 CorpayCPAY |
| 6.19% | 6.56% | $18.02亿 | 540.9万股 | $15.55亿 | 534.5万股 | +6.3万股+1.18% | 加仓 |
 NEBIUSNBIS |
| 6.16% | 3.64% | $17.94亿 | 649.5万股 | $8.63亿 | 831.5万股 | -182.0万股-21.89% | 减仓 |
 BOOKING COMBKNG |
| 4.41% | 1.31% | $12.82亿 | 719.2万股 | $3.11亿 | 7.4万股 | +711.8万股+9,648.38% | 加仓 |
| QQXOQXO |
| 4.39% | 6.06% | $12.78亿 | 7,395.1万股 | $14.36亿 | 7,395.1万股 | 00.00% | 持仓不变 |
 布鲁克BRKR |
| 3.71% | 2.73% | $10.80亿 | 1,794.0万股 | $6.48亿 | 1,794.0万股 | 00.00% | 持仓不变 |
| RRXORXO |
| 3.45% | 2.24% | $10.04亿 | 3,639.8万股 | $5.32亿 | 3,639.8万股 | 00.00% | 持仓不变 |
 摩托罗拉解决方案MSI |
| 3.41% | 3.42% | $9.92亿 | 239.0万股 | $8.11亿 | 187.0万股 | +52.0万股+27.79% | 加仓 |
 谷歌AGOOGL |
| 2.87% | 3.05% | $8.36亿 | 234.1万股 | $7.23亿 | 251.3万股 | -17.3万股-6.87% | 减仓 |
 EQTEQT |
| 2.87% | 3.25% | $8.35亿 | 1,570.6万股 | $7.71亿 | 1,211.3万股 | +359.3万股+29.67% | 加仓 |
 XPOXPO |
| 2.4% | 2.8% | $6.99亿 | 340.3万股 | $6.63亿 | 340.9万股 | -6,273股-0.18% | 减仓 |
 壳牌SHEL |
| 2.36% | 1.61% | $6.86亿 | 884.7万股 | $3.83亿 | 411.4万股 | +473.4万股+115.07% | 加仓 |
 GXO LOGISTICS INCORPORATEDGXO |
| 2.34% | 2.94% | $6.81亿 | 1,342.5万股 | $6.96亿 | 1,342.5万股 | 00.00% | 持仓不变 |
 Itau Unibanco H-Spon PRF ADRITUB |
| 2.28% | 2.45% | $6.64亿 | 8,130.2万股 | $5.80亿 | 6,927.0万股 | +1,203.2万股+17.37% | 加仓 |
 InsmedINSM |
| 2.23% | 1.29% | $6.48亿 | 607.6万股 | $3.06亿 | 187.3万股 | +420.4万股+224.46% | 加仓 |
 阿里拉姆制药ALNY |
| 2.06% | 1.86% | $5.98亿 | 198.7万股 | $4.42亿 | 133.5万股 | +65.3万股+48.89% | 加仓 |
 FIRSTSERVICE NEWFSV |
| 1.98% | 2.33% | $5.75亿 | 404.4万股 | $5.51亿 | 396.8万股 | +7.6万股+1.92% | 加仓 |
 SterisSTE |
| 1.94% | 2.42% | $5.64亿 | 267.8万股 | $5.73亿 | 259.3万股 | +8.5万股+3.27% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.82% | 1.73% | $5.28亿 | 606.9万股 | $4.10亿 | 611.8万股 | -4.9万股-0.80% | 减仓 |
 纽蒙特NEM |
| 1.78% | 2.36% | $5.18亿 | 554.4万股 | $5.60亿 | 517.1万股 | +37.4万股+7.23% | 加仓 |
 PRAXIS PRECISION MEDICINES IPRAX |
| 1.76% | 3.36% | $5.12亿 | 153.0万股 | $7.97亿 | 247.2万股 | -94.3万股-38.13% | 减仓 |
 英伟达NVDA |
| 1.69% | 1.54% | $4.90亿 | 245.1万股 | $3.64亿 | 209.0万股 | +36.1万股+17.26% | 加仓 |
| CCINEMARKCNK |
| 1.64% | 1.81% | $4.78亿 | 1,505.8万股 | $4.29亿 | 1,505.8万股 | 00.00% | 持仓不变 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 1.57% | 1.9% | $4.56亿 | 738.5万股 | $4.51亿 | 770.6万股 | -32.1万股-4.16% | 减仓 |
 NetEase, Inc. ADRNTES |
| 1.54% | 1.69% | $4.49亿 | 350.3万股 | $4.01亿 | 358.4万股 | -8.1万股-2.26% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 1.4% | 0.75% | $4.08亿 | 535.4万股 | $1.78亿 | 174.4万股 | +361.0万股+206.96% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 1.32% | 1.16% | $3.84亿 | 477.8万股 | $2.75亿 | 370.0万股 | +107.8万股+29.12% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.3% | 1.6% | $3.77亿 | 1,179.8万股 | $3.79亿 | 1,130.8万股 | +49.0万股+4.33% | 加仓 |
 迪士尼DIS |
| 1.24% | 1.52% | $3.59亿 | 373.5万股 | $3.60亿 | 373.5万股 | 00.00% | 持仓不变 |
 BROWN & BROWN COMBRO |
| 1.18% | — | $3.45亿 | 537.1万股 | $0 | 0股 | +537.1万股 | 新买入 |
 CEMEX SAB DE CVCX |
| 1.17% | 1.79% | $3.40亿 | 2,830.5万股 | $4.25亿 | 3,714.2万股 | -883.8万股-23.79% | 减仓 |
 SCHOLAR ROCKSRRK |
| 1.12% | 0.87% | $3.26亿 | 593.4万股 | $2.05亿 | 418.0万股 | +175.4万股+41.95% | 加仓 |
| GGENMAB A/S SPONSORED ADSGMAB |
| 1.07% | 1.46% | $3.12亿 | 1,136.8万股 | $3.47亿 | 1,292.6万股 | -155.7万股-12.05% | 减仓 |
| RROBERT HALFRHI |
| 1.04% | 0.81% | $3.03亿 | 987.8万股 | $1.92亿 | 754.6万股 | +233.2万股+30.91% | 加仓 |
 CRISPR THERAPEUTICSCRSP |
| 1.02% | 1.23% | $2.97亿 | 544.9万股 | $2.90亿 | 610.6万股 | -65.7万股-10.76% | 减仓 |
| AAMERICAN AIRLINESAAL |
| 1% | 0.1% | $2.92亿 | 1,613.9万股 | $2,358.0万 | 219.6万股 | +1,394.4万股+635.09% | 加仓 |
| BBBB FOODSTBBB |
| 0.96% | 0.84% | $2.81亿 | 673.5万股 | $2.00亿 | 564.6万股 | +108.9万股+19.28% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 0.94% | 2.32% | $2.72亿 | 588.1万股 | $5.49亿 | 1,377.5万股 | -789.4万股-57.30% | 减仓 |
 FRANCO NEVFNV |
| 0.92% | 1.12% | $2.69亿 | 129.0万股 | $2.67亿 | 107.9万股 | +21.1万股+19.54% | 加仓 |
 RANGE RESRRC |
| 0.86% | 0.52% | $2.49亿 | 669.5万股 | $1.22亿 | 270.7万股 | +398.8万股+147.34% | 加仓 |
| B巴里克黄金GOLD |
| 0.84% | 1.04% | $2.46亿 | 668.7万股 | $2.46亿 | 602.1万股 | +66.6万股+11.07% | 加仓 |
| HHDFC BANKHDB |
| 0.84% | 0.19% | $2.44亿 | 944.7万股 | $4,448.3万 | 178.8万股 | +765.9万股+428.38% | 加仓 |
 RYAN SPECIALTYRYAN |
| 0.82% | — | $2.38亿 | 630.8万股 | $0 | 0股 | +630.8万股 | 新买入 |
 安桥ENB |
| 0.81% | 0.38% | $2.35亿 | 434.3万股 | $9,051.1万 | 167.2万股 | +267.1万股+159.76% | 加仓 |
 VALEVALE |
| 0.74% | 1.3% | $2.15亿 | 1,426.8万股 | $3.08亿 | 1,937.3万股 | -510.5万股-26.35% | 减仓 |
 IQVIAIQV |
| 0.73% | 0.16% | $2.13亿 | 110.1万股 | $3,722.0万 | 21.8万股 | +88.3万股+404.55% | 加仓 |
| IIMAXIMAX |
| 0.71% | 0.83% | $2.05亿 | 515.0万股 | $1.96亿 | 515.2万股 | -2,166股-0.04% | 减仓 |
| SSPDR黄金信托GLD |
| 0.63% | 0.86% | $1.84亿 | 50.0万股 | $2.04亿 | 47.4万股 | +2.6万股+5.51% | 加仓 |
| SSYNAPTICSSYNA |
| 0.61% | 0.49% | $1.77亿 | 142.3万股 | $1.16亿 | 165.9万股 | -23.6万股-14.25% | 减仓 |
 RENAISSANCERE COMRNR |
| 0.59% | 0.81% | $1.72亿 | 54.2万股 | $1.93亿 | 64.8万股 | -10.6万股-16.37% | 减仓 |
 ANTERO RESOURCESAR |
| 0.55% | 0.87% | $1.60亿 | 454.7万股 | $2.07亿 | 487.2万股 | -32.5万股-6.67% | 减仓 |
