| AAlphabet Inc Class CGOOG |
| 12.07% | 11.35% | $10.77亿 | 304.8万股 | $9.61亿 | 335.0万股 | -30.2万股-9.02% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 12.02% | 12.38% | $10.72亿 | 1,432股 | $10.48亿 | 1,460股 | -28股-1.92% | 减仓 |
 PHILIP MORRIS INTLPM |
| 9.19% | 8.99% | $8.20亿 | 453.1万股 | $7.61亿 | 460.5万股 | -7.4万股-1.61% | 减仓 |
 万事达MA |
| 8.76% | 9.17% | $7.82亿 | 152.2万股 | $7.77亿 | 155.5万股 | -3.3万股-2.11% | 减仓 |
| CCOMPAGNIE FINANCIER RICHEMONT SACEBNF |
| 8.67% | 7.02% | $7.74亿 | 334.5万股 | $5.94亿 | 344.7万股 | -10.2万股-2.96% | 减仓 |
| HHEINEKEN HOLDINGS NV SHSHINKF |
| 7.62% | 7.59% | $6.80亿 | 890.6万股 | $6.43亿 | 910.2万股 | -19.6万股-2.15% | 减仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 6.12% | 6.41% | $5.46亿 | 531.5万股 | $5.43亿 | 548.2万股 | -16.7万股-3.04% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 6.05% | 6.28% | $5.40亿 | 107.9万股 | $5.32亿 | 111.0万股 | -3.1万股-2.80% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 4.94% | 4.65% | $4.41亿 | 589.8万股 | $3.94亿 | 604.9万股 | -15.1万股-2.50% | 减仓 |
 NETFLIXNFLX |
| 4.57% | 6.37% | $4.08亿 | 571.0万股 | $5.39亿 | 561.1万股 | +9.9万股+1.77% | 加仓 |
 马丁玛丽埃塔MLM |
| 4.56% | 4.97% | $4.07亿 | 70.5万股 | $4.21亿 | 71.5万股 | -1.0万股-1.40% | 减仓 |
 优步UBER |
| 4.11% | 4.39% | $3.67亿 | 508.4万股 | $3.72亿 | 517.3万股 | -8.9万股-1.73% | 减仓 |
| EEurofins Scientific |
| 3.6% | 2.64% | $3.21亿 | 409.4万股 | $2.24亿 | 309.6万股 | +99.8万股+32.22% | 加仓 |
| DDOORDASHDASH |
| 2.45% | 1.77% | $2.19亿 | 118.6万股 | $1.50亿 | 100.1万股 | +18.5万股+18.47% | 加仓 |
| PPERNOD RICARD ACT ORD |
| 1.92% | 2.17% | $1.72亿 | 235.1万股 | $1.83亿 | 248.0万股 | -12.8万股-5.17% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.6% | 0.76% | $5,385.4万 | 219.4万股 | $6,468.7万 | 225.3万股 | -5.9万股-2.64% | 减仓 |
| BBROWN FORMANBF/A |
| 0.49% | 0.52% | $4,371.6万 | 159.8万股 | $4,414.7万 | 164.8万股 | -5.0万股-3.04% | 减仓 |
 VisaV |
| 0.34% | 0.33% | $2,993.7万 | 8.7万股 | $2,835.4万 | 9.4万股 | -6,556股-6.99% | 减仓 |
 埃克森美孚XOM |
| 0.28% | 0.39% | $2,477.4万 | 18.1万股 | $3,290.6万 | 19.4万股 | -1.3万股-6.57% | 减仓 |
| BBROWN FORMANBF.B |
| 0.19% | 0.21% | $1,703.7万 | 63.9万股 | $1,744.2万 | 66.0万股 | -2.0万股-3.09% | 减仓 |
| AANHEUSER-BUSCH INBEV NV |
| 0.16% | 0.15% | $1,423.0万 | 17.1万股 | $1,266.2万 | 18.4万股 | -1.3万股-6.91% | 减仓 |
 ALTRIAMO |
| 0.12% | 0.13% | $1,069.2万 | 14.9万股 | $1,085.3万 | 16.4万股 | -1.6万股-9.64% | 减仓 |
 CRANECR |
| 0.11% | 0.09% | $980.1万 | 4.4万股 | $797.3万 | 4.7万股 | -2,689股-5.77% | 减仓 |
 Markel Group Inc.MKL |
| 0.09% | 0.11% | $833.0万 | 4,265股 | $948.2万 | 4,954股 | -689股-13.91% | 减仓 |
 摩根大通JPM |
| 0.09% | 0.52% | $809.1万 | 2.5万股 | $4,377.0万 | 14.9万股 | -12.4万股-83.39% | 减仓 |
 联合太平洋铁路UNP |
| 0.08% | 0.08% | $702.9万 | 2.6万股 | $670.6万 | 2.8万股 | -1,797股-6.50% | 减仓 |
 多佛DOV |
| 0.05% | 0.05% | $422.8万 | 1.9万股 | $398.7万 | 1.9万股 | -275股-1.44% | 减仓 |
 谷歌AGOOGL |
| 0.04% | 0.04% | $397.2万 | 1.1万股 | $333.9万 | 1.2万股 | -496股-4.27% | 减仓 |
 好市多COST |
| 0.04% | 0.05% | $318.0万 | 3,399股 | $460.7万 | 4,624股 | -1,225股-26.49% | 减仓 |
 艾伯维ABBV |
| 0.03% | 0.03% | $312.3万 | 1.2万股 | $269.9万 | 1.2万股 | 00.00% | 持仓不变 |
| WWARBY PARKERWRBY |
| 0.03% | — | $242.7万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 Vulcan材料VMC |
| 0.02% | 0.02% | $214.3万 | 7,263股 | $197.8万 | 7,263股 | 00.00% | 持仓不变 |
 LEVI STRAUSS & NEWLEVI |
| 0.02% | — | $207.9万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| AALK Abello A/S |
| 0.02% | — | $198.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 MCCORMICK & COM NON VTGMKC |
| 0.02% | 0.02% | $191.5万 | 3.8万股 | $194.6万 | 3.9万股 | -600股-1.56% | 减仓 |
| DDe'Longhi |
| 0.02% | — | $181.3万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| SSSP |
| 0.02% | — | $174.4万 | 70.0万股 | $0 | 0股 | +70.0万股 | 新买入 |
 美国运通AXP |
| 0.02% | 0.02% | $173.4万 | 5,125股 | $196.2万 | 6,485股 | -1,360股-20.97% | 减仓 |
| DDEMANT A/S SHS |
| 0.02% | — | $168.2万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| LL'Oreal S.A. |
| 0.02% | 0.02% | $162.5万 | 3,705股 | $149.1万 | 3,705股 | 00.00% | 持仓不变 |
| FFielmann |
| 0.02% | — | $161.5万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| KKonecranes |
| 0.02% | — | $161.3万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| RRATIONAL AG |
| 0.02% | — | $161.1万 | 2,200股 | $0 | 0股 | +2,200股 | 新买入 |
| FFLUIDRA SA EUR1 ISIN #ES0137650018 SEDOL #B28V440 |
| 0.02% | — | $158.5万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 微软MSFT |
| 0.01% | 0.02% | $133.7万 | 3,584股 | $131.2万 | 3,544股 | +40股+1.13% | 加仓 |
 苹果AAPL |
| 0.01% | 0.01% | $133.1万 | 4,601股 | $120.6万 | 4,751股 | -150股-3.16% | 减仓 |
| CCarlsberg A/S |
| 0.01% | 0.01% | $132.8万 | 1.0万股 | $122.3万 | 9,872股 | +263股+2.66% | 加仓 |
| SSunbelt Rentals ORDSUNB |
| 0.01% | — | $132.6万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| HHEINEKEN NV ORD NR |
| 0.01% | 0.01% | $127.3万 | 1.5万股 | $115.6万 | 1.5万股 | 00.00% | 持仓不变 |
| PPuig Brands |
| 0.01% | — | $125.4万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
