 Varonis Systems,VRNS |
| 4.52% | 2.47% | $1.57亿 | 375.0万股 | $7,685.5万 | 358.0万股 | +17.0万股+4.75% | 加仓 |
| SSEMTECHSMTC |
| 4.12% | — | $1.44亿 | 88.7万股 | $0 | 0股 | +88.7万股 | 新买入 |
 Live NationLYV |
| 3.9% | 3.71% | $1.36亿 | 74.2万股 | $1.15亿 | 75.5万股 | -1.3万股-1.77% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 3.87% | 4.38% | $1.35亿 | 29.3万股 | $1.36亿 | 28.0万股 | +1.3万股+4.59% | 加仓 |
| MMKSMKSI |
| 3.77% | 2.44% | $1.31亿 | 29.5万股 | $7,578.8万 | 33.0万股 | -3.4万股-10.43% | 减仓 |
| DDOORDASHDASH |
| 3.56% | 3.27% | $1.24亿 | 67.2万股 | $1.02亿 | 67.7万股 | -4,875股-0.72% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 3.47% | 3% | $1.21亿 | 695.0万股 | $9,319.2万 | 493.6万股 | +201.4万股+40.80% | 加仓 |
 AFFIRM COM CL AAFRM |
| 3.43% | 2.06% | $1.19亿 | 146.4万股 | $6,402.2万 | 139.7万股 | +6.7万股+4.79% | 加仓 |
| FFORMFACTORFORM |
| 3.28% | — | $1.14亿 | 71.3万股 | $0 | 0股 | +71.3万股 | 新买入 |
 Bloom EnergyBE |
| 3.19% | 2.38% | $1.11亿 | 36.7万股 | $7,386.7万 | 54.5万股 | -17.8万股-32.70% | 减仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 3.13% | 3.88% | $1.09亿 | 54.1万股 | $1.21亿 | 59.8万股 | -5.7万股-9.58% | 减仓 |
 REDDIT CL ARDDT |
| 2.99% | 2.49% | $1.04亿 | 60.0万股 | $7,725.4万 | 57.4万股 | +2.7万股+4.64% | 加仓 |
 MONGODB CL AMDB |
| 2.93% | 2.11% | $1.02亿 | 30.4万股 | $6,546.6万 | 26.7万股 | +3.6万股+13.49% | 加仓 |
| WWINGSTOPWING |
| 2.72% | 2.38% | $9,477.8万 | 54.7万股 | $7,393.6万 | 47.7万股 | +6.9万股+14.56% | 加仓 |
 CloudflareNET |
| 2.71% | 1.95% | $9,443.1万 | 38.5万股 | $6,070.7万 | 29.4万股 | +9.1万股+30.86% | 加仓 |
| QQ2QTWO |
| 2.54% | 2.59% | $8,860.8万 | 184.2万股 | $8,055.1万 | 170.3万股 | +13.9万股+8.17% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 2.51% | 2.63% | $8,736.7万 | 32.5万股 | $8,156.7万 | 35.4万股 | -2.9万股-8.19% | 减仓 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 2.5% | 2.87% | $8,688.0万 | 2,304.5万股 | $8,919.9万 | 2,437.1万股 | -132.6万股-5.44% | 减仓 |
 LumentumLITE |
| 2.38% | 3.45% | $8,276.2万 | 9.6万股 | $1.07亿 | 15.3万股 | -5.6万股-36.83% | 减仓 |
 ChipotleCMG |
| 2.26% | 2.39% | $7,886.4万 | 232.0万股 | $7,427.3万 | 232.0万股 | -781股-0.03% | 减仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 2.22% | 2.65% | $7,739.3万 | 91.9万股 | $8,226.1万 | 101.3万股 | -9.4万股-9.25% | 减仓 |
| TTALEN ENERGYTLN |
| 2.18% | 1.62% | $7,597.3万 | 19.8万股 | $5,029.8万 | 15.8万股 | +4.0万股+25.48% | 加仓 |
| RROCKET LAB COMRKLB |
| 1.97% | 1.56% | $6,872.3万 | 67.6万股 | $4,841.0万 | 75.4万股 | -7.8万股-10.31% | 减仓 |
 西屋制动WAB |
| 1.96% | 2.15% | $6,815.9万 | 25.3万股 | $6,694.0万 | 26.8万股 | -1.5万股-5.62% | 减仓 |
 CencoraCOR |
| 1.93% | 2.16% | $6,720.4万 | 23.7万股 | $6,707.3万 | 21.4万股 | +2.4万股+11.23% | 加仓 |
| FFTAI AVIATIONFTAI |
| 1.81% | 1.86% | $6,314.5万 | 23.3万股 | $5,764.7万 | 23.5万股 | -1,880股-0.80% | 减仓 |
 EMCOREME |
| 1.6% | 1.63% | $5,581.4万 | 6.7万股 | $5,051.7万 | 6.8万股 | -1,168股-1.71% | 减仓 |
 Targa资源TRGP |
| 1.51% | 1.61% | $5,249.7万 | 19.6万股 | $4,994.1万 | 19.9万股 | -3,402股-1.71% | 减仓 |
 FIRSTCASHFCFS |
| 1.26% | 0.84% | $4,392.6万 | 20.3万股 | $2,620.4万 | 13.9万股 | +6.4万股+45.68% | 加仓 |
| CCARVANA CL ACVNA |
| 1.19% | 1.3% | $4,152.9万 | 63.1万股 | $4,036.1万 | 12.8万股 | +50.3万股+391.46% | 加仓 |
 BWX科技BWXT |
| 1.17% | 1.68% | $4,059.4万 | 20.9万股 | $5,224.6万 | 25.5万股 | -4.7万股-18.38% | 减仓 |
 ROKU COM CL AROKU |
| 1.12% | 2.93% | $3,909.4万 | 28.3万股 | $9,095.1万 | 96.1万股 | -67.8万股-70.56% | 减仓 |
 星巴克SBUX |
| 1.11% | 1.64% | $3,877.7万 | 37.9万股 | $5,083.3万 | 56.7万股 | -18.8万股-33.12% | 减仓 |
 VALERO ENERGY COMVLO |
| 1.04% | 1.13% | $3,625.0万 | 13.9万股 | $3,498.8万 | 14.2万股 | -2,420股-1.71% | 减仓 |
 DatadogDDOG |
| 1% | — | $3,489.7万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
| MMONDAY COMMNDY |
| 0.97% | 0.37% | $3,365.1万 | 46.5万股 | $1,137.0万 | 16.5万股 | +30.0万股+182.55% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.96% | 1.17% | $3,339.6万 | 6.3万股 | $3,626.4万 | 6.5万股 | -1,103股-1.71% | 减仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 0.92% | 1.56% | $3,192.2万 | 151.2万股 | $4,855.1万 | 259.6万股 | -108.4万股-41.76% | 减仓 |
 Guardant HealthGH |
| 0.85% | — | $2,967.5万 | 19.8万股 | $0 | 0股 | +19.8万股 | 新买入 |
 优步UBER |
| 0.83% | 3.03% | $2,890.4万 | 40.1万股 | $9,408.1万 | 130.8万股 | -90.7万股-69.38% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.81% | 0.82% | $2,831.0万 | 157.9万股 | $2,550.9万 | 160.6万股 | -2.7万股-1.71% | 减仓 |
 阿里拉姆制药ALNY |
| 0.8% | 1.01% | $2,797.8万 | 9.3万股 | $3,128.6万 | 9.5万股 | -1,616股-1.71% | 减仓 |
 ONDASONDS |
| 0.8% | — | $2,773.8万 | 336.6万股 | $0 | 0股 | +336.6万股 | 新买入 |
 迪士尼DIS |
| 0.75% | 0.82% | $2,610.2万 | 27.1万股 | $2,536.7万 | 26.3万股 | +7,999股+3.04% | 加仓 |
 InsuletPODD |
| 0.68% | 0.72% | $2,376.8万 | 15.6万股 | $2,250.0万 | 10.7万股 | +4.9万股+45.59% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.65% | 0.75% | $2,269.7万 | 1.3万股 | $2,319.7万 | 1.3万股 | -44股-0.33% | 减仓 |
 ALPHATECATEC |
| 0.64% | 0.77% | $2,229.8万 | 257.8万股 | $2,385.0万 | 219.2万股 | +38.6万股+17.60% | 加仓 |
 亚马逊AMZN |
| 0.61% | 0.75% | $2,113.7万 | 8.9万股 | $2,339.9万 | 11.2万股 | -2.4万股-21.06% | 减仓 |
 NateraNTRA |
| 0.55% | — | $1,927.7万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 InsmedINSM |
| 0.52% | 0.91% | $1,819.7万 | 17.1万股 | $2,839.3万 | 17.4万股 | -2,967股-1.71% | 减仓 |
