| SSPDR标普500 ETFSPY |
| 4.88% | 4% | $3.73亿 | 50.0万股 | $3.25亿 | 50.0万股 | 00.00% | 持仓不变 |
| EECHOSTARECHO |
| 4.17% | 4.49% | $3.19亿 | 1.02亿股 | $3.65亿 | 1.02亿股 | 00.00% | 持仓不变 |
| SSphere EntertainmentSPHR |
| 3.91% | 2.67% | $2.99亿 | 6,111.7万股 | $2.17亿 | 6,450.4万股 | -338.7万股-5.25% | 减仓 |
 SnowflakeSNOW |
| 3.36% | 2.15% | $2.57亿 | 1.45亿股 | $1.75亿 | 1.43亿股 | +250.0万股+1.75% | 加仓 |
 阿里巴巴BABA |
| 2.96% | 2.73% | $2.27亿 | 1.92亿股 | $2.22亿 | 1.60亿股 | +3,250.0万股+20.33% | 加仓 |
 超微电脑SMCI |
| 2.78% | — | $2.13亿 | 2.40亿股 | $0 | 0股 | +2.40亿股 | 新买入 |
| AApplied Digital CorporationAPLD |
| 2.64% | 1.98% | $2.02亿 | 5,070.0万股 | $1.61亿 | 6,080.0万股 | -1,010.0万股-16.61% | 减仓 |
| GGameStopGME |
| 2.59% | — | $1.98亿 | 1.94亿股 | $0 | 0股 | +1.94亿股 | 新买入 |
| GGameStopGME |
| 2.3% | — | $1.76亿 | 1.74亿股 | $0 | 0股 | +1.74亿股 | 新买入 |
 PENUMBRAPEN |
| 2.09% | 1.8% | $1.60亿 | 50.7万股 | $1.46亿 | 44.5万股 | +6.2万股+13.91% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.96% | 2.29% | $1.50亿 | 50.0万股 | $1.86亿 | 75.0万股 | -25.0万股-33.33% | 减仓 |
 Cloudflare, Inc.NET |
| 1.95% | — | $1.50亿 | 1.18亿股 | $0 | 0股 | +1.18亿股 | 新买入 |
 BIO-TECHNETECH |
| 1.94% | — | $1.48亿 | 210.0万股 | $0 | 0股 | +210.0万股 | 新买入 |
 CoinbaseCOIN |
| 1.92% | 1.37% | $1.47亿 | 1.64亿股 | $1.12亿 | 1.20亿股 | +4,400.0万股+36.53% | 加仓 |
 优步UBER |
| 1.88% | — | $1.44亿 | 1.25亿股 | $0 | 0股 | +1.25亿股 | 新买入 |
 英伟达NVDA |
| 1.83% | 1.72% | $1.40亿 | 70.0万股 | $1.40亿 | 80.0万股 | -10.0万股-12.50% | 减仓 |
 NEBIUSNBIS |
| 1.8% | 0.64% | $1.38亿 | 50.0万股 | $5,188.0万 | 50.0万股 | 00.00% | 持仓不变 |
 超微电脑SMCI |
| 1.57% | 1.29% | $1.20亿 | 410.0万股 | $1.05亿 | 460.0万股 | -50.0万股-10.87% | 减仓 |
 WEBSTER FINLWBS |
| 1.56% | 1.64% | $1.19亿 | 156.0万股 | $1.34亿 | 192.5万股 | -36.5万股-18.96% | 减仓 |
 SnowflakeSNOW |
| 1.47% | 2% | $1.12亿 | 6,750.0万股 | $1.62亿 | 1.37亿股 | -6,995.0万股-50.89% | 减仓 |
| TTRIP COMTRPCF |
| 1.44% | 1.68% | $1.10亿 | 1.12亿股 | $1.36亿 | 1.32亿股 | -1,950.0万股-14.80% | 减仓 |
| GGDS |
| 1.41% | — | $1.08亿 | 8,920.0万股 | $0 | 0股 | +8,920.0万股 | 新买入 |
 MicroStrategy IncMSTR |
| 1.41% | 1.41% | $1.08亿 | 1.12亿股 | $1.14亿 | 1.12亿股 | 00.00% | 持仓不变 |
 CAESARS ENTERTAINMENT NECZR |
| 1.33% | 0.04% | $1.02亿 | 337.9万股 | $299.1万 | 11.3万股 | +326.6万股+2,886.28% | 加仓 |
 台积电TSM |
| 1.25% | 0.83% | $9,551.4万 | 20.0万股 | $6,759.0万 | 20.0万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.21% | — | $9,234.3万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| CCENTRUS ENERGYLEU |
| 1.18% | 1.14% | $9,026.5万 | 4,560.0万股 | $9,247.7万 | 4,560.0万股 | 00.00% | 持仓不变 |
| WWOLFSPEEDWOLF |
| 1.1% | 0.38% | $8,396.6万 | 2,139.6万股 | $3,122.1万 | 2,154.5万股 | -14.9万股-0.69% | 减仓 |
| RRivianRIVN |
| 1.07% | 0.91% | $8,227.5万 | 7,723.7万股 | $7,397.0万 | 7,723.7万股 | 00.00% | 持仓不变 |
| JJetBlue Airways CorporationJBLU |
| 0.99% | 0.86% | $7,554.3万 | 6,837.1万股 | $6,962.1万 | 7,237.1万股 | -400.0万股-5.53% | 减仓 |
| AAZUL S AAZUL |
| 0.98% | — | $7,517.6万 | 836.2万股 | $0 | 0股 | +836.2万股 | 新买入 |
 SUPER MICRSMCI |
| 0.95% | — | $7,274.4万 | 140.0万股 | $0 | 0股 | +140.0万股 | 新买入 |
 苹果AAPL |
| 0.94% | 0.62% | $7,234.0万 | 25.0万股 | $5,075.8万 | 20.0万股 | +5.0万股+25.00% | 加仓 |
| MMARAMARA |
| 0.94% | 0.76% | $7,221.4万 | 7,225.0万股 | $6,160.8万 | 6,985.0万股 | +240.0万股+3.44% | 加仓 |
 华纳兄弟探索WBD |
| 0.91% | 0.92% | $6,998.3万 | 262.5万股 | $7,455.4万 | 271.5万股 | -9.0万股-3.31% | 减仓 |
 VanEck ETF信托SMH |
| 0.86% | — | $6,558.9万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 LumentumLITE |
| 0.82% | 2.79% | $6,276.9万 | 730.0万股 | $2.27亿 | 3,209.8万股 | -2,479.8万股-77.26% | 减仓 |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.81% | 0.7% | $6,176.1万 | 85.1万股 | $5,724.9万 | 58.4万股 | +26.7万股+45.68% | 加仓 |
 APOGEE THERAPEUTICSAPGE |
| 0.78% | — | $5,972.9万 | 45.0万股 | $0 | 0股 | +45.0万股 | 新买入 |
| MMARAMARA |
| 0.73% | 0.52% | $5,553.9万 | 4,995.0万股 | $4,230.1万 | 4,995.0万股 | 00.00% | 持仓不变 |
| CCleanSparkCLSK |
| 0.71% | 0.34% | $5,428.4万 | 4,163.5万股 | $2,757.6万 | 2,863.5万股 | +1,300.0万股+45.40% | 加仓 |
| RRubrik, Inc.RBRK |
| 0.7% | — | $5,353.7万 | 5,243.6万股 | $0 | 0股 | +5,243.6万股 | 新买入 |
| UUPSTARTUPST |
| 0.7% | 0.53% | $5,337.9万 | 6,551.1万股 | $4,295.9万 | 6,073.0万股 | +478.1万股+7.87% | 加仓 |
 MicroStrategy IncMSTR |
| 0.69% | 0.56% | $5,282.3万 | 5,978.2万股 | $4,519.5万 | 5,178.2万股 | +800.0万股+15.45% | 加仓 |
| UUPSTARTUPST |
| 0.62% | 0.78% | $4,717.9万 | 4,140.0万股 | $6,325.2万 | 6,490.0万股 | -2,350.0万股-36.21% | 减仓 |
| SSiTimeSITM |
| 0.61% | — | $4,702.7万 | 4,250.0万股 | $0 | 0股 | +4,250.0万股 | 新买入 |
 GULFPORT ENERGYGPOR |
| 0.61% | 0.57% | $4,660.4万 | 27.5万股 | $4,646.6万 | 22.0万股 | +5.5万股+25.04% | 加仓 |
 Super Micro Computer, Inc.SMCI |
| 0.6% | — | $4,619.3万 | 5,010.1万股 | $0 | 0股 | +5,010.1万股 | 新买入 |
 TRIPLE FLAG PRECIOUS METALTFPM |
| 0.59% | 0.65% | $4,551.3万 | 151.9万股 | $5,271.4万 | 151.9万股 | 00.00% | 持仓不变 |
| MMARA HLDGS INCMARA |
| 0.58% | 0.54% | $4,419.1万 | 318.2万股 | $4,381.3万 | 536.9万股 | -218.8万股-40.75% | 减仓 |
