 台积电TSM |
| 14.02% | 12.5% | $4.34亿 | 90.8万股 | $3.74亿 | 110.8万股 | -20.0万股-18.05% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 13.69% | 15.75% | $4.23亿 | 68.6万股 | $4.72亿 | 119.7万股 | -51.0万股-42.65% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 11.03% | 14.26% | $3.41亿 | 96.6万股 | $4.27亿 | 148.9万股 | -52.3万股-35.11% | 减仓 |
 LPL金融LPLA |
| 9.68% | 10.25% | $2.99亿 | 106.3万股 | $3.07亿 | 102.1万股 | +4.2万股+4.15% | 加仓 |
| MMEDLINE COM CL AMDLN |
| 9.55% | 9.03% | $2.95亿 | 748.8万股 | $2.70亿 | 607.5万股 | +141.2万股+23.25% | 加仓 |
 MCKESSON COMMCK |
| 9.21% | 10.08% | $2.85亿 | 37.7万股 | $3.02亿 | 34.9万股 | +2.8万股+8.07% | 加仓 |
 英特尔INTC |
| 8.34% | — | $2.58亿 | 184.8万股 | $0 | 0股 | +184.8万股 | 新买入 |
 康宁GLW |
| 6.58% | 3.9% | $2.04亿 | 79.7万股 | $1.17亿 | 85.9万股 | -6.1万股-7.14% | 减仓 |
 VisaV |
| 6.26% | 2.91% | $1.94亿 | 56.4万股 | $8,715.6万 | 28.8万股 | +27.6万股+95.66% | 加仓 |
| AARGANAGX |
| 3.87% | — | $1.20亿 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 NubankNU |
| 3.46% | 4.73% | $1.07亿 | 800.1万股 | $1.42亿 | 986.6万股 | -186.5万股-18.91% | 减仓 |
 直觉外科ISRG |
| 3.3% | 5.13% | $1.02亿 | 25.7万股 | $1.54亿 | 33.3万股 | -7.6万股-22.84% | 减仓 |
| DDPC HOLDINGS PLCDPC |
| 1.01% | — | $3,133.6万 | 63.9万股 | $0 | 0股 | +63.9万股 | 新买入 |
