 美光科技MU |
| 47.83% | 27.93% | $1.67亿 | 14.5万股 | $5,973.0万 | 17.7万股 | -3.2万股-17.99% | 减仓 |
 自由港麦克莫兰FCX |
| 9.48% | 14.5% | $3,319.1万 | 52.8万股 | $3,102.1万 | 52.8万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 8.58% | 7.49% | $3,000.9万 | 7.0万股 | $1,601.1万 | 9.8万股 | -2.8万股-28.70% | 减仓 |
 优步UBER |
| 8.49% | 13.17% | $2,969.7万 | 41.2万股 | $2,816.4万 | 39.2万股 | +2.0万股+5.11% | 加仓 |
 NeurocrineNBIX |
| 8.23% | 8.55% | $2,878.6万 | 17.1万股 | $1,828.6万 | 13.9万股 | +3.2万股+23.05% | 加仓 |
 亚马逊AMZN |
| 6.21% | 8.89% | $2,174.9万 | 9.1万股 | $1,900.5万 | 9.1万股 | 00.00% | 持仓不变 |
| PPROPETROPUMP |
| 3.57% | 5.81% | $1,248.3万 | 87.0万股 | $1,242.8万 | 86.2万股 | +8,000股+0.93% | 加仓 |
 德文能源DVN |
| 2.1% | 4.18% | $733.4万 | 17.7万股 | $893.1万 | 17.7万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 1.61% | 2.62% | $564.0万 | 3.6万股 | $560.0万 | 3.0万股 | +6,000股+20.00% | 加仓 |
 谷歌AGOOGL |
| 1.53% | 2.02% | $536.1万 | 1.5万股 | $431.3万 | 1.5万股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 1.33% | 2.53% | $467.0万 | 5.0万股 | $541.3万 | 5.0万股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.92% | 1.91% | $322.3万 | 3.1万股 | $409.2万 | 3.1万股 | 00.00% | 持仓不变 |
 美盛MOS |
| 0.12% | 0.42% | $42.4万 | 2.0万股 | $89.3万 | 3.5万股 | -1.5万股-42.86% | 减仓 |
