 Live NationLYV |
| 6.97% | 5.74% | $5.66亿 | 480.9万股 | $5.66亿 | 480.9万股 | 00.00% | 持仓不变 |
 希尔顿HLT |
| 5.97% | 4.92% | $4.85亿 | 319.6万股 | $4.85亿 | 319.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.5% | 3.7% | $3.65亿 | 118.4万股 | $3.65亿 | 118.4万股 | 00.00% | 持仓不变 |
| DDYNATRACEDT |
| 4.22% | 3.48% | $3.43亿 | 727.6万股 | $3.43亿 | 727.6万股 | 00.00% | 持仓不变 |
 VisaV |
| 4.08% | 3.36% | $3.31亿 | 149.3万股 | $3.31亿 | 149.3万股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 3.88% | 3.19% | $3.15亿 | 144.4万股 | $3.15亿 | 144.4万股 | 00.00% | 持仓不变 |
 万豪MAR |
| 3.69% | 3.04% | $3.00亿 | 170.5万股 | $3.00亿 | 170.5万股 | 00.00% | 持仓不变 |
 马丁玛丽埃塔MLM |
| 3.37% | 2.77% | $2.73亿 | 71.1万股 | $2.73亿 | 71.1万股 | 00.00% | 持仓不变 |
 COTYCOTY |
| 3.25% | 3.15% | $2.64亿 | 2,940.2万股 | $3.11亿 | 3,455.5万股 | -515.2万股-14.91% | 减仓 |
 凯悦H |
| 3.15% | 2.59% | $2.56亿 | 267.8万股 | $2.56亿 | 267.8万股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 3.1% | 4.07% | $2.52亿 | 265.2万股 | $4.02亿 | 265.2万股 | 00.00% | 持仓不变 |
 高德纳IT |
| 3.02% | 2.49% | $2.45亿 | 82.4万股 | $2.45亿 | 82.4万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 3% | 2.47% | $2.44亿 | 43.8万股 | $2.44亿 | 43.8万股 | 00.00% | 持仓不变 |
| CCHARLES RIV LABS INTLCRL |
| 2.77% | 2.28% | $2.25亿 | 79.1万股 | $2.25亿 | 79.1万股 | 00.00% | 持仓不变 |
 Dollar TreeDLTR |
| 2.74% | 2.26% | $2.23亿 | 139.0万股 | $2.23亿 | 139.0万股 | 00.00% | 持仓不变 |
| IIAA INC |
| 2.58% | 2.13% | $2.10亿 | 548.1万股 | $2.10亿 | 548.1万股 | 00.00% | 持仓不变 |
| LLabcorpLH |
| 2.51% | 2.07% | $2.04亿 | 77.3万股 | $2.04亿 | 77.3万股 | 00.00% | 持仓不变 |
| BBILLBILL |
| 2.2% | 3.73% | $1.78亿 | 162.2万股 | $3.68亿 | 162.2万股 | 00.00% | 持仓不变 |
 达美乐披萨DPZ |
| 2.19% | 1.81% | $1.78亿 | 43.8万股 | $1.78亿 | 43.8万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 2.12% | 1.74% | $1.72亿 | 25.7万股 | $1.72亿 | 25.7万股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 2.11% | 3.58% | $1.71亿 | 180.2万股 | $3.53亿 | 180.2万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 2.08% | 1.71% | $1.69亿 | 41.2万股 | $1.69亿 | 41.2万股 | 00.00% | 持仓不变 |
 WARNER MUSICWMG |
| 1.92% | 2.5% | $1.56亿 | 651.4万股 | $2.47亿 | 651.4万股 | 00.00% | 持仓不变 |
 优步UBER |
| 1.9% | 2.79% | $1.54亿 | 772.4万股 | $2.76亿 | 772.4万股 | 00.00% | 持仓不变 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 1.85% | 1.52% | $1.50亿 | 179.2万股 | $1.50亿 | 179.2万股 | 00.00% | 持仓不变 |
 美高梅MGM |
| 1.85% | 1.52% | $1.50亿 | 357.4万股 | $1.50亿 | 357.4万股 | 00.00% | 持仓不变 |
| AATLASSIAN CL ATEAM |
| 1.84% | 2.38% | $1.49亿 | 79.8万股 | $2.35亿 | 79.8万股 | 00.00% | 持仓不变 |
 CoStarCSGP |
| 1.82% | 1.5% | $1.47亿 | 221.4万股 | $1.47亿 | 221.4万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.79% | 2.37% | $1.45亿 | 154.4万股 | $2.33亿 | 154.4万股 | 00.00% | 持仓不变 |
 TRIP COMTCOM |
| 1.73% | 1.42% | $1.40亿 | 606.7万股 | $1.40亿 | 606.7万股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 1.63% | 2.21% | $1.32亿 | 95.3万股 | $2.18亿 | 95.3万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 1.62% | 2.17% | $1.31亿 | 298.2万股 | $2.14亿 | 298.2万股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 1.55% | 1.28% | $1.26亿 | 6.2万股 | $1.26亿 | 6.2万股 | 00.00% | 持仓不变 |
| CCAPRI LIMITEDCPRI |
| 1.43% | 1.18% | $1.16亿 | 226.6万股 | $1.16亿 | 226.6万股 | 00.00% | 持仓不变 |
| BBATH & BODYBBWI |
| 1.3% | 1.9% | $1.06亿 | 391.4万股 | $1.87亿 | 391.4万股 | 00.00% | 持仓不变 |
 UNITED PARKS & RESORTSPRKS |
| 0.95% | 1.32% | $7,683.2万 | 174.6万股 | $1.30亿 | 174.6万股 | 00.00% | 持仓不变 |
 ADVANCE AUTO PARTSAAP |
| 0.92% | 0.76% | $7,460.2万 | 36.0万股 | $7,460.2万 | 36.0万股 | 00.00% | 持仓不变 |
 FLOOR & DECORFND |
| 0.6% | 0.5% | $4,904.8万 | 60.6万股 | $4,904.8万 | 60.6万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.53% | 0.43% | $4,281.1万 | 10.3万股 | $4,281.1万 | 10.3万股 | 00.00% | 持仓不变 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.47% | 0.71% | $3,818.4万 | 16.1万股 | $7,024.5万 | 16.1万股 | 00.00% | 持仓不变 |
 PAGSEGURO DIGITALPAGS |
| 0.35% | 0.59% | $2,880.3万 | 288.0万股 | $5,774.9万 | 288.0万股 | 00.00% | 持仓不变 |
 MELCO RESORTS AND ENTMNT LTD ADRMLCO |
| 0.22% | 0.18% | $1,757.2万 | 230.0万股 | $1,757.2万 | 230.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.17% | 4.43% | $1,419.2万 | 13.4万股 | $4.36亿 | 13.4万股 | 00.00% | 持仓不变 |
 LAUREATE EDLAUR |
| 0.09% | 0.07% | $714.4万 | 60.3万股 | $714.4万 | 60.3万股 | 00.00% | 持仓不变 |
