 台积电TSM |
| 17.68% | 18.01% | $2,761.3万 | 5.8万股 | $1,954.0万 | 5.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 14.36% | 18.07% | $2,243.4万 | 9.4万股 | $1,960.3万 | 9.4万股 | 00.00% | 持仓不变 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 13.08% | 3.44% | $2,043.0万 | 8.2万股 | $373.8万 | 1.9万股 | +6.3万股+331.84% | 加仓 |
 POSTPOST |
| 12.23% | 18.26% | $1,909.8万 | 21.6万股 | $1,981.0万 | 20.0万股 | +1.6万股+7.98% | 加仓 |
 皇冠控股CCK |
| 8.97% | 9.45% | $1,400.9万 | 12.5万股 | $1,025.4万 | 10.2万股 | +2.3万股+22.49% | 加仓 |
 慧与HPEHPE |
| 6.6% | 5.08% | $1,030.6万 | 22.8万股 | $551.6万 | 23.2万股 | -3,200股-1.38% | 减仓 |
 TREXTREX |
| 4.97% | 4.17% | $776.6万 | 15.5万股 | $452.3万 | 12.4万股 | +3.1万股+24.96% | 加仓 |
 自由媒体FWONK |
| 4.52% | 1.65% | $706.7万 | 7.4万股 | $179.0万 | 2.1万股 | +5.3万股+252.74% | 加仓 |
| AATIATI |
| 3.94% | 4.85% | $615.0万 | 3.1万股 | $526.6万 | 3.6万股 | -5,000股-13.81% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 2.72% | 3.23% | $425.6万 | 6,900股 | $350.8万 | 8,900股 | -2,000股-22.47% | 减仓 |
 FLOOR & DECORFND |
| 2.64% | 1.82% | $411.8万 | 6.9万股 | $197.5万 | 3.9万股 | +3.1万股+78.47% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 2.6% | — | $406.5万 | 23.4万股 | $0 | 0股 | +23.4万股 | 新买入 |
 伍德沃德WWD |
| 2.34% | — | $365.9万 | 8,600股 | $0 | 0股 | +8,600股 | 新买入 |
 DANAHER DEL COMDHR |
| 2.13% | — | $333.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 ON SEMICONDUCTOR COMON |
| 1.22% | — | $190.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
