 台积电TSM |
| 10.62% | 9.44% | $4.83亿 | 101.0万股 | $4.33亿 | 128.1万股 | -27.0万股-21.09% | 减仓 |
 谷歌AGOOGL |
| 8.22% | 7.1% | $3.74亿 | 104.5万股 | $3.25亿 | 113.2万股 | -8.7万股-7.65% | 减仓 |
 强生JNJ |
| 7.21% | 7.16% | $3.28亿 | 129.0万股 | $3.29亿 | 134.4万股 | -5.5万股-4.07% | 减仓 |
 VisaV |
| 6.96% | 6.32% | $3.16亿 | 92.2万股 | $2.90亿 | 96.0万股 | -3.7万股-3.90% | 减仓 |
 亚马逊AMZN |
| 6.7% | 5.31% | $3.04亿 | 127.7万股 | $2.44亿 | 117.0万股 | +10.7万股+9.12% | 加仓 |
 AON SHS CL AAON |
| 5.99% | 4.42% | $2.72亿 | 82.0万股 | $2.03亿 | 62.9万股 | +19.2万股+30.47% | 加仓 |
 林德LIN |
| 5.86% | 5.6% | $2.66亿 | 51.3万股 | $2.57亿 | 51.8万股 | -4,687股-0.91% | 减仓 |
 微软MSFT |
| 5.42% | 6.88% | $2.47亿 | 66.1万股 | $3.15亿 | 85.2万股 | -19.1万股-22.42% | 减仓 |
 标普全球SPGI |
| 3.94% | 5% | $1.79亿 | 44.0万股 | $2.29亿 | 53.9万股 | -9.9万股-18.33% | 减仓 |
 CINTAS COMCTAS |
| 3.92% | 2.66% | $1.78亿 | 104.9万股 | $1.22亿 | 72.1万股 | +32.8万股+45.45% | 加仓 |
 英伟达NVDA |
| 3.06% | 1.36% | $1.39亿 | 69.4万股 | $6,218.2万 | 35.7万股 | +33.8万股+94.75% | 加仓 |
 IDEXX LABS COMIDXX |
| 3.04% | 2.7% | $1.38亿 | 26.3万股 | $1.24亿 | 22.0万股 | +4.2万股+19.15% | 加仓 |
 礼来LLY |
| 2.9% | 2.62% | $1.32亿 | 11.0万股 | $1.20亿 | 13.1万股 | -2.1万股-15.87% | 减仓 |
 美国运通AXP |
| 2.83% | 2.35% | $1.29亿 | 38.1万股 | $1.08亿 | 35.6万股 | +2.5万股+7.03% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 2.42% | 3.29% | $1.10亿 | 61.3万股 | $1.51亿 | 79.5万股 | -18.2万股-22.86% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.18% | 2.54% | $9,893.4万 | 5.8万股 | $1.16亿 | 6.7万股 | -9,034股-13.42% | 减仓 |
 摩托罗拉解决方案MSI |
| 2.17% | 1.41% | $9,849.4万 | 23.7万股 | $6,447.5万 | 14.9万股 | +8.9万股+59.64% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.84% | 2.27% | $8,341.3万 | 18.2万股 | $1.04亿 | 21.5万股 | -3.3万股-15.54% | 减仓 |
 优步UBER |
| 1.66% | 1.71% | $7,526.6万 | 104.3万股 | $7,821.6万 | 108.7万股 | -4.4万股-4.08% | 减仓 |
 NETFLIXNFLX |
| 1.44% | 1.64% | $6,561.5万 | 91.9万股 | $7,531.1万 | 78.3万股 | +13.6万股+17.33% | 加仓 |
 苹果AAPL |
| 1.29% | 1.11% | $5,853.9万 | 20.2万股 | $5,070.7万 | 20.0万股 | +2,506股+1.25% | 加仓 |
 博通AVGO |
| 1.2% | — | $5,447.5万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
 直觉外科ISRG |
| 1.1% | — | $5,018.6万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 1.01% | 0.96% | $4,602.6万 | 11.6万股 | $4,384.8万 | 13.8万股 | -2.2万股-15.92% | 减仓 |
 甲骨文ORCL |
| 0.67% | 2.2% | $3,065.9万 | 20.9万股 | $1.01亿 | 68.7万股 | -47.8万股-69.56% | 减仓 |
 Vulcan材料VMC |
| 0.64% | 0.71% | $2,887.3万 | 9.8万股 | $3,265.6万 | 12.0万股 | -2.2万股-18.39% | 减仓 |
 史赛克SYK |
| 0.62% | 0.75% | $2,824.8万 | 9.0万股 | $3,454.8万 | 10.5万股 | -1.5万股-14.66% | 减仓 |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 0.57% | 0.4% | $2,590.2万 | 48.6万股 | $1,831.0万 | 49.1万股 | -4,975股-1.01% | 减仓 |
 好市多COST |
| 0.54% | 0.6% | $2,445.6万 | 2.6万股 | $2,741.8万 | 2.8万股 | -1,373股-4.99% | 减仓 |
 Meta平台META |
| 0.53% | 0.6% | $2,425.1万 | 4.3万股 | $2,733.8万 | 4.8万股 | -4,730股-9.90% | 减仓 |
 SERVICE INTLSCI |
| 0.5% | 0.75% | $2,268.5万 | 29.9万股 | $3,420.6万 | 41.5万股 | -11.6万股-27.96% | 减仓 |
 NubankNU |
| 0.4% | — | $1,797.3万 | 134.5万股 | $0 | 0股 | +134.5万股 | 新买入 |
 万事达MA |
| 0.31% | 0.38% | $1,409.8万 | 2.7万股 | $1,760.9万 | 3.5万股 | -7,792股-22.11% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.31% | 0.37% | $1,395.8万 | 5.9万股 | $1,702.7万 | 7.3万股 | -1.4万股-19.43% | 减仓 |
| FFASTENAL COMFAST |
| 0.28% | 0.23% | $1,280.2万 | 26.7万股 | $1,063.9万 | 22.9万股 | +3.7万股+16.25% | 加仓 |
| HHDFC BANKHDB |
| 0.23% | 0.26% | $1,063.5万 | 41.2万股 | $1,215.0万 | 48.8万股 | -7.7万股-15.69% | 减仓 |
 明晟MSCI |
| 0.22% | 0.21% | $990.3万 | 1.8万股 | $947.1万 | 1.8万股 | +111股+0.63% | 加仓 |
 UNITED RENTALSURI |
| 0.16% | 0.11% | $717.7万 | 6,335股 | $511.7万 | 7,024股 | -689股-9.81% | 减仓 |
 BOOKING COMBKNG |
| 0.16% | 0.17% | $705.4万 | 4.0万股 | $757.9万 | 1,800股 | +3.8万股+2,098.56% | 加仓 |
| YYUM CHINAYUMC |
| 0.15% | 0.18% | $667.8万 | 16.3万股 | $824.2万 | 16.9万股 | -5,582股-3.30% | 减仓 |
 COPART COMCPRT |
| 0.13% | 0.18% | $574.3万 | 20.4万股 | $815.4万 | 24.6万股 | -4.2万股-17.05% | 减仓 |
 安费诺APH |
| 0.1% | — | $461.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| KKANZHUN LIMITEDBZ |
| 0.1% | 0.1% | $444.5万 | 34.5万股 | $462.5万 | 34.5万股 | 00.00% | 持仓不变 |
 希尔顿HLT |
| 0.09% | 0.1% | $401.7万 | 1.2万股 | $480.4万 | 1.6万股 | -3,645股-23.07% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 0.07% | 0.12% | $312.8万 | 4.1万股 | $569.7万 | 5.6万股 | -1.5万股-26.45% | 减仓 |
 ICICI BANK LIMITEDIBN |
| 0.05% | 0.03% | $226.9万 | 7.8万股 | $151.4万 | 5.8万股 | +2.0万股+33.75% | 加仓 |
 ATOUR LIFESTYLEATAT |
| 0.05% | 0.03% | $221.4万 | 7.0万股 | $129.7万 | 3.5万股 | +3.4万股+97.63% | 加仓 |
| Q高通QCOM |
| 0.04% | — | $196.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| BBECTON DICKINSON & COMBDX |
| 0.04% | 0.16% | $186.0万 | 1.2万股 | $719.7万 | 4.6万股 | -3.3万股-73.15% | 减仓 |
 沃尔玛WMT |
| 0.03% | 0.05% | $143.4万 | 1.3万股 | $219.5万 | 1.8万股 | -5,000股-28.31% | 减仓 |
