 迈威尔MRVL |
| 7.55% | 3.75% | $1,257.1万 | 4.2万股 | $585.8万 | 5.9万股 | -1.7万股-28.65% | 减仓 |
 VisaV |
| 5.31% | 4.21% | $883.5万 | 2.6万股 | $657.8万 | 2.2万股 | +3,987股+18.32% | 加仓 |
 英伟达NVDA |
| 4.43% | 3.86% | $737.6万 | 3.7万股 | $604.2万 | 3.5万股 | +2,218股+6.40% | 加仓 |
 联合健康UNH |
| 4.33% | 2.83% | $719.7万 | 1.7万股 | $442.7万 | 1.6万股 | +956股+5.84% | 加仓 |
| AATLASSIAN CL ATEAM |
| 3.95% | 4.28% | $657.6万 | 8.5万股 | $669.0万 | 9.8万股 | -1.3万股-13.77% | 减仓 |
 亚马逊AMZN |
| 3.86% | 2.78% | $642.8万 | 2.7万股 | $435.2万 | 2.1万股 | +6,075股+29.07% | 加仓 |
 D R HORTONDHI |
| 3.75% | 3.29% | $624.1万 | 3.8万股 | $513.7万 | 3.7万股 | +878股+2.35% | 加仓 |
 AMERICAN TOWER COMAMT |
| 3.46% | 3.33% | $576.2万 | 3.5万股 | $520.8万 | 3.0万股 | +5,050股+16.74% | 加仓 |
| OONTO INNOVATIONONTO |
| 3.13% | 1.51% | $520.6万 | 1.4万股 | $236.7万 | 1.2万股 | +2,217股+19.21% | 加仓 |
 ServiceNowNOW |
| 3.08% | 5.49% | $513.0万 | 5.2万股 | $858.8万 | 8.2万股 | -3.0万股-37.09% | 减仓 |
 HCA医疗HCA |
| 3.03% | — | $504.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 OKTA CLASS AOKTA |
| 2.93% | 3.05% | $488.4万 | 3.6万股 | $477.3万 | 6.1万股 | -2.5万股-40.97% | 减仓 |
| WWEAVE COMMUNICATIONS INC COMWEAV |
| 2.83% | 2.17% | $470.6万 | 78.6万股 | $339.9万 | 73.6万股 | +5.0万股+6.78% | 加仓 |
 DOLEDOLE |
| 2.82% | 3.05% | $468.7万 | 34.2万股 | $476.9万 | 33.4万股 | +7,830股+2.35% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 2.77% | 3.45% | $461.1万 | 2.1万股 | $540.2万 | 2.8万股 | -6,357股-22.99% | 减仓 |
 财捷INTU |
| 2.66% | 4.17% | $442.6万 | 1.7万股 | $652.3万 | 1.5万股 | +1,870股+12.40% | 加仓 |
 DOLLAR GEN NEWDG |
| 2.52% | — | $419.6万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 SAP SPON ADRSAP |
| 2.51% | 3.42% | $418.4万 | 2.7万股 | $535.3万 | 3.1万股 | -4,120股-13.18% | 减仓 |
 WASTE CONNECTIONSWCN |
| 2.46% | 1.55% | $410.0万 | 2.5万股 | $241.7万 | 1.5万股 | +9,713股+65.27% | 加仓 |
| MMKSMKSI |
| 2.43% | 5.03% | $404.8万 | 9,100股 | $786.6万 | 3.4万股 | -2.5万股-73.42% | 减仓 |
| AAppian Corp. CL AAPPN |
| 2.32% | 2.27% | $385.4万 | 16.8万股 | $355.4万 | 14.7万股 | +2.1万股+14.16% | 加仓 |
| FFiservFISV |
| 2.08% | 1.29% | $345.6万 | 7.0万股 | $202.1万 | 3.6万股 | +3.4万股+94.50% | 加仓 |
 ANALOG DEVICES COMADI |
| 2.04% | — | $339.6万 | 8,550股 | $0 | 0股 | +8,550股 | 新买入 |
 家得宝HD |
| 2% | — | $332.2万 | 9,420股 | $0 | 0股 | +9,420股 | 新买入 |
 埃森哲ACN |
| 1.99% | 2.53% | $330.7万 | 2.7万股 | $394.9万 | 2.0万股 | +6,663股+33.46% | 加仓 |
 EAGLE MATLSEXP |
| 1.97% | 2.03% | $327.8万 | 1.5万股 | $317.4万 | 1.7万股 | -2,188股-13.06% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 1.94% | 1.21% | $323.3万 | 8,500股 | $188.8万 | 8,500股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.94% | 1.8% | $323.0万 | 4.5万股 | $281.6万 | 2.9万股 | +1.6万股+54.47% | 加仓 |
| PPEGASYSTEMSPEGA |
| 1.88% | 2.82% | $313.4万 | 10.5万股 | $440.7万 | 10.4万股 | +1,020股+0.98% | 加仓 |
 WorkdayWDAY |
| 1.64% | 3.07% | $272.8万 | 2.2万股 | $480.0万 | 3.7万股 | -1.5万股-39.68% | 减仓 |
 恩智浦NXPI |
| 1.55% | — | $258.5万 | 9,197股 | $0 | 0股 | +9,197股 | 新买入 |
| GGENTHERMTHRM |
| 1.45% | — | $242.0万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
| GGEOGEO |
| 1.37% | 2.87% | $228.6万 | 7.7万股 | $448.8万 | 26.7万股 | -19.0万股-71.03% | 减仓 |
 AGORAAPI |
| 1.21% | 0.37% | $202.0万 | 50.6万股 | $58.4万 | 16.5万股 | +34.1万股+207.02% | 加仓 |
| OOMEGA FLEX INC COMOFLX |
| 1.21% | 0.33% | $201.6万 | 6.4万股 | $51.5万 | 1.7万股 | +4.8万股+287.10% | 加仓 |
 POOLPOOL |
| 1.21% | — | $201.4万 | 9,370股 | $0 | 0股 | +9,370股 | 新买入 |
| EENTEGRISENTG |
| 1.08% | 2.25% | $179.9万 | 1.0万股 | $352.0万 | 3.0万股 | -2.0万股-66.69% | 减仓 |
 露露乐蒙LULU |
| 0.72% | — | $119.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| AADVANCED ENERGY INDSAEIS |
| 0.56% | — | $93.2万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
