 万事达MA |
| 10.41% | 9.3% | $2,054.4万 | 4.0万股 | $1,798.8万 | 3.6万股 | +4,000股+11.11% | 加仓 |
 标普全球SPGI |
| 10.32% | 10.23% | $2,036.3万 | 5.0万股 | $1,977.8万 | 4.7万股 | +3,500股+7.53% | 加仓 |
 亚马逊AMZN |
| 9.12% | 6.89% | $1,799.5万 | 7.6万股 | $1,332.9万 | 6.4万股 | +1.2万股+17.97% | 加仓 |
 TransDigmTDG |
| 9.11% | — | $1,798.3万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 布鲁克菲尔德BN |
| 9.06% | 11.57% | $1,788.8万 | 42.0万股 | $2,238.0万 | 55.3万股 | -13.3万股-24.05% | 减仓 |
 BOOKING COMBKNG |
| 8.35% | 6.91% | $1,648.7万 | 9.3万股 | $1,336.8万 | 3,175股 | +8.9万股+2,813.39% | 加仓 |
 BROWN & BROWN COMBRO |
| 8.04% | 6.27% | $1,586.1万 | 24.7万股 | $1,212.9万 | 18.6万股 | +6.1万股+32.93% | 加仓 |
| QQXOQXO |
| 7.74% | 9.45% | $1,527.6万 | 88.4万股 | $1,827.4万 | 94.1万股 | -5.7万股-6.06% | 减仓 |
| KKKR & COMKKR |
| 7.51% | 8.85% | $1,482.2万 | 16.2万股 | $1,711.3万 | 18.5万股 | -2.4万股-12.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.09% | 6.67% | $1,201.3万 | 3.4万股 | $1,290.9万 | 4.5万股 | -1.1万股-24.44% | 减仓 |
 COPART COMCPRT |
| 5.46% | 6.35% | $1,076.9万 | 38.2万股 | $1,228.4万 | 37.0万股 | +1.2万股+3.24% | 加仓 |
 汽车地带AZO |
| 5.38% | 4.28% | $1,062.7万 | 3,325股 | $827.6万 | 2,450股 | +875股+35.71% | 加仓 |
 希尔顿HLT |
| 3.41% | 5.5% | $672.5万 | 2.0万股 | $1,064.3万 | 3.5万股 | -1.5万股-41.86% | 减仓 |
