 MERCADOLIBRE COMMELI |
| 22.16% | 20.11% | $2,004.4万 | 1.2万股 | $2,981.2万 | 1.2万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 13.65% | 12.8% | $1,234.4万 | 12.4万股 | $1,898.0万 | 12.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 9.69% | 7.01% | $876.8万 | 2.5万股 | $1,039.3万 | 2.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 8.98% | 7.94% | $812.2万 | 2.2万股 | $1,176.8万 | 2.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 7.52% | 5.85% | $680.3万 | 2.9万股 | $867.9万 | 2.9万股 | 00.00% | 持仓不变 |
 VisaV |
| 7.51% | 5.89% | $679.0万 | 2.0万股 | $873.4万 | 2.0万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 7.33% | 2.86% | $663.3万 | 3.7万股 | $424.6万 | 1.7万股 | +2.1万股+125.77% | 加仓 |
| SSEA SPONSORD ADSSE |
| 7.29% | 9.33% | $659.6万 | 6.9万股 | $1,383.0万 | 11.4万股 | -4.6万股-39.82% | 减仓 |
| WWORKIVAWK |
| 5.42% | 10.81% | $490.1万 | 10.1万股 | $1,602.9万 | 18.4万股 | -8.3万股-45.13% | 减仓 |
 TradewebTW |
| 3.78% | 3.97% | $341.8万 | 3.4万股 | $589.2万 | 3.4万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 3.35% | 3.04% | $303.5万 | 3.3万股 | $451.4万 | 3.3万股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 3.33% | 7.12% | $301.1万 | 2.5万股 | $1,055.8万 | 5.6万股 | -3.1万股-55.80% | 减仓 |
