 NubankNU |
| 13.23% | 11.77% | $3.46亿 | 2,593.1万股 | $2.58亿 | 1,797.4万股 | +795.7万股+44.27% | 加仓 |
 MERCADOLIBRE COMMELI |
| 13.2% | 12.43% | $3.46亿 | 20.4万股 | $2.73亿 | 15.8万股 | +4.6万股+29.07% | 加仓 |
| SSEA SPONSORD ADSSE |
| 11.96% | 11.76% | $3.13亿 | 326.9万股 | $2.58亿 | 311.6万股 | +15.3万股+4.91% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 8.29% | 10.13% | $2.17亿 | 1,249.5万股 | $2.22亿 | 1,177.1万股 | +72.4万股+6.15% | 加仓 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 7.59% | 5.44% | $1.99亿 | 5,268.7万股 | $1.19亿 | 3,260.1万股 | +2,008.6万股+61.61% | 加仓 |
 亚马逊AMZN |
| 3.29% | 3.14% | $8,628.2万 | 36.2万股 | $6,892.0万 | 33.1万股 | +3.1万股+9.40% | 加仓 |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 3.15% | 2.6% | $8,238.9万 | 154.6万股 | $5,713.6万 | 153.2万股 | +1.4万股+0.90% | 加仓 |
 Meta平台META |
| 3.12% | 2.93% | $8,178.7万 | 14.5万股 | $6,431.5万 | 11.2万股 | +3.3万股+29.16% | 加仓 |
 万事达MA |
| 2.88% | 0.31% | $7,551.4万 | 14.7万股 | $674.4万 | 1.3万股 | +13.4万股+989.34% | 加仓 |
| KKASPI KZ JSCKSPI |
| 2.7% | 2.92% | $7,059.3万 | 81.5万股 | $6,412.6万 | 86.6万股 | -5.1万股-5.89% | 减仓 |
 LPL金融LPLA |
| 2.69% | 3.98% | $7,040.9万 | 25.0万股 | $8,737.4万 | 29.0万股 | -4.0万股-13.94% | 减仓 |
 微软MSFT |
| 2.3% | 2.34% | $6,027.8万 | 16.2万股 | $5,130.8万 | 13.9万股 | +2.3万股+16.59% | 加仓 |
 谷歌AGOOGL |
| 1.98% | 1.82% | $5,187.8万 | 14.5万股 | $3,992.0万 | 13.9万股 | +6,343股+4.57% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.82% | 2.2% | $4,765.6万 | 10.4万股 | $4,835.0万 | 10.0万股 | +4,086股+4.10% | 加仓 |
 VisaV |
| 1.75% | 1.72% | $4,573.9万 | 13.3万股 | $3,765.3万 | 12.5万股 | +8,737股+7.01% | 加仓 |
 标普全球SPGI |
| 1.71% | 1.9% | $4,475.7万 | 11.0万股 | $4,178.8万 | 9.8万股 | +1.2万股+11.86% | 加仓 |
| EEMBRAER S.AFGM |
| 1.49% | 0.92% | $3,912.8万 | 61.3万股 | $2,025.0万 | 34.1万股 | +27.2万股+79.72% | 加仓 |
 Elevance健康ELV |
| 1.43% | 0.99% | $3,743.5万 | 9.7万股 | $2,177.4万 | 7.4万股 | +2.2万股+30.15% | 加仓 |
 嘉信理财SCHW |
| 1.36% | 2.27% | $3,557.1万 | 38.6万股 | $4,985.1万 | 53.0万股 | -14.5万股-27.32% | 减仓 |
| DDOORDASHDASH |
| 1.36% | 1.33% | $3,552.9万 | 19.3万股 | $2,924.0万 | 19.5万股 | -2,200股-1.13% | 减仓 |
 CREDICORPBAP |
| 1.33% | 1.01% | $3,484.5万 | 8.9万股 | $2,210.0万 | 6.5万股 | +2.4万股+37.28% | 加仓 |
 优步UBER |
| 1% | 1.26% | $2,612.4万 | 36.2万股 | $2,757.8万 | 38.3万股 | -2.1万股-5.57% | 减仓 |
 EquifaxEFX |
| 0.84% | 0.05% | $2,193.7万 | 13.8万股 | $107.5万 | 5,971股 | +13.2万股+2,214.70% | 加仓 |
 BOOKING COMBKNG |
| 0.79% | 1.43% | $2,060.0万 | 11.6万股 | $3,129.1万 | 7,432股 | +10.8万股+1,455.13% | 加仓 |
 IQVIAIQV |
| 0.75% | 0.78% | $1,960.7万 | 10.1万股 | $1,714.3万 | 10.1万股 | +951股+0.95% | 加仓 |
| T赛默飞世尔TMO |
| 0.72% | 0.18% | $1,895.1万 | 3.8万股 | $389.1万 | 7,917股 | +3.0万股+377.44% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.71% | 0.65% | $1,857.0万 | 97.1万股 | $1,432.6万 | 74.2万股 | +22.9万股+30.85% | 加仓 |
| HHDFC BANKHDB |
| 0.7% | 0.63% | $1,839.4万 | 71.2万股 | $1,379.1万 | 55.4万股 | +15.8万股+28.47% | 加仓 |
 Camden地产CPT |
| 0.7% | 0.71% | $1,828.7万 | 16.0万股 | $1,559.9万 | 16.0万股 | 00.00% | 持仓不变 |
| EEquity ResidentialVMRK |
| 0.63% | 0.65% | $1,638.0万 | 24.1万股 | $1,426.2万 | 24.1万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.62% | 0.73% | $1,615.2万 | 16.8万股 | $1,604.5万 | 16.6万股 | +1,332股+0.80% | 加仓 |
 Mid-America公寓MAA |
| 0.54% | 0.57% | $1,424.1万 | 10.2万股 | $1,251.7万 | 10.2万股 | 00.00% | 持仓不变 |
 ZILLOW CL AZ |
| 0.53% | 0.66% | $1,376.5万 | 43.7万股 | $1,446.2万 | 35.0万股 | +8.7万股+24.95% | 加仓 |
 DANAHER DEL COMDHR |
| 0.47% | 0.1% | $1,218.4万 | 6.4万股 | $210.8万 | 1.1万股 | +5.3万股+475.33% | 加仓 |
 联合健康UNH |
| 0.45% | 0.72% | $1,169.7万 | 2.8万股 | $1,575.5万 | 5.8万股 | -3.0万股-51.66% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.45% | 0.56% | $1,168.7万 | 36.6万股 | $1,225.7万 | 36.6万股 | 00.00% | 持仓不变 |
 MELCO RESORTS AND ENTMNT LTD ADRMLCO |
| 0.4% | 2.92% | $1,040.1万 | 197.4万股 | $6,401.0万 | 1,126.9万股 | -929.6万股-82.49% | 减仓 |
 穆迪MCO |
| 0.29% | — | $770.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.15% | 0.16% | $390.6万 | 4.5万股 | $354.6万 | 4.5万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.12% | 0.11% | $319.6万 | 6,692股 | $239.4万 | 7,084股 | -392股-5.53% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.1% | 0.09% | $251.1万 | 2.9万股 | $193.5万 | 2.9万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.09% | — | $248.3万 | 9,514股 | $0 | 0股 | +9,514股 | 新买入 |
 英伟达NVDA |
| 0.09% | 0.21% | $237.7万 | 1.2万股 | $456.0万 | 2.6万股 | -1.4万股-54.56% | 减仓 |
 PROGRESSIVEPGR |
| 0.08% | 0.09% | $215.9万 | 9,884股 | $195.9万 | 9,884股 | 00.00% | 持仓不变 |
| CCRHCRH |
| 0.08% | 0.09% | $204.4万 | 1.9万股 | $200.8万 | 1.9万股 | 00.00% | 持仓不变 |
 LENNARLEN |
| 0.07% | 0.08% | $174.9万 | 1.9万股 | $167.8万 | 1.9万股 | 00.00% | 持仓不变 |
 JD COM INCJD |
| 0.01% | 0.02% | $34.4万 | 1.3万股 | $36.2万 | 1.2万股 | +1,270股+10.39% | 加仓 |
 ICICI BANK LIMITEDIBN |
| 0.01% | — | $26.3万 | 9,061股 | $0 | 0股 | +9,061股 | 新买入 |
