 台积电TSM |
| 22.89% | 20.86% | $4.45亿 | 93.1万股 | $3.04亿 | 90.0万股 | +3.1万股+3.43% | 加仓 |
 ICON PUB LTD COICLR |
| 13.74% | 9.17% | $2.67亿 | 153.5万股 | $1.34亿 | 120.8万股 | +32.7万股+27.09% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 12.53% | — | $2.43亿 | 526.2万股 | $0 | 0股 | +526.2万股 | 新买入 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 11.9% | 13.7% | $2.31亿 | 356.7万股 | $2.00亿 | 345.7万股 | +11.1万股+3.20% | 加仓 |
| HHDFC BANKHDB |
| 8.64% | 13.18% | $1.68亿 | 649.4万股 | $1.92亿 | 772.5万股 | -123.1万股-15.93% | 减仓 |
 印孚瑟斯INFY |
| 7.07% | 13.84% | $1.37亿 | 1,307.9万股 | $2.02亿 | 1,493.9万股 | -185.9万股-12.45% | 减仓 |
 谷歌AGOOGL |
| 2.56% | 2.88% | $4,970.9万 | 13.9万股 | $4,201.7万 | 14.6万股 | -7,018股-4.80% | 减仓 |
 亚马逊AMZN |
| 1.8% | 2.2% | $3,503.6万 | 14.7万股 | $3,204.0万 | 15.4万股 | -6,840股-4.45% | 减仓 |
 微软MSFT |
| 1.73% | 2.39% | $3,351.5万 | 9.0万股 | $3,481.0万 | 9.4万股 | -4,192股-4.46% | 减仓 |
 纽柯钢铁NUE |
| 1.7% | 1.82% | $3,308.2万 | 14.9万股 | $2,651.9万 | 15.7万股 | -8,308股-5.30% | 减仓 |
 相干公司COHR |
| 1.68% | 2% | $3,253.5万 | 8.2万股 | $2,917.0万 | 12.2万股 | -4.0万股-32.65% | 减仓 |
 CNH INDLCNH |
| 1.55% | 1.81% | $3,002.3万 | 267.3万股 | $2,633.8万 | 239.4万股 | +27.9万股+11.66% | 加仓 |
 CLEAN HARBORSCLH |
| 1.51% | 2.15% | $2,925.5万 | 9.8万股 | $3,136.6万 | 10.9万股 | -1.1万股-10.48% | 减仓 |
 STANDARDAEROSARO |
| 1.46% | 1.76% | $2,839.9万 | 94.9万股 | $2,569.2万 | 99.5万股 | -4.5万股-4.54% | 减仓 |
 AMD超威AMD |
| 1.46% | 0.71% | $2,829.1万 | 4.9万股 | $1,036.7万 | 5.1万股 | -2,261股-4.44% | 减仓 |
 D R HORTONDHI |
| 1.26% | 1.48% | $2,445.9万 | 15.0万股 | $2,155.9万 | 15.7万股 | -6,951股-4.42% | 减仓 |
 优步UBER |
| 1.2% | 1.67% | $2,327.4万 | 32.3万股 | $2,428.2万 | 33.8万股 | -1.5万股-4.46% | 减仓 |
 EquifaxEFX |
| 1.19% | 1.75% | $2,310.0万 | 14.6万股 | $2,553.4万 | 14.2万股 | +3,737股+2.64% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.13% | 2.12% | $2,202.6万 | 4.3万股 | $3,086.2万 | 4.5万股 | -1,991股-4.40% | 减仓 |
| CCIGNALIBD |
| 1.01% | 1.36% | $1,957.7万 | 7.1万股 | $1,982.1万 | 7.4万股 | -3,292股-4.43% | 减仓 |
| KKB FINLKB |
| 0.79% | 0.42% | $1,539.4万 | 14.7万股 | $606.0万 | 6.1万股 | +8.6万股+141.38% | 加仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.62% | 1.37% | $1,208.2万 | 31.2万股 | $2,002.7万 | 32.6万股 | -1.4万股-4.43% | 减仓 |
 财捷INTU |
| 0.59% | 1.37% | $1,149.1万 | 4.4万股 | $1,993.7万 | 4.6万股 | -2,084股-4.52% | 减仓 |
