 微软MSFT |
| 13.99% | 14.72% | $4.83亿 | 130.4万股 | $4.36亿 | 117.7万股 | +12.6万股+10.73% | 加仓 |
 HCA医疗HCA |
| 12.5% | 4.93% | $4.31亿 | 91.1万股 | $1.46亿 | 30.8万股 | +60.2万股+195.35% | 加仓 |
 BOOKING COMBKNG |
| 11.16% | 0.47% | $3.85亿 | 228.5万股 | $1,401.5万 | 8.3万股 | +220.1万股+2,645.28% | 加仓 |
 万事达MA |
| 10.39% | 9.82% | $3.58亿 | 71.7万股 | $2.91亿 | 58.2万股 | +13.5万股+23.21% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 7.76% | 7.36% | $2.67亿 | 931.7万股 | $2.18亿 | 759.0万股 | +172.7万股+22.75% | 加仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 7.4% | 7.71% | $2.55亿 | 441.4万股 | $2.28亿 | 394.9万股 | +46.4万股+11.76% | 加仓 |
 新闻集团NWSA |
| 6.65% | 7.44% | $2.29亿 | 919.2万股 | $2.20亿 | 883.5万股 | +35.7万股+4.04% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 6.44% | 10.41% | $2.22亿 | 354.2万股 | $3.08亿 | 491.4万股 | -137.2万股-27.92% | 减仓 |
 迪士尼DIS |
| 6.29% | 1.03% | $2.17亿 | 225.0万股 | $3,062.1万 | 31.8万股 | +193.2万股+608.13% | 加仓 |
 道富·CORP COMSTT |
| 5.05% | 9.63% | $1.74亿 | 137.5万股 | $2.85亿 | 225.3万股 | -87.8万股-38.97% | 减仓 |
 VisaV |
| 3.83% | 3.76% | $1.32亿 | 43.7万股 | $1.11亿 | 36.9万股 | +6.8万股+18.42% | 加仓 |
 皇冠控股CCK |
| 3.8% | 2.83% | $1.31亿 | 130.7万股 | $8,380.7万 | 83.6万股 | +47.1万股+56.30% | 加仓 |
 TD SYNNEXSNX |
| 1.78% | 7.3% | $6,123.5万 | 36.3万股 | $2.16亿 | 128.1万股 | -91.8万股-71.67% | 减仓 |
 德州仪器TXN |
| 1.16% | 7.66% | $4,006.0万 | 20.6万股 | $2.27亿 | 116.8万股 | -96.2万股-82.34% | 减仓 |
 新闻集团NWSA |
| 0.97% | 1% | $3,343.1万 | 117.3万股 | $2,951.2万 | 103.5万股 | +13.7万股+13.28% | 加仓 |
 台积电TSM |
| 0.85% | 3.94% | $2,948.1万 | 8.7万股 | $1.17亿 | 34.5万股 | -25.8万股-74.72% | 减仓 |
