 华纳兄弟探索WBD |
| 11.39% | — | $5.33亿 | 2,000.0万股 | $0 | 0股 | +2,000.0万股 | 新买入 |
 亚马逊AMZN |
| 8.91% | 19.4% | $4.17亿 | 175.0万股 | $4.04亿 | 194.0万股 | -19.0万股-9.79% | 减仓 |
 谷歌AGOOGL |
| 7.83% | 2.42% | $3.66亿 | 102.5万股 | $5,032.3万 | 17.5万股 | +85.0万股+485.71% | 加仓 |
| CCRHCRH |
| 5.02% | 9.59% | $2.35亿 | 219.5万股 | $2.00亿 | 190.0万股 | +29.5万股+15.53% | 加仓 |
 TELEPHONE & DATA SYSTDS |
| 4.96% | 13.34% | $2.32亿 | 627.5万股 | $2.78亿 | 660.0万股 | -32.5万股-4.92% | 减仓 |
 台积电TSM |
| 4.69% | 4.46% | $2.20亿 | 46.0万股 | $9,293.6万 | 27.5万股 | +18.5万股+67.27% | 加仓 |
 Live NationLYV |
| 4.44% | 3.4% | $2.08亿 | 113.5万股 | $7,091.7万 | 46.5万股 | +67.0万股+144.09% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 4.38% | — | $2.05亿 | 58.5万股 | $0 | 0股 | +58.5万股 | 新买入 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 4.31% | 8.06% | $2.02亿 | 257.1万股 | $1.68亿 | 227.1万股 | +30.0万股+13.21% | 加仓 |
 BlockXYZ |
| 4.16% | — | $1.94亿 | 255.9万股 | $0 | 0股 | +255.9万股 | 新买入 |
 NORFOLK SOUTHN COMNSC |
| 4.03% | 1.38% | $1.89亿 | 60.0万股 | $2,870.0万 | 10.0万股 | +50.0万股+500.00% | 加仓 |
| FFLEXFLEX |
| 3.57% | — | $1.67亿 | 103.0万股 | $0 | 0股 | +103.0万股 | 新买入 |
 第一资本COF |
| 3.54% | 1.23% | $1.66亿 | 82.5万股 | $2,554.0万 | 14.0万股 | +68.5万股+489.29% | 加仓 |
| HHUT 8HUT |
| 3.24% | 1.96% | $1.52亿 | 131.5万股 | $4,079.1万 | 87.0万股 | +44.5万股+51.23% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 2.83% | 5.87% | $1.33亿 | 21.5万股 | $1.22亿 | 31.0万股 | -9.5万股-30.65% | 减仓 |
| AAPI COM STKAPG |
| 2.59% | 3.95% | $1.21亿 | 286.5万股 | $8,225.6万 | 203.0万股 | +83.5万股+41.13% | 加仓 |
| MMASTECMTZ |
| 2.58% | 4.94% | $1.21亿 | 29.0万股 | $1.03亿 | 32.0万股 | -3.0万股-9.38% | 减仓 |
 TransDigmTDG |
| 2.25% | 1.39% | $1.05亿 | 7.9万股 | $2,897.4万 | 2.5万股 | +5.4万股+216.00% | 加仓 |
 DANAHER DEL COMDHR |
| 2.2% | 4.78% | $1.03亿 | 54.0万股 | $9,954.0万 | 52.5万股 | +1.5万股+2.86% | 加仓 |
 联合太平洋铁路UNP |
| 2.03% | 1.16% | $9,520.0万 | 35.0万股 | $2,426.2万 | 10.0万股 | +25.0万股+250.00% | 加仓 |
| TTTM TECHNOLOGIESTTMI |
| 2.02% | — | $9,444.5万 | 50.5万股 | $0 | 0股 | +50.5万股 | 新买入 |
 PERFORMANCE FOODPFGC |
| 1.61% | — | $7,545.8万 | 67.5万股 | $0 | 0股 | +67.5万股 | 新买入 |
 谷歌AGOOGL |
| 1.41% | — | $6,615.7万 | 130.0万股 | $0 | 0股 | +130.0万股 | 新买入 |
 阿斯麦ASML |
| 1.27% | 0.76% | $5,960.6万 | 3.0万股 | $1,585.0万 | 1.2万股 | +1.8万股+150.00% | 加仓 |
 SYSCO COMSYY |
| 1.03% | — | $4,815.7万 | 58.0万股 | $0 | 0股 | +58.0万股 | 新买入 |
 Ares管理ARES |
| 0.89% | — | $4,174.1万 | 37.5万股 | $0 | 0股 | +37.5万股 | 新买入 |
| SSpaceXSPCX |
| 0.66% | — | $3,082.6万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.62% | — | $2,880.0万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| SSTRATA CRITICAL MEDICAL INC CL A COMSRTA |
| 0.56% | 1% | $2,635.0万 | 500.0万股 | $2,090.0万 | 500.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.21% | — | $1,006.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| AARS PHARMACEUTICALSSPRY |
| 0.17% | 0.39% | $801.0万 | 100.0万股 | $803.0万 | 100.0万股 | 00.00% | 持仓不变 |
 AURORA INNOVATION INC CLASS AAUR |
| 0.15% | 0.2% | $704.1万 | 103.2万股 | $425.4万 | 103.2万股 | 00.00% | 持仓不变 |
| RRiot PlatformsRIOT |
| 0.15% | — | $703.4万 | 350.0万股 | $0 | 0股 | +350.0万股 | 新买入 |
| HHERTZ GLOBAL HLDG 51 WTSHTZWW |
| 0.09% | 0.43% | $432.7万 | 397.0万股 | $905.2万 | 397.0万股 | 00.00% | 持仓不变 |
| FFLYEXCLUSIVE INC COM CL AFLYX |
| 0.04% | 0.11% | $204.4万 | 102.2万股 | $231.0万 | 102.2万股 | 00.00% | 持仓不变 |
 BAUSCH PLUS LOMBBLCO |
| 0.03% | — | $140.8万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.03% | — | $138.2万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| EEROCK INCEROC |
| 0.03% | — | $120.4万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| AAPPLIED DIGITALAPLD |
| 0.02% | — | $82.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| LLithium ArgentinaLAR |
| 0.01% | — | $61.2万 | 62.5万股 | $0 | 0股 | +62.5万股 | 新买入 |
| AAURORA INNOVATIONAUROW |
| 0.01% | 0.02% | $58.7万 | 183.5万股 | $36.5万 | 183.5万股 | 00.00% | 持仓不变 |
| WWOLFSPEEDWOLF |
| 0.01% | — | $48.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| FFLYEXCLUSIVE INC WT EXPFLYX/WS |
| <0.01% | <0.01% | $7.7万 | 36.7万股 | $8.8万 | 36.7万股 | 00.00% | 持仓不变 |
