 ANTERIXATEX |
| 46.08% | 14.95% | $5.57亿 | 541.2万股 | $2.07亿 | 541.2万股 | 00.00% | 持仓不变 |
| RREPUBLIC AWYS HLDGS INCRJET |
| 7.44% | 5.47% | $8,989.5万 | 427.9万股 | $7,565.5万 | 423.1万股 | +4.7万股+1.12% | 加仓 |
 太平洋煤电PCG |
| 6.58% | 3.54% | $7,949.8万 | 472.6万股 | $4,892.3万 | 278.4万股 | +194.2万股+69.74% | 加仓 |
 微软MSFT |
| 4.47% | 3.38% | $5,403.1万 | 14.5万股 | $4,671.5万 | 12.6万股 | +1.9万股+14.78% | 加仓 |
| FFTAI AVIATIONFTAI |
| 2.85% | 3.64% | $3,448.0万 | 12.7万股 | $5,031.6万 | 20.5万股 | -7.8万股-37.94% | 减仓 |
| AAPPLOVINAPP |
| 2.31% | 1.11% | $2,797.9万 | 5.4万股 | $1,532.7万 | 3.9万股 | +1.6万股+41.01% | 加仓 |
| AALASKA AIRALK |
| 2.08% | 0.42% | $2,516.6万 | 48.2万股 | $578.0万 | 15.7万股 | +32.5万股+206.77% | 加仓 |
 Ares管理ARES |
| 2.03% | — | $2,450.1万 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
| DDOORDASHDASH |
| 1.99% | — | $2,402.1万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 1.97% | — | $2,376.3万 | 97.1万股 | $0 | 0股 | +97.1万股 | 新买入 |
 VistraVST |
| 1.97% | 0.69% | $2,376.3万 | 15.0万股 | $958.8万 | 6.4万股 | +8.6万股+134.88% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.83% | — | $2,218.1万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| TTALEN ENERGYTLN |
| 1.75% | 1.48% | $2,119.2万 | 5.5万股 | $2,044.4万 | 6.4万股 | -8,893股-13.89% | 减仓 |
 优步UBER |
| 1.63% | — | $1,966.3万 | 27.2万股 | $0 | 0股 | +27.2万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 1.55% | — | $1,872.5万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
 SKYWESTSKYW |
| 1.51% | 2.17% | $1,825.6万 | 18.4万股 | $2,996.7万 | 32.6万股 | -14.3万股-43.68% | 减仓 |
| AAPARTMENT INVT & MGMTAIV |
| 1.46% | 0.89% | $1,760.5万 | 592.8万股 | $1,230.4万 | 302.3万股 | +290.4万股+96.07% | 加仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 1.34% | — | $1,626.1万 | 56.9万股 | $0 | 0股 | +56.9万股 | 新买入 |
 ROCKET COS COM CL ARKT |
| 1.33% | — | $1,613.0万 | 102.4万股 | $0 | 0股 | +102.4万股 | 新买入 |
| FFLEXFLEX |
| 1.22% | — | $1,473.5万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| UUWMUWMC |
| 0.93% | — | $1,124.7万 | 491.1万股 | $0 | 0股 | +491.1万股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.85% | — | $1,021.6万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 MELCO RESORTS AND ENTMNT LTD ADRMLCO |
| 0.75% | — | $907.6万 | 172.2万股 | $0 | 0股 | +172.2万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 0.74% | — | $892.7万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 COMMUNITY HEALTH SYS INC NEW COMCYH |
| 0.7% | 0.54% | $845.2万 | 253.1万股 | $744.0万 | 253.1万股 | 00.00% | 持仓不变 |
 BWX科技BWXT |
| 0.62% | 0.58% | $747.3万 | 3.8万股 | $804.5万 | 3.9万股 | -952股-2.42% | 减仓 |
 Meta平台META |
| 0.57% | — | $689.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 NEXTNAVNN |
| 0.5% | — | $609.4万 | 34.2万股 | $0 | 0股 | +34.2万股 | 新买入 |
 ZILLOW CL AZ |
| 0.33% | — | $398.1万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 GE VernovaGEV |
| 0.25% | — | $301.4万 | 2,565股 | $0 | 0股 | +2,565股 | 新买入 |
 BORGWARNERBWA |
| 0.18% | — | $223.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 DANAHER DEL COMDHR |
| 0.11% | 0.48% | $136.0万 | 7,138股 | $657.0万 | 3.5万股 | -2.8万股-79.40% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.09% | 0.44% | $108.1万 | 2,354股 | $614.8万 | 1.3万股 | -1.0万股-81.43% | 减仓 |
