 谷歌AGOOGL |
| 26.87% | 24.8% | $3.67亿 | 191.9万股 | $3.58亿 | 215.7万股 | -23.9万股-11.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 18.53% | 17.32% | $2.53亿 | 131.3万股 | $2.50亿 | 149.5万股 | -18.1万股-12.13% | 减仓 |
 微软MSFT |
| 18.41% | 20.09% | $2.51亿 | 59.2万股 | $2.90亿 | 67.4万股 | -8.2万股-12.13% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 8.74% | 9.58% | $1.19亿 | 176股 | $1.38亿 | 200股 | -24股-12.00% | 减仓 |
| CCARVANA CL ACVNA |
| 5.53% | 6.03% | $7,555.5万 | 35.9万股 | $8,705.5万 | 50.0万股 | -14.1万股-28.23% | 减仓 |
 Meta平台META |
| 4.5% | 4.13% | $6,148.9万 | 10.4万股 | $5,953.4万 | 10.4万股 | 00.00% | 持仓不变 |
| WWIX COM SHSWIX |
| 3.98% | 2.9% | $5,434.8万 | 25.0万股 | $4,179.3万 | 25.0万股 | 00.00% | 持仓不变 |
 CREDIT ACCEP MICHCACC |
| 3.13% | 2.83% | $4,270.7万 | 9.2万股 | $4,079.5万 | 9.2万股 | 00.00% | 持仓不变 |
| TTUCOWS INC COM NEWTCX |
| 2.44% | 2.92% | $3,338.2万 | 201.5万股 | $4,208.5万 | 201.5万股 | 00.00% | 持仓不变 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.64% | 2.44% | $2,236.9万 | 12.5万股 | $3,522.3万 | 25.3万股 | -12.8万股-50.54% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 1.59% | 2.06% | $2,171.0万 | 23.0万股 | $2,965.8万 | 22.0万股 | +1.0万股+4.55% | 加仓 |
| YYUM CHINAYUMC |
| 1.23% | 1.25% | $1,679.7万 | 35.0万股 | $1,800.8万 | 40.0万股 | -5.0万股-12.50% | 减仓 |
 H WORLDHTHT |
| 1.04% | 1.11% | $1,413.4万 | 43.0万股 | $1,599.6万 | 43.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 0.88% | $1,099.9万 | 2.4万股 | $1,274.0万 | 2.8万股 | -3,355股-12.12% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.55% | 0.7% | $746.4万 | 4.3万股 | $1,002.8万 | 5.1万股 | -7,500股-14.85% | 减仓 |
 Markel Group Inc.MKL |
| 0.26% | 0.22% | $353.7万 | 2,050股 | $321.6万 | 2,050股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.22% | 0.21% | $307.2万 | 6,800股 | $304.0万 | 8,250股 | -1,450股-17.58% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.19% | 0.2% | $258.3万 | 1,500股 | $287.3万 | 1,400股 | +100股+7.14% | 加仓 |
 PAYPAL COMPYPL |
| 0.12% | 0.13% | $158.0万 | 1.9万股 | $183.4万 | 2.4万股 | -5,000股-21.28% | 减仓 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.12% | 0.12% | $157.6万 | 1.4万股 | $166.3万 | 1.4万股 | 00.00% | 持仓不变 |
 NubankNU |
| 0.11% | 0.09% | $154.4万 | 14.5万股 | $136.5万 | 10.0万股 | +4.5万股+45.00% | 加仓 |
