| OOREILLY AUTOMOTIVE COMORLY |
| 14.01% | 15.32% | $1,762.1万 | 19.1万股 | $1,827.5万 | 19.8万股 | -6,637股-3.35% | 减仓 |
 PALVELLA THERAPEUTICS NEPVLA |
| 10.49% | 9.48% | $1,319.5万 | 8.6万股 | $1,131.3万 | 9.1万股 | -4,414股-4.86% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 9.07% | 9.73% | $1,141.3万 | 4.8万股 | $1,161.4万 | 5.0万股 | -1,699股-3.41% | 减仓 |
 VisaV |
| 9.07% | 7.49% | $1,140.8万 | 3.3万股 | $893.4万 | 3.0万股 | +3,692股+12.49% | 加仓 |
 希尔顿HLT |
| 8.5% | 8.54% | $1,069.4万 | 3.2万股 | $1,019.0万 | 3.4万股 | -1,149股-3.43% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 8.44% | 8.82% | $1,061.5万 | 2.1万股 | $1,052.4万 | 2.2万股 | -748股-3.41% | 减仓 |
 汽车地带AZO |
| 6.52% | 7.52% | $820.1万 | 2,566股 | $897.8万 | 2,658股 | -92股-3.46% | 减仓 |
 谷歌AGOOGL |
| 5.4% | 3.15% | $679.1万 | 1.9万股 | $376.0万 | 1.3万股 | +5,928股+45.34% | 加仓 |
 标普全球SPGI |
| 5.29% | 3.39% | $665.7万 | 1.6万股 | $404.8万 | 9,517股 | +6,830股+71.77% | 加仓 |
 林德LIN |
| 5.12% | 5.35% | $644.6万 | 1.2万股 | $637.9万 | 1.3万股 | -446股-3.47% | 减仓 |
| MMEDLINE COM CL AMDLN |
| 4.93% | 3.4% | $619.9万 | 15.7万股 | $405.7万 | 9.1万股 | +6.6万股+72.41% | 加仓 |
 宣伟SHW |
| 4.55% | 4.62% | $571.9万 | 1.7万股 | $551.4万 | 1.7万股 | -592股-3.44% | 减仓 |
 COPART COMCPRT |
| 3.75% | 2.94% | $471.8万 | 16.7万股 | $350.7万 | 10.6万股 | +6.2万股+58.46% | 加仓 |
| SSPDR道富系列信托BIL |
| 2.62% | 2.18% | $330.0万 | 3.6万股 | $260.5万 | 2.8万股 | +7,586股+26.69% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 2.23% | — | $281.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
