| AAlphabet Inc Class CGOOG |
| 13.5% | 13.49% | $2.14亿 | 60.6万股 | $2.07亿 | 72.0万股 | -11.4万股-15.78% | 减仓 |
| T赛默飞世尔TMO |
| 13.24% | 12.09% | $2.10亿 | 41.9万股 | $1.85亿 | 37.7万股 | +4.3万股+11.28% | 加仓 |
 微软MSFT |
| 13.06% | 11.57% | $2.07亿 | 55.5万股 | $1.77亿 | 47.9万股 | +7.7万股+16.03% | 加仓 |
 HCA医疗HCA |
| 12.26% | 14.05% | $1.95亿 | 49.9万股 | $2.15亿 | 45.4万股 | +4.5万股+9.81% | 加仓 |
 黑石集团BX |
| 11.48% | 10.45% | $1.82亿 | 154.8万股 | $1.60亿 | 139.1万股 | +15.7万股+11.28% | 加仓 |
 VisaV |
| 8.56% | 7.82% | $1.36亿 | 39.6万股 | $1.20亿 | 39.6万股 | 00.00% | 持仓不变 |
 万事达MA |
| 7.96% | 8.02% | $1.26亿 | 24.6万股 | $1.23亿 | 24.6万股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 7.36% | 6.78% | $1.17亿 | 35.2万股 | $1.04亿 | 32.2万股 | +3.1万股+9.48% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 6.82% | 6.68% | $1.08亿 | 64.9万股 | $1.02亿 | 58.9万股 | +6.0万股+10.17% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 5.75% | 9.05% | $9,125.5万 | 64.2万股 | $1.39亿 | 64.2万股 | 00.00% | 持仓不变 |
