 台积电TSM |
| 20.83% | 17.57% | $9.90亿 | 207.3万股 | $7.27亿 | 215.2万股 | -7.9万股-3.66% | 减仓 |
 TransDigmTDG |
| 12.17% | 12.16% | $5.78亿 | 43.4万股 | $5.03亿 | 43.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 9.42% | 6.78% | $4.48亿 | 125.3万股 | $2.81亿 | 97.6万股 | +27.6万股+28.30% | 加仓 |
 亚马逊AMZN |
| 8.91% | 12.45% | $4.23亿 | 177.6万股 | $5.15亿 | 247.5万股 | -69.9万股-28.23% | 减仓 |
 迪尔DE |
| 7.57% | 7.69% | $3.60亿 | 56.7万股 | $3.18亿 | 56.5万股 | +2,523股+0.45% | 加仓 |
 自由媒体FWONK |
| 7.23% | 1.5% | $3.44亿 | 361.3万股 | $6,203.0万 | 73.0万股 | +288.3万股+395.22% | 加仓 |
 Vulcan材料VMC |
| 6.62% | 7.51% | $3.14亿 | 106.6万股 | $3.11亿 | 114.2万股 | -7.6万股-6.63% | 减仓 |
 英伟达NVDA |
| 5.45% | 6.46% | $2.59亿 | 129.5万股 | $2.67亿 | 153.2万股 | -23.7万股-15.46% | 减仓 |
 WASTE CONNECTIONSWCN |
| 4.07% | 9.62% | $1.94亿 | 116.1万股 | $3.98亿 | 245.1万股 | -129.0万股-52.63% | 减仓 |
 VisaV |
| 4.02% | 2.46% | $1.91亿 | 55.7万股 | $1.02亿 | 33.7万股 | +22.0万股+65.17% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 3.56% | 2.91% | $1.69亿 | 150.0万股 | $1.21亿 | 103.0万股 | +47.0万股+45.57% | 加仓 |
 万事达MA |
| 3.46% | 2.49% | $1.64亿 | 32.0万股 | $1.03亿 | 20.6万股 | +11.4万股+55.32% | 加仓 |
 伍德沃德WWD |
| 2.42% | — | $1.15亿 | 27.1万股 | $0 | 0股 | +27.1万股 | 新买入 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.97% | 0.49% | $9,349.7万 | 76.0万股 | $2,040.5万 | 13.6万股 | +62.3万股+456.92% | 加仓 |
 VeevaVEEV |
| 1.51% | — | $7,180.7万 | 40.5万股 | $0 | 0股 | +40.5万股 | 新买入 |
 马丁玛丽埃塔MLM |
| 0.52% | 0.46% | $2,448.1万 | 4.2万股 | $1,896.3万 | 3.2万股 | +1.0万股+31.78% | 加仓 |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.28% | — | $1,333.3万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
