 万事达MA |
| 12.14% | 13.25% | $4,064.5万 | 7.9万股 | $3,611.1万 | 7.2万股 | +6,865股+9.50% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 11.36% | 13.27% | $3,803.8万 | 32.2万股 | $3,616.5万 | 32.5万股 | -3,067股-0.94% | 减仓 |
 谷歌AGOOGL |
| 10.91% | 11.74% | $3,652.5万 | 10.2万股 | $3,199.9万 | 11.1万股 | -9,075股-8.16% | 减仓 |
| T赛默飞世尔TMO |
| 10.86% | 12.54% | $3,633.9万 | 7.2万股 | $3,416.5万 | 7.0万股 | +2,973股+4.28% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 10.64% | — | $3,562.9万 | 47.6万股 | $0 | 0股 | +47.6万股 | 新买入 |
 微软MSFT |
| 9.68% | 11.5% | $3,240.8万 | 8.7万股 | $3,133.4万 | 8.5万股 | +2,231股+2.64% | 加仓 |
| KKKR & COMKKR |
| 5.68% | 5.44% | $1,902.1万 | 20.7万股 | $1,483.7万 | 16.0万股 | +4.7万股+29.21% | 加仓 |
 DANAHER DEL COMDHR |
| 3.58% | 3.44% | $1,197.1万 | 6.3万股 | $937.1万 | 4.9万股 | +1.3万股+27.15% | 加仓 |
 VisaV |
| 3.37% | 3.47% | $1,127.3万 | 3.3万股 | $946.0万 | 3.1万股 | +1,557股+4.97% | 加仓 |
 新思科技SNPS |
| 3.33% | 3.44% | $1,115.9万 | 2.5万股 | $938.3万 | 2.4万股 | +1,350股+5.70% | 加仓 |
 TransDigmTDG |
| 3.26% | 3.6% | $1,090.8万 | 8,189股 | $981.2万 | 8,466股 | -277股-3.27% | 减仓 |
 博通AVGO |
| 3.22% | 3.63% | $1,078.1万 | 2.9万股 | $990.3万 | 3.2万股 | -3,456股-10.80% | 减仓 |
 黑石集团BX |
| 3.12% | 3.82% | $1,044.2万 | 8.9万股 | $1,041.1万 | 9.1万股 | -1,794股-1.98% | 减仓 |
 亚马逊AMZN |
| 3.09% | 3.68% | $1,033.3万 | 4.3万股 | $1,002.0万 | 4.8万股 | -4,757股-9.89% | 减仓 |
 贝莱德·INC COMBLK |
| 2.89% | 3.65% | $966.1万 | 1.0万股 | $994.0万 | 1.0万股 | -289股-2.80% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.87% | 3.52% | $960.0万 | 7.8万股 | $958.5万 | 6.1万股 | +1.7万股+27.96% | 加仓 |
