 英伟达NVDA |
| 12.45% | 12.23% | $9.59亿 | 479.6万股 | $7.96亿 | 456.6万股 | +22.9万股+5.02% | 加仓 |
 博通AVGO |
| 6.64% | 2.57% | $5.11亿 | 135.4万股 | $1.67亿 | 54.2万股 | +81.3万股+150.01% | 加仓 |
 CencoraCOR |
| 6.42% | 5.32% | $4.94亿 | 174.7万股 | $3.46亿 | 110.1万股 | +64.6万股+58.67% | 加仓 |
 MCKESSON COMMCK |
| 6.15% | 4.23% | $4.74亿 | 62.7万股 | $2.75亿 | 31.8万股 | +30.9万股+97.31% | 加仓 |
 谷歌AGOOGL |
| 5.35% | 5.94% | $4.12亿 | 115.4万股 | $3.87亿 | 134.6万股 | -19.1万股-14.21% | 减仓 |
 TradewebTW |
| 5.01% | 4.13% | $3.86亿 | 387.7万股 | $2.69亿 | 228.6万股 | +159.1万股+69.57% | 加仓 |
 万事达MA |
| 4.88% | 2.92% | $3.76亿 | 73.3万股 | $1.90亿 | 38.0万股 | +35.2万股+92.55% | 加仓 |
 标普全球SPGI |
| 4.86% | 6.24% | $3.74亿 | 91.9万股 | $4.06亿 | 95.5万股 | -3.6万股-3.76% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.57% | 3% | $3.52亿 | 70.4万股 | $1.95亿 | 40.8万股 | +29.7万股+72.77% | 加仓 |
 MERCADOLIBRE COMMELI |
| 4.19% | 6.62% | $3.23亿 | 19.0万股 | $4.31亿 | 24.9万股 | -5.9万股-23.79% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 3.31% | 2.78% | $2.55亿 | 207.0万股 | $1.81亿 | 115.0万股 | +92.0万股+80.01% | 加仓 |
 微软MSFT |
| 3.01% | 1.22% | $2.32亿 | 62.2万股 | $7,944.2万 | 21.5万股 | +40.7万股+189.30% | 加仓 |
 亚马逊AMZN |
| 2.6% | 4.51% | $2.01亿 | 84.1万股 | $2.94亿 | 141.0万股 | -56.9万股-40.33% | 减仓 |
 安费诺APH |
| 2.22% | 1.3% | $1.71亿 | 97.0万股 | $8,455.8万 | 66.9万股 | +30.1万股+44.91% | 加仓 |
 LANTHEUSLNTH |
| 1.93% | 1.55% | $1.49亿 | 134.0万股 | $1.01亿 | 132.8万股 | +1.2万股+0.91% | 加仓 |
| AATLASSIAN CL ATEAM |
| 1.59% | 2.73% | $1.23亿 | 157.7万股 | $1.78亿 | 260.4万股 | -102.7万股-39.43% | 减仓 |
 再生元REGN |
| 1.48% | 1.38% | $1.14亿 | 18.3万股 | $9,001.5万 | 11.7万股 | +6.6万股+56.56% | 加仓 |
 ZOETIS CL AZTS |
| 1.47% | — | $1.13亿 | 157.6万股 | $0 | 0股 | +157.6万股 | 新买入 |
 EquifaxEFX |
| 1.46% | 1.01% | $1.13亿 | 71.1万股 | $6,562.2万 | 36.5万股 | +34.6万股+94.92% | 加仓 |
 派克汉尼汾PH |
| 1.31% | 0.49% | $1.01亿 | 10.3万股 | $3,172.1万 | 3.5万股 | +6.8万股+191.44% | 加仓 |
 Itau Unibanco H-Spon PRF ADRITUB |
| 1.3% | 1.11% | $9,983.2万 | 1,221.9万股 | $7,232.1万 | 863.0万股 | +358.9万股+41.59% | 加仓 |
 BlockXYZ |
| 1.27% | 2.99% | $9,781.4万 | 128.7万股 | $1.95亿 | 323.4万股 | -194.7万股-60.20% | 减仓 |
 AIRBNB COM CL AABNB |
| 1.22% | 1.28% | $9,395.5万 | 65.7万股 | $8,329.1万 | 66.0万股 | -3,000股-0.45% | 减仓 |
 福泰制药VRTX |
| 1.05% | 1.02% | $8,100.3万 | 16.3万股 | $6,616.0万 | 14.8万股 | +1.5万股+10.02% | 加仓 |
 天弘CLS |
| 0.91% | — | $7,047.9万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.85% | 1.08% | $6,516.6万 | 492.0万股 | $7,051.0万 | 448.1万股 | +44.0万股+9.82% | 加仓 |
| SSEA SPONSORD ADSSE |
| 0.81% | 0.81% | $6,234.9万 | 65.2万股 | $5,264.3万 | 63.8万股 | +1.4万股+2.23% | 加仓 |
 Meta平台META |
| 0.76% | 1.01% | $5,833.4万 | 10.4万股 | $6,545.7万 | 11.4万股 | -1.1万股-9.48% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.69% | 0.59% | $5,349.6万 | 31.7万股 | $3,853.7万 | 22.5万股 | +9.2万股+40.71% | 加仓 |
| DDOXIMITYDOCS |
| 0.63% | 1.54% | $4,886.1万 | 235.6万股 | $1.00亿 | 431.2万股 | -195.6万股-45.36% | 减仓 |
| GGitLabGTLB |
| 0.58% | 0.31% | $4,505.0万 | 147.6万股 | $2,049.3万 | 94.7万股 | +52.9万股+55.82% | 加仓 |
 斯伦贝谢SLB |
| 0.51% | 0.75% | $3,933.9万 | 84.6万股 | $4,862.5万 | 94.6万股 | -10.0万股-10.57% | 减仓 |
| VVNET GROUPVNET |
| 0.49% | 0.04% | $3,812.3万 | 476.1万股 | $270.8万 | 32.3万股 | +443.8万股+1,375.15% | 加仓 |
 ServiceNowNOW |
| 0.48% | 2.43% | $3,691.4万 | 37.2万股 | $1.58亿 | 151.4万股 | -114.2万股-75.44% | 减仓 |
 NeurocrineNBIX |
| 0.47% | 0.38% | $3,608.3万 | 21.4万股 | $2,450.4万 | 18.6万股 | +2.8万股+15.11% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.46% | 0.47% | $3,536.3万 | 63.1万股 | $3,027.9万 | 63.1万股 | -500股-0.08% | 减仓 |
 SPROUTS FMRS MKTSFM |
| 0.41% | 0.83% | $3,173.4万 | 37.5万股 | $5,387.3万 | 69.8万股 | -32.3万股-46.28% | 减仓 |
| SSpaceXSPCX |
| 0.37% | — | $2,882.8万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
 VESTA REAL ESTATEVTMX |
| 0.37% | 0.42% | $2,845.1万 | 82.9万股 | $2,740.5万 | 82.2万股 | +6,857股+0.83% | 加仓 |
| BBBB FOODSTBBB |
| 0.36% | 0.06% | $2,791.7万 | 67.0万股 | $377.8万 | 10.7万股 | +56.3万股+526.47% | 加仓 |
 Ionis制药IONS |
| 0.33% | 0.06% | $2,545.2万 | 32.1万股 | $398.0万 | 5.3万股 | +26.8万股+505.66% | 加仓 |
 腾讯音乐TME |
| 0.31% | 0.41% | $2,425.7万 | 290.3万股 | $2,674.0万 | 288.1万股 | +2.2万股+0.77% | 加仓 |
| KKASPI KZ JSCKSPI |
| 0.26% | 0.26% | $1,964.9万 | 22.7万股 | $1,660.7万 | 22.5万股 | +2,138股+0.95% | 加仓 |
 Globe LifeGL |
| 0.25% | 0.36% | $1,913.7万 | 10.7万股 | $2,365.9万 | 17.0万股 | -6.3万股-37.00% | 减仓 |
 高露洁CL |
| 0.24% | 0.31% | $1,829.3万 | 19.9万股 | $2,015.6万 | 23.6万股 | -3.7万股-15.69% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.23% | — | $1,762.0万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 FRANCO NEVFNV |
| 0.23% | — | $1,745.1万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| CCHART INDSGTLS |
| 0.22% | 0.26% | $1,733.0万 | 8.3万股 | $1,714.9万 | 8.3万股 | 00.00% | 持仓不变 |
 WEBSTER FINLWBS |
| 0.22% | 0.21% | $1,698.2万 | 22.2万股 | $1,346.9万 | 19.4万股 | +2.8万股+14.53% | 加仓 |
| NNEW ORIENTAL EDUCATIONEDU |
| 0.22% | 0.32% | $1,692.1万 | 36.8万股 | $2,065.0万 | 36.5万股 | +3,006股+0.82% | 加仓 |
