| # | 公司名称 | 报告期价 | 今日价 | 持仓市值 | 占比 % | 股数（季比） | 变动幅度 % |
|---|---|---|---|---|---|---|---|
| 1 | Visa Inc V | $343.09 | — | $1.46B | 14.13% | 4.26M 4.11M | +3.74% +154K 股 |
| 2 | Alphabet Inc GOOG | $353.33 | — | $1.16B | 11.24% | 3.29M 3.46M | -4.86% -168K 股 |
| 3 | Amphenol Corp APH | $176.32 | — | $858M | 8.29% | 4.87M 2.87M | +69.49% +2.00M 股 |
| 4 | Amazon Com Inc AMZN | $238.34 | — | $852M | 8.23% | 3.57M 2.36M | +51.2% +1.21M 股 |
| 5 | Moodys Corp MCO | $452.92 | — | $772M | 7.46% | 1.70M 1.55M | +10.26% +159K 股 |
| 6 | Nvidia Corporation NVDA | $200.09 | — | $684M | 6.61% | 3.42M 2.68M | +27.77% +743K 股 |
| 7 | Medline Inc MDLN | $39.44 | — | $650M | 6.28% | 16.47M 4.37M | +277.27% +12.11M 股 |
| 8 | Vulcan Matls Co VMC | $295.01 | — | $582M | 5.62% | 1.97M 1.77M | +11.44% +202K 股 |
| 9 | Crh Plc CRH | $107 | — | $469M | 4.53% | 4.38M 2.76M | +58.87% +1.62M 股 |
| 10 | Applied Matls Inc AMAT | $723 | — | $377M | 3.64% | 521K | 新建仓 |
| 11 | Interactive Brokers Group In IBKR | $87.04 | — | $359M | 3.47% | 4.13M 6.28M | -34.19% -2.15M 股 |
| 12 | Devon Energy Corp New DVN | $41.32 | — | $312M | 3.02% | 7.56M 6.53M | +15.83% +1.03M 股 |
| 13 | Ferguson Enterprises Inc FERG | $237.33 | — | $239M | 2.31% | 1.01M 634K | +58.61% +372K 股 |
| 14 | Equifax Inc EFX | $158.72 | — | $235M | 2.27% | 1.48M | 新建仓 |
| 15 | Embraer S.a. EMBJ | $63.8 | — | $216M | 2.09% | 3.38M 2.98M | +13.75% +409K 股 |
| 16 | Mastercard Incorporated MA | $513.6 | — | $187M | 1.8% | 363K 460K | -20.92% -96K 股 |
| 17 | Lamar Advertising Co LAMR | $155.98 | — | $170M | 1.64% | 1.09M 1.09M | — |
| 18 | Uber Technologies Inc UBER | $72.16 | — | $167M | 1.62% | 2.32M 4.65M | -50.14% -2.33M 股 |
| 19 | Linde Plc LIN | $518.94 | — | $156M | 1.51% | 301K 1.07M | -71.84% -768K 股 |
| 20 | Armstrong World Inds Inc New AWI | $160.42 | — | $148M | 1.43% | 925K 448K | +106.54% +477K 股 |
| 21 | S&p Global Inc SPGI | $407.26 | — | $143M | 1.38% | 352K | 新建仓 |
| 22 | Vistra Corp VST | $158.63 | — | $77M | 0.74% | 485K | 新建仓 |
| 23 | Riot Platforms Inc RIOT | $27.38 | — | $72M | 0.7% | 2.63M | 新建仓 |