 SPOTIFY TECHNOLOGY SHSSPOT |
| 17.9% | 16.18% | $4,935.6万 | 10.8万股 | $4,980.0万 | 10.3万股 | +4,800股+4.67% | 加仓 |
 AFFIRM COM CL AAFRM |
| 15.65% | 20.31% | $4,314.8万 | 52.9万股 | $6,253.5万 | 136.5万股 | -83.6万股-61.23% | 减仓 |
 SPHERE ENTERTAINMENTSPHR |
| 13.81% | 8.39% | $3,807.1万 | 22.0万股 | $2,583.1万 | 22.0万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 13.5% | 7.55% | $3,722.3万 | 32.6万股 | $2,325.0万 | 19.6万股 | +13.0万股+66.33% | 加仓 |
| KKLAVIYOKVYO |
| 7.58% | 7.75% | $2,088.8万 | 138.3万股 | $2,385.8万 | 122.6万股 | +15.7万股+12.83% | 加仓 |
 TransDigmTDG |
| 7.04% | 5.11% | $1,942.1万 | 1.5万股 | $1,573.9万 | 1.4万股 | +1,000股+7.36% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 6.43% | — | $1,773.0万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 NETFLIXNFLX |
| 4.81% | 6.24% | $1,326.8万 | 18.6万股 | $1,921.3万 | 20.0万股 | -1.4万股-7.01% | 减仓 |
 自由媒体FWONK |
| 3.45% | 1.66% | $951.4万 | 10.0万股 | $510.1万 | 6.0万股 | +4.0万股+66.67% | 加仓 |
| DDOORDASHDASH |
| 3.01% | 2.19% | $830.4万 | 4.5万股 | $675.7万 | 4.5万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.77% | 2.16% | $762.7万 | 3.2万股 | $666.5万 | 3.2万股 | 00.00% | 持仓不变 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 2.29% | — | $631.1万 | 36.4万股 | $0 | 0股 | +36.4万股 | 新买入 |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 1.76% | 1.53% | $485.3万 | 6.0万股 | $471.3万 | 8.0万股 | -2.0万股-25.00% | 减仓 |
