 万豪MAR |
| 17.42% | 17.13% | $6,375.4万 | 17.2万股 | $5,734.9万 | 17.5万股 | -3,307股-1.89% | 减仓 |
 Roper科技ROP |
| 13.65% | 15.88% | $4,995.3万 | 14.8万股 | $5,318.4万 | 15.0万股 | -2,678股-1.78% | 减仓 |
 Markel Group Inc.MKL |
| 13.52% | 14.77% | $4,945.4万 | 2.5万股 | $4,945.8万 | 2.6万股 | -517股-2.00% | 减仓 |
 PROGRESSIVEPGR |
| 11.36% | 11.37% | $4,156.1万 | 19.0万股 | $3,805.6万 | 19.2万股 | -1,718股-0.89% | 减仓 |
 亚马逊AMZN |
| 11.27% | 10.96% | $4,123.5万 | 17.3万股 | $3,668.8万 | 17.6万股 | -3,146股-1.79% | 减仓 |
 微软MSFT |
| 8.44% | 9.28% | $3,087.0万 | 8.3万股 | $3,107.7万 | 8.4万股 | -1,196股-1.42% | 减仓 |
 欧特克ADSK |
| 4.6% | 6.29% | $1,681.6万 | 8.6万股 | $2,106.6万 | 8.8万股 | -1,503股-1.71% | 减仓 |
| AATLASSIAN CL ATEAM |
| 3.61% | 3.54% | $1,319.3万 | 17.0万股 | $1,186.7万 | 17.4万股 | -4,267股-2.45% | 减仓 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 3.22% | — | $1,179.9万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 3.02% | 4.97% | $1,103.8万 | 33.2万股 | $1,665.8万 | 33.1万股 | +707股+0.21% | 加仓 |
| GGOGOGOGO |
| 2.39% | — | $873.8万 | 281.9万股 | $0 | 0股 | +281.9万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 2.34% | 0.01% | $857.7万 | 1.7万股 | $4.8万 | 100股 | +1.7万股+17,040.00% | 加仓 |
 DANAHER DEL COMDHR |
| 2.32% | 2.51% | $848.2万 | 4.5万股 | $839.1万 | 4.4万股 | +276股+0.62% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 1.65% | — | $602.2万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 泛林集团LRCX |
| 0.65% | 2.97% | $237.7万 | 5,486股 | $992.9万 | 4.6万股 | -4.1万股-88.19% | 减仓 |
 台积电TSM |
| 0.11% | 0.08% | $38.6万 | 808股 | $27.3万 | 808股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.1% | — | $35.5万 | 380股 | $0 | 0股 | +380股 | 新买入 |
 Meta平台META |
| 0.09% | 0.06% | $33.9万 | 602股 | $20.2万 | 353股 | +249股+70.54% | 加仓 |
 LANDSTAR SYSLSTR |
| 0.07% | 0.06% | $26.9万 | 1,300股 | $20.8万 | 1,300股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.06% | 0.06% | $21.5万 | 609股 | $21.0万 | 733股 | -124股-16.92% | 减仓 |
 博通AVGO |
| 0.05% | — | $16.8万 | 445股 | $0 | 0股 | +445股 | 新买入 |
 DORMAN PRODSDORM |
| 0.03% | 0.02% | $10.5万 | 772股 | $8.1万 | 772股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.03% | 0.03% | $9.8万 | 829股 | $9.2万 | 829股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.02% | — | $8.4万 | 113股 | $0 | 0股 | +113股 | 新买入 |
| FFRP HLDGS INC COMFRPH |
| <0.01% | — | $4,998 | 200股 | $0 | 0股 | +200股 | 新买入 |
 苹果AAPL |
| <0.01% | <0.01% | $1,157 | 4股 | $1,015 | 4股 | 00.00% | 持仓不变 |
