CIK: 0002062680
申报总市值
US$491.9亿
仅显示前 136 大持股（共 536 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TECH | Bio-techne CORP | 股票-医疗保健 | — | — | +58.26% | |
| 2 | INCY | Incyte CORP | 股票-医疗保健 | — | — | +52.46% | |
| 3 | LKQ | Lkq CORP | 股票-周期性消费 | — | — | +57.85% | |
| 4 | IPG | Interpublic Group Of Cos INC | 股票-其他 | — | — | +56.21% | |
| 5 | EPAM | Epam Systems INC | 股票-科技 | — | — | +59.12% | |
| 6 | MGM | Mgm Resorts International | 股票-周期性消费 | — | — | +42.94% | |
| 7 | CRL | Charles River Laboratories | 股票-医疗保健 | — | — | +58.88% | |
| 8 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | — | — | +57.21% | |
| 9 | APA | Apa CORP | 股票-能源 | — | — | +89.85% | |
| 10 | REG | Regency Centers CORP | 股票-房地产 | — | — | +58.52% | |
| 11 | VRT | Vertiv Holdings Co-a | 股票-工业 | — | — | +59.15% | |
| 12 | HII | Huntington Ingalls Industrie | 股票-工业 | — | — | +57.38% | |
| 13 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | — | — | +60.13% | |
| 14 | FFIV | F5 INC | 股票-科技 | — | — | +57.21% | |
| 15 | AOS | Smith (a.o.) CORP | 股票-工业 | — | — | +55.89% | |
| 16 | TFX | Teleflex INC | 股票-医疗保健 | — | — | +58.62% | |
| 17 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | — | — | +57.44% | |
| 18 | MOS | Mosaic Co/the | 股票-原材料 | — | — | +55.77% | |
| 19 | ARM | Arm Holdings Plc-adr | 股票-科技 | — | — | +304.21% | |
| 20 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | — | — | +55.54% | |
| 21 | HUBS | Hubspot INC | 股票-科技 | — | — | +59.90% | |
| 22 | BXP | Bxp INC | 股票-房地产 | — | — | +58.48% | |
| 23 | HRL | Hormel Foods CORP | 股票-非周期性消费 | — | — | +58.60% | |
| 24 | RMBS | Rambus INC | 股票-科技 | — | — | +88.23% | |
| 25 | AIZ | Assurant INC | 股票-金融 | — | — | +57.85% | |
| 26 | BBWI | Bath & Body Works INC | 股票-周期性消费 | — | — | +57.04% | |
| 27 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | — | — | +56.95% | |
| 28 | CZR | Caesars Entertainment INC | 股票-周期性消费 | — | — | +58.82% | |
| 29 | HSIC | Henry Schein INC | 股票-医疗保健 | — | — | +56.21% | |
| 30 | MKTX | Marketaxess Holdings INC | 股票-金融 | — | — | +57.72% | |
| 31 | BF-B | Brown-forman Corp-class B | 股票-其他 | — | — | +34.22% | |
| 32 | MTCH | Match Group INC | 股票-通信服务 | — | — | +55.21% | |
| 33 | ARES | Ares Management CORP - A | 股票-金融 | — | — | +71.70% | |
| 34 | NET | Cloudflare INC - Class A | 股票-科技 | — | — | +60.12% | |
| 35 | ALGM | Allegro Microsystems INC | 股票-其他 | — | — | +89.02% | |
| 36 | DAY | Dayforce INC | 股票-其他 | — | — | +59.38% | |
| 37 | ETSY | Etsy INC | 股票-周期性消费 | — | — | +55.40% | |
| 38 | DVA | Davita INC | 股票-医疗保健 | — | — | +53.09% | |
| 39 | SOLV | Solventum CORP | 股票-医疗保健 | — | — | — | |
| 40 | BEN | Franklin Resources INC | 股票-金融 | — | — | +56.92% | |
| 41 | MKL | Markel Group INC | 股票-金融 | — | — | +57.89% | |
| 42 | LPLA | Lpl Financial Holdings INC | 股票-金融 | — | — | +56.57% | |
| 43 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | — | — | +58.24% | |
| 44 | ACLS | Axcelis Technologies INC | 股票-科技 | — | — | +86.55% | |
| 45 | TPR | Tapestry INC | 股票-周期性消费 | — | — | +58.33% | |
| 46 | CSL | Carlisle Cos INC | 股票-工业 | — | — | +56.29% | |
| 47 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | — | — | +58.98% | |
| 48 | BIO | Bio-rad Laboratories-a | 股票-医疗保健 | — | — | +60.11% | |
| 49 | EME | Emcor Group INC | 股票-工业 | — | — | — | |
| 50 | SNAP | Snap INC - A | 股票-通信服务 | — | — | +59.43% |