| KKKR & COMKKR |
| 13.82% | 13.72% | $1.55亿 | 168.9万股 | $1.44亿 | 155.2万股 | +13.7万股+8.83% | 加仓 |
 VisaV |
| 10.14% | 9.63% | $1.14亿 | 33.1万股 | $1.01亿 | 33.3万股 | -1,747股-0.52% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 8.43% | 9.07% | $9,453.5万 | 120.6万股 | $9,486.2万 | 128.3万股 | -7.7万股-6.04% | 减仓 |
 标普全球SPGI |
| 8.04% | 6.9% | $9,019.9万 | 22.1万股 | $7,217.0万 | 17.0万股 | +5.2万股+30.53% | 加仓 |
 伍德沃德WWD |
| 7.31% | 4.14% | $8,200.8万 | 19.3万股 | $4,329.4万 | 12.1万股 | +7.2万股+59.36% | 加仓 |
 TransDigmTDG |
| 5.99% | 5.47% | $6,714.8万 | 5.0万股 | $5,721.4万 | 4.9万股 | +1,043股+2.11% | 加仓 |
| TTyler科技TYL |
| 4.79% | 4.33% | $5,367.7万 | 18.4万股 | $4,529.4万 | 13.2万股 | +5.1万股+38.73% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 4.7% | 7.24% | $5,269.3万 | 11.5万股 | $7,572.4万 | 15.6万股 | -4.1万股-26.51% | 减仓 |
 CINTAS COMCTAS |
| 4.57% | 4.22% | $5,124.8万 | 30.1万股 | $4,411.1万 | 26.1万股 | +4.1万股+15.54% | 加仓 |
 德州仪器TXN |
| 4.52% | — | $5,073.2万 | 17.0万股 | $0 | 0股 | +17.0万股 | 新买入 |
 WASTE CONNECTIONSWCN |
| 4.45% | — | $4,992.4万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 希尔顿HLT |
| 4.28% | 7.67% | $4,805.2万 | 14.5万股 | $8,018.5万 | 26.4万股 | -11.8万股-44.86% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 3.79% | — | $4,251.0万 | 22.6万股 | $0 | 0股 | +22.6万股 | 新买入 |
| GGUIDEWIRE SOFTWAREGWRE |
| 3.66% | 5.94% | $4,109.6万 | 33.4万股 | $6,216.2万 | 41.6万股 | -8.2万股-19.65% | 减仓 |
| SSS&C TECHSSNC |
| 3.14% | 4.2% | $3,516.8万 | 56.7万股 | $4,397.3万 | 65.1万股 | -8.4万股-12.91% | 减仓 |
 GILDAN ACTIVEWEARGIL |
| 3.06% | 4.53% | $3,430.5万 | 66.5万股 | $4,741.9万 | 85.2万股 | -18.7万股-21.98% | 减仓 |
 CHURCHILL DOWNSCHDN |
| 2.94% | 7.47% | $3,299.2万 | 36.8万股 | $7,818.5万 | 87.0万股 | -50.2万股-57.71% | 减仓 |
 ROCKET COS COM CL ARKT |
| 2.37% | 2.14% | $2,663.5万 | 169.1万股 | $2,239.6万 | 157.2万股 | +11.9万股+7.60% | 加仓 |
