 SBA通信SBAC |
| 28.41% | 33.63% | $1.02亿 | 57.5万股 | $9,901.7万 | 57.5万股 | 00.00% | 持仓不变 |
 PITNEY BOWESPBI |
| 17.16% | 13.14% | $6,132.0万 | 350.0万股 | $3,867.5万 | 350.0万股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 5.51% | 6.04% | $1,970.3万 | 7.7万股 | $1,777.9万 | 7.7万股 | 00.00% | 持仓不变 |
 FRONTDOORFTDR |
| 4.29% | 3.55% | $1,533.2万 | 19.8万股 | $1,044.5万 | 19.8万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 3.75% | 3.79% | $1,341.3万 | 2.1万股 | $1,114.4万 | 4.1万股 | -2.0万股-49.03% | 减仓 |
 MATCH NEWMTCH |
| 3.73% | 3.65% | $1,331.8万 | 35.0万股 | $1,074.9万 | 35.0万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 3.63% | 3.06% | $1,298.3万 | 12.6万股 | $901.3万 | 12.6万股 | 00.00% | 持仓不变 |
 惠普HPQ |
| 3.49% | 3.71% | $1,248.4万 | 56.9万股 | $1,093.0万 | 56.9万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.43% | 3.38% | $1,226.1万 | 3.5万股 | $995.4万 | 3.5万股 | 00.00% | 持仓不变 |
 OPEN TEXT COMOTEX |
| 3.27% | 2.72% | $1,167.3万 | 52.7万股 | $800.6万 | 36.0万股 | +16.7万股+46.39% | 加仓 |
 GEN DIGITALGEN |
| 3.09% | 2.4% | $1,103.9万 | 44.3万股 | $706.1万 | 37.5万股 | +6.8万股+18.27% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 2.87% | 4.19% | $1,025.2万 | 10.1万股 | $1,232.3万 | 10.5万股 | -4,263股-4.05% | 减仓 |
 MGIC INVT WISMTG |
| 2.69% | 3.04% | $962.6万 | 34.1万股 | $896.0万 | 34.1万股 | 00.00% | 持仓不变 |
| EEPAM SYSEPAM |
| 2.4% | — | $857.0万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 Meta平台META |
| 2.36% | 2.92% | $844.9万 | 1.5万股 | $858.2万 | 1.5万股 | 00.00% | 持仓不变 |
| IINTERDIGITALIDCC |
| 2.29% | 2.96% | $817.5万 | 2.9万股 | $871.9万 | 2.9万股 | 00.00% | 持仓不变 |
 RANGE RESRRC |
| 2.17% | 3.21% | $776.7万 | 20.9万股 | $943.6万 | 20.9万股 | 00.00% | 持仓不变 |
 SIGNET JEWELERS LIMITEDSIG |
| 1.95% | 2.33% | $698.2万 | 8.1万股 | $685.6万 | 8.1万股 | 00.00% | 持仓不变 |
| KKBRKBR |
| 1.93% | — | $690.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 PAYPAL COMPYPL |
| 1.57% | 2% | $561.3万 | 13.0万股 | $588.0万 | 13.0万股 | 00.00% | 持仓不变 |
