 百时美施贵宝BMY |
| 8.24% | 9.03% | $12.56亿 | 2,179.3万股 | $12.90亿 | 2,127.5万股 | +51.7万股+2.43% | 加仓 |
| SSOLVENTUM COM SHSSOLV |
| 8.18% | 7.19% | $12.48亿 | 1,617.0万股 | $10.27亿 | 1,573.3万股 | +43.7万股+2.77% | 加仓 |
 Live NationLYV |
| 7.22% | 6.26% | $11.01亿 | 601.3万股 | $8.94亿 | 586.5万股 | +14.9万股+2.54% | 加仓 |
 环联TRU |
| 6.61% | 5.87% | $10.08亿 | 1,397.7万股 | $8.39亿 | 1,213.2万股 | +184.5万股+15.21% | 加仓 |
 KENVUE COMKVUE |
| 6.32% | 5.94% | $9.64亿 | 5,042.8万股 | $8.48亿 | 4,920.9万股 | +121.9万股+2.48% | 加仓 |
 赛富时CRM |
| 5.98% | 5.27% | $9.12亿 | 581.9万股 | $7.53亿 | 403.5万股 | +178.4万股+44.21% | 加仓 |
 AON SHS CL AAON |
| 5.76% | 5.85% | $8.78亿 | 264.7万股 | $8.35亿 | 258.8万股 | +5.9万股+2.28% | 加仓 |
 新闻集团NWSA |
| 5.22% | 5.4% | $7.96亿 | 3,207.5万股 | $7.71亿 | 3,092.5万股 | +115.0万股+3.72% | 加仓 |
 AIRBNB COM CL AABNB |
| 5.09% | 4.66% | $7.76亿 | 542.4万股 | $6.66亿 | 527.6万股 | +14.8万股+2.81% | 加仓 |
 强生JNJ |
| 5.07% | 5.08% | $7.73亿 | 304.3万股 | $7.26亿 | 297.1万股 | +7.2万股+2.41% | 加仓 |
 高德纳IT |
| 4.75% | 5.1% | $7.24亿 | 558.3万股 | $7.28亿 | 460.1万股 | +98.2万股+21.35% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 4.24% | 5.45% | $6.47亿 | 525.3万股 | $7.79亿 | 495.5万股 | +29.8万股+6.01% | 加仓 |
 ZillowZ |
| 3.37% | 3.82% | $5.14亿 | 1,630.1万股 | $5.46亿 | 1,319.7万股 | +310.3万股+23.51% | 加仓 |
| EEBAY COMEBAY |
| 3.33% | 4.31% | $5.08亿 | 454.7万股 | $6.16亿 | 677.2万股 | -222.6万股-32.86% | 减仓 |
 PHILIP MORRIS INTLPM |
| 3.06% | 2.96% | $4.66亿 | 257.8万股 | $4.23亿 | 256.1万股 | +1.8万股+0.69% | 加仓 |
 福克斯FOXA |
| 2.87% | 3.34% | $4.38亿 | 839.9万股 | $4.77亿 | 817.5万股 | +22.4万股+2.74% | 加仓 |
 LAUDER ESTEE COS CL AEL |
| 2.56% | 3.33% | $3.90亿 | 494.2万股 | $4.76亿 | 662.9万股 | -168.7万股-25.45% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 2.42% | 0.54% | $3.69亿 | 515.2万股 | $7,725.6万 | 100.2万股 | +415.0万股+414.04% | 加仓 |
 WARNER MUSICWMG |
| 2.31% | 2.33% | $3.52亿 | 1,299.8万股 | $3.33亿 | 1,303.4万股 | -3.6万股-0.28% | 减仓 |
 福克斯FOXA |
| 1.68% | 1.97% | $2.57亿 | 548.3万股 | $2.82亿 | 530.8万股 | +17.5万股+3.29% | 加仓 |
 新闻集团NWSA |
| 1.66% | 1.82% | $2.53亿 | 902.4万股 | $2.60亿 | 911.2万股 | -8.8万股-0.96% | 减仓 |
 华纳兄弟探索WBD |
| 1.43% | 1.67% | $2.17亿 | 815.8万股 | $2.39亿 | 869.8万股 | -54.0万股-6.21% | 减仓 |
 ZILLOW CL AZ |
| 0.76% | 0.79% | $1.15亿 | 367.3万股 | $1.13亿 | 273.8万股 | +93.4万股+34.12% | 加仓 |
 RYAN SPECIALTYRYAN |
| 0.66% | 0.67% | $9,990.5万 | 264.6万股 | $9,517.6万 | 282.1万股 | -17.5万股-6.21% | 减仓 |
 CORTEVA COMCTVA |
| 0.62% | 0.7% | $9,443.9万 | 111.5万股 | $9,952.2万 | 118.9万股 | -7.4万股-6.21% | 减仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.57% | 0.65% | $8,638.1万 | 42.9万股 | $9,227.5万 | 45.8万股 | -2.9万股-6.23% | 减仓 |
