| AAST SPACEMOBILE COM CL AASTS |
| 19.91% | 21.35% | $1.29亿 | 145.6万股 | $1.21亿 | 146.3万股 | -7,125股-0.49% | 减仓 |
 应用材料AMAT |
| 16.41% | 8.93% | $1.07亿 | 14.8万股 | $5,069.4万 | 14.8万股 | -808股-0.54% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 7.9% | 7.78% | $5,135.3万 | 70.2万股 | $4,419.7万 | 70.5万股 | -2,452股-0.35% | 减仓 |
 布鲁克菲尔德BN |
| 7.89% | 8.63% | $5,128.2万 | 120.4万股 | $4,900.3万 | 121.1万股 | -6,766股-0.56% | 减仓 |
 Markel Group Inc.MKL |
| 6.19% | 6.98% | $4,018.9万 | 2.1万股 | $3,963.8万 | 2.1万股 | -131股-0.63% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 5.34% | 6.16% | $3,470.1万 | 37.7万股 | $3,495.7万 | 37.9万股 | -1,871股-0.49% | 减仓 |
 AON SHS CL AAON |
| 5.14% | 5.75% | $3,338.5万 | 10.1万股 | $3,265.1万 | 10.1万股 | -507股-0.50% | 减仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 4.16% | 4.73% | $2,703.1万 | 60.3万股 | $2,683.2万 | 60.4万股 | -928股-0.15% | 减仓 |
 希尔顿HLT |
| 3.26% | 3.43% | $2,119.5万 | 6.4万股 | $1,950.3万 | 6.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.96% | 2.81% | $1,922.9万 | 5.4万股 | $1,593.5万 | 5.6万股 | -1,128股-2.03% | 减仓 |
| NNVRNVR |
| 2.79% | 3.1% | $1,813.7万 | 2,662股 | $1,761.5万 | 2,673股 | -11股-0.41% | 减仓 |
 CDWCDW |
| 2.69% | 2.66% | $1,748.3万 | 12.4万股 | $1,508.0万 | 12.5万股 | -301股-0.24% | 减仓 |
 AMERICAN TOWER COMAMT |
| 2.64% | 3.21% | $1,717.6万 | 10.5万股 | $1,822.1万 | 10.6万股 | -573股-0.54% | 减仓 |
| CCARMAXKMX |
| 2.31% | 2.08% | $1,498.0万 | 28.3万股 | $1,182.5万 | 28.4万股 | -1,159股-0.41% | 减仓 |
 TransDigmTDG |
| 2.21% | 2.2% | $1,438.7万 | 1.1万股 | $1,251.8万 | 1.1万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 2.08% | 2.37% | $1,351.2万 | 7.1万股 | $1,344.9万 | 7.1万股 | 00.00% | 持仓不变 |
| RRHRH |
| 1.58% | 1.54% | $1,027.2万 | 6.2万股 | $874.4万 | 6.3万股 | -177股-0.28% | 减仓 |
| SSHENANDOAH TELECOMMUNICATIONSHEN |
| 1.53% | 2.38% | $993.1万 | 65.9万股 | $1,354.3万 | 87.8万股 | -22.0万股-25.01% | 减仓 |
| CCOGENT COMMCCOI |
| 1.41% | 2.2% | $916.3万 | 66.0万股 | $1,249.5万 | 66.3万股 | -3,070股-0.46% | 减仓 |
 FLOOR & DECORFND |
| 0.57% | 0.55% | $368.0万 | 6.2万股 | $315.0万 | 6.2万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.5% | 0.58% | $323.0万 | 3.4万股 | $330.3万 | 3.4万股 | -711股-2.07% | 减仓 |
 RELX SPONSORED ADRRELX |
| 0.23% | 0.27% | $148.8万 | 4.7万股 | $155.8万 | 4.7万股 | 00.00% | 持仓不变 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 0.15% | 0.17% | $100.6万 | 2.4万股 | $97.6万 | 2.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.14% | 0.13% | $90.6万 | 2,535股 | $72.9万 | 2,535股 | 00.00% | 持仓不变 |
