 阿斯麦ASML |
| 21.11% | 16.31% | $2.37亿 | 11.9万股 | $1.57亿 | 11.9万股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 12.67% | 12.82% | $1.42亿 | 10.7万股 | $1.23亿 | 10.7万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 11.74% | 13.55% | $1.31亿 | 35.3万股 | $1.30亿 | 35.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 9.2% | 10.35% | $1.03亿 | 43.2万股 | $9,966.4万 | 47.9万股 | -4.6万股-9.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 9.19% | 10.53% | $1.03亿 | 29.2万股 | $1.01亿 | 35.3万股 | -6.2万股-17.52% | 减仓 |
 万事达MA |
| 8.04% | 9.11% | $9,012.2万 | 17.5万股 | $8,767.6万 | 17.5万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 5.91% | 6.99% | $6,625.9万 | 11.8万股 | $6,729.9万 | 11.8万股 | 00.00% | 持仓不变 |
 环联TRU |
| 5.27% | 5.88% | $5,899.8万 | 81.8万股 | $5,658.6万 | 81.8万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 4.94% | — | $5,540.4万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 标普全球SPGI |
| 4.24% | — | $4,752.7万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 Live NationLYV |
| 3.24% | 3.72% | $3,630.4万 | 19.8万股 | $3,580.4万 | 23.5万股 | -3.7万股-15.55% | 减仓 |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 2.49% | 3.37% | $2,793.1万 | 541.3万股 | $3,247.8万 | 541.3万股 | 00.00% | 持仓不变 |
 CHARTER COMMUNICATIONSCHTR |
| 1.95% | 3.45% | $2,186.1万 | 15.4万股 | $3,318.6万 | 15.4万股 | 00.00% | 持仓不变 |
