 EQTEQT |
| 15.85% | 16.88% | $5,797.5万 | 109.0万股 | $6,900.9万 | 108.4万股 | +6,000股+0.55% | 加仓 |
 LIBERTY LATIN AMERICALILAK |
| 11.48% | 11.68% | $4,197.5万 | 538.8万股 | $4,775.3万 | 541.4万股 | -2.6万股-0.48% | 减仓 |
 CHARTER COMMUNICATIONSCHTR |
| 11.26% | 11.36% | $4,119.5万 | 29.0万股 | $4,643.1万 | 21.5万股 | +7.5万股+34.69% | 加仓 |
 IHS HOLDING LIMITEDIHS |
| 8.62% | 9.09% | $3,151.3万 | 382.4万股 | $3,717.5万 | 451.7万股 | -69.3万股-15.33% | 减仓 |
 优步UBER |
| 7.44% | 6.35% | $2,721.7万 | 37.7万股 | $2,594.3万 | 36.1万股 | +1.7万股+4.57% | 加仓 |
| FFiservFISV |
| 7.24% | 5.76% | $2,649.2万 | 54.0万股 | $2,354.9万 | 42.2万股 | +11.8万股+27.98% | 加仓 |
 财捷INTU |
| 7.05% | 9.64% | $2,578.1万 | 9.9万股 | $3,941.3万 | 9.1万股 | +7,625股+8.36% | 加仓 |
 VIATRISVTRS |
| 5.9% | — | $2,156.7万 | 135.8万股 | $0 | 0股 | +135.8万股 | 新买入 |
 COURSERACOUR |
| 5.3% | 4.7% | $1,936.8万 | 343.4万股 | $1,923.0万 | 330.4万股 | +13.0万股+3.93% | 加仓 |
 KOPPERSKOP |
| 5.02% | 4.33% | $1,834.4万 | 40.9万股 | $1,771.0万 | 45.8万股 | -4.9万股-10.77% | 减仓 |
| AARIS MNGARIS |
| 4.15% | 4.54% | $1,516.4万 | 101.7万股 | $1,856.0万 | 100.1万股 | +1.6万股+1.60% | 加仓 |
| B百度BIDU |
| 3.44% | 2.89% | $1,258.3万 | 11.0万股 | $1,182.2万 | 10.6万股 | +4,000股+3.77% | 加仓 |
 VESTISVSTS |
| 2.41% | 1.17% | $881.9万 | 60.7万股 | $477.4万 | 60.7万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.65% | 1.2% | $604.5万 | 1.7万股 | $491.0万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.29% | 0.63% | $472.7万 | 9.0万股 | $256.1万 | 4.9万股 | +4.2万股+85.22% | 加仓 |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 0.67% | 0.17% | $245.0万 | 8.3万股 | $71.4万 | 3.1万股 | +5.2万股+168.08% | 加仓 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 0.52% | 1.01% | $191.4万 | 5.8万股 | $413.4万 | 8.2万股 | -2.5万股-30.00% | 减仓 |
 KRAFT HEINZ COMKHC |
| 0.36% | 0.31% | $131.1万 | 5.6万股 | $124.8万 | 5.6万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.2% | — | $74.9万 | 1股 | $0 | 0股 | +1股 | 新买入 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.07% | 0.48% | $27.4万 | 2,700股 | $197.1万 | 1.7万股 | -1.4万股-83.96% | 减仓 |
| GGRID DYNAMICSGDYN |
| 0.05% | — | $17.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 LIBERTY LATIN AMERICALILA |
| 0.02% | 1.06% | $8.1万 | 1.0万股 | $434.4万 | 50.3万股 | -49.2万股-97.95% | 减仓 |
