 美国运通AXP |
| 13.86% | 13.17% | $9.60亿 | 283.8万股 | $8.60亿 | 284.4万股 | -5,938股-0.21% | 减仓 |
 BOOKING COMBKNG |
| 11.04% | 11.08% | $7.65亿 | 429.0万股 | $7.24亿 | 17.2万股 | +411.9万股+2,395.88% | 加仓 |
 迪尔DE |
| 10.65% | 10.29% | $7.38亿 | 116.3万股 | $6.73亿 | 119.4万股 | -3.1万股-2.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 10.53% | 10.76% | $7.30亿 | 145.9万股 | $7.03亿 | 146.7万股 | -8,036股-0.55% | 减仓 |
 万事达MA |
| 10% | 10.34% | $6.93亿 | 134.9万股 | $6.76亿 | 135.3万股 | -3,329股-0.25% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 9.16% | 8.18% | $6.35亿 | 865.4万股 | $5.34亿 | 851.2万股 | +14.2万股+1.67% | 加仓 |
 标普全球SPGI |
| 7.84% | 8.74% | $5.43亿 | 133.4万股 | $5.71亿 | 134.2万股 | -8,229股-0.61% | 减仓 |
 穆迪MCO |
| 7.22% | 7.4% | $5.00亿 | 110.5万股 | $4.84亿 | 110.9万股 | -3,999股-0.36% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 6.53% | 6.34% | $4.53亿 | 522.3万股 | $4.14亿 | 526.4万股 | -4.1万股-0.78% | 减仓 |
 德州仪器TXN |
| 5.54% | 3.98% | $3.84亿 | 128.8万股 | $2.60亿 | 134.0万股 | -5.2万股-3.87% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 4.01% | 5.05% | $2.77亿 | 1,130.3万股 | $3.30亿 | 1,149.4万股 | -19.1万股-1.66% | 减仓 |
 CHARTER COMMUNICATIONSCHTR |
| 1.17% | 1.86% | $8,112.2万 | 57.0万股 | $1.22亿 | 56.3万股 | +7,172股+1.27% | 加仓 |
 WAYFAIRW |
| 0.47% | 0.34% | $3,242.1万 | 35.1万股 | $2,239.9万 | 29.8万股 | +5.3万股+17.79% | 加仓 |
 VisaV |
| 0.45% | 0.35% | $3,091.9万 | 9.0万股 | $2,314.1万 | 7.7万股 | +1.4万股+17.70% | 加仓 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 0.44% | 0.72% | $3,071.3万 | 92.3万股 | $4,712.3万 | 93.7万股 | -1.3万股-1.43% | 减仓 |
| VVERSANT MEDIA COM CL AVSNT |
| 0.23% | 0.25% | $1,592.8万 | 44.2万股 | $1,659.2万 | 44.8万股 | -5,866股-1.31% | 减仓 |
| CCABLE ONE INC COMCABO |
| 0.21% | 0.39% | $1,468.9万 | 27.7万股 | $2,554.6万 | 28.0万股 | -3,499股-1.25% | 减仓 |
 加拿大国家铁路CNI |
| 0.16% | 0.12% | $1,096.9万 | 9.2万股 | $794.4万 | 7.7万股 | +1.5万股+19.01% | 加仓 |
| IiShares安硕信托EWU |
| 0.12% | 0.16% | $800.0万 | 17.3万股 | $1,064.1万 | 23.4万股 | -6.0万股-25.77% | 减仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.1% | 0.1% | $721.0万 | 11.1万股 | $651.1万 | 11.3万股 | -1,305股-1.16% | 减仓 |
| LLIBERTY CAP CORP SER C GCI GROUPGLIBK |
| 0.08% | 0.14% | $539.0万 | 25.0万股 | $943.4万 | 25.4万股 | -3,519股-1.39% | 减仓 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.08% | 0.07% | $533.6万 | 4.5万股 | $485.0万 | 5.0万股 | -5,659股-11.23% | 减仓 |
| IiShares安硕信托IVV |
| 0.05% | 0.05% | $369.1万 | 4,929股 | $322.0万 | 4,929股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.04% | 0.07% | $251.4万 | 3.0万股 | $438.8万 | 6.3万股 | -3.3万股-51.75% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 0.01% | 0.03% | $76.7万 | 8,666股 | $201.5万 | 2.4万股 | -1.6万股-64.55% | 减仓 |
