 EURONET WORLDWIDEEEFT |
| 4.03% | 10.84% | $516.7万 | 7.1万股 | $398.2万 | 6.0万股 | +1.1万股+17.67% | 加仓 |
| BBACKBLAZEBLZE |
| 3.95% | 3.38% | $507.5万 | 32.0万股 | $124.2万 | 36.0万股 | -4.0万股-11.11% | 减仓 |
 ALLOT LTD COM ILS0.10ALLT |
| 3.9% | 10.24% | $500.9万 | 56.6万股 | $376.3万 | 56.5万股 | +1,000股+0.18% | 加仓 |
| FFIVE9FIVN |
| 3.83% | 10.32% | $491.6万 | 23.1万股 | $379.3万 | 25.0万股 | -1.9万股-7.76% | 减仓 |
| PPENGUIN SOLUTIONSPENG |
| 3.58% | 14.61% | $459.1万 | 6.0万股 | $536.8万 | 30.5万股 | -24.5万股-80.20% | 减仓 |
| SSIMILARWEBSMWB |
| 3.06% | 3.55% | $392.3万 | 64.0万股 | $130.5万 | 50.0万股 | +14.0万股+28.00% | 加仓 |
 INDIE SEMICONDUCTORINDI |
| 2.88% | 8.76% | $369.1万 | 82.2万股 | $322.0万 | 100.0万股 | -17.8万股-17.79% | 减仓 |
 摩根士丹利MS |
| 2.49% | — | $319.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 默沙东MRK |
| 2.47% | — | $317.6万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 摩根大通JPM |
| 2.41% | — | $309.2万 | 9,445股 | $0 | 0股 | +9,445股 | 新买入 |
 强生JNJ |
| 2.38% | — | $305.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| MMAGNITEMGNI |
| 2.37% | 5.5% | $303.7万 | 16.0万股 | $202.0万 | 17.0万股 | -1.0万股-5.88% | 减仓 |
 艾伯维ABBV |
| 2.27% | — | $290.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 高盛GS |
| 2.13% | — | $273.7万 | 2,706股 | $0 | 0股 | +2,706股 | 新买入 |
| CCOMMERCE.COM INC COM SER 1CMRC |
| 2.08% | 5.09% | $266.4万 | 90.0万股 | $186.9万 | 70.0万股 | +20.0万股+28.57% | 加仓 |
 AMGEN COMAMGN |
| 2.07% | — | $265.8万 | 7,340股 | $0 | 0股 | +7,340股 | 新买入 |
 3M COMMMM |
| 2.03% | — | $260.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 保德信金融PRU |
| 1.99% | — | $255.1万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 壳牌SHEL |
| 1.97% | — | $253.3万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 思科CSCO |
| 1.94% | — | $249.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 埃克森美孚XOM |
| 1.91% | — | $245.6万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 雪佛龙CVX |
| 1.9% | — | $243.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 威瑞森VZ |
| 1.88% | — | $241.0万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 1.85% | — | $238.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 百时美施贵宝BMY |
| 1.78% | — | $228.8万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 DIGITAL TURBINE COM NEWAPPS |
| 1.71% | 2.35% | $219.6万 | 17.0万股 | $86.4万 | 30.0万股 | -13.0万股-43.27% | 减仓 |
 雅培ABT |
| 1.68% | — | $216.1万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 ARES CAPITALARCC |
| 1.65% | — | $212.0万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 百事可乐PEP |
| 1.65% | — | $211.6万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 可口可乐KO |
| 1.61% | — | $206.9万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 ADPADP |
| 1.6% | — | $205.8万 | 9,190股 | $0 | 0股 | +9,190股 | 新买入 |
 宝洁PG |
| 1.57% | — | $200.9万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 辉瑞PFE |
| 1.54% | — | $197.9万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
| PPUBMATIC INC COM CL APUBM |
| 1.53% | 4.01% | $196.8万 | 15.0万股 | $147.2万 | 18.0万股 | -3.0万股-16.67% | 减仓 |
 ALTRIAMO |
| 1.52% | — | $195.3万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| GGENIUS SPORTS LIMITEDGENI |
| 1.42% | 3.26% | $182.4万 | 30.1万股 | $119.6万 | 27.0万股 | +3.1万股+11.48% | 加仓 |
| DDOCGO INC COMDCGO |
| 1.41% | 5.14% | $180.9万 | 350.5万股 | $188.7万 | 300.0万股 | +50.5万股+16.83% | 加仓 |
 金佰利KMB |
| 1.32% | — | $169.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 微软MSFT |
| 1.28% | — | $164.5万 | 4,410股 | $0 | 0股 | +4,410股 | 新买入 |
 洛克希德马丁LMT |
| 1.27% | — | $162.7万 | 3,194股 | $0 | 0股 | +3,194股 | 新买入 |
 MORGAN STANLEY DIRECT LENDING COM SHSMSDL |
| 1.21% | — | $155.1万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
 OMEGA HEALTHCARE INVSOHI |
| 1.14% | — | $146.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 礼来LLY |
| 1.07% | — | $137.3万 | 1,145股 | $0 | 0股 | +1,145股 | 新买入 |
| N新纪元能源NEE |
| 0.97% | — | $125.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 ASURE SOFTWAREASUR |
| 0.93% | 3.51% | $119.1万 | 15.0万股 | $129.0万 | 15.0万股 | 00.00% | 持仓不变 |
 安桥ENB |
| 0.87% | — | $111.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| FFIVERR INTL LTD ORD SHSFVRR |
| 0.8% | — | $103.2万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| OOPTIMIZERX CORP COM NEWOPRX |
| 0.71% | 1.54% | $91.5万 | 16.0万股 | $56.5万 | 9.0万股 | +7.0万股+77.78% | 加仓 |
| AAMBARELLAAMBA |
| 0.67% | — | $85.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 迪士尼DIS |
| 0.59% | — | $75.7万 | 7,865股 | $0 | 0股 | +7,865股 | 新买入 |
