 Everest再保险EG |
| 11.28% | 11.8% | $3.70亿 | 103.7万股 | $4.45亿 | 136.2万股 | -32.5万股-23.86% | 减仓 |
 微软MSFT |
| 11.21% | 10.88% | $3.68亿 | 98.7万股 | $4.11亿 | 110.9万股 | -12.2万股-11.01% | 减仓 |
 RYAN SPECIALTYRYAN |
| 9.09% | 5.9% | $2.99亿 | 791.3万股 | $2.23亿 | 659.5万股 | +131.7万股+19.97% | 加仓 |
 万事达MA |
| 7.86% | 5.08% | $2.58亿 | 50.3万股 | $1.91亿 | 38.3万股 | +12.0万股+31.26% | 加仓 |
 亚马逊AMZN |
| 7.2% | 8.81% | $2.37亿 | 99.3万股 | $3.32亿 | 159.6万股 | -60.3万股-37.79% | 减仓 |
 TransDigmTDG |
| 6.91% | 5.66% | $2.27亿 | 17.0万股 | $2.14亿 | 18.4万股 | -1.4万股-7.49% | 减仓 |
 Ares管理ARES |
| 6.45% | 4.89% | $2.12亿 | 190.3万股 | $1.85亿 | 169.1万股 | +21.1万股+12.50% | 加仓 |
 环联TRU |
| 5.94% | 5.88% | $1.95亿 | 270.7万股 | $2.22亿 | 320.7万股 | -50.0万股-15.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.8% | 5.14% | $1.91亿 | 53.9万股 | $1.94亿 | 67.7万股 | -13.7万股-20.26% | 减仓 |
 VisaV |
| 4.84% | 5.12% | $1.59亿 | 46.3万股 | $1.93亿 | 63.9万股 | -17.6万股-27.55% | 减仓 |
| TTPG COM CL ATPG |
| 2.92% | 2.13% | $9,577.4万 | 236.2万股 | $8,045.4万 | 198.6万股 | +37.6万股+18.92% | 加仓 |
 MEDPACEMEDP |
| 2.28% | 2.58% | $7,506.6万 | 14.2万股 | $9,751.1万 | 20.3万股 | -6.1万股-30.20% | 减仓 |
 Elevance健康ELV |
| 1.83% | 2.3% | $6,028.1万 | 15.6万股 | $8,688.0万 | 29.7万股 | -14.1万股-47.48% | 减仓 |
 ServiceNowNOW |
| 1.74% | 1.48% | $5,706.7万 | 57.5万股 | $5,581.1万 | 53.4万股 | +4.1万股+7.68% | 加仓 |
 IQVIAIQV |
| 1.53% | 1.12% | $5,020.9万 | 26.0万股 | $4,231.1万 | 24.8万股 | +1.2万股+4.74% | 加仓 |
| CCARMAXKMX |
| 1.47% | 2.43% | $4,826.9万 | 91.3万股 | $9,167.9万 | 220.5万股 | -129.2万股-58.61% | 减仓 |
| FFiservFISV |
| 1.33% | 1.62% | $4,384.9万 | 89.4万股 | $6,108.2万 | 109.5万股 | -20.1万股-18.33% | 减仓 |
 Nice Ltd ADRNICE |
| 1.32% | 1.67% | $4,346.5万 | 47.8万股 | $6,310.3万 | 57.2万股 | -9.4万股-16.41% | 减仓 |
 HEICOHEI |
| 1.21% | 1% | $3,964.5万 | 15.4万股 | $3,767.0万 | 17.8万股 | -2.5万股-13.86% | 减仓 |
 仲量联行JLL |
| 0.91% | 0.88% | $2,983.5万 | 9.6万股 | $3,333.8万 | 11.0万股 | -1.3万股-12.13% | 减仓 |
 联合健康UNH |
| 0.85% | 6.55% | $2,797.6万 | 6.7万股 | $2.47亿 | 91.3万股 | -84.5万股-92.63% | 减仓 |
 赛富时CRM |
| 0.78% | 0.97% | $2,569.4万 | 16.4万股 | $3,673.7万 | 19.7万股 | -3.3万股-16.66% | 减仓 |
 COLLIERS INTLCIGI |
| 0.6% | 0.72% | $1,987.5万 | 21.2万股 | $2,729.1万 | 25.5万股 | -4.3万股-17.00% | 减仓 |
| AABM INDSABM |
| 0.6% | 0.64% | $1,984.4万 | 44.9万股 | $2,427.9万 | 63.0万股 | -18.2万股-28.83% | 减仓 |
| MMILLERKNOLLMLKN |
| 0.52% | 0.51% | $1,714.9万 | 83.8万股 | $1,915.4万 | 132.5万股 | -48.6万股-36.72% | 减仓 |
 QorvoQRVO |
| 0.51% | 0.55% | $1,691.1万 | 18.1万股 | $2,080.6万 | 26.9万股 | -8.7万股-32.55% | 减仓 |
 EquifaxEFX |
| 0.44% | — | $1,440.4万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| GGENPACT LIMITEDG |
| 0.44% | 0.7% | $1,434.4万 | 52.2万股 | $2,645.9万 | 71.0万股 | -18.9万股-26.57% | 减仓 |
 STANDARDAEROSARO |
| 0.41% | 0.49% | $1,348.4万 | 45.0万股 | $1,854.9万 | 71.7万股 | -26.7万股-37.20% | 减仓 |
 PROGPRG |
| 0.4% | 0.43% | $1,310.0万 | 28.1万股 | $1,624.8万 | 56.6万股 | -28.5万股-50.37% | 减仓 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 0.36% | 0.35% | $1,179.2万 | 21.5万股 | $1,338.9万 | 34.4万股 | -12.9万股-37.48% | 减仓 |
| BBADGER METERBMI |
| 0.31% | — | $1,019.1万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 LITTELFUSELFUS |
| 0.24% | 0.7% | $794.5万 | 1.7万股 | $2,650.6万 | 7.8万股 | -6.1万股-77.66% | 减仓 |
| IITURAN LOCATION AND CONTROL SHSITRN |
| 0.23% | 0.64% | $756.7万 | 12.4万股 | $2,420.3万 | 49.4万股 | -37.0万股-74.88% | 减仓 |
 VeevaVEEV |
| 0.11% | — | $376.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IiShares安硕信托IWD |
| 0.05% | — | $174.9万 | 7,011股 | $0 | 0股 | +7,011股 | 新买入 |
