 亚马逊AMZN |
| 9.32% | 10.01% | $1,700.7万 | 7.1万股 | $1,869.6万 | 9.0万股 | -1.8万股-20.51% | 减仓 |
 ACADEMY SPORTS & OUTDOORASO |
| 7.95% | 2.25% | $1,450.8万 | 30.8万股 | $420.4万 | 7.4万股 | +23.3万股+313.36% | 加仓 |
| GGROUP 1 AUTOMOTIVEGPI |
| 7.86% | 1.87% | $1,432.8万 | 4.9万股 | $348.6万 | 1.1万股 | +3.9万股+366.75% | 加仓 |
 ARAMARKARMK |
| 7.79% | — | $1,421.0万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
| OONONON |
| 6.91% | 4.47% | $1,260.0万 | 35.6万股 | $835.4万 | 24.6万股 | +11.0万股+44.87% | 加仓 |
 ChipotleCMG |
| 4.47% | 4.35% | $816.0万 | 24.0万股 | $812.4万 | 25.4万股 | -1.4万股-5.44% | 减仓 |
 Dollar TreeDLTR |
| 4.07% | — | $742.6万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 4.04% | 2.69% | $736.6万 | 8.0万股 | $502.7万 | 5.4万股 | +2.6万股+46.87% | 加仓 |
 TARGET COMTGT |
| 3.96% | — | $722.9万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 HALEON SPON ADSHLN |
| 3.46% | — | $631.0万 | 67.6万股 | $0 | 0股 | +67.6万股 | 新买入 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 3.36% | — | $613.1万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 FLOWERS FOODSFLO |
| 3.31% | — | $603.1万 | 76.3万股 | $0 | 0股 | +76.3万股 | 新买入 |
 宝洁PG |
| 3.27% | — | $596.6万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 BOOKING COMBKNG |
| 3.27% | 4.42% | $596.0万 | 3.3万股 | $826.1万 | 1,962股 | +3.1万股+1,604.23% | 加仓 |
| AAPTIVAPTV |
| 3.26% | — | $594.3万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
 永利度假村WYNN |
| 3.21% | — | $586.2万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 BOSTON BEERSAM |
| 2.99% | — | $545.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 WILLIAMS SONOMAWSM |
| 2.84% | — | $517.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 好市多COST |
| 2.83% | — | $516.3万 | 5,519股 | $0 | 0股 | +5,519股 | 新买入 |
 SIGNET JEWELERS LIMITEDSIG |
| 2.7% | 1.01% | $492.3万 | 5.7万股 | $189.0万 | 2.2万股 | +3.5万股+155.77% | 加仓 |
 HERSHEY COMHSY |
| 2.68% | — | $488.1万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 CROCSCROX |
| 2.19% | 0.53% | $399.8万 | 3.3万股 | $98.6万 | 1.2万股 | +2.1万股+178.98% | 加仓 |
 NATIONAL VISIONEYE |
| 1.38% | — | $252.0万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
| BBATH & BODYBBWI |
| 1.11% | — | $202.1万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
| AAMBEVABEV |
| 1.07% | — | $194.4万 | 61.9万股 | $0 | 0股 | +61.9万股 | 新买入 |
 CELSIUSCELH |
| 0.69% | — | $126.1万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
