 特斯拉TSLA |
| 12.47% | 11.77% | $2.71亿 | 64.3万股 | $2.08亿 | 55.9万股 | +8.4万股+15.03% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 11.96% | 12.48% | $2.60亿 | 255.8万股 | $2.20亿 | 188.2万股 | +67.6万股+35.90% | 加仓 |
 英特尔INTC |
| 11.41% | — | $2.48亿 | 177.3万股 | $0 | 0股 | +177.3万股 | 新买入 |
| SSpaceXSPCX |
| 6.78% | — | $1.47亿 | 86.1万股 | $0 | 0股 | +86.1万股 | 新买入 |
| SSONY SPONSORED ADRSONY |
| 6.38% | — | $1.38亿 | 690.0万股 | $0 | 0股 | +690.0万股 | 新买入 |
 英伟达NVDA |
| 5.74% | — | $1.25亿 | 62.2万股 | $0 | 0股 | +62.2万股 | 新买入 |
 KEURIG DR PEPPER COMKDP |
| 4.92% | 4.16% | $1.07亿 | 326.2万股 | $7,340.5万 | 278.8万股 | +47.5万股+17.02% | 加仓 |
 台积电TSM |
| 4.87% | 0.37% | $1.06亿 | 22.1万股 | $656.8万 | 1.9万股 | +20.2万股+1,037.60% | 加仓 |
 阿斯麦ASML |
| 4.84% | — | $1.05亿 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 4.7% | — | $1.02亿 | 23.6万股 | $0 | 0股 | +23.6万股 | 新买入 |
 AMD超威AMD |
| 4.62% | — | $1.00亿 | 17.3万股 | $0 | 0股 | +17.3万股 | 新买入 |
 美光科技MU |
| 2.88% | — | $6,246.2万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| BBEAM THERAPEUTICSBEAM |
| 2.55% | 0.72% | $5,541.1万 | 161.5万股 | $1,271.2万 | 53.3万股 | +108.1万股+202.66% | 加仓 |
| B百度BIDU |
| 1.81% | 1.45% | $3,924.1万 | 34.3万股 | $2,564.8万 | 23.0万股 | +11.3万股+49.16% | 加仓 |
 阿里巴巴BABA |
| 1.75% | 1.28% | $3,803.9万 | 39.6万股 | $2,257.5万 | 18.0万股 | +21.6万股+120.25% | 加仓 |
| IINTELLIA THERAPEUTICSNTLA |
| 1.52% | 1.39% | $3,308.2万 | 195.5万股 | $2,451.0万 | 191.2万股 | +4.3万股+2.27% | 加仓 |
| TTEMPUS AITEM |
| 1.48% | — | $3,213.7万 | 55.5万股 | $0 | 0股 | +55.5万股 | 新买入 |
 福克斯FOXA |
| 1.26% | — | $2,728.8万 | 58.3万股 | $0 | 0股 | +58.3万股 | 新买入 |
 ROBLOX CL ARBLX |
| 1.01% | — | $2,198.7万 | 40.4万股 | $0 | 0股 | +40.4万股 | 新买入 |
 COINBASE GLOBALCOIN |
| 0.9% | 1.35% | $1,951.7万 | 13.4万股 | $2,379.3万 | 13.6万股 | -2,760股-2.03% | 减仓 |
 OKTA CLASS AOKTA |
| 0.82% | — | $1,782.1万 | 13.1万股 | $0 | 0股 | +13.1万股 | 新买入 |
 Meta平台META |
| 0.77% | — | $1,678.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 诺和诺德NVO |
| 0.72% | 0.47% | $1,568.4万 | 32.7万股 | $834.0万 | 22.7万股 | +10.0万股+44.15% | 加仓 |
 ZoomZM |
| 0.64% | — | $1,395.8万 | 16.2万股 | $0 | 0股 | +16.2万股 | 新买入 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.62% | 0.96% | $1,353.5万 | 21.6万股 | $1,689.4万 | 17.7万股 | +3.9万股+22.05% | 加仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.59% | 9.35% | $1,275.5万 | 20.7万股 | $1.65亿 | 282.3万股 | -261.7万股-92.69% | 减仓 |
 露露乐蒙LULU |
| 0.51% | — | $1,098.6万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| PPARAMOUNT SKYDANCEPSKY |
| 0.45% | 4.05% | $972.9万 | 98.7万股 | $7,149.4万 | 792.6万股 | -693.9万股-87.55% | 减仓 |
 谷歌AGOOGL |
| 0.38% | 4.9% | $826.5万 | 2.3万股 | $8,644.1万 | 30.1万股 | -27.7万股-92.31% | 减仓 |
 星座品牌STZ |
| 0.36% | 1.61% | $781.0万 | 5.6万股 | $2,840.6万 | 18.9万股 | -13.3万股-70.35% | 减仓 |
| WWw International IncWW |
| 0.23% | 0.24% | $490.9万 | 30.7万股 | $422.0万 | 30.7万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.06% | — | $134.9万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 甲骨文ORCL |
| <0.01% | 0.58% | $2.7万 | 186股 | $1,017.8万 | 6.9万股 | -6.9万股-99.73% | 减仓 |
 慧与HPEHPE |
| <0.01% | — | $6,225 | 138股 | $0 | 0股 | +138股 | 新买入 |
