| AAlphabet Inc Class CGOOG |
| 43.5% | 39.9% | $3,003.3万 | 8.5万股 | $2,639.1万 | 9.2万股 | -7,000股-7.61% | 减仓 |
 贝莱德·INC COMBLK |
| 13.93% | 15.99% | $961.6万 | 1.0万股 | $1,057.9万 | 1.1万股 | -1,000股-9.09% | 减仓 |
 联合太平洋铁路UNP |
| 10.64% | 9.17% | $734.4万 | 2.7万股 | $606.6万 | 2.5万股 | +2,000股+8.00% | 加仓 |
 奎斯特诊断DGX |
| 9.21% | 8.59% | $635.9万 | 3.0万股 | $568.3万 | 2.9万股 | +1,000股+3.45% | 加仓 |
 CoStarCSGP |
| 4.31% | 3.6% | $297.4万 | 10.5万股 | $238.0万 | 5.9万股 | +4.6万股+77.97% | 加仓 |
 REDDIT CL ARDDT |
| 4.27% | — | $295.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| EEBAY COMEBAY |
| 3.72% | — | $257.0万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 BroadridgeBR |
| 3.17% | — | $219.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 Meta平台META |
| 1.63% | — | $112.7万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
 高德纳IT |
| 1.5% | — | $103.7万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 埃克森美孚XOM |
| 1.39% | — | $95.7万 | 7,000股 | $0 | 0股 | +7,000股 | 新买入 |
 ZILLOW CL AZ |
| 1.37% | — | $94.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| FFEDERAL NATL MTG ASSNFNMA |
| 0.74% | 0.55% | $50.8万 | 7.8万股 | $36.3万 | 5.0万股 | +2.8万股+56.00% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 0.62% | — | $42.7万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
