 POSTPOST |
| 10.46% | 12.42% | $2.60亿 | 295.1万股 | $2.92亿 | 295.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 9.88% | 9.15% | $2.46亿 | 103.2万股 | $2.15亿 | 103.2万股 | 00.00% | 持仓不变 |
| GGUIDEWIRE SOFTWAREGWRE |
| 9.14% | 11.77% | $2.28亿 | 184.9万股 | $2.77亿 | 184.9万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 8.29% | 8.41% | $2.06亿 | 58.4万股 | $1.98亿 | 68.9万股 | -10.5万股-15.24% | 减仓 |
 联合健康UNH |
| 8.14% | 6.14% | $2.03亿 | 48.8万股 | $1.44亿 | 53.3万股 | -4.5万股-8.47% | 减仓 |
 嘉信理财SCHW |
| 8.11% | 6.73% | $2.02亿 | 219.0万股 | $1.58亿 | 168.2万股 | +50.8万股+30.18% | 加仓 |
 NEW YORK TIMES MTN BENYT |
| 6.91% | 8.76% | $1.72亿 | 245.9万股 | $2.06亿 | 245.9万股 | 00.00% | 持仓不变 |
 KILROY REALTYKRC |
| 6.39% | 4.86% | $1.59亿 | 424.8万股 | $1.14亿 | 405.0万股 | +19.9万股+4.91% | 加仓 |
| T赛默飞世尔TMO |
| 5.65% | 5.41% | $1.41亿 | 28.0万股 | $1.27亿 | 25.9万股 | +2.2万股+8.39% | 加仓 |
 MERCADOLIBRE COMMELI |
| 4.47% | 3.3% | $1.11亿 | 6.6万股 | $7,743.4万 | 4.5万股 | +2.1万股+46.39% | 加仓 |
 HERBALIFEHLF |
| 4.41% | 5.16% | $1.10亿 | 834.9万股 | $1.21亿 | 822.7万股 | +12.2万股+1.48% | 加仓 |
| BBBB FOODSTBBB |
| 3.72% | 2.3% | $9,268.2万 | 222.4万股 | $5,409.1万 | 152.9万股 | +69.5万股+45.44% | 加仓 |
 VISTA ENERGY S.A.B. DE C.VVIST |
| 3.12% | 3.91% | $7,762.5万 | 121.7万股 | $9,182.4万 | 121.7万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 3% | 2.77% | $7,467.7万 | 10.0万股 | $6,503.4万 | 10.0万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 1.51% | 1.36% | $3,750.8万 | 21.1万股 | $3,200.5万 | 18.2万股 | +2.9万股+16.00% | 加仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 1.5% | 2.23% | $3,729.7万 | 91.8万股 | $5,233.8万 | 91.8万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.47% | — | $3,660.8万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
 万事达MA |
| 1.45% | — | $3,620.9万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
| BBANCO MACROBMA |
| 1.23% | 1.09% | $3,075.0万 | 33.2万股 | $2,569.5万 | 33.2万股 | 00.00% | 持仓不变 |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 1.16% | 1.15% | $2,898.5万 | 57.9万股 | $2,706.1万 | 57.9万股 | 00.00% | 持仓不变 |
