 Roper科技ROP |
| 28.87% | 28.39% | $29.20亿 | 863.0万股 | $26.53亿 | 749.8万股 | +113.2万股+15.10% | 加仓 |
 ExpediaEXPE |
| 9.89% | 8.48% | $10.00亿 | 391.0万股 | $7.93亿 | 343.3万股 | +47.6万股+13.87% | 加仓 |
 富达·NATL FINL INCFNF |
| 9.75% | 10.38% | $9.86亿 | 2,090.3万股 | $9.69亿 | 2,090.3万股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 9.01% | 6.32% | $9.11亿 | 68.4万股 | $5.91亿 | 51.0万股 | +17.5万股+34.24% | 加仓 |
 SAP SPON ADRSAP |
| 6.7% | 5.06% | $6.78亿 | 439.9万股 | $4.73亿 | 276.2万股 | +163.7万股+59.27% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 6.53% | 6.5% | $6.60亿 | 842.0万股 | $6.08亿 | 822.3万股 | +19.8万股+2.40% | 加仓 |
 穆迪MCO |
| 6.31% | 6.22% | $6.39亿 | 141.0万股 | $5.81亿 | 133.3万股 | +7.7万股+5.78% | 加仓 |
 台积电TSM |
| 6.22% | 8.03% | $6.29亿 | 131.8万股 | $7.51亿 | 222.1万股 | -90.3万股-40.66% | 减仓 |
 亚马逊AMZN |
| 5.71% | 8.82% | $5.77亿 | 242.3万股 | $8.24亿 | 395.8万股 | -153.6万股-38.79% | 减仓 |
 PERIMETER SOLUTIONSPRM |
| 5.69% | 5.71% | $5.76亿 | 1,614.9万股 | $5.34亿 | 2,185.5万股 | -570.6万股-26.11% | 减仓 |
 英伟达NVDA |
| 5.32% | 6.07% | $5.38亿 | 268.8万股 | $5.67亿 | 325.3万股 | -56.5万股-17.38% | 减仓 |
