 ARAMARKARMK |
| 10.14% | 10.08% | $1.02亿 | 179.8万股 | $5,030.1万 | 124.1万股 | +55.7万股+44.89% | 加仓 |
 PERFORMANCE FOODPFGC |
| 5.82% | 8.03% | $5,870.4万 | 52.5万股 | $4,006.6万 | 46.8万股 | +5.7万股+12.27% | 加仓 |
 LIFE TIMELTH |
| 5.34% | 6.58% | $5,385.0万 | 131.9万股 | $3,285.2万 | 121.9万股 | +9.9万股+8.13% | 加仓 |
 亚马逊AMZN |
| 4.46% | 3.52% | $4,499.3万 | 18.9万股 | $1,753.9万 | 8.4万股 | +10.5万股+124.16% | 加仓 |
 Meta平台META |
| 4.22% | 2.11% | $4,259.5万 | 7.6万股 | $1,054.3万 | 1.8万股 | +5.7万股+310.37% | 加仓 |
 VisaV |
| 3.5% | 5.28% | $3,535.0万 | 10.3万股 | $2,633.8万 | 8.7万股 | +1.6万股+18.23% | 加仓 |
 EquinixEQIX |
| 2.97% | 3.78% | $2,999.8万 | 2.9万股 | $1,887.0万 | 1.9万股 | +9,528股+49.50% | 加仓 |
 安费诺APH |
| 2.66% | 2.49% | $2,683.0万 | 15.2万股 | $1,242.5万 | 9.8万股 | +5.4万股+54.74% | 加仓 |
| CCARVANA CL ACVNA |
| 2.42% | 1.12% | $2,436.6万 | 37.0万股 | $560.1万 | 1.8万股 | +35.2万股+1,977.70% | 加仓 |
 康明斯CMI |
| 2.02% | — | $2,037.9万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 AMD超威AMD |
| 2.02% | 1.15% | $2,035.7万 | 3.5万股 | $573.1万 | 2.8万股 | +6,870股+24.39% | 加仓 |
| UUnityU |
| 1.74% | 1.18% | $1,756.3万 | 61.5万股 | $588.7万 | 26.8万股 | +34.6万股+129.01% | 加仓 |
| DDOORDASHDASH |
| 1.64% | — | $1,655.4万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 1.64% | — | $1,650.6万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 阿斯麦ASML |
| 1.63% | 1.15% | $1,645.3万 | 8,270股 | $574.4万 | 4,349股 | +3,921股+90.16% | 加仓 |
| FFLEXFLEX |
| 1.61% | — | $1,621.4万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.47% | — | $1,485.2万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 GILDAN ACTIVEWEARGIL |
| 1.45% | — | $1,465.1万 | 28.4万股 | $0 | 0股 | +28.4万股 | 新买入 |
| NNUTANIXNTNX |
| 1.43% | 0.49% | $1,443.1万 | 28.3万股 | $242.4万 | 6.4万股 | +21.9万股+344.07% | 加仓 |
 AXON ENTERPRISEAXON |
| 1.36% | — | $1,375.1万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.25% | — | $1,258.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 西部数据WDC |
| 1.23% | 0.43% | $1,239.1万 | 1.9万股 | $216.7万 | 8,013股 | +1.1万股+142.11% | 加仓 |
 AMER SPORTS INC COM SHSAS |
| 1.16% | — | $1,172.0万 | 34.6万股 | $0 | 0股 | +34.6万股 | 新买入 |
| TTARGET HOSPITALITYTH |
| 1.12% | 0.26% | $1,132.2万 | 55.6万股 | $127.8万 | 13.8万股 | +41.8万股+303.87% | 加仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 1.08% | — | $1,091.2万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
| MMODINE MFGMOD |
| 1.05% | — | $1,059.3万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 LPL金融LPLA |
| 1.05% | 1% | $1,054.9万 | 3.7万股 | $501.1万 | 1.7万股 | +2.1万股+124.84% | 加仓 |
 CLEAN HARBORSCLH |
| 1.03% | — | $1,038.1万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 Bloom EnergyBE |
| 1.03% | 1.45% | $1,035.1万 | 3.4万股 | $723.8万 | 5.3万股 | -1.9万股-35.99% | 减仓 |
| DDARLING INGREDIENTSDAR |
| 1.03% | — | $1,034.3万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
 万事达MA |
| 1.01% | — | $1,019.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 PALO ALTOPANW |
| 1% | — | $1,011.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 ZoomZM |
| 0.99% | — | $1,002.6万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
 德文能源DVN |
| 0.96% | — | $965.4万 | 23.4万股 | $0 | 0股 | +23.4万股 | 新买入 |
| KKKR & COMKKR |
| 0.95% | — | $958.9万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
| MMKSMKSI |
| 0.93% | 1.7% | $937.1万 | 2.1万股 | $845.8万 | 3.7万股 | -1.6万股-42.76% | 减仓 |
| UULTRA CLEANUCTT |
| 0.92% | — | $923.3万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 VeevaVEEV |
| 0.9% | 2.6% | $906.4万 | 5.1万股 | $1,296.3万 | 7.4万股 | -2.3万股-30.79% | 减仓 |
 恩智浦NXPI |
| 0.89% | — | $900.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 0.89% | — | $900.6万 | 5,306股 | $0 | 0股 | +5,306股 | 新买入 |
 BORGWARNERBWA |
| 0.8% | — | $808.3万 | 12.2万股 | $0 | 0股 | +12.2万股 | 新买入 |
 FERGUSON ENTERPRISESFERG |
| 0.79% | — | $798.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| DDUOLINGODUOL |
| 0.78% | — | $787.4万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
| OOPENLANEOPLN |
| 0.76% | — | $762.4万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
 慧与HPEHPE |
| 0.75% | — | $758.9万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
| IINNIO NVINIO |
| 0.74% | — | $751.5万 | 19.0万股 | $0 | 0股 | +19.0万股 | 新买入 |
 标普全球SPGI |
| 0.73% | 1.53% | $741.3万 | 1.8万股 | $763.3万 | 1.8万股 | +258股+1.44% | 加仓 |
 GFL ENVIRONMENTALGFL |
| 0.68% | — | $689.1万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
 应用材料AMAT |
| 0.68% | 1.49% | $687.6万 | 9,510股 | $743.6万 | 2.2万股 | -1.2万股-56.29% | 减仓 |
 MobileyeMBLY |
| 0.64% | — | $644.3万 | 66.6万股 | $0 | 0股 | +66.6万股 | 新买入 |
