| # | 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 | $359.33 | — | $1.47B | 14.93% | 4.08M 4.26M | -4.35% -185K 股 |
| 2 | Amazon Com Inc AMZN | $249.15 | — | $1.17B | 11.96% | 4.71M 3.57M | +31.92% +1.14M 股 |
| 3 | Amphenol Corp APH | $84.3 | — | $903M | 9.19% | 10.71M 4.87M | +120.04% +5.84M 股 |
| 4 | Nvidia Corporation NVDA | $228.38 | — | $855M | 8.7% | 3.74M 3.42M | +9.48% +324K 股 |
| 5 | Moodys Corp MCO | $454.13 | — | $744M | 7.57% | 1.64M 1.70M | -3.93% -67K 股 |
| 6 | Alphabet Inc GOOG | $340.74 | — | $715M | 7.28% | 2.10M 3.29M | -36.23% -1.19M 股 |
| 7 | Devon Energy Corp New DVN | $46.04 | — | $499M | 5.08% | 10.83M 7.56M | +43.28% +3.27M 股 |
| 8 | Medline Inc MDLN | $34.7 | — | $461M | 4.69% | 13.28M 16.47M | -19.35% -3.19M 股 |
| 9 | S&p Global Inc SPGI | $394.47 | — | $312M | 3.17% | 790K 352K | +124.59% +438K 股 |
| 10 | Crh Plc CRH | $82.8 | — | $301M | 3.06% | 3.63M 4.38M | -17.17% -753K 股 |
| 11 | Interactive Brokers Group In IBKR | $85.42 | — | $270M | 2.75% | 3.16M 4.13M | -23.46% -969K 股 |
| 12 | Vulcan Matls Co VMC | $244.63 | — | $247M | 2.51% | 1.01M 1.97M | -48.88% -964K 股 |
| 13 | Embraer S.a. EMBJ | $75.32 | — | $244M | 2.49% | 3.24M 3.38M | -4.2% -142K 股 |
| 14 | Ferguson Enterprises Inc FERG | $222.62 | — | $236M | 2.4% | 1.06M 1.01M | +5.39% +54K 股 |
| 15 | Intercontinental Exchange In ICE | $152.03 | — | $223M | 2.27% | 1.47M | 新建仓 |
| 16 | Mastercard Incorporated MA | $551.47 | — | $192M | 1.95% | 348K 363K | -4.35% -16K 股 |
| 17 | Linde Plc LIN | $474.65 | — | $191M | 1.94% | 402K 301K | +33.6% +101K 股 |
| 18 | Armstrong World Inds Inc New AWI | $161.93 | — | $161M | 1.64% | 993K 925K | +7.34% +68K 股 |
| 19 | Meta Platforms Inc META | $725.18 | — | $140M | 1.42% | 193K | 新建仓 |
| 20 | Thermo Fisher Scientific Inc TMO | $675.05 | — | $134M | 1.36% | 198K | 新建仓 |
| 21 | Vistra Corp VST | $138.35 | — | $132M | 1.34% | 951K 485K | +95.98% +466K 股 |
| 22 | Lamar Advertising Co LAMR | $144.11 | — | $125M | 1.27% | 868K 1.09M | -20.45% -223K 股 |
| 23 | Disney Walt Co DIS | $104.9 | — | $98M | 1% | 933K | 新建仓 |