 亚马逊AMZN |
| 13.09% | 17.2% | $3.43亿 | 143.8万股 | $2.84亿 | 136.4万股 | +7.4万股+5.45% | 加仓 |
 谷歌AGOOGL |
| 12.28% | 4.49% | $3.22亿 | 90.0万股 | $7,407.6万 | 25.8万股 | +64.2万股+249.30% | 加仓 |
 DANAHER DEL COMDHR |
| 9.93% | 8.76% | $2.60亿 | 136.5万股 | $1.45亿 | 76.3万股 | +60.3万股+79.02% | 加仓 |
 VisaV |
| 9.4% | 4.49% | $2.46亿 | 71.8万股 | $7,410.8万 | 24.5万股 | +47.3万股+192.71% | 加仓 |
 GILDAN ACTIVEWEARGIL |
| 7.39% | 12.14% | $1.94亿 | 375.0万股 | $2.01亿 | 360.4万股 | +14.6万股+4.04% | 加仓 |
 Arista网络ANET |
| 7.08% | 4.28% | $1.85亿 | 109.1万股 | $7,060.9万 | 57.5万股 | +51.6万股+89.71% | 加仓 |
| MMASTECMTZ |
| 4.88% | 4.37% | $1.28亿 | 30.7万股 | $7,223.0万 | 22.4万股 | +8.2万股+36.71% | 加仓 |
 WAYFAIRW |
| 4.87% | 2.13% | $1.27亿 | 137.9万股 | $3,514.1万 | 46.7万股 | +91.2万股+195.18% | 加仓 |
| PPROLOGIS COMPLD |
| 4.86% | 3.23% | $1.27亿 | 93.9万股 | $5,333.6万 | 40.4万股 | +53.6万股+132.80% | 加仓 |
 CORTEVA COMCTVA |
| 3.89% | 5.35% | $1.02亿 | 120.2万股 | $8,843.1万 | 105.6万股 | +14.5万股+13.76% | 加仓 |
 汽车地带AZO |
| 3.76% | — | $9,848.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 梅特勒托利多MTD |
| 2.81% | — | $7,367.3万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 AMER SPORTS INC COM SHSAS |
| 2.64% | 2.55% | $6,903.2万 | 204.0万股 | $4,208.6万 | 127.8万股 | +76.2万股+59.57% | 加仓 |
 沃尔玛WMT |
| 1.94% | — | $5,085.9万 | 44.9万股 | $0 | 0股 | +44.9万股 | 新买入 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.68% | 4.48% | $4,400.8万 | 26.9万股 | $7,399.5万 | 64.1万股 | -37.2万股-57.98% | 减仓 |
| BBIRKENSTOCK HOLDING COM SHSBIRK |
| 1.54% | 3.07% | $4,029.2万 | 93.6万股 | $5,070.8万 | 141.5万股 | -47.9万股-33.84% | 减仓 |
| GGLAUKOS COMGKOS |
| 1.47% | — | $3,857.3万 | 27.6万股 | $0 | 0股 | +27.6万股 | 新买入 |
 GE VernovaGEV |
| 1.46% | — | $3,820.5万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 SENSIENT TECHNOLOGIESSXT |
| 1.34% | — | $3,512.7万 | 28.5万股 | $0 | 0股 | +28.5万股 | 新买入 |
| 110X GENOMICSTXG |
| 1.27% | — | $3,327.1万 | 86.8万股 | $0 | 0股 | +86.8万股 | 新买入 |
 林德LIN |
| 1% | 3.07% | $2,609.0万 | 5.0万股 | $5,063.2万 | 10.2万股 | -5.2万股-50.77% | 减仓 |
| VVENTURE GLOBAL INC CLASS AVG |
| 0.57% | 1.24% | $1,503.7万 | 135.1万股 | $2,050.0万 | 130.1万股 | +5.0万股+3.87% | 加仓 |
| RREGAL REXNORD COMRRX |
| 0.44% | — | $1,141.0万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.43% | — | $1,128.3万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
