$13.13B13F报告持仓市值
205持仓明细
1包含的其他管理人
+3新增
24已增持
3减持
−2已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| ZTS Zoetis Inc. | $4.76M | 0.0% |
| NFLX Netflix, Inc. | $2.86M | 0.0% |
| UFPI UFP Industries, Inc. | $362,960 | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| ADI Analog Devices, Inc. | ▼ Trim | -2.3% | $397.04M |
| V Visa Inc. | ▲ Add | +0.9% | $347.86M |
| WSO Watsco, Inc. | ▲ Add | +2.7% | $249.10M |
| MELI MercadoLibre, Inc. | ▲ Add | +340.4% | $40.74M |
| HD The Home Depot, Inc. | ▲ Add | +0.3% | $325.35M |
| ROL Rollins, Inc. | ▲ Add | +1.2% | $63.30M |
| FNV Franco-Nevada Corporation | ▲ Add | +9.2% | $161.23M |
| EPD Enterprise Products Partners… | ▲ Add | +181.7% | $20.92M |
| LIN Linde plc | ▲ Add | +5.4% | $111.88M |
| SUNB Sunbelt Rentals Holdings Inc | ▲ Add | +1.1% | $72.89M |
数据来源: 元数据来源于 EDGAR 表单索引；分析基于已解析信息表（本季度最新接受版本）。非编辑性评述——仅为计算字段。