 万豪MAR |
| 7.02% | 8.59% | $9.58亿 | 258.6万股 | $11.03亿 | 337.1万股 | -78.5万股-23.29% | 减仓 |
 史赛克SYK |
| 6.72% | 7.84% | $9.17亿 | 291.4万股 | $10.06亿 | 306.1万股 | -14.8万股-4.82% | 减仓 |
 沃特世WAT |
| 6.25% | 7.46% | $8.53亿 | 227.4万股 | $9.57亿 | 321.2万股 | -93.8万股-29.22% | 减仓 |
 VisaV |
| 5.08% | 7.31% | $6.93亿 | 202.0万股 | $9.38亿 | 310.4万股 | -108.4万股-34.93% | 减仓 |
 优步UBER |
| 4.73% | — | $6.45亿 | 894.3万股 | $0 | 0股 | +894.3万股 | 新买入 |
 万事达MA |
| 4.69% | — | $6.39亿 | 124.5万股 | $0 | 0股 | +124.5万股 | 新买入 |
 谷歌AGOOGL |
| 4.64% | 6.63% | $6.34亿 | 177.3万股 | $8.50亿 | 295.6万股 | -118.3万股-40.01% | 减仓 |
 CHURCH & DWIGHTCHD |
| 4.58% | 4.83% | $6.26亿 | 645.7万股 | $6.20亿 | 664.2万股 | -18.5万股-2.78% | 减仓 |
 宝洁PG |
| 4.38% | 4.73% | $5.98亿 | 407.8万股 | $6.07亿 | 420.0万股 | -12.2万股-2.89% | 减仓 |
 微软MSFT |
| 4.36% | 6% | $5.96亿 | 159.7万股 | $7.70亿 | 208.0万股 | -48.3万股-23.22% | 减仓 |
 Meta平台META |
| 4.34% | 5.89% | $5.93亿 | 105.2万股 | $7.56亿 | 132.1万股 | -26.9万股-20.40% | 减仓 |
 ADPADP |
| 4.27% | 6.11% | $5.83亿 | 260.2万股 | $7.83亿 | 385.5万股 | -125.4万股-32.52% | 减仓 |
 飞塔FTNT |
| 4.09% | 3.92% | $5.58亿 | 363.0万股 | $5.03亿 | 615.7万股 | -252.7万股-41.04% | 减仓 |
 台积电TSM |
| 4.02% | — | $5.48亿 | 114.8万股 | $0 | 0股 | +114.8万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 3.93% | 6.42% | $5.37亿 | 102.0万股 | $8.24亿 | 146.6万股 | -44.6万股-30.42% | 减仓 |
 德州仪器TXN |
| 3.93% | 3.97% | $5.36亿 | 179.9万股 | $5.09亿 | 262.3万股 | -82.4万股-31.41% | 减仓 |
 PHILIP MORRIS INTLPM |
| 3.86% | 6.59% | $5.27亿 | 291.4万股 | $8.45亿 | 511.3万股 | -219.9万股-43.02% | 减仓 |
 NETFLIXNFLX |
| 3.66% | — | $4.99亿 | 699.0万股 | $0 | 0股 | +699.0万股 | 新买入 |
 GE VernovaGEV |
| 3.53% | — | $4.81亿 | 41.0万股 | $0 | 0股 | +41.0万股 | 新买入 |
| AAPPLOVINAPP |
| 2.63% | — | $3.59亿 | 69.7万股 | $0 | 0股 | +69.7万股 | 新买入 |
 TJXTJX |
| 2.52% | — | $3.44亿 | 227.3万股 | $0 | 0股 | +227.3万股 | 新买入 |
| NNextPowerNXT |
| 2.49% | — | $3.40亿 | 285.6万股 | $0 | 0股 | +285.6万股 | 新买入 |
 VeevaVEEV |
| 1.06% | — | $1.45亿 | 81.7万股 | $0 | 0股 | +81.7万股 | 新买入 |
 YUM BRANDS COMYUM |
| 0.65% | — | $8,889.9万 | 55.6万股 | $0 | 0股 | +55.6万股 | 新买入 |
 明晟MSCI |
| 0.22% | 0.27% | $3,000.7万 | 5.4万股 | $3,492.1万 | 6.5万股 | -1.1万股-17.30% | 减仓 |
 MEDPACEMEDP |
| 0.2% | 0.23% | $2,773.6万 | 5.2万股 | $3,009.3万 | 6.3万股 | -1.0万股-16.43% | 减仓 |
| NNUTANIXNTNX |
| 0.2% | 0.17% | $2,743.1万 | 53.8万股 | $2,194.7万 | 57.7万股 | -3.9万股-6.77% | 减仓 |
| BBADGER METERBMI |
| 0.19% | 0.17% | $2,591.1万 | 17.5万股 | $2,170.9万 | 14.2万股 | +3.2万股+22.55% | 加仓 |
 CLOROX DELCLX |
| 0.19% | 0.21% | $2,589.5万 | 27.1万股 | $2,665.5万 | 25.7万股 | +1.4万股+5.48% | 加仓 |
| RROLLINS COMROL |
| 0.19% | 0.26% | $2,587.6万 | 62.0万股 | $3,311.1万 | 62.0万股 | 00.00% | 持仓不变 |
| MMANHATTAN ASSOCIATESMANH |
| 0.18% | 0.13% | $2,408.7万 | 17.3万股 | $1,609.3万 | 12.1万股 | +5.2万股+43.09% | 加仓 |
 NAPCO SEC TECHNOLOGIESNSSC |
| 0.17% | 0.12% | $2,305.3万 | 60.7万股 | $1,511.0万 | 38.4万股 | +22.3万股+58.23% | 加仓 |
 FICOFICO |
| 0.16% | — | $2,145.0万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| SSABRE CORP COMSABR |
| 0.14% | 0.1% | $1,883.9万 | 901.4万股 | $1,307.0万 | 901.4万股 | 00.00% | 持仓不变 |
| IINTERDIGITALIDCC |
| 0.13% | — | $1,708.0万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.11% | — | $1,498.2万 | 16.3万股 | $0 | 0股 | +16.3万股 | 新买入 |
 VertivVRT |
| 0.1% | 0.18% | $1,402.7万 | 4.2万股 | $2,286.6万 | 9.1万股 | -4.9万股-54.09% | 减仓 |
 威瑞信VRSN |
| 0.1% | 0.22% | $1,401.5万 | 5.6万股 | $2,818.1万 | 11.3万股 | -5.8万股-50.90% | 减仓 |
| AADMA BIOLOGICSADMA |
| 0.1% | 0.12% | $1,380.6万 | 164.9万股 | $1,486.2万 | 164.9万股 | 00.00% | 持仓不变 |
| DDOXIMITYDOCS |
| 0.1% | 0.13% | $1,355.0万 | 65.3万股 | $1,611.9万 | 69.2万股 | -3.8万股-5.56% | 减仓 |
| PPAYCOM SOFTWAREPAYC |
| 0.09% | 0.21% | $1,266.4万 | 10.1万股 | $2,667.3万 | 21.9万股 | -11.9万股-54.09% | 减仓 |
