 亚马逊AMZN |
| 8.88% | 7.29% | $3,231.6万 | 13.6万股 | $2,580.1万 | 12.4万股 | +1.2万股+9.45% | 加仓 |
| AAMRIZE SHSAMRZ |
| 6.64% | 3.84% | $2,417.9万 | 45.4万股 | $1,360.4万 | 24.3万股 | +21.1万股+86.81% | 加仓 |
| DDYCOM INDSDY |
| 5.77% | 2.16% | $2,100.1万 | 4.2万股 | $763.6万 | 2.3万股 | +1.9万股+84.31% | 加仓 |
 环联TRU |
| 5.32% | 5.25% | $1,938.1万 | 26.9万股 | $1,858.8万 | 26.9万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 5.24% | 5.28% | $1,906.8万 | 3.8万股 | $1,869.4万 | 3.8万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 4.96% | 3.7% | $1,807.4万 | 4.1万股 | $1,310.9万 | 3.3万股 | +7,454股+22.54% | 加仓 |
 VisaV |
| 4.23% | 3.75% | $1,541.4万 | 4.5万股 | $1,326.0万 | 4.4万股 | +1,055股+2.40% | 加仓 |
 TradewebTW |
| 4.21% | 5.06% | $1,532.7万 | 15.4万股 | $1,790.0万 | 15.2万股 | +1,660股+1.09% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 4.11% | 5.4% | $1,495.8万 | 12.2万股 | $1,911.0万 | 12.2万股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 3.6% | 3.28% | $1,310.9万 | 14.5万股 | $1,160.5万 | 14.5万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.54% | 2.96% | $1,288.7万 | 3.6万股 | $1,046.3万 | 3.6万股 | 00.00% | 持仓不变 |
 明晟MSCI |
| 3.54% | 4.48% | $1,287.3万 | 2.3万股 | $1,586.4万 | 2.9万股 | -6,447股-21.90% | 减仓 |
| RRB GLOBALRBA |
| 3.47% | 3.58% | $1,262.1万 | 10.8万股 | $1,266.6万 | 13.2万股 | -2.4万股-17.98% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 3.37% | 2.12% | $1,226.5万 | 5.2万股 | $749.5万 | 3.2万股 | +2.0万股+60.84% | 加仓 |
 安费诺APH |
| 3.3% | — | $1,200.3万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 TEREX NEWTEX |
| 2.68% | — | $975.7万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
| PPROCORE TECHNOLOGIESPCOR |
| 2.42% | 3.32% | $881.3万 | 21.7万股 | $1,175.9万 | 20.6万股 | +1.1万股+5.17% | 加仓 |
 QUANTA SVCSPWR |
| 2.36% | 3.86% | $859.1万 | 1.2万股 | $1,368.1万 | 2.5万股 | -1.3万股-52.12% | 减仓 |
 财捷INTU |
| 2.25% | 4.7% | $818.3万 | 3.1万股 | $1,665.7万 | 3.9万股 | -7,174股-18.62% | 减仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 2.06% | 1.41% | $749.9万 | 6.6万股 | $500.3万 | 3.8万股 | +2.8万股+74.40% | 加仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.66% | 1.99% | $603.0万 | 3.7万股 | $705.3万 | 6.1万股 | -2.4万股-39.60% | 减仓 |
 伊顿ETN |
| 1.58% | — | $575.3万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 1.55% | — | $565.5万 | 150.0万股 | $0 | 0股 | +150.0万股 | 新买入 |
| SSAIASAIA |
| 1.52% | 0.71% | $551.7万 | 1.3万股 | $251.6万 | 7,162股 | +5,937股+82.90% | 加仓 |
 阿里巴巴BABA |
| 1.47% | 1.93% | $533.9万 | 5.6万股 | $681.6万 | 5.4万股 | +1,301股+2.39% | 加仓 |
| MMARKETAXESSMKTX |
| 1.4% | 1.84% | $511.2万 | 4.5万股 | $651.0万 | 3.9万股 | +5,581股+14.14% | 加仓 |
| IIMAXIMAX |
| 1.26% | 0.43% | $458.3万 | 11.5万股 | $152.0万 | 4.0万股 | +7.5万股+187.43% | 加仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 1.24% | — | $452.1万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| RRESIDEO TECHNOLOGIES COMREZI |
| 0.95% | — | $346.1万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| DDOUGLAS DYNAMICSPLOW |
| 0.84% | 0.45% | $305.5万 | 5.7万股 | $159.9万 | 3.8万股 | +1.9万股+49.03% | 加仓 |
 CHAMPION HOMESSKY |
| 0.81% | 0.62% | $294.7万 | 3.3万股 | $219.0万 | 2.9万股 | +4,000股+13.59% | 加仓 |
| GGENIUS SPORTS LIMITEDGENI |
| 0.76% | 1.31% | $277.8万 | 45.8万股 | $462.4万 | 104.4万股 | -58.5万股-56.09% | 减仓 |
 LOUISIANA PACLPX |
| 0.75% | 0.94% | $274.0万 | 3.5万股 | $331.1万 | 4.6万股 | -1.1万股-23.45% | 减仓 |
| SSUNCRETE INCRMIX |
| 0.71% | — | $259.1万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 JFROGFROG |
| 0.69% | 1.3% | $251.3万 | 2.8万股 | $459.6万 | 9.8万股 | -7.0万股-71.77% | 减仓 |
| NNAVANNAVN |
| 0.44% | — | $160.1万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| WWINGSTOPWING |
| 0.43% | — | $157.2万 | 9,064股 | $0 | 0股 | +9,064股 | 新买入 |
