 VisaV |
| 14.13% | 13.79% | $14.63亿 | 426.5万股 | $12.42亿 | 411.1万股 | +15.4万股+3.74% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 11.24% | 11.01% | $11.63亿 | 329.2万股 | $9.92亿 | 346.0万股 | -16.8万股-4.86% | 减仓 |
 安费诺APH |
| 8.29% | 4.03% | $8.58亿 | 486.7万股 | $3.63亿 | 287.1万股 | +199.5万股+69.49% | 加仓 |
 亚马逊AMZN |
| 8.23% | 5.46% | $8.52亿 | 357.3万股 | $4.92亿 | 236.3万股 | +121.0万股+51.20% | 加仓 |
 穆迪MCO |
| 7.46% | 7.48% | $7.72亿 | 170.4万股 | $6.74亿 | 154.6万股 | +15.9万股+10.26% | 加仓 |
 英伟达NVDA |
| 6.61% | 5.18% | $6.84亿 | 341.8万股 | $4.67亿 | 267.5万股 | +74.3万股+27.77% | 加仓 |
| MMEDLINE COM CL AMDLN |
| 6.28% | 2.16% | $6.50亿 | 1,647.1万股 | $1.94亿 | 436.6万股 | +1,210.5万股+277.27% | 加仓 |
 Vulcan材料VMC |
| 5.62% | 5.35% | $5.82亿 | 197.2万股 | $4.82亿 | 176.9万股 | +20.2万股+11.44% | 加仓 |
| CCRHCRH |
| 4.53% | 3.22% | $4.69亿 | 438.4万股 | $2.90亿 | 275.9万股 | +162.5万股+58.87% | 加仓 |
 应用材料AMAT |
| 3.64% | — | $3.77亿 | 52.1万股 | $0 | 0股 | +52.1万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 3.47% | 4.67% | $3.59亿 | 412.9万股 | $4.21亿 | 627.5万股 | -214.6万股-34.19% | 减仓 |
 德文能源DVN |
| 3.02% | 3.64% | $3.12亿 | 755.8万股 | $3.28亿 | 652.5万股 | +103.3万股+15.83% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 2.31% | 1.64% | $2.39亿 | 100.6万股 | $1.48亿 | 63.4万股 | +37.2万股+58.61% | 加仓 |
 EquifaxEFX |
| 2.27% | — | $2.35亿 | 148.1万股 | $0 | 0股 | +148.1万股 | 新买入 |
| EEMBRAER S.AFGM |
| 2.09% | 1.96% | $2.16亿 | 338.4万股 | $1.77亿 | 297.5万股 | +40.9万股+13.75% | 加仓 |
 万事达MA |
| 1.8% | 2.55% | $1.87亿 | 36.3万股 | $2.30亿 | 46.0万股 | -9.6万股-20.92% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 1.64% | 1.53% | $1.70亿 | 109.1万股 | $1.38亿 | 108.9万股 | +1,875股+0.17% | 加仓 |
 优步UBER |
| 1.62% | 3.71% | $1.67亿 | 232.0万股 | $3.35亿 | 465.2万股 | -233.3万股-50.14% | 减仓 |
 林德LIN |
| 1.51% | 5.88% | $1.56亿 | 30.1万股 | $5.30亿 | 106.8万股 | -76.8万股-71.84% | 减仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 1.43% | 0.82% | $1.48亿 | 92.5万股 | $7,383.6万 | 44.8万股 | +47.7万股+106.54% | 加仓 |
 标普全球SPGI |
| 1.38% | — | $1.43亿 | 35.2万股 | $0 | 0股 | +35.2万股 | 新买入 |
 VistraVST |
| 0.74% | — | $7,697.6万 | 48.5万股 | $0 | 0股 | +48.5万股 | 新买入 |
| RRiot PlatformsRIOT |
| 0.7% | — | $7,197.5万 | 262.9万股 | $0 | 0股 | +262.9万股 | 新买入 |
