 AMD超威AMD |
| 11.23% | 3.77% | $4.94亿 | 85.0万股 | $1.83亿 | 90.0万股 | -5.0万股-5.56% | 减仓 |
 SCHEIN HENRYHSIC |
| 6.27% | 4.85% | $2.76亿 | 330.0万股 | $2.36亿 | 320.0万股 | +10.0万股+3.13% | 加仓 |
 DANAHER DEL COMDHR |
| 6.07% | 2.34% | $2.67亿 | 140.0万股 | $1.14亿 | 60.0万股 | +80.0万股+133.33% | 加仓 |
 微软MSFT |
| 5.94% | 4.57% | $2.61亿 | 70.0万股 | $2.22亿 | 60.0万股 | +10.0万股+16.67% | 加仓 |
 EquinixEQIX |
| 5.93% | 5.04% | $2.61亿 | 25.0万股 | $2.45亿 | 25.0万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 5.7% | 4.05% | $2.51亿 | 50.0万股 | $1.97亿 | 40.0万股 | +10.0万股+25.00% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 5.22% | 3.99% | $2.30亿 | 50.0万股 | $1.94亿 | 40.0万股 | +10.0万股+25.00% | 加仓 |
 ALCON ORD SHSALC |
| 5.19% | 5.27% | $2.28亿 | 340.0万股 | $2.56亿 | 340.0万股 | 00.00% | 持仓不变 |
 优步UBER |
| 4.43% | 4.59% | $1.95亿 | 270.0万股 | $2.23亿 | 310.0万股 | -40.0万股-12.90% | 减仓 |
 波音BA |
| 4.43% | 2.87% | $1.95亿 | 90.0万股 | $1.39亿 | 70.0万股 | +20.0万股+28.57% | 加仓 |
| CCIRCLE INTERNET COM CL ACRCL |
| 4.27% | 6.48% | $1.88亿 | 300.0万股 | $3.15亿 | 330.0万股 | -30.0万股-9.09% | 减仓 |
| DDOORDASHDASH |
| 4.2% | — | $1.85亿 | 100.0万股 | $0 | 0股 | +100.0万股 | 新买入 |
| PPRIMORIS SVCSPRIM |
| 3.16% | — | $1.39亿 | 140.0万股 | $0 | 0股 | +140.0万股 | 新买入 |
 COINBASE GLOBALCOIN |
| 2.99% | 2.16% | $1.32亿 | 90.0万股 | $1.05亿 | 60.0万股 | +30.0万股+50.00% | 加仓 |
 星座能源CEG |
| 2.82% | 2.3% | $1.24亿 | 50.0万股 | $1.12亿 | 40.0万股 | +10.0万股+25.00% | 加仓 |
 NETFLIXNFLX |
| 2.44% | 3.96% | $1.07亿 | 150.0万股 | $1.92亿 | 200.0万股 | -50.0万股-25.00% | 减仓 |
| SSANDISK COMSNDK |
| 2.07% | 0.78% | $9,094.9万 | 4.0万股 | $3,812.0万 | 6.0万股 | -2.0万股-33.33% | 减仓 |
| VVALMONT INDSVMI |
| 1.97% | — | $8,664.0万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 登士柏西诺德XRAY |
| 1.69% | 2.39% | $7,427.0万 | 700.0万股 | $1.16亿 | 1,000.0万股 | -300.0万股-30.00% | 减仓 |
 ILLUMINAILMN |
| 1.6% | 5.33% | $7,033.2万 | 40.0万股 | $2.59亿 | 210.0万股 | -170.0万股-80.95% | 减仓 |
 自由媒体FWONK |
| 1.51% | 1.05% | $6,659.8万 | 70.0万股 | $5,101.2万 | 60.0万股 | +10.0万股+16.67% | 加仓 |
 POOLPOOL |
| 1.47% | 2.08% | $6,447.0万 | 30.0万股 | $1.01亿 | 50.0万股 | -20.0万股-40.00% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 1.35% | 2.88% | $5,933.3万 | 25.0万股 | $1.40亿 | 60.0万股 | -35.0万股-58.33% | 减仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 1.28% | 1.03% | $5,625.8万 | 14.0万股 | $4,981.7万 | 15.5万股 | -1.5万股-9.68% | 减仓 |
| KKASPI KZ JSCKSPI |
| 1.18% | 1.52% | $5,198.4万 | 60.0万股 | $7,407.0万 | 100.0万股 | -40.0万股-40.00% | 减仓 |
| EELEMENT SOLUTIONSESI |
| 1.09% | — | $4,775.0万 | 100.0万股 | $0 | 0股 | +100.0万股 | 新买入 |
 阿卡迈AKAM |
| 1.08% | 1.89% | $4,728.4万 | 40.0万股 | $9,188.0万 | 80.0万股 | -40.0万股-50.00% | 减仓 |
 威廉姆斯WMB |
| 1.05% | — | $4,631.8万 | 62.3万股 | $0 | 0股 | +62.3万股 | 新买入 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 0.78% | — | $3,432.3万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 ATLANTA BRAVESBATRK |
| 0.53% | 0.79% | $2,335.5万 | 45.0万股 | $3,843.0万 | 90.0万股 | -45.0万股-50.00% | 减仓 |
 NOVANTANOVT |
| 0.48% | 0.17% | $2,109.1万 | 13.0万股 | $826.8万 | 7.0万股 | +6.0万股+85.71% | 加仓 |
 ROCKET COS COM CL ARKT |
| 0.36% | — | $1,575.0万 | 100.0万股 | $0 | 0股 | +100.0万股 | 新买入 |
| BBullish Ordinary SharesBLSH |
| 0.21% | — | $937.2万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
