 PERIMETER SOLUTIONSPRM |
| 78.91% | 77.01% | $8,708.4万 | 803.4万股 | $8,708.4万 | 803.4万股 | 00.00% | 持仓不变 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 2.71% | 4.13% | $298.7万 | 4.0万股 | $466.8万 | 4.0万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.46% | 1.43% | $161.3万 | 8,193股 | $161.3万 | 8,193股 | 00.00% | 持仓不变 |
 希尔顿HLT |
| 1.37% | 1.33% | $150.9万 | 1.4万股 | $150.9万 | 1.4万股 | 00.00% | 持仓不变 |
 IQVIAIQV |
| 1.34% | 1.3% | $147.4万 | 6,795股 | $147.4万 | 6,795股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.23% | 1.2% | $135.6万 | 3,705股 | $135.6万 | 3,705股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.14% | 1.11% | $125.3万 | 1.2万股 | $125.3万 | 1.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.11% | 1.09% | $122.9万 | 1.1万股 | $122.9万 | 1.1万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.87% | 0.85% | $95.8万 | 1,866股 | $95.8万 | 1,866股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 0.81% | 0.79% | $89.8万 | 4,896股 | $89.8万 | 4,896股 | 00.00% | 持仓不变 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.7% | 0.68% | $76.9万 | 6,274股 | $76.9万 | 6,274股 | 00.00% | 持仓不变 |
 D R HORTONDHI |
| 0.69% | 0.67% | $75.8万 | 1.1万股 | $75.8万 | 1.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.66% | 0.65% | $73.2万 | 4,540股 | $73.2万 | 4,540股 | 00.00% | 持仓不变 |
 MATCH NEWMTCH |
| 0.65% | 0.63% | $71.2万 | 1.0万股 | $71.2万 | 1.0万股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 0.48% | 0.47% | $53.1万 | 7,599股 | $53.1万 | 7,599股 | 00.00% | 持仓不变 |
| PPEOPLE INCPPLI |
| 0.48% | 0.47% | $52.9万 | 6,964股 | $52.9万 | 6,964股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 0.48% | 0.46% | $52.5万 | 978股 | $52.5万 | 978股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.47% | 0.46% | $51.8万 | 2,017股 | $51.8万 | 2,017股 | 00.00% | 持仓不变 |
 XPOXPO |
| 0.41% | 0.4% | $45.3万 | 9,402股 | $45.3万 | 9,402股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 0.39% | 0.38% | $42.7万 | 3,177股 | $42.7万 | 3,177股 | 00.00% | 持仓不变 |
 DIGITAL RLTY TR COMDLR |
| 0.35% | 0.35% | $39.1万 | 3,011股 | $39.1万 | 3,011股 | 00.00% | 持仓不变 |
 CHURCHILL DOWNSCHDN |
| 0.34% | 0.33% | $37.1万 | 1,938股 | $37.1万 | 1,938股 | 00.00% | 持仓不变 |
 自由媒体FWONK |
| 0.31% | 0.3% | $34.2万 | 5,891股 | $34.2万 | 5,891股 | 00.00% | 持仓不变 |
| TTerminix Global |
| 0.31% | 0.3% | $34.0万 | 8,361股 | $34.0万 | 8,361股 | 00.00% | 持仓不变 |
 VAIL RESORTSMTN |
| 0.31% | 0.3% | $33.8万 | 1,549股 | $33.8万 | 1,549股 | 00.00% | 持仓不变 |
| AAPI COM STKAPG |
| 0.3% | 0.29% | $33.1万 | 2.2万股 | $33.1万 | 2.2万股 | 00.00% | 持仓不变 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.3% | 0.29% | $33.1万 | 2,190股 | $33.1万 | 2,190股 | 00.00% | 持仓不变 |
 美高梅MGM |
| 0.28% | 0.27% | $30.4万 | 1.0万股 | $30.4万 | 1.0万股 | 00.00% | 持仓不变 |
 GXO LOGISTICS INCORPORATEDGXO |
| 0.25% | 0.24% | $27.5万 | 6,352股 | $27.5万 | 6,352股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.22% | 0.22% | $24.8万 | 977股 | $24.8万 | 977股 | 00.00% | 持仓不变 |
| LLiberty Media Corp Srs A Sirius XM |
| 0.22% | 0.21% | $24.0万 | 6,656股 | $24.0万 | 6,656股 | 00.00% | 持仓不变 |
 明晟MSCI |
| 0.19% | 0.19% | $21.0万 | 510股 | $21.0万 | 510股 | 00.00% | 持仓不变 |
| CCABLE ONE INC COMCABO |
| 0.16% | 0.23% | $17.4万 | 204股 | $26.3万 | 204股 | 00.00% | 持仓不变 |
| LLIBERTY MEDIA ACQUISITION CO |
| 0.1% | 0.09% | $10.6万 | 1.1万股 | $10.6万 | 1.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.04% | 0.87% | $4.3万 | 452股 | $98.9万 | 452股 | 00.00% | 持仓不变 |
