 谷歌AGOOGL |
| 17.49% | 15.63% | $4.60亿 | 128.7万股 | $4.90亿 | 170.5万股 | -41.8万股-24.51% | 减仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 16.07% | 15.75% | $4.23亿 | 209.9万股 | $4.94亿 | 244.9万股 | -35.1万股-14.31% | 减仓 |
 FICOFICO |
| 10.28% | 8.49% | $2.70亿 | 22.6万股 | $2.66亿 | 24.9万股 | -2.3万股-9.32% | 减仓 |
| T赛默飞世尔TMO |
| 9.81% | 9.67% | $2.58亿 | 51.5万股 | $3.03亿 | 61.7万股 | -10.3万股-16.64% | 减仓 |
 迪士尼DIS |
| 9.55% | 9.85% | $2.51亿 | 260.8万股 | $3.09亿 | 320.6万股 | -59.9万股-18.67% | 减仓 |
 财捷INTU |
| 6.62% | 10.11% | $1.74亿 | 66.7万股 | $3.17亿 | 73.4万股 | -6.7万股-9.11% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 5.64% | 6.55% | $1.48亿 | 256.5万股 | $2.05亿 | 356.2万股 | -99.7万股-27.98% | 减仓 |
 百事可乐PEP |
| 5.27% | 6.32% | $1.39亿 | 102.4万股 | $1.98亿 | 127.7万股 | -25.3万股-19.85% | 减仓 |
 PAYPAL COMPYPL |
| 5.19% | 6.03% | $1.37亿 | 316.3万股 | $1.89亿 | 418.0万股 | -101.7万股-24.33% | 减仓 |
| EEBAY COMEBAY |
| 4.74% | 5.59% | $1.25亿 | 111.6万股 | $1.75亿 | 192.7万股 | -81.1万股-42.10% | 减仓 |
 MANCHESTER UTD NEWMANU |
| 2.41% | 1.68% | $6,325.1万 | 275.8万股 | $5,284.8万 | 314.2万股 | -38.4万股-12.21% | 减仓 |
| KKKR & COMKKR |
| 2.33% | — | $6,128.9万 | 66.8万股 | $0 | 0股 | +66.8万股 | 新买入 |
| BBROWN FORMANBF/A |
| 2.22% | 2.21% | $5,840.8万 | 213.5万股 | $6,925.8万 | 258.5万股 | -45.0万股-17.42% | 减仓 |
| BBROWN FORMANBF.B |
| 1.4% | 1.33% | $3,675.9万 | 137.9万股 | $4,167.1万 | 157.6万股 | -19.7万股-12.48% | 减仓 |
 VisaV |
| 0.14% | 0.1% | $360.2万 | 1.1万股 | $311.3万 | 1.0万股 | +200股+1.94% | 加仓 |
 标普全球SPGI |
| 0.11% | 0.1% | $301.4万 | 7,400股 | $310.5万 | 7,300股 | +100股+1.37% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.1% | 0.08% | $260.0万 | 3.0万股 | $236.0万 | 3.0万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.1% | 0.09% | $257.1万 | 7,600股 | $272.2万 | 9,000股 | -1,400股-15.56% | 减仓 |
 EquifaxEFX |
| 0.07% | 0.07% | $187.3万 | 1.2万股 | $207.1万 | 1.2万股 | +300股+2.61% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 0.06% | 0.05% | $170.6万 | 9,500股 | $159.4万 | 8,400股 | +1,100股+13.10% | 加仓 |
 芝加哥商品交易所CME |
| 0.06% | 0.06% | $152.4万 | 6,900股 | $203.8万 | 6,900股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.05% | 0.05% | $143.5万 | 7,000股 | $170.2万 | 7,000股 | 00.00% | 持仓不变 |
 WARNER MUSICWMG |
| 0.05% | — | $135.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 甲骨文ORCL |
| 0.05% | 0.04% | $131.9万 | 9,000股 | $132.4万 | 9,000股 | 00.00% | 持仓不变 |
 LAUDER ESTEE COS CL AEL |
| 0.05% | 0.03% | $118.4万 | 1.5万股 | $107.7万 | 1.5万股 | 00.00% | 持仓不变 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.04% | 0.03% | $112.5万 | 2,800股 | $90.0万 | 2,800股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.04% | 0.03% | $97.5万 | 1.2万股 | $91.3万 | 1.2万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.03% | 0.04% | $86.2万 | 2.1万股 | $109.9万 | 2.1万股 | +200股+0.96% | 加仓 |
