 英伟达NVDA |
| 9.27% | 8.22% | $9.44亿 | 472.0万股 | $8.46亿 | 485.0万股 | -12.9万股-2.67% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.38% | 5.27% | $7.52亿 | 213.0万股 | $5.43亿 | 189.3万股 | +23.7万股+12.53% | 加仓 |
 微软MSFT |
| 5.51% | 5.64% | $5.61亿 | 150.5万股 | $5.81亿 | 156.9万股 | -6.4万股-4.08% | 减仓 |
 亚马逊AMZN |
| 5.34% | 6.62% | $5.44亿 | 228.1万股 | $6.81亿 | 327.1万股 | -99.0万股-30.26% | 减仓 |
 苹果AAPL |
| 4.96% | 3.76% | $5.06亿 | 174.7万股 | $3.87亿 | 152.6万股 | +22.2万股+14.53% | 加仓 |
 VisaV |
| 4.86% | 5.14% | $4.95亿 | 144.3万股 | $5.29亿 | 175.0万股 | -30.7万股-17.57% | 减仓 |
 博通AVGO |
| 4.73% | 4.4% | $4.82亿 | 127.5万股 | $4.53亿 | 146.3万股 | -18.7万股-12.80% | 减仓 |
 WASTE MGMT DELWM |
| 4.51% | 4.51% | $4.60亿 | 206.2万股 | $4.65亿 | 202.2万股 | +4.0万股+1.98% | 加仓 |
 YUM BRANDS COMYUM |
| 3.92% | 3.41% | $3.99亿 | 249.8万股 | $3.51亿 | 226.0万股 | +23.8万股+10.51% | 加仓 |
 EquinixEQIX |
| 3.55% | — | $3.62亿 | 34.7万股 | $0 | 0股 | +34.7万股 | 新买入 |
 新思科技SNPS |
| 3.53% | 3.47% | $3.60亿 | 80.7万股 | $3.57亿 | 90.1万股 | -9.4万股-10.39% | 减仓 |
 Meta平台META |
| 3.38% | 3.87% | $3.45亿 | 61.2万股 | $3.99亿 | 69.7万股 | -8.5万股-12.22% | 减仓 |
 美国运通AXP |
| 3.28% | 3.3% | $3.34亿 | 98.8万股 | $3.39亿 | 112.2万股 | -13.5万股-11.99% | 减仓 |
 NETFLIXNFLX |
| 2.85% | — | $2.90亿 | 406.3万股 | $0 | 0股 | +406.3万股 | 新买入 |
 DANAHER DEL COMDHR |
| 2.78% | 3.01% | $2.83亿 | 148.5万股 | $3.10亿 | 163.6万股 | -15.1万股-9.23% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.76% | 3.98% | $2.81亿 | 324.7万股 | $4.10亿 | 521.0万股 | -196.3万股-37.68% | 减仓 |
 标普全球SPGI |
| 2.65% | 3.13% | $2.70亿 | 66.3万股 | $3.22亿 | 75.7万股 | -9.4万股-12.41% | 减仓 |
 固安捷GWW |
| 2.62% | 2.23% | $2.67亿 | 19.6万股 | $2.30亿 | 21.1万股 | -1.5万股-7.05% | 减仓 |
 艺康ECL |
| 2.54% | 2.19% | $2.58亿 | 92.8万股 | $2.25亿 | 84.7万股 | +8.1万股+9.51% | 加仓 |
 赛富时CRM |
| 2.31% | 3.16% | $2.36亿 | 150.5万股 | $3.25亿 | 174.0万股 | -23.6万股-13.54% | 减仓 |
 ChipotleCMG |
| 2.29% | 2.43% | $2.34亿 | 687.1万股 | $2.50亿 | 781.8万股 | -94.7万股-12.11% | 减仓 |
 万事达MA |
| 1.91% | 1.83% | $1.95亿 | 38.0万股 | $1.88亿 | 37.6万股 | +3,454股+0.92% | 加仓 |
 Arista网络ANET |
| 1.52% | — | $1.54亿 | 90.9万股 | $0 | 0股 | +90.9万股 | 新买入 |
 COOPER COSCOO |
| 1.37% | 1.43% | $1.40亿 | 194.8万股 | $1.47亿 | 205.4万股 | -10.6万股-5.17% | 减仓 |
 Arm控股ARM |
| 1.34% | 2.95% | $1.37亿 | 38.6万股 | $3.04亿 | 200.7万股 | -162.1万股-80.77% | 减仓 |
 ServiceNowNOW |
| 1.3% | 1.02% | $1.32亿 | 133.1万股 | $1.05亿 | 100.5万股 | +32.6万股+32.45% | 加仓 |
 耐克NKE |
| 0.98% | 1.32% | $9,988.4万 | 243.3万股 | $1.35亿 | 256.5万股 | -13.2万股-5.13% | 减仓 |
| HHDFC BANKHDB |
| 0.96% | 1.26% | $9,812.4万 | 379.9万股 | $1.30亿 | 522.6万股 | -142.7万股-27.31% | 减仓 |
 AON SHS CL AAON |
| 0.79% | 3.3% | $8,036.3万 | 24.2万股 | $3.40亿 | 105.2万股 | -81.0万股-76.96% | 减仓 |
 SterisSTE |
| 0.78% | 1.18% | $7,901.4万 | 37.5万股 | $1.21亿 | 54.7万股 | -17.2万股-31.42% | 减仓 |
 林德LIN |
| 0.77% | 0.12% | $7,870.8万 | 15.2万股 | $1,215.8万 | 2.5万股 | +12.7万股+518.46% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.56% | 0.88% | $5,687.6万 | 3.4万股 | $9,084.4万 | 5.3万股 | -1.9万股-36.23% | 减仓 |
 SAP SPON ADRSAP |
| 0.53% | 0.79% | $5,421.1万 | 35.2万股 | $8,117.1万 | 47.4万股 | -12.2万股-25.80% | 减仓 |
 台积电TSM |
| 0.42% | 0.43% | $4,320.2万 | 9.0万股 | $4,402.0万 | 13.0万股 | -4.0万股-30.55% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.38% | 0.51% | $3,834.8万 | 40.0万股 | $5,216.7万 | 63.0万股 | -23.0万股-36.48% | 减仓 |
 阿里巴巴BABA |
| 0.19% | 0.33% | $1,913.6万 | 19.9万股 | $3,431.2万 | 27.3万股 | -7.4万股-27.10% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.18% | 0.22% | $1,866.4万 | 31.0万股 | $2,310.5万 | 40.6万股 | -9.5万股-23.45% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.18% | 0.15% | $1,832.5万 | 11.0万股 | $1,594.3万 | 9.8万股 | +1.2万股+12.01% | 加仓 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 0.17% | 0.21% | $1,737.1万 | 460.8万股 | $2,126.9万 | 581.1万股 | -120.3万股-20.71% | 减仓 |
 ALCON ORD SHSALC |
| 0.15% | 0.81% | $1,506.4万 | 22.4万股 | $8,304.1万 | 110.2万股 | -87.8万股-79.63% | 减仓 |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 0.13% | 0.18% | $1,346.1万 | 10.5万股 | $1,833.7万 | 16.5万股 | -6.0万股-36.25% | 减仓 |
 印孚瑟斯INFY |
| 0.09% | 0.15% | $924.8万 | 88.2万股 | $1,561.5万 | 115.6万股 | -27.4万股-23.73% | 减仓 |
 ShopifySHOP |
| 0.08% | 0.09% | $846.4万 | 7.4万股 | $961.9万 | 8.1万股 | -6,959股-8.58% | 减仓 |
 XPXP |
| 0.08% | 0.13% | $796.3万 | 49.0万股 | $1,326.1万 | 69.6万股 | -20.7万股-29.68% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.07% | 0.07% | $683.0万 | 1.5万股 | $721.4万 | 1.5万股 | 00.00% | 持仓不变 |
 NubankNU |
| 0.06% | — | $626.3万 | 46.9万股 | $0 | 0股 | +46.9万股 | 新买入 |
| AAdyen Nv Unspon Ads Each Rep 0.01 Ord ShsADYEY |
| <0.01% | 0.03% | $9.7万 | 1.0万股 | $294.0万 | 29.5万股 | -28.4万股-96.46% | 减仓 |
