 台积电TSM |
| 10.03% | 1.14% | $12.32亿 | 258.0万股 | $1.09亿 | 32.3万股 | +225.7万股+698.76% | 加仓 |
| MMKS, Inc.MKSI |
| 3.9% | 1.89% | $4.80亿 | 1.63亿股 | $1.82亿 | 1.10亿股 | +5,300.0万股+48.40% | 加仓 |
 SOTERA HEALTHSHC |
| 3.47% | 3.24% | $4.26亿 | 2,400.0万股 | $3.11亿 | 2,171.8万股 | +228.2万股+10.51% | 加仓 |
 自由媒体FWONK |
| 3.1% | 3.68% | $3.81亿 | 400.0万股 | $3.54亿 | 416.2万股 | -16.2万股-3.90% | 减仓 |
 Meta平台META |
| 3.01% | 0.54% | $3.70亿 | 65.7万股 | $5,217.8万 | 9.1万股 | +56.6万股+620.83% | 加仓 |
 美光科技MU |
| 2.63% | — | $3.23亿 | 28.0万股 | $0 | 0股 | +28.0万股 | 新买入 |
 微软MSFT |
| 2.58% | — | $3.17亿 | 85.0万股 | $0 | 0股 | +85.0万股 | 新买入 |
 布鲁克BRKR |
| 2.51% | 1.23% | $3.08亿 | 512.5万股 | $1.18亿 | 327.0万股 | +185.5万股+56.73% | 加仓 |
| SSpaceXSPCX |
| 2.37% | — | $2.91亿 | 170.5万股 | $0 | 0股 | +170.5万股 | 新买入 |
 英伟达NVDA |
| 1.98% | 1.33% | $2.43亿 | 121.4万股 | $1.28亿 | 73.4万股 | +48.0万股+65.40% | 加仓 |
 AMD超威AMD |
| 1.94% | — | $2.38亿 | 41.0万股 | $0 | 0股 | +41.0万股 | 新买入 |
 GLOBUS MEDGMED |
| 1.93% | 2.74% | $2.37亿 | 300.0万股 | $2.63亿 | 305.8万股 | -5.8万股-1.90% | 减仓 |
 Live NationLYV |
| 1.9% | 1.93% | $2.34亿 | 127.8万股 | $1.86亿 | 121.7万股 | +6.1万股+5.01% | 加仓 |
 帕兰提尔PLTR |
| 1.9% | — | $2.33亿 | 200.0万股 | $0 | 0股 | +200.0万股 | 新买入 |
 VIKING ORD SHSVIK |
| 1.64% | 1.1% | $2.02亿 | 193.0万股 | $1.05亿 | 143.5万股 | +49.5万股+34.50% | 加仓 |
 NEBIUSNBIS |
| 1.51% | 0.59% | $1.86亿 | 67.3万股 | $5,676.7万 | 54.7万股 | +12.6万股+23.09% | 加仓 |
| EECHOSTARECHO |
| 1.47% | 1.41% | $1.80亿 | 5,750.0万股 | $1.36亿 | 3,800.0万股 | +1,950.0万股+51.32% | 加仓 |
 安森美ON |
| 1.32% | 0.67% | $1.62亿 | 9,000.0万股 | $6,452.4万 | 5,000.0万股 | +4,000.0万股+80.00% | 加仓 |
 LumentumLITE |
| 1.11% | 1.16% | $1.36亿 | 15.9万股 | $1.11亿 | 15.9万股 | 00.00% | 持仓不变 |
 阿波罗全球管理APO |
| 1.06% | 0.85% | $1.30亿 | 213.7万股 | $8,181.2万 | 139.2万股 | +74.5万股+53.56% | 加仓 |
 阿斯麦ASML |
| 1.03% | 0.42% | $1.27亿 | 6.4万股 | $3,988.9万 | 3.0万股 | +3.3万股+110.60% | 加仓 |
 AERCAP SHSAER |
| 1.02% | 0.51% | $1.26亿 | 86.3万股 | $4,897.3万 | 35.7万股 | +50.6万股+141.60% | 加仓 |
 SnowflakeSNOW |
| 1.02% | 0.74% | $1.25亿 | 7,500.0万股 | $7,088.1万 | 6,000.0万股 | +1,500.0万股+25.00% | 加仓 |
| BBridgeBio Pharma,BBIO |
| 0.96% | 0.71% | $1.18亿 | 7,000.0万股 | $6,792.5万 | 4,000.0万股 | +3,000.0万股+75.00% | 加仓 |
| BBANK OF AMERBAC |
| 0.94% | 1.13% | $1.16亿 | 203.5万股 | $1.09亿 | 223.3万股 | -19.8万股-8.87% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.94% | 1.97% | $1.15亿 | 36.6万股 | $1.89亿 | 65.8万股 | -29.2万股-44.35% | 减仓 |
 LIBERTY LIVELLYVK |
| 0.91% | 1.05% | $1.11亿 | 110.0万股 | $1.01亿 | 110.0万股 | 00.00% | 持仓不变 |
 SUPER MICRSMCI |
| 0.89% | — | $1.10亿 | 215.0万股 | $0 | 0股 | +215.0万股 | 新买入 |
 谷歌AGOOGL |
| 0.89% | 1.04% | $1.10亿 | 30.7万股 | $9,949.6万 | 34.6万股 | -3.9万股-11.28% | 减仓 |
 LIBERTY LIVELLYVK |
| 0.85% | 0.97% | $1.04亿 | 98.9万股 | $9,302.8万 | 98.9万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.79% | 1.19% | $9,741.4万 | 8,250.0万股 | $1.15亿 | 8,250.0万股 | 00.00% | 持仓不变 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.75% | 2.09% | $9,262.9万 | 91.3万股 | $2.00亿 | 171.2万股 | -80.0万股-46.70% | 减仓 |
 雅保ALB |
| 0.75% | 1.05% | $9,248.7万 | 166.9万股 | $1.00亿 | 139.5万股 | +27.4万股+19.66% | 加仓 |
| CCORE SCIENTIFIC INC NEW WT EXP 012327CORZW |
| 0.74% | 0.44% | $9,100.1万 | 484.0万股 | $4,233.0万 | 484.0万股 | 00.00% | 持仓不变 |
 自由媒体FWONA |
| 0.71% | 0.81% | $8,754.0万 | 100.0万股 | $7,808.0万 | 100.0万股 | 00.00% | 持仓不变 |
 SOUTHERN/THESO |
| 0.7% | — | $8,595.9万 | 8,500.0万股 | $0 | 0股 | +8,500.0万股 | 新买入 |
 Bloom EnergyBE |
| 0.69% | 0.4% | $8,533.1万 | 28.2万股 | $3,819.5万 | 28.2万股 | 00.00% | 持仓不变 |
| PPatrick IndustriesPATK |
| 0.69% | 1.08% | $8,515.2万 | 5,750.0万股 | $1.03亿 | 5,950.0万股 | -200.0万股-3.36% | 减仓 |
 FIRST HORIZONFHN |
| 0.69% | 0.78% | $8,461.2万 | 330.0万股 | $7,510.8万 | 330.0万股 | 00.00% | 持仓不变 |
| PPG&E CorporationPCG |
| 0.67% | 0.32% | $8,214.0万 | 8,000.0万股 | $3,116.8万 | 3,000.0万股 | +5,000.0万股+166.67% | 加仓 |
| SSEMTECHSMTC |
| 0.63% | 0.38% | $7,746.4万 | 1,782.1万股 | $3,611.4万 | 1,705.2万股 | +76.9万股+4.51% | 加仓 |
 KENVUE COMKVUE |
| 0.63% | 2.31% | $7,744.3万 | 405.2万股 | $2.22亿 | 1,288.6万股 | -883.4万股-68.55% | 减仓 |
 NextEra Energy,NEE |
| 0.63% | 0.34% | $7,701.6万 | 143.4万股 | $3,311.8万 | 58.6万股 | +84.7万股+144.46% | 加仓 |
| AARGANAGX |
| 0.62% | — | $7,626.2万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| RRivianRIVN |
| 0.59% | 1% | $7,239.6万 | 6,750.0万股 | $9,585.7万 | 1.00亿股 | -3,250.0万股-32.50% | 减仓 |
 英特尔INTC |
| 0.56% | — | $6,939.6万 | 49.7万股 | $0 | 0股 | +49.7万股 | 新买入 |
 亚马逊AMZN |
| 0.56% | — | $6,911.9万 | 29.0万股 | $0 | 0股 | +29.0万股 | 新买入 |
| TTRANSOCEANRIG |
| 0.55% | 0.86% | $6,703.6万 | 4,390.0万股 | $8,295.3万 | 4,090.0万股 | +300.0万股+7.33% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.54% | 0.59% | $6,614.0万 | 24.6万股 | $5,669.3万 | 24.6万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.52% | 0.7% | $6,336.0万 | 13.8万股 | $6,691.8万 | 13.8万股 | 00.00% | 持仓不变 |
