 泛林集团LRCX |
| 14.05% | 11.83% | $3.28亿 | 75.8万股 | $2.29亿 | 107.1万股 | -31.3万股-29.24% | 减仓 |
 TransDigmTDG |
| 10.62% | 10.7% | $2.48亿 | 18.6万股 | $2.07亿 | 17.9万股 | +7,679股+4.30% | 加仓 |
 FICOFICO |
| 10% | 9.85% | $2.34亿 | 19.6万股 | $1.90亿 | 17.8万股 | +1.7万股+9.59% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 8.56% | 9.69% | $2.00亿 | 169.0万股 | $1.87亿 | 168.2万股 | +8,790股+0.52% | 加仓 |
 ANTERIXATEX |
| 7.56% | 3.39% | $1.77亿 | 171.7万股 | $6,556.2万 | 171.7万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 6.94% | 10% | $1.62亿 | 139.0万股 | $1.93亿 | 132.2万股 | +6.8万股+5.15% | 加仓 |
 AEROVIRONMENTAVAV |
| 6.39% | 6.83% | $1.49亿 | 90.4万股 | $1.32亿 | 72.1万股 | +18.3万股+25.32% | 加仓 |
 黑石集团BX |
| 6.13% | 7.33% | $1.43亿 | 121.8万股 | $1.42亿 | 123.3万股 | -1.5万股-1.24% | 减仓 |
 Bloom EnergyBE |
| 5.81% | — | $1.36亿 | 44.9万股 | $0 | 0股 | +44.9万股 | 新买入 |
 迈威尔MRVL |
| 5.71% | — | $1.33亿 | 44.8万股 | $0 | 0股 | +44.8万股 | 新买入 |
 AMERICAN TOWER COMAMT |
| 5.63% | 9.92% | $1.32亿 | 80.5万股 | $1.92亿 | 111.2万股 | -30.7万股-27.63% | 减仓 |
 美国运通AXP |
| 4.91% | 5.31% | $1.15亿 | 33.9万股 | $1.03亿 | 34.0万股 | -400股-0.12% | 减仓 |
| EElbit Systems LtdESLT |
| 4.25% | 4.76% | $9,927.1万 | 13.1万股 | $9,203.4万 | 10.8万股 | +2.2万股+20.71% | 加仓 |
| MMOELIS &MC |
| 2.74% | 2.89% | $6,409.9万 | 98.0万股 | $5,584.9万 | 98.0万股 | 00.00% | 持仓不变 |
 EquinixEQIX |
| 0.23% | 0.26% | $537.9万 | 5,160股 | $505.8万 | 5,160股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.18% | 0.19% | $430.4万 | 1.8万股 | $376.1万 | 1.8万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.1% | 0.14% | $233.6万 | 1.3万股 | $278.4万 | 2.2万股 | -8,980股-41.54% | 减仓 |
 ADOBE COMADBE |
| 0.06% | 5.58% | $137.4万 | 6,700股 | $1.08亿 | 44.4万股 | -43.8万股-98.49% | 减仓 |
 Ares管理ARES |
| 0.05% | 0.06% | $124.1万 | 1.1万股 | $121.6万 | 1.1万股 | 00.00% | 持仓不变 |
| PPROLOGIS COMPLD |
| 0.04% | 0.05% | $101.6万 | 7,500股 | $99.1万 | 7,500股 | 00.00% | 持仓不变 |
 TELESAT CORP CL A & CL B SHSTSAT |
| 0.01% | 1.14% | $22.1万 | 4,370股 | $2,210.3万 | 61.1万股 | -60.6万股-99.28% | 减仓 |
