 DANAHER DEL COMDHR |
| 12.52% | 12.36% | $12.88亿 | 676.2万股 | $13.79亿 | 727.4万股 | -51.3万股-7.05% | 减仓 |
 亚马逊AMZN |
| 12.03% | 10.08% | $12.38亿 | 519.4万股 | $11.25亿 | 540.2万股 | -20.8万股-3.85% | 减仓 |
 微软MSFT |
| 11.29% | 14.83% | $11.61亿 | 311.4万股 | $16.54亿 | 446.9万股 | -135.5万股-30.33% | 减仓 |
 MERCADOLIBRE COMMELI |
| 7.8% | 7.09% | $8.02亿 | 47.3万股 | $7.91亿 | 45.8万股 | +1.5万股+3.30% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 7.08% | 5.04% | $7.28亿 | 202.8万股 | $5.62亿 | 224.4万股 | -21.6万股-9.61% | 减仓 |
 谷歌AGOOGL |
| 6.94% | 5.24% | $7.14亿 | 199.7万股 | $5.85亿 | 203.3万股 | -3.6万股-1.77% | 减仓 |
 VisaV |
| 5.09% | 4.1% | $5.24亿 | 152.7万股 | $4.58亿 | 151.5万股 | +1.2万股+0.81% | 加仓 |
 SterisSTE |
| 4.67% | 4.57% | $4.80亿 | 228.1万股 | $5.10亿 | 230.8万股 | -2.8万股-1.20% | 减仓 |
 TRIMBLE COMTRMB |
| 3.58% | 4.55% | $3.68亿 | 719.0万股 | $5.08亿 | 778.0万股 | -59.0万股-7.59% | 减仓 |
 COOPER COSCOO |
| 3.46% | 2.95% | $3.56亿 | 496.9万股 | $3.29亿 | 459.9万股 | +36.9万股+8.03% | 加仓 |
| NNUTANIXNTNX |
| 3.32% | 2.56% | $3.42亿 | 670.9万股 | $2.85亿 | 750.4万股 | -79.5万股-10.59% | 减仓 |
 明晟MSCI |
| 2.93% | 2.43% | $3.01亿 | 53.8万股 | $2.71亿 | 50.2万股 | +3.6万股+7.20% | 加仓 |
 EquifaxEFX |
| 2.83% | 2.87% | $2.91亿 | 183.3万股 | $3.20亿 | 177.6万股 | +5.7万股+3.21% | 加仓 |
 财捷INTU |
| 2.78% | 3.19% | $2.86亿 | 109.5万股 | $3.56亿 | 82.4万股 | +27.2万股+32.95% | 加仓 |
 WorkdayWDAY |
| 2.75% | 4.87% | $2.83亿 | 231.1万股 | $5.43亿 | 418.2万股 | -187.1万股-44.74% | 减仓 |
 穆迪MCO |
| 2.37% | 1.43% | $2.44亿 | 53.9万股 | $1.60亿 | 36.6万股 | +17.2万股+46.99% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.69% | 1.43% | $1.74亿 | 37.9万股 | $1.59亿 | 32.8万股 | +5.1万股+15.41% | 加仓 |
 史赛克SYK |
| 1.57% | — | $1.61亿 | 51.2万股 | $0 | 0股 | +51.2万股 | 新买入 |
 嘉信理财SCHW |
| 1.45% | 2.31% | $1.49亿 | 161.2万股 | $2.58亿 | 274.4万股 | -113.2万股-41.26% | 减仓 |
| RREMITLY GLOBALRELY |
| 1.07% | 1.08% | $1.10亿 | 489.2万股 | $1.21亿 | 769.2万股 | -280.0万股-36.40% | 减仓 |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.81% | 1% | $8,349.3万 | 118.1万股 | $1.11亿 | 175.1万股 | -57.0万股-32.57% | 减仓 |
 台积电TSM |
| 0.66% | 0.42% | $6,765.5万 | 14.2万股 | $4,695.6万 | 13.9万股 | +2,721股+1.96% | 加仓 |
 H WORLDHTHT |
| 0.47% | 0.48% | $4,802.5万 | 115.1万股 | $5,395.0万 | 107.3万股 | +7.8万股+7.30% | 加仓 |
| SSOPHIA GENETICS SA FSOPH |
| 0.38% | 0.3% | $3,917.6万 | 679.0万股 | $3,360.8万 | 679.0万股 | 00.00% | 持仓不变 |
| SSEA SPONSORD ADSSE |
| 0.16% | 0.07% | $1,617.9万 | 16.9万股 | $772.8万 | 9.3万股 | +7.6万股+80.91% | 加仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.15% | 0.24% | $1,535.8万 | 39.7万股 | $2,625.8万 | 42.8万股 | -3.1万股-7.35% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 0.13% | 0.14% | $1,294.1万 | 74.5万股 | $1,616.7万 | 85.6万股 | -11.1万股-13.00% | 减仓 |
| FFRESHWORKSFRSH |
| 0.06% | 0.05% | $639.2万 | 63.2万股 | $564.8万 | 70.3万股 | -7.2万股-10.21% | 减仓 |
