 DANAHER DEL COMDHR |
| 17.81% | 19.1% | $4,791.6万 | 25.2万股 | $4,706.4万 | 24.8万股 | +3,324股+1.34% | 加仓 |
 林德LIN |
| 10.89% | 12.29% | $2,929.2万 | 5.6万股 | $3,029.8万 | 6.1万股 | -4,668股-7.64% | 减仓 |
 亚马逊AMZN |
| 9.48% | 11.95% | $2,550.4万 | 10.7万股 | $2,945.6万 | 14.1万股 | -3.4万股-24.34% | 减仓 |
 VISTA ENERGY S.A.B. DE C.VVIST |
| 8.78% | 8.89% | $2,360.7万 | 37.0万股 | $2,191.1万 | 29.0万股 | +8.0万股+27.45% | 加仓 |
 HEICOHEI |
| 8.45% | 7.73% | $2,271.8万 | 8.8万股 | $1,905.0万 | 9.0万股 | -2,160股-2.39% | 减仓 |
| WWALDENCAST PLC CLASS A ORD SHSWALD |
| 8.02% | 4.72% | $2,156.5万 | 1,225.3万股 | $1,163.6万 | 1,225.3万股 | 00.00% | 持仓不变 |
 DESCARTES SYSDSGX |
| 7.2% | 8.32% | $1,935.8万 | 28.0万股 | $2,049.8万 | 28.6万股 | -6,862股-2.40% | 减仓 |
 PATRIA INVESTMENTS LIMITED COM CL APAX |
| 6.94% | 6.9% | $1,868.1万 | 170.1万股 | $1,700.5万 | 135.0万股 | +35.2万股+26.06% | 加仓 |
 Itau Unibanco H-Spon PRF ADRITUB |
| 6.63% | 7.61% | $1,783.8万 | 218.3万股 | $1,874.6万 | 223.7万股 | -5.4万股-2.40% | 减仓 |
 Vulcan材料VMC |
| 3.85% | — | $1,036.5万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 PAMPA ENERGIAPAM |
| 3.44% | 4.15% | $926.6万 | 11.3万股 | $1,022.9万 | 11.6万股 | -2,769股-2.40% | 减仓 |
 VisaV |
| 3.13% | — | $842.5万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 2.88% | 7% | $774.2万 | 9.9万股 | $1,725.2万 | 23.3万股 | -13.5万股-57.69% | 减仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 1.38% | 1.26% | $370.0万 | 5.7万股 | $311.0万 | 5.4万股 | +3,334股+6.20% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.03% | — | $278.0万 | 6,055股 | $0 | 0股 | +6,055股 | 新买入 |
| WWALDENCAST PLC |
| 0.09% | 0.07% | $22.9万 | 489.3万股 | $17.6万 | 489.3万股 | 00.00% | 持仓不变 |
