 VisaV |
| 17.32% | 15.7% | $1.48亿 | 66.5万股 | $1.55亿 | 66.5万股 | 00.00% | 持仓不变 |
 万事达MA |
| 17.06% | 14.97% | $1.46亿 | 41.9万股 | $1.48亿 | 40.6万股 | +1.4万股+3.38% | 加仓 |
 Meta平台META |
| 14.46% | 13.75% | $1.24亿 | 36.4万股 | $1.36亿 | 39.1万股 | -2.7万股-7.00% | 减仓 |
 阿里巴巴BABA |
| 10.05% | 9.75% | $8,586.3万 | 58.0万股 | $9,648.6万 | 42.5万股 | +15.5万股+36.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 9.92% | 10.89% | $8,474.9万 | 3.2万股 | $1.08亿 | 4.3万股 | -1.1万股-26.05% | 减仓 |
 微软MSFT |
| 9.35% | 7.76% | $7,992.4万 | 28.4万股 | $7,680.0万 | 28.4万股 | 00.00% | 持仓不变 |
 Dollar TreeDLTR |
| 8.22% | 7.15% | $7,024.5万 | 73.4万股 | $7,077.4万 | 71.1万股 | +2.3万股+3.17% | 加仓 |
| FFiservFISV |
| 4.79% | — | $4,094.5万 | 37.7万股 | $0 | 0股 | +37.7万股 | 新买入 |
 谷歌AGOOGL |
| 4.38% | 3.45% | $3,742.9万 | 1.4万股 | $3,418.5万 | 1.4万股 | 00.00% | 持仓不变 |
| OOPTIMUM COMMUNICATIONSOPTU |
| 2.62% | — | $2,235.9万 | 107.9万股 | $0 | 0股 | +107.9万股 | 新买入 |
 OLLIES BARGAIN OUTLETOLLI |
| 1.84% | — | $1,569.4万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
