSEC |
| 0.47% | — | $2,732.9万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| NNET POWERNPWR/WS |
| <0.01% | <0.01% | $13.2万 | 45.4万股 | $12.3万 | 45.5万股 | -1,400股-0.31% | 减仓 |
| DDPC HOLDINGS PLCDPC |
| <0.01% | — | $4.7万 | 965股 | $0 | 0股 | +965股 | 新买入 |
