 好市多COST |
| 6.71% | 1.39% | $2.19亿 | 23.4万股 | $4,060.5万 | 4.1万股 | +19.3万股+474.37% | 加仓 |
 亚马逊AMZN |
| 5.45% | 1% | $1.78亿 | 74.6万股 | $2,919.9万 | 14.0万股 | +60.6万股+432.17% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 5.09% | 2.65% | $1.66亿 | 211.8万股 | $7,741.6万 | 104.7万股 | +107.0万股+102.21% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 4.33% | — | $1.41亿 | 62.3万股 | $0 | 0股 | +62.3万股 | 新买入 |
 Live NationLYV |
| 3.91% | 3.5% | $1.28亿 | 69.7万股 | $1.02亿 | 67.0万股 | +2.7万股+4.01% | 加仓 |
 HUMANA COMHUM |
| 3.75% | — | $1.22亿 | 30.8万股 | $0 | 0股 | +30.8万股 | 新买入 |
 沃尔玛WMT |
| 3.56% | 0.57% | $1.16亿 | 102.7万股 | $1,666.6万 | 13.4万股 | +89.3万股+666.00% | 加仓 |
 家得宝HD |
| 3.55% | 10.6% | $1.16亿 | 32.9万股 | $3.10亿 | 94.2万股 | -61.4万股-65.14% | 减仓 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 3.33% | 5.63% | $1.09亿 | 208.1万股 | $1.65亿 | 221.3万股 | -13.2万股-5.97% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 3.05% | — | $9,938.8万 | 55.4万股 | $0 | 0股 | +55.4万股 | 新买入 |
 SPHERE ENTERTAINMENTSPHR |
| 2.92% | 2.86% | $9,528.1万 | 55.1万股 | $8,354.9万 | 71.2万股 | -16.1万股-22.62% | 减仓 |
 英伟达NVDA |
| 2.86% | 2.9% | $9,336.9万 | 46.7万股 | $8,466.0万 | 48.5万股 | -1.9万股-3.87% | 减仓 |
 CLEAN HARBORSCLH |
| 2.77% | — | $9,025.0万 | 30.2万股 | $0 | 0股 | +30.2万股 | 新买入 |
| CCINEMARKCNK |
| 2.69% | 2.01% | $8,774.9万 | 276.5万股 | $5,861.4万 | 205.5万股 | +71.0万股+34.56% | 加仓 |
 FERRARI COMRACE |
| 2.2% | — | $7,170.3万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
 第一资本COF |
| 1.96% | 1.64% | $6,411.3万 | 32.0万股 | $4,788.3万 | 26.2万股 | +5.7万股+21.75% | 加仓 |
 Bloom EnergyBE |
| 1.96% | — | $6,411.2万 | 21.2万股 | $0 | 0股 | +21.2万股 | 新买入 |
| HHUT 8HUT |
| 1.88% | — | $6,119.7万 | 53.0万股 | $0 | 0股 | +53.0万股 | 新买入 |
 明晟MSCI |
| 1.87% | 0.51% | $6,115.6万 | 10.9万股 | $1,485.0万 | 2.8万股 | +8.2万股+296.37% | 加仓 |
 US FOODSUSFD |
| 1.67% | 0.43% | $5,465.6万 | 53.5万股 | $1,250.4万 | 13.6万股 | +39.9万股+294.20% | 加仓 |
| RREGAL REXNORD COMRRX |
| 1.62% | — | $5,299.5万 | 22.2万股 | $0 | 0股 | +22.2万股 | 新买入 |
| FFTAI AVIATIONFTAI |
| 1.58% | — | $5,142.8万 | 19.0万股 | $0 | 0股 | +19.0万股 | 新买入 |
 EAST WEST BANCORPEWBC |
| 1.44% | 4.46% | $4,700.2万 | 30.9万股 | $1.30亿 | 123.1万股 | -92.2万股-74.93% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 1.38% | — | $4,520.4万 | 60.4万股 | $0 | 0股 | +60.4万股 | 新买入 |
 台积电TSM |
| 1.38% | 2.86% | $4,513.8万 | 9.5万股 | $8,364.8万 | 24.8万股 | -15.3万股-61.81% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.35% | — | $4,402.9万 | 17.3万股 | $0 | 0股 | +17.3万股 | 新买入 |
 谷歌AGOOGL |
| 1.31% | 2.87% | $4,286.4万 | 12.0万股 | $8,377.2万 | 29.1万股 | -17.1万股-58.83% | 减仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 1.29% | 1.8% | $4,214.3万 | 41.5万股 | $5,265.0万 | 45.0万股 | -3.5万股-7.68% | 减仓 |
 布鲁克BRKR |
| 1.21% | — | $3,940.0万 | 65.5万股 | $0 | 0股 | +65.5万股 | 新买入 |
| SSOLARIS ENERGY INFRASSEI |
| 1.19% | — | $3,877.4万 | 48.2万股 | $0 | 0股 | +48.2万股 | 新买入 |
 FLOOR & DECORFND |
| 1.16% | 1.6% | $3,771.3万 | 63.5万股 | $4,667.9万 | 91.9万股 | -28.4万股-30.86% | 减仓 |
 FLAGSTAR BANK NATIONAL ASSOCFLG |
| 1.11% | 1.56% | $3,619.9万 | 242.3万股 | $4,556.2万 | 346.0万股 | -103.7万股-29.96% | 减仓 |
 博通AVGO |
| 0.98% | 1.43% | $3,209.0万 | 8.5万股 | $4,189.2万 | 13.5万股 | -5.0万股-37.24% | 减仓 |
| BBITDEER TECHNOLOGIESBTDR |
| 0.97% | 0.17% | $3,152.5万 | 198.6万股 | $486.0万 | 56.2万股 | +142.5万股+253.52% | 加仓 |
 AMER SPORTS INC COM SHSAS |
| 0.96% | — | $3,134.6万 | 92.6万股 | $0 | 0股 | +92.6万股 | 新买入 |
 CorpayCPAY |
| 0.92% | — | $3,002.8万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 相干公司COHR |
| 0.86% | 0.57% | $2,792.8万 | 7.1万股 | $1,679.4万 | 7.1万股 | +300股+0.43% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.85% | — | $2,778.7万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 思科CSCO |
| 0.79% | 3.38% | $2,582.1万 | 22.0万股 | $9,888.3万 | 127.4万股 | -105.5万股-82.75% | 减仓 |
 DraftKingsDKNG |
| 0.79% | — | $2,573.7万 | 101.9万股 | $0 | 0股 | +101.9万股 | 新买入 |
| SSpaceXSPCX |
| 0.77% | — | $2,504.8万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
 FLOWSERVEFLS |
| 0.7% | — | $2,281.9万 | 30.8万股 | $0 | 0股 | +30.8万股 | 新买入 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.65% | 1.87% | $2,115.0万 | 27.2万股 | $5,472.6万 | 95.0万股 | -67.9万股-71.42% | 减仓 |
 威瑞信VRSN |
| 0.64% | — | $2,080.4万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| PPRAETORIAN ACQUISITION |
| 0.62% | 0.68% | $2,020.0万 | 200.0万股 | $1,980.0万 | 200.0万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 0.59% | 0.19% | $1,925.0万 | 2.2万股 | $569.2万 | 8,100股 | +1.4万股+176.96% | 加仓 |
| UUnityU |
| 0.58% | — | $1,898.9万 | 66.4万股 | $0 | 0股 | +66.4万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.51% | — | $1,648.3万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 PERFORMANCE FOODPFGC |
| 0.45% | 9.95% | $1,466.7万 | 13.1万股 | $2.91亿 | 339.6万股 | -326.4万股-96.14% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.41% | — | $1,345.5万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
