| # | 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 | Berkshire Hathaway Inc Del BRK.B | $479.2 | — | $181M | 6.64% | 379K 506K | -25.17% -127K 股 |
| 2 | Alphabet Inc C GOOG | $286.86 | — | $178M | 6.52% | 621K 640K | -2.91% -19K 股 |
| 3 | Meta Platforms Inc META | $572.13 | — | $176M | 6.45% | 308K 313K | -1.8% -6K 股 |
| 4 | Heico Corp New HEI-A | $211.09 | — | $156M | 5.71% | 738K 755K | -2.13% -16K 股 |
| 5 | Schwab Charles Corp SCHW | $93.98 | — | $144M | 5.29% | 1.54M 1.59M | -3.12% -49K 股 |
| 6 | Five Below Inc FIVE | $228.48 | — | $141M | 5.16% | 617K 638K | -3.22% -21K 股 |
| 7 | Ametek Inc AME | $214.36 | — | $131M | 4.8% | 612K 979K | -37.51% -367K 股 |
| 8 | Medpace Holdings Inc MEDP | $480.19 | — | $123M | 4.5% | 256K 263K | -2.75% -7K 股 |
| 9 | Visa Inc V | $302.24 | — | $120M | 4.39% | 396K 407K | -2.7% -11K 股 |
| 10 | Installed Bldg Prods Inc IBP | $265.15 | — | $107M | 3.92% | 404K 519K | -22.26% -116K 股 |
| 11 | Progressive Corp PGR | $198.24 | — | $105M | 3.83% | 528K 537K | -1.58% -8K 股 |
| 12 | Alphabet Inc GOOGL | $287.56 | — | $100M | 3.67% | 348K 361K | -3.58% -13K 股 |
| 13 | Keysight Technologies Inc KEYS | $282.37 | — | $91M | 3.34% | 323K 334K | -3.25% -11K 股 |
| 14 | Nvr Inc NVR | $6589.83 | — | $90M | 3.29% | 14K 14K | -3.3% -465 股 |
| 15 | Booking Holdings Inc. BKNG | $4210.32 | — | $89M | 3.26% | 21K 21K | -1.53% -328 股 |
| 16 | Automatic Data Proc Inc ADP | $203.18 | — | $85M | 3.12% | 419K | 新建仓 |
| 17 | Markel Corp MKL | $1914.07 | — | $82M | 3.01% | 43K 44K | -2.35% -1K 股 |
| 18 | Kinsale Capital Group In KNSL | $341.66 | — | $75M | 2.74% | 219K 214K | +2.18% +5K 股 |
| 19 | Bright Horizonsfamily Solution BFAM | $82.13 | — | $61M | 2.23% | 742K 410K | +80.97% +332K 股 |
| 20 | Bank Ozk Little Rock Ark OZK | $45.89 | — | $56M | 2.07% | 1.23M 1.26M | -2.61% -33K 股 |
| 21 | Analog Devices Inc ADI | $318.14 | — | $54M | 1.99% | 171K 177K | -3.22% -6K 股 |
| 22 | Arista Networks Inc ANET | $122.78 | — | $52M | 1.9% | 423K 419K | +1% +4K 股 |
| 23 | Disney Walt Co DIS | $96.38 | — | $52M | 1.89% | 537K 544K | -1.45% -8K 股 |
| 24 | Resmed Inc RSMDF | $224.48 | — | $52M | 1.89% | 230K 235K | -2.29% -5K 股 |
| 25 | Brown & Brown BRO | $65.21 | — | $49M | 1.8% | 755K 773K | -2.23% -17K 股 |
| 26 | Littelfuse Inc LFUS | $339.35 | — | $27M | 1% | 81K 82K | -1.06% -866 股 |
| 27 | Lululemon Athletica Inc LULU | $153.1 | — | $22M | 0.8% | 143K 144K | -1.13% -2K 股 |
| 28 | Sunbelt Rentals Hldgs In Gb Shrs SUNB | $65.09 | — | $18M | 0.65% | 271K | 新建仓 |
| 29 | Aaon Inc AAON | $82.75 | — | $17M | 0.61% | 202K | 新建仓 |
| 30 | Jpmorgan Chase & Co JPM | $294.16 | — | $15M | 0.56% | 52K 52K | +0.89% +460 股 |
| 31 | Mastercard Incorporated MA | $499.66 | — | $14M | 0.51% | 28K 29K | -2.41% -693 股 |
| 32 | Floor & Decor Hldgs Inc FND | $50.8 | — | $12M | 0.43% | 232K 236K | -1.72% -4K 股 |
| 33 | Twfg Inc TWFG | $18.39 | — | $10M | 0.37% | 552K 332K | +66.54% +221K 股 |
| 34 | Ferguson Enterprises Inc FERG | $233.26 | — | $9M | 0.31% | 37K 36K | +0.97% +354 股 |
| 35 | Berkshire Hathaway Inc Del BRK.B | $718140 | — | $8M | 0.29% | 11 11 | — |
| 36 | Builders Firstsource Inc BLDR | $82.33 | — | $8M | 0.28% | 92K 90K | +2.03% +2K 股 |
| 37 | Apple Inc AAPL | $253.79 | — | $4M | 0.14% | 15K 17K | -8.95% -1K 股 |
| 38 | Taiwan Semiconductor Mfg Ltd TSM | $337.95 | — | $3M | 0.1% | 8K 16K | -49.44% -8K 股 |
| 39 | Yum China Hldgs Inc YUMC | $48.78 | — | $2M | 0.06% | 36K 36K | — |
| 40 | Spdr Gold Tr GLD | $430.29 | — | $2M | 0.06% | 4K 4K | — |
| 41 | Spdr S&p 500 Etf SPY | $650.34 | — | $2M | 0.06% | 2K 2K | — |
| 42 | M & T Bk Corp MTB | $206.72 | — | $2M | 0.06% | 8K 8K | — |
| 43 | Invesco S&p500 Eq Wgt Etf RSP | $191.92 | — | $1M | 0.04% | 6K | 新建仓 |
| 44 | Invesco Exch Traded Fd Tr Ii QQQM | $237.62 | — | $1M | 0.04% | 4K | 新建仓 |
| 45 | Ishares Tr EEM | $90.55 | — | $1M | 0.04% | 11K 12K | -7.21% -844 股 |
| 46 | Birkenstock Hldg Plc BIRK | $35.83 | — | $1M | 0.04% | 27K 27K | — |
| 47 | Old Dominion Freight Line In ODFL | $195.4 | — | $1M | 0.04% | 5K 5K | -4.74% -249 股 |
| 48 | Copart Inc CPRT | $33.2 | — | $1M | 0.03% | 27K 27K | — |
| 49 | Microsoft Corp MSFT | $370.17 | — | $1M | 0.03% | 2K 2K | +12.09% +206 股 |
| 50 | Siteone Landscape Supply Inc SITE | $133.11 | — | $0M | 0.02% | 4K 4K | — |
| 51 | Novo-nordisk A S NVO | $36.75 | — | $0M | 0.02% | 12K 12K | — |