| SSpaceXSPCX |
| 37.38% | — | $249.07亿 | 1.46亿股 | $0 | 0股 | +1.46亿股 | 新买入 |
 特斯拉TSLA |
| 7.9% | 13.39% | $52.68亿 | 1,252.5万股 | $44.36亿 | 1,193.4万股 | +59.1万股+4.95% | 加仓 |
 明晟MSCI |
| 2.7% | 4.39% | $17.99亿 | 321.2万股 | $14.55亿 | 269.9万股 | +51.2万股+18.98% | 加仓 |
 iShares安硕·MBSACGL |
| 2.31% | 4.84% | $15.41亿 | 1,587.2万股 | $16.04亿 | 1,671.0万股 | -83.7万股-5.01% | 减仓 |
 凯悦H |
| 2.12% | 2.75% | $14.11亿 | 727.9万股 | $9.12亿 | 634.2万股 | +93.7万股+14.78% | 加仓 |
 ShopifySHOP |
| 1.91% | 1.69% | $12.74亿 | 1,115.6万股 | $5.60亿 | 471.8万股 | +643.7万股+136.43% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.68% | 1.93% | $11.17亿 | 243.3万股 | $6.40亿 | 132.0万股 | +111.4万股+84.39% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.66% | 2.98% | $11.07亿 | 899.4万股 | $9.87亿 | 659.7万股 | +239.7万股+36.33% | 加仓 |
 嘉信理财SCHW |
| 1.61% | 2.12% | $10.75亿 | 1,165.6万股 | $7.01亿 | 746.4万股 | +419.1万股+56.15% | 加仓 |
 RED ROCK RESORTSRRR |
| 1.6% | 2.16% | $10.66亿 | 1,639.1万股 | $7.16亿 | 1,341.3万股 | +297.8万股+22.20% | 加仓 |
 IDEXX LABS COMIDXX |
| 1.56% | 2.77% | $10.41亿 | 197.7万股 | $9.18亿 | 163.3万股 | +34.3万股+21.02% | 加仓 |
 CHOICE HOTELS INTLCHH |
| 1.54% | 2.4% | $10.29亿 | 932.8万股 | $7.96亿 | 769.0万股 | +163.8万股+21.30% | 加仓 |
 高德纳IT |
| 1.48% | 2.83% | $9.85亿 | 760.1万股 | $9.37亿 | 591.8万股 | +168.3万股+28.45% | 加仓 |
| FFACTSET RESH SYSFDS |
| 1.45% | 2.46% | $9.67亿 | 420.1万股 | $8.15亿 | 375.7万股 | +44.4万股+11.83% | 加仓 |
 VAIL RESORTSMTN |
| 1.34% | 1.95% | $8.90亿 | 653.7万股 | $6.47亿 | 504.4万股 | +149.3万股+29.61% | 加仓 |
| KKINSALE CAPKNSL |
| 1.32% | 2.09% | $8.79亿 | 266.4万股 | $6.93亿 | 202.8万股 | +63.6万股+31.37% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 1.27% | 1.44% | $8.44亿 | 470.3万股 | $4.77亿 | 251.2万股 | +219.1万股+87.21% | 加仓 |
| BBIRKENSTOCK HOLDING COM SHSBIRK |
| 0.95% | 1.01% | $6.34亿 | 1,474.0万股 | $3.36亿 | 936.6万股 | +537.4万股+57.37% | 加仓 |
| FFIGSFIGS |
| 0.92% | 2.67% | $6.13亿 | 5,995.9万股 | $8.86亿 | 5,995.9万股 | 00.00% | 持仓不变 |
 CoStarCSGP |
| 0.92% | 1.99% | $6.12亿 | 2,162.7万股 | $6.58亿 | 1,631.4万股 | +531.3万股+32.56% | 加仓 |
| OONONON |
| 0.9% | 1% | $6.00亿 | 1,693.0万股 | $3.30亿 | 971.5万股 | +721.5万股+74.27% | 加仓 |
 英伟达NVDA |
| 0.89% | 1.54% | $5.93亿 | 296.5万股 | $5.09亿 | 292.0万股 | +4.6万股+1.56% | 加仓 |
| M晨星MORN |
| 0.82% | 0.39% | $5.46亿 | 349.9万股 | $1.28亿 | 76.0万股 | +274.0万股+360.71% | 加仓 |
 亚马逊AMZN |
| 0.7% | 0.81% | $4.66亿 | 195.7万股 | $2.70亿 | 129.5万股 | +66.2万股+51.12% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.63% | 0.82% | $4.18亿 | 480.7万股 | $2.71亿 | 404.7万股 | +76.0万股+18.77% | 加仓 |
 VertivVRT |
| 0.49% | 0.89% | $3.28亿 | 98.0万股 | $2.96亿 | 118.1万股 | -20.1万股-17.04% | 减仓 |
 台积电TSM |
| 0.48% | 0.65% | $3.19亿 | 66.8万股 | $2.15亿 | 63.6万股 | +3.1万股+4.94% | 加仓 |
 安费诺APH |
| 0.42% | 0.63% | $2.82亿 | 159.8万股 | $2.10亿 | 166.0万股 | -6.2万股-3.71% | 减仓 |
 WELLTOWER COMWELL |
| 0.42% | 0.8% | $2.80亿 | 123.2万股 | $2.66亿 | 134.5万股 | -11.3万股-8.39% | 减仓 |
| SSAMSARA INC CLASS AIOT |
| 0.38% | 0.49% | $2.56亿 | 788.2万股 | $1.62亿 | 512.0万股 | +276.2万股+53.95% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.38% | 0.55% | $2.52亿 | 175.8万股 | $1.82亿 | 144.1万股 | +31.7万股+21.98% | 加仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 0.35% | 0.83% | $2.32亿 | 202.9万股 | $2.74亿 | 205.9万股 | -3.0万股-1.47% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.34% | 0.41% | $2.27亿 | 407.3万股 | $1.37亿 | 467.5万股 | -60.2万股-12.88% | 减仓 |
 QUANTA SVCSPWR |
| 0.34% | 0.54% | $2.27亿 | 31.6万股 | $1.79亿 | 32.6万股 | -1.0万股-3.08% | 减仓 |
 EquinixEQIX |
| 0.31% | 0.72% | $2.04亿 | 19.6万股 | $2.39亿 | 24.4万股 | -4.8万股-19.81% | 减仓 |
 LOARLOAR |
| 0.31% | 0.41% | $2.03亿 | 252.3万股 | $1.36亿 | 236.6万股 | +15.7万股+6.64% | 加仓 |
 谷歌AGOOGL |
| 0.29% | 0.33% | $1.95亿 | 54.6万股 | $1.10亿 | 38.3万股 | +16.4万股+42.78% | 加仓 |
 博通AVGO |
| 0.29% | 0.49% | $1.94亿 | 51.5万股 | $1.62亿 | 52.3万股 | -8,683股-1.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.12% | $1.91亿 | 54.2万股 | $3,987.9万 | 13.9万股 | +40.3万股+289.57% | 加仓 |
 PRIMERICAPRI |
| 0.29% | 0.65% | $1.91亿 | 67.1万股 | $2.15亿 | 86.0万股 | -18.9万股-21.93% | 减仓 |
 梅特勒托利多MTD |
| 0.27% | 0.51% | $1.77亿 | 13.8万股 | $1.69亿 | 13.4万股 | +4,825股+3.61% | 加仓 |
 LAS VEGAS SANDS COMLVS |
| 0.26% | 0.2% | $1.75亿 | 378.4万股 | $6,608.0万 | 122.6万股 | +255.8万股+208.56% | 加仓 |
 礼来LLY |
| 0.25% | 0.24% | $1.69亿 | 14.1万股 | $7,824.1万 | 8.5万股 | +5.5万股+65.21% | 加仓 |
| TTOLL BROTHERSTOL |
| 0.25% | 0.38% | $1.66亿 | 100.9万股 | $1.27亿 | 93.2万股 | +7.7万股+8.27% | 加仓 |
| BBLACKSTONE DIGITAL INFRASTRUBXDC |
| 0.25% | — | $1.65亿 | 762.1万股 | $0 | 0股 | +762.1万股 | 新买入 |
| EENPRONPO |
| 0.23% | 0.3% | $1.51亿 | 39.9万股 | $9,818.7万 | 39.2万股 | +7,752股+1.98% | 加仓 |
 HEICO NEW CL AHEI |
| 0.22% | 0.27% | $1.45亿 | 56.3万股 | $8,853.3万 | 41.9万股 | +14.3万股+34.16% | 加仓 |
 莫德纳MRNA |
| 0.21% | — | $1.39亿 | 198.9万股 | $0 | 0股 | +198.9万股 | 新买入 |
 NOVANTANOVT |
| 0.21% | 0.33% | $1.38亿 | 85.0万股 | $1.08亿 | 91.5万股 | -6.5万股-7.06% | 减仓 |
 DatadogDDOG |
| 0.2% | 0.21% | $1.32亿 | 50.8万股 | $6,934.0万 | 58.7万股 | -7.9万股-13.45% | 减仓 |
