 帕兰提尔PLTR |
| 18.19% | 24.57% | $1.31亿 | 112.5万股 | $1.65亿 | 112.5万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 17.96% | 14.4% | $1.30亿 | 34.4万股 | $9,642.4万 | 34.4万股 | 00.00% | 持仓不变 |
 AURORA INNOVATION INC CLASS AAUR |
| 9.81% | 6.39% | $7,082.6万 | 1,038.5万股 | $4,278.7万 | 1,038.5万股 | 00.00% | 持仓不变 |
 AFFIRM COM CL AAFRM |
| 8.15% | 4.94% | $5,882.9万 | 72.1万股 | $3,305.4万 | 72.1万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 4.86% | 5.34% | $3,508.2万 | 38.0万股 | $3,573.3万 | 38.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 4.66% | 4.89% | $3,366.8万 | 6.6万股 | $3,275.4万 | 6.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.57% | 4.88% | $3,296.9万 | 8.8万股 | $3,271.7万 | 8.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 4.25% | 4.4% | $3,070.3万 | 41股 | $2,944.4万 | 41股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 4.18% | 3.66% | $3,018.9万 | 8.5万股 | $2,451.0万 | 8.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 4.13% | 3.58% | $2,979.8万 | 8.3万股 | $2,397.7万 | 8.3万股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 3.09% | 3.84% | $2,231.1万 | 67.0万股 | $2,574.9万 | 67.0万股 | 00.00% | 持仓不变 |
| CCLEAR SECUREYOU |
| 2.46% | 2.66% | $1,777.6万 | 31.9万股 | $1,781.3万 | 36.8万股 | -4.9万股-13.32% | 减仓 |
| PPEOPLE INCPPLI |
| 2.04% | 1.91% | $1,474.7万 | 31.9万股 | $1,278.9万 | 31.9万股 | 00.00% | 持仓不变 |
| JJOBY AVIATIONJOBY |
| 1.93% | 1.92% | $1,389.6万 | 155.8万股 | $1,286.8万 | 155.8万股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 1.9% | 2.17% | $1,371.0万 | 11.2万股 | $1,455.0万 | 11.2万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 1.37% | 1.09% | $985.4万 | 8,387股 | $732.1万 | 8,387股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.12% | 1.12% | $805.0万 | 9.9万股 | $753.3万 | 9.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.81% | 0.76% | $582.0万 | 2.4万股 | $508.6万 | 2.4万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.79% | 0.55% | $566.6万 | 1.4万股 | $368.9万 | 1.4万股 | 00.00% | 持仓不变 |
| TTEMPUS AITEM |
| 0.62% | 0.52% | $443.9万 | 7.7万股 | $346.5万 | 7.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.55% | 0.53% | $400.3万 | 1.2万股 | $352.7万 | 1.2万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.53% | 0.58% | $382.0万 | 6,782股 | $388.0万 | 6,782股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 0.51% | 0.48% | $368.2万 | 2,764股 | $320.3万 | 2,764股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.49% | $345.6万 | 6,906股 | $330.9万 | 6,906股 | 00.00% | 持仓不变 |
| PPARAMOUNT SKYDANCEPSKY |
| 0.25% | 0.24% | $178.5万 | 18.1万股 | $163.3万 | 18.1万股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 0.16% | — | $113.1万 | 6,620股 | $0 | 0股 | +6,620股 | 新买入 |
| AANGI INC CL A NEWANGI |
| 0.14% | 0.17% | $99.8万 | 16.8万股 | $114.9万 | 16.8万股 | 00.00% | 持仓不变 |
 1STDIBS COM INC COMDIBS |
| 0.12% | 0.15% | $86.6万 | 17.7万股 | $97.3万 | 17.7万股 | 00.00% | 持仓不变 |
| RRECURSION PHARMACEUTICALCLASS ARXRX |
| 0.11% | 0.1% | $79.9万 | 21.8万股 | $66.8万 | 21.8万股 | 00.00% | 持仓不变 |
| GGINKGO BIOWORKSDNA |
| 0.09% | 0.06% | $61.4万 | 6.2万股 | $38.0万 | 6.2万股 | 00.00% | 持仓不变 |
| BBLEND LABS INC CL ABLND |
| 0.08% | 0.09% | $59.0万 | 34.5万股 | $58.6万 | 34.5万股 | 00.00% | 持仓不变 |
| FFIGMAFIG |
| 0.06% | 0.06% | $42.0万 | 2.3万股 | $41.4万 | 2.0万股 | +3,618股+18.46% | 加仓 |
 BLACKSKY TECHNOLOGYBKSY |
| 0.05% | — | $36.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
