| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 13.94% | 13.23% | $4.75亿 | 182.3万股 | $3.99亿 | 227.2万股 | -44.9万股-19.76% | 减仓 |
| MMDA SPACEMDA |
| 5.3% | 4% | $1.81亿 | 437.7万股 | $1.21亿 | 476.2万股 | -38.5万股-8.08% | 减仓 |
 ILLUMINAILMN |
| 5.2% | 6.32% | $1.77亿 | 100.9万股 | $1.90亿 | 154.5万股 | -53.6万股-34.69% | 减仓 |
 CompassCOMP |
| 4.55% | 2.23% | $1.55亿 | 1,256.9万股 | $6,710.4万 | 918.0万股 | +339.0万股+36.92% | 加仓 |
| BBILLBILL |
| 4.35% | 5.13% | $1.48亿 | 410.3万股 | $1.55亿 | 403.6万股 | +6.6万股+1.65% | 加仓 |
| WWIX COM SHSWIX |
| 3.88% | 11.22% | $1.32亿 | 291.9万股 | $3.38亿 | 375.5万股 | -83.6万股-22.26% | 减仓 |
| UUIPATHPATH |
| 3.85% | 2.87% | $1.31亿 | 1,208.5万股 | $8,641.2万 | 778.5万股 | +430.0万股+55.24% | 加仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 3.69% | 4.29% | $1.26亿 | 74.5万股 | $1.29亿 | 75.5万股 | -9,452股-1.25% | 减仓 |
 RADWARERDWR |
| 3.66% | 3.53% | $1.25亿 | 404.7万股 | $1.07亿 | 404.7万股 | 00.00% | 持仓不变 |
| NNCINONCNO |
| 3.51% | 2.64% | $1.20亿 | 732.6万股 | $7,952.1万 | 530.8万股 | +201.8万股+38.01% | 加仓 |
| MMARRIOTT VACATIONS WORLDWIDEVAC |
| 3.36% | 2.49% | $1.15亿 | 112.6万股 | $7,501.7万 | 115.2万股 | -2.6万股-2.24% | 减仓 |
 OKTA CLASS AOKTA |
| 3.3% | 2.17% | $1.13亿 | 82.6万股 | $6,537.0万 | 83.1万股 | -4,900股-0.59% | 减仓 |
| GGENIUS SPORTS LIMITEDGENI |
| 2.82% | 2.01% | $9,624.3万 | 1,588.2万股 | $6,048.6万 | 1,365.4万股 | +222.8万股+16.32% | 加仓 |
| VVOYAGER TECHNOLOGIESVOYG |
| 2.81% | 2.78% | $9,564.7万 | 296.6万股 | $8,377.0万 | 358.1万股 | -61.6万股-17.19% | 减仓 |
| DDICKS SPORTING GOODSDKS |
| 2.78% | 2.79% | $9,492.0万 | 41.9万股 | $8,396.6万 | 42.3万股 | -4,950股-1.17% | 减仓 |
 REDDIT CL ARDDT |
| 2.57% | 1.61% | $8,756.4万 | 50.4万股 | $4,839.2万 | 35.9万股 | +14.5万股+40.37% | 加仓 |
 CRITEOCRTO |
| 2.46% | 2.73% | $8,403.9万 | 459.7万股 | $8,243.0万 | 459.7万股 | 00.00% | 持仓不变 |
 PinterestPINS |
| 2.42% | 2.19% | $8,249.5万 | 392.3万股 | $6,592.5万 | 359.5万股 | +32.8万股+9.13% | 加仓 |
| CCEVACEVA |
| 2.26% | 1.46% | $7,702.0万 | 163.3万股 | $4,405.9万 | 235.9万股 | -72.5万股-30.76% | 减仓 |
| HHAPPEN INCHAPN |
| 2.04% | 2.16% | $6,940.2万 | 334.6万股 | $6,511.0万 | 454.7万股 | -120.1万股-26.40% | 减仓 |
 KORNIT DIGITALKRNT |
| 2.03% | 2.01% | $6,908.5万 | 425.1万股 | $6,071.2万 | 414.1万股 | +11.0万股+2.66% | 加仓 |
 AMERICAN ASSETS TRAAT |
| 1.92% | 2.18% | $6,546.2万 | 265.1万股 | $6,585.4万 | 357.7万股 | -92.6万股-25.88% | 减仓 |
 CienaCIEN |
| 1.88% | 2.23% | $6,398.2万 | 13.0万股 | $6,713.5万 | 17.3万股 | -4.3万股-24.58% | 减仓 |
 UNITED NAT FOODSUNFI |
| 1.58% | 1.85% | $5,394.2万 | 118.1万股 | $5,574.5万 | 123.7万股 | -5.6万股-4.53% | 减仓 |
 Varonis Systems,VRNS |
| 1.56% | 1.03% | $5,332.6万 | 127.1万股 | $3,110.9万 | 144.9万股 | -17.8万股-12.29% | 减仓 |
| RRHRH |
| 1.51% | 2.95% | $5,140.4万 | 31.2万股 | $8,895.6万 | 63.6万股 | -32.4万股-50.95% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.33% | 1.11% | $4,525.3万 | 49.6万股 | $3,335.2万 | 51.6万股 | -2.0万股-3.87% | 减仓 |
 Meta平台META |
| 1.16% | — | $3,943.0万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| PPENNYMAC FINL SVCS NEWPFSI |
| 1.03% | 1.47% | $3,499.3万 | 40.2万股 | $4,445.5万 | 50.9万股 | -10.7万股-21.01% | 减仓 |
 ACV AUCTIONSACVA |
| 0.9% | 0.5% | $3,074.3万 | 427.6万股 | $1,497.1万 | 353.1万股 | +74.5万股+21.10% | 加仓 |
| VVNET GROUPVNET |
| 0.73% | 0.77% | $2,492.1万 | 310.0万股 | $2,332.1万 | 278.0万股 | +32.0万股+11.51% | 加仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.63% | — | $2,146.0万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 英特尔INTC |
| 0.49% | 0.17% | $1,658.8万 | 11.9万股 | $524.3万 | 11.9万股 | 00.00% | 持仓不变 |
 LOVESAC CO COMLOVE |
| 0.48% | 0.5% | $1,652.7万 | 99.0万股 | $1,514.5万 | 102.5万股 | -3.5万股-3.43% | 减仓 |
 BORGWARNERBWA |
| 0.42% | — | $1,447.5万 | 21.8万股 | $0 | 0股 | +21.8万股 | 新买入 |
| CCERUSCERS |
| 0.4% | 0.25% | $1,347.3万 | 461.4万股 | $748.8万 | 411.4万股 | +50.0万股+12.15% | 加仓 |
| CCHEWY CL ACHWY |
| 0.37% | 0.37% | $1,271.9万 | 64.7万股 | $1,107.0万 | 41.0万股 | +23.7万股+57.88% | 加仓 |
| WWOLFSPEEDWOLF |
| 0.37% | 0.15% | $1,245.4万 | 25.8万股 | $459.6万 | 28.2万股 | -2.4万股-8.34% | 减仓 |
| AAMERICAN WELLAMWL |
| 0.36% | 0.2% | $1,212.1万 | 132.9万股 | $597.8万 | 113.7万股 | +19.2万股+16.94% | 加仓 |
| NNLIGHTLASR |
| 0.33% | 0.45% | $1,116.3万 | 16.0万股 | $1,365.4万 | 23.9万股 | -7.9万股-33.04% | 减仓 |
 GLOBALSTARGSAT |
| 0.31% | 1.91% | $1,051.2万 | 12.9万股 | $5,771.5万 | 86.9万股 | -74.0万股-85.12% | 减仓 |
 英伟达NVDA |
| 0.24% | — | $812.4万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 TELESAT CORP CL A & CL B SHSTSAT |
| 0.2% | 0.17% | $696.9万 | 13.8万股 | $498.4万 | 13.8万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.19% | — | $646.8万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 EVOLV TECHNOLOGIES HLDNGS INC COM CL AEVLV |
| 0.17% | 0.2% | $578.2万 | 99.7万股 | $603.2万 | 99.7万股 | 00.00% | 持仓不变 |
| MMAGNITEMGNI |
| 0.12% | 0.09% | $425.3万 | 22.4万股 | $266.2万 | 22.4万股 | 00.00% | 持仓不变 |
 露露乐蒙LULU |
| 0.12% | — | $419.6万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| PPOWERLAW CORPPWRL |
| 0.09% | — | $292.0万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
 INDIE SEMICONDUCTORINDI |
| 0.07% | — | $248.2万 | 55.3万股 | $0 | 0股 | +55.3万股 | 新买入 |
 UNIQUREQURE |
| 0.06% | 0.04% | $194.8万 | 4.2万股 | $118.2万 | 7.2万股 | -3.0万股-41.49% | 减仓 |
