 摩根士丹利MS |
| 15.64% | 14.44% | $2,347.4万 | 11.2万股 | $1,848.0万 | 11.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 9.97% | 10.22% | $1,496.1万 | 6.3万股 | $1,307.3万 | 6.3万股 | 00.00% | 持仓不变 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 8.3% | 8.65% | $1,245.4万 | 36.8万股 | $1,107.2万 | 36.8万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 6.56% | — | $985.0万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 FLUTTER ENTMTFLUT |
| 6.29% | 7.36% | $944.3万 | 9.2万股 | $942.3万 | 9.2万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 4.67% | 3.4% | $701.1万 | 5,845股 | $435.6万 | 4,736股 | +1,109股+23.42% | 加仓 |
 德康医疗DXCM |
| 4.57% | 5% | $686.2万 | 10.2万股 | $639.9万 | 10.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 4.4% | 4.15% | $660.7万 | 1.8万股 | $531.6万 | 1.8万股 | 00.00% | 持仓不变 |
 马丁玛丽埃塔MLM |
| 4.25% | 3.51% | $637.5万 | 1.1万股 | $449.6万 | 7,638股 | +3,417股+44.74% | 加仓 |
 VisaV |
| 3.93% | 4.06% | $590.1万 | 1.7万股 | $519.9万 | 1.7万股 | 00.00% | 持仓不变 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 3.5% | 3.28% | $525.3万 | 1.3万股 | $420.1万 | 1.3万股 | 00.00% | 持仓不变 |
 CHURCHILL DOWNSCHDN |
| 3.42% | 4.01% | $512.6万 | 5.7万股 | $513.6万 | 5.7万股 | 00.00% | 持仓不变 |
 OSCAR HEALTHOSCR |
| 3.28% | — | $491.9万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
| HHEALTHEQUITYHQY |
| 3.11% | — | $466.2万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 微软MSFT |
| 3.06% | 3.56% | $458.8万 | 1.2万股 | $455.3万 | 1.2万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 2.94% | 2.81% | $441.4万 | 2.4万股 | $359.2万 | 2.4万股 | 00.00% | 持仓不变 |
 优步UBER |
| 2.81% | 3.28% | $421.5万 | 5.8万股 | $420.2万 | 5.8万股 | 00.00% | 持仓不变 |
| HHIMS & HERS HEALTHHIMS |
| 2.77% | — | $415.6万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| IiShares比特币ETFIBIT |
| 1.84% | 2.5% | $276.7万 | 8.3万股 | $319.3万 | 8.3万股 | 00.00% | 持仓不变 |
 MELCO RESORTS AND ENTMNT LTD ADRMLCO |
| 1.84% | 2.32% | $275.6万 | 52.3万股 | $297.0万 | 52.3万股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 1.76% | — | $264.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| TTOAST CL ATOST |
| 0.75% | 0.84% | $112.4万 | 4.0万股 | $107.1万 | 4.0万股 | 00.00% | 持仓不变 |
 NEXTDECADENEXT |
| 0.34% | 0.41% | $51.1万 | 6.8万股 | $52.0万 | 6.8万股 | 00.00% | 持仓不变 |
| SSURROZENSRZN |
| <0.01% | 0.01% | $7,294 | 44.2万股 | $7,073 | 44.2万股 | 00.00% | 持仓不变 |
