 谷歌AGOOGL |
| 10.1% | 10.45% | $4.81亿 | 134.8万股 | $4.84亿 | 168.2万股 | -33.4万股-19.84% | 减仓 |
 科磊KLAC |
| 9.25% | 5.44% | $4.41亿 | 146.2万股 | $2.52亿 | 17.1万股 | +129.0万股+753.72% | 加仓 |
 VisaV |
| 7.71% | 7.61% | $3.67亿 | 107.2万股 | $3.52亿 | 116.6万股 | -9.4万股-8.09% | 减仓 |
 安费诺APH |
| 7.22% | 5.33% | $3.44亿 | 195.2万股 | $2.47亿 | 195.2万股 | 00.00% | 持仓不变 |
 HEICOHEI |
| 6.72% | 5.59% | $3.20亿 | 124.3万股 | $2.59亿 | 141.5万股 | -17.2万股-12.15% | 减仓 |
 微软MSFT |
| 6.07% | 7.21% | $2.89亿 | 77.6万股 | $3.34亿 | 90.2万股 | -12.6万股-13.96% | 减仓 |
 亚马逊AMZN |
| 5.96% | 5.31% | $2.84亿 | 119.3万股 | $2.46亿 | 117.9万股 | +1.4万股+1.19% | 加仓 |
 德州仪器TXN |
| 5.3% | 3.81% | $2.53亿 | 84.8万股 | $1.76亿 | 90.8万股 | -6.0万股-6.64% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 4.75% | 4.01% | $2.26亿 | 60.3万股 | $1.86亿 | 66.9万股 | -6.6万股-9.82% | 减仓 |
 穆迪MCO |
| 3.87% | 4.26% | $1.84亿 | 40.7万股 | $1.97亿 | 45.2万股 | -4.4万股-9.82% | 减仓 |
 苹果AAPL |
| 3.73% | 4.01% | $1.78亿 | 61.4万股 | $1.86亿 | 73.2万股 | -11.7万股-16.04% | 减仓 |
 BOOKING COMBKNG |
| 3.69% | 3.98% | $1.76亿 | 98.7万股 | $1.84亿 | 4.4万股 | +94.4万股+2,154.40% | 加仓 |
 汽车地带AZO |
| 3.38% | 4.08% | $1.61亿 | 5.0万股 | $1.89亿 | 5.6万股 | -5,491股-9.82% | 减仓 |
| T赛默飞世尔TMO |
| 3.2% | 3.63% | $1.53亿 | 30.5万股 | $1.68亿 | 34.2万股 | -3.7万股-10.87% | 减仓 |
 ADPADP |
| 3.06% | 3.17% | $1.46亿 | 65.0万股 | $1.47亿 | 72.1万股 | -7.1万股-9.82% | 减仓 |
 欧特克ADSK |
| 2.77% | 3.9% | $1.32亿 | 68.0万股 | $1.81亿 | 75.5万股 | -7.4万股-9.82% | 减仓 |
| TTyler科技TYL |
| 2.75% | 3.43% | $1.31亿 | 44.7万股 | $1.59亿 | 46.3万股 | -1.6万股-3.45% | 减仓 |
 好市多COST |
| 2.63% | 3.2% | $1.25亿 | 13.4万股 | $1.48亿 | 14.9万股 | -1.5万股-9.82% | 减仓 |
 耐克NKE |
| 1.22% | 2.11% | $5,802.9万 | 141.4万股 | $9,772.6万 | 184.9万股 | -43.6万股-23.56% | 减仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.97% | 0.66% | $4,626.9万 | 12.9万股 | $3,032.5万 | 12.1万股 | +8,000股+6.62% | 加仓 |
 明晟MSCI |
| 0.74% | 0.85% | $3,549.9万 | 6.3万股 | $3,957.0万 | 7.3万股 | -1.0万股-13.63% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.65% | 0.71% | $3,111.8万 | 5.9万股 | $3,265.5万 | 5.8万股 | +1,000股+1.72% | 加仓 |
 VeevaVEEV |
| 0.58% | 0.59% | $2,777.1万 | 15.7万股 | $2,748.9万 | 15.7万股 | 00.00% | 持仓不变 |
 CDWCDW |
| 0.47% | 0.65% | $2,239.2万 | 15.9万股 | $3,015.9万 | 24.9万股 | -9.0万股-36.12% | 减仓 |
 MEDPACEMEDP |
| 0.47% | 0.39% | $2,226.5万 | 4.2万股 | $1,825.7万 | 3.8万股 | +4,000股+10.53% | 加仓 |
 BROWN & BROWN COMBRO |
| 0.44% | 0.57% | $2,090.5万 | 32.6万股 | $2,647.7万 | 40.6万股 | -8.0万股-19.70% | 减仓 |
 Jack Henry & Associates, IncJKHY |
| 0.42% | 0.72% | $2,001.7万 | 14.5万股 | $3,338.6万 | 21.1万股 | -6.6万股-31.24% | 减仓 |
 CORE & MAINCNM |
| 0.41% | 0.43% | $1,944.7万 | 40.3万股 | $1,992.0万 | 40.3万股 | 00.00% | 持仓不变 |
| MMANHATTAN ASSOCIATESMANH |
| 0.4% | 0.4% | $1,929.7万 | 13.9万股 | $1,843.0万 | 13.9万股 | 00.00% | 持仓不变 |
| RROLLINS COMROL |
| 0.36% | 0.48% | $1,731.2万 | 41.5万股 | $2,215.2万 | 41.5万股 | 00.00% | 持仓不变 |
 西屋制动WAB |
| 0.35% | — | $1,684.6万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 柯蒂斯怀特CW |
| 0.35% | — | $1,666.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
