| UUNITI COM SHSUNIT |
| 11.73% | 6.98% | $1,608.0万 | 140.2万股 | $733.4万 | 78.2万股 | +62.0万股+79.29% | 加仓 |
| DDOORDASHDASH |
| 10.47% | — | $1,435.7万 | 1,450.0万股 | $0 | 0股 | +1,450.0万股 | 新买入 |
 Live Nation EntertainmentLYV |
| 8.72% | 5.53% | $1,195.1万 | 997.5万股 | $580.9万 | 537.5万股 | +460.0万股+85.58% | 加仓 |
| UUnitiUNIT |
| 8.36% | 31.76% | $1,146.1万 | 925.3万股 | $3,338.0万 | 2,825.3万股 | -1,900.0万股-67.25% | 减仓 |
 Cloudflare, Inc.NET |
| 6.01% | — | $824.5万 | 650.0万股 | $0 | 0股 | +650.0万股 | 新买入 |
 亚马逊AMZN |
| 5.69% | 6.28% | $779.4万 | 3.3万股 | $660.2万 | 3.2万股 | +1,000股+3.15% | 加仓 |
| NNCL |
| 5.23% | — | $717.5万 | 637.5万股 | $0 | 0股 | +637.5万股 | 新买入 |
| RRubrik, Inc.RBRK |
| 3.36% | — | $460.1万 | 450.0万股 | $0 | 0股 | +450.0万股 | 新买入 |
 TELEPHONE & DATA SYSTDS |
| 3.1% | 4.61% | $425.6万 | 11.5万股 | $484.2万 | 11.5万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 2.72% | — | $372.5万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 ROYAL CARIBBEANRCL |
| 2.52% | — | $346.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 黑石集团BX |
| 2.37% | 3.35% | $324.8万 | 2.8万股 | $351.9万 | 3.1万股 | -3,000股-9.80% | 减仓 |
 万事达MA |
| 2.36% | 2.52% | $323.6万 | 6,300股 | $264.8万 | 5,300股 | +1,000股+18.87% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 2.33% | 5.51% | $319.7万 | 3.2万股 | $579.5万 | 5.0万股 | -1.8万股-36.36% | 减仓 |
 家得宝HD |
| 2.33% | 1.99% | $319.2万 | 9,050股 | $208.8万 | 6,350股 | +2,700股+42.52% | 加仓 |
 谷歌AGOOGL |
| 2.33% | — | $318.9万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 谷歌AGOOGL |
| 2.31% | — | $316.9万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 希尔顿HLT |
| 2.3% | 2.1% | $315.6万 | 9,550股 | $220.5万 | 7,250股 | +2,300股+31.72% | 加仓 |
 NETFLIXNFLX |
| 1.93% | 3.71% | $264.2万 | 3.7万股 | $389.4万 | 4.1万股 | -3,500股-8.64% | 减仓 |
| LLUMEN TECHNOLOGIESLUMN |
| 1.86% | 2% | $255.6万 | 33.3万股 | $210.5万 | 30.3万股 | +3.0万股+9.91% | 加仓 |
 Meta平台META |
| 1.6% | 2.23% | $219.7万 | 3,900股 | $234.6万 | 4,100股 | -200股-4.88% | 减仓 |
| GGuidewire SoftwareGWRE |
| 1.4% | — | $192.5万 | 200.0万股 | $0 | 0股 | +200.0万股 | 新买入 |
 VisaV |
| 1.25% | — | $171.5万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 1.23% | 0.66% | $168.0万 | 6,600股 | $69.4万 | 4,600股 | +2,000股+43.48% | 加仓 |
| AAPPLIED DIGITALAPLD |
| 1.07% | — | $147.3万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 LOWES COS COMLOW |
| 1.05% | 1.46% | $143.3万 | 6,500股 | $153.6万 | 6,500股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1% | 1.89% | $137.7万 | 3,000股 | $198.8万 | 4,100股 | -1,100股-26.83% | 减仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.78% | 0.7% | $107.5万 | 4.2万股 | $73.3万 | 4.9万股 | -7,000股-14.29% | 减仓 |
 RobinhoodHOOD |
| 0.77% | 0.49% | $105.3万 | 1.1万股 | $52.0万 | 7,500股 | +3,000股+40.00% | 加仓 |
 ShopifySHOP |
| 0.71% | 0.96% | $97.1万 | 8,500股 | $100.8万 | 8,500股 | 00.00% | 持仓不变 |
 StrategySTRK |
| 0.7% | 1.08% | $96.2万 | 1.6万股 | $113.1万 | 1.6万股 | 00.00% | 持仓不变 |
 LENNARLEN |
| 0.39% | — | $53.7万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
