 VIKING ORD SHSVIK |
| 4.45% | 4.06% | $9.00亿 | 860.1万股 | $7.94亿 | 1,080.2万股 | -220.1万股-20.37% | 减仓 |
 Live NationLYV |
| 4.1% | 4.17% | $8.28亿 | 452.4万股 | $8.15亿 | 534.4万股 | -82.1万股-15.35% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 3.45% | 3.51% | $6.97亿 | 889.3万股 | $6.86亿 | 927.4万股 | -38.1万股-4.11% | 减仓 |
 ITTITT |
| 3.39% | 3.82% | $6.86亿 | 346.6万股 | $7.46亿 | 391.3万股 | -44.7万股-11.42% | 减仓 |
 西屋制动WAB |
| 3.23% | 3.74% | $6.53亿 | 242.2万股 | $7.31亿 | 292.4万股 | -50.2万股-17.17% | 减仓 |
 Markel Group Inc.MKL |
| 3.2% | 3.7% | $6.48亿 | 33.2万股 | $7.23亿 | 37.8万股 | -4.6万股-12.17% | 减仓 |
 马丁玛丽埃塔MLM |
| 2.88% | 3.11% | $5.83亿 | 101.1万股 | $6.08亿 | 103.3万股 | -2.2万股-2.14% | 减仓 |
 LabcorpECL |
| 2.74% | — | $5.55亿 | 198.2万股 | $0 | 0股 | +198.2万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 2.67% | 0.46% | $5.41亿 | 180.0万股 | $8,928.0万 | 36.0万股 | +144.0万股+400.00% | 加仓 |
| CCRHCRH |
| 2.42% | 2.61% | $4.90亿 | 457.7万股 | $5.11亿 | 485.7万股 | -28.0万股-5.77% | 减仓 |
 台积电TSM |
| 2.42% | 1.78% | $4.89亿 | 102.4万股 | $3.47亿 | 102.8万股 | -3,737股-0.36% | 减仓 |
 TransDigmTDG |
| 2.33% | 0.28% | $4.71亿 | 35.3万股 | $5,556.4万 | 4.8万股 | +30.5万股+636.77% | 加仓 |
| EENTEGRISENTG |
| 2.22% | 0.65% | $4.49亿 | 249.4万股 | $1.27亿 | 108.4万股 | +141.0万股+130.16% | 加仓 |
| N纳斯达克NDAQ |
| 2.2% | 2.42% | $4.45亿 | 564.6万股 | $4.72亿 | 556.3万股 | +8.3万股+1.50% | 加仓 |
 哈勃HUBB |
| 2.16% | 0.94% | $4.37亿 | 83.5万股 | $1.84亿 | 37.4万股 | +46.1万股+123.13% | 加仓 |
 SterisSTE |
| 1.97% | 2.43% | $3.99亿 | 189.5万股 | $4.74亿 | 214.3万股 | -24.9万股-11.60% | 减仓 |
 亚马逊AMZN |
| 1.93% | 0.35% | $3.91亿 | 164.2万股 | $6,794.6万 | 32.6万股 | +131.5万股+403.19% | 加仓 |
 ALCON ORD SHSALC |
| 1.93% | 2.14% | $3.90亿 | 576.6万股 | $4.19亿 | 567.6万股 | +9.0万股+1.59% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.86% | 1.99% | $3.77亿 | 434.7万股 | $3.89亿 | 495.6万股 | -60.9万股-12.29% | 减仓 |
 VisaV |
| 1.76% | 1.18% | $3.56亿 | 103.7万股 | $2.31亿 | 76.4万股 | +27.4万股+35.82% | 加仓 |
 EMCOREME |
| 1.72% | 2.1% | $3.48亿 | 42.0万股 | $4.10亿 | 55.6万股 | -13.6万股-24.47% | 减仓 |
 BWX科技BWXT |
| 1.64% | 0.76% | $3.32亿 | 170.4万股 | $1.49亿 | 72.6万股 | +97.8万股+134.57% | 加仓 |
 BROWN & BROWN COMBRO |
| 1.55% | 2.68% | $3.14亿 | 489.3万股 | $5.23亿 | 802.2万股 | -313.0万股-39.01% | 减仓 |
 CORE & MAINCNM |
| 1.39% | 1.83% | $2.82亿 | 584.0万股 | $3.58亿 | 725.4万股 | -141.4万股-19.49% | 减仓 |
 英伟达NVDA |
| 1.38% | 0.81% | $2.80亿 | 139.7万股 | $1.58亿 | 90.3万股 | +49.3万股+54.62% | 加仓 |
 美国包装PKG |
| 1.32% | 1.11% | $2.67亿 | 112.1万股 | $2.17亿 | 102.3万股 | +9.7万股+9.53% | 加仓 |
 TRIMBLE COMTRMB |
| 1.29% | 1.87% | $2.60亿 | 508.0万股 | $3.66亿 | 560.6万股 | -52.6万股-9.37% | 减仓 |
 SERVICE INTLSCI |
| 1.25% | 2.58% | $2.53亿 | 332.7万股 | $5.04亿 | 611.4万股 | -278.7万股-45.59% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.22% | 0.91% | $2.46亿 | 53.7万股 | $1.77亿 | 36.6万股 | +17.1万股+46.72% | 加仓 |
 CorpayCPAY |
| 1.18% | 1.58% | $2.39亿 | 71.8万股 | $3.10亿 | 106.4万股 | -34.6万股-32.55% | 减仓 |
 PAYCHEX COMPAYX |
| 1.13% | 1.73% | $2.28亿 | 232.0万股 | $3.38亿 | 367.0万股 | -135.0万股-36.78% | 减仓 |
 安费诺APH |
| 1.09% | 0.78% | $2.20亿 | 125.0万股 | $1.52亿 | 120.0万股 | +5.0万股+4.17% | 加仓 |
 IRON MTN DEL COMIRM |
| 1.09% | 0.93% | $2.19亿 | 173.7万股 | $1.82亿 | 178.0万股 | -4.2万股-2.37% | 减仓 |
 CLEAN HARBORSCLH |
| 1.08% | 1.66% | $2.18亿 | 72.8万股 | $3.24亿 | 113.2万股 | -40.3万股-35.63% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.07% | 1.67% | $2.16亿 | 114.5万股 | $3.26亿 | 196.3万股 | -81.7万股-41.64% | 减仓 |
 SIGNET JEWELERS LIMITEDSIG |
| 1.04% | 1.42% | $2.10亿 | 243.7万股 | $2.77亿 | 327.5万股 | -83.8万股-25.59% | 减仓 |
 英特尔INTC |
| 1.04% | 0.33% | $2.10亿 | 150.3万股 | $6,351.3万 | 143.9万股 | +6.4万股+4.44% | 加仓 |
| RROLLINS COMROL |
| 0.88% | 1.3% | $1.79亿 | 428.4万股 | $2.55亿 | 476.7万股 | -48.3万股-10.14% | 减仓 |
| T赛默飞世尔TMO |
| 0.87% | 0.75% | $1.77亿 | 35.3万股 | $1.47亿 | 30.0万股 | +5.3万股+17.76% | 加仓 |
 CAECAE |
| 0.87% | 1.1% | $1.76亿 | 701.8万股 | $2.14亿 | 825.2万股 | -123.3万股-14.95% | 减仓 |
 WorkdayWDAY |
| 0.81% | 0.43% | $1.63亿 | 133.2万股 | $8,483.8万 | 65.3万股 | +67.9万股+103.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.52% | $1.59亿 | 44.9万股 | $1.02亿 | 35.7万股 | +9.2万股+25.70% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 0.78% | 0.41% | $1.58亿 | 88.0万股 | $7,986.0万 | 42.1万股 | +45.9万股+109.06% | 加仓 |
 Bloom EnergyBE |
| 0.77% | 0.36% | $1.56亿 | 51.4万股 | $7,124.3万 | 52.6万股 | -1.2万股-2.28% | 减仓 |
 自由媒体FWONK |
| 0.75% | 0.55% | $1.52亿 | 159.8万股 | $1.07亿 | 126.3万股 | +33.5万股+26.56% | 加仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.68% | 3.08% | $1.37亿 | 433.7万股 | $6.02亿 | 1,329.6万股 | -896.0万股-67.38% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.68% | 0.52% | $1.37亿 | 115.4万股 | $1.02亿 | 91.4万股 | +24.0万股+26.31% | 加仓 |
 赛富时CRM |
| 0.64% | 0.62% | $1.30亿 | 82.9万股 | $1.22亿 | 65.2万股 | +17.7万股+27.14% | 加仓 |
 微软MSFT |
| 0.64% | 0.4% | $1.29亿 | 34.5万股 | $7,757.8万 | 21.0万股 | +13.6万股+64.69% | 加仓 |
 CRANECR |
| 0.63% | 0.54% | $1.27亿 | 57.1万股 | $1.05亿 | 61.6万股 | -4.4万股-7.21% | 减仓 |
