 英伟达NVDA |
| 10.45% | 12.38% | $28.13亿 | 1,405.9万股 | $31.54亿 | 1,808.6万股 | -402.6万股-22.26% | 减仓 |
 台积电TSM |
| 6.96% | 7.77% | $18.75亿 | 392.5万股 | $19.81亿 | 586.3万股 | -193.7万股-33.04% | 减仓 |
 谷歌AGOOGL |
| 6.49% | 5.78% | $17.49亿 | 489.3万股 | $14.74亿 | 512.4万股 | -23.1万股-4.51% | 减仓 |
 亚马逊AMZN |
| 4.3% | 5.49% | $11.59亿 | 486.1万股 | $13.99亿 | 671.9万股 | -185.8万股-27.65% | 减仓 |
 阿斯麦ASML |
| 3.94% | 3.32% | $10.62亿 | 53.4万股 | $8.45亿 | 64.0万股 | -10.6万股-16.59% | 减仓 |
 Bloom EnergyBE |
| 3.29% | 0.95% | $8.86亿 | 292.7万股 | $2.41亿 | 177.9万股 | +114.8万股+64.50% | 加仓 |
 AXON ENTERPRISEAXON |
| 3.08% | 2.61% | $8.30亿 | 148.1万股 | $6.64亿 | 156.5万股 | -8.4万股-5.35% | 减仓 |
 ShopifySHOP |
| 3.07% | 4.16% | $8.27亿 | 724.2万股 | $10.60亿 | 893.6万股 | -169.4万股-18.95% | 减仓 |
 VisaV |
| 3.03% | 3.29% | $8.16亿 | 237.7万股 | $8.37亿 | 277.0万股 | -39.3万股-14.20% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 3% | 3.41% | $8.09亿 | 176.1万股 | $8.70亿 | 179.4万股 | -3.3万股-1.84% | 减仓 |
 CloudflareNET |
| 2.95% | 2.96% | $7.95亿 | 324.0万股 | $7.56亿 | 366.2万股 | -42.2万股-11.53% | 减仓 |
 希捷STX |
| 2.58% | 0.82% | $6.96亿 | 72.1万股 | $2.08亿 | 53.2万股 | +18.9万股+35.51% | 加仓 |
 MERCADOLIBRE COMMELI |
| 2.38% | 3.23% | $6.42亿 | 37.8万股 | $8.22亿 | 47.5万股 | -9.7万股-20.45% | 减仓 |
 美光科技MU |
| 2.26% | — | $6.08亿 | 52.7万股 | $0 | 0股 | +52.7万股 | 新买入 |
| CCARVANA CL ACVNA |
| 2.07% | 2.61% | $5.57亿 | 846.3万股 | $6.66亿 | 211.7万股 | +634.6万股+299.71% | 加仓 |
 Meta平台META |
| 2.03% | 2.87% | $5.46亿 | 97.0万股 | $7.32亿 | 127.9万股 | -30.9万股-24.18% | 减仓 |
 QUANTA SVCSPWR |
| 2.01% | 1.35% | $5.40亿 | 75.0万股 | $3.44亿 | 62.6万股 | +12.4万股+19.82% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.85% | 2.71% | $4.99亿 | 405.6万股 | $6.90亿 | 438.4万股 | -32.9万股-7.49% | 减仓 |
 直觉外科ISRG |
| 1.85% | 2.39% | $4.98亿 | 125.2万股 | $6.09亿 | 132.1万股 | -6.9万股-5.21% | 减仓 |
 泛林集团LRCX |
| 1.82% | 0.63% | $4.91亿 | 113.4万股 | $1.61亿 | 75.5万股 | +37.9万股+50.15% | 加仓 |
 微软MSFT |
| 1.81% | 2.22% | $4.88亿 | 130.9万股 | $5.66亿 | 153.0万股 | -22.1万股-14.44% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 1.8% | 1.27% | $4.85亿 | 78.6万股 | $3.24亿 | 82.3万股 | -3.7万股-4.51% | 减仓 |
| DDOORDASHDASH |
| 1.59% | 2.33% | $4.29亿 | 232.6万股 | $5.94亿 | 395.7万股 | -163.1万股-41.22% | 减仓 |
| AAPPLOVINAPP |
| 1.59% | 1.52% | $4.29亿 | 83.2万股 | $3.87亿 | 97.2万股 | -14.0万股-14.40% | 减仓 |
 BlockXYZ |
| 1.59% | 1.3% | $4.28亿 | 563.3万股 | $3.32亿 | 551.1万股 | +12.2万股+2.21% | 加仓 |
 博通AVGO |
| 1.58% | 1.7% | $4.26亿 | 112.7万股 | $4.34亿 | 140.3万股 | -27.6万股-19.67% | 减仓 |
 AMD超威AMD |
| 1.45% | — | $3.91亿 | 67.3万股 | $0 | 0股 | +67.3万股 | 新买入 |
| SSpaceXSPCX |
| 1.44% | — | $3.89亿 | 227.7万股 | $0 | 0股 | +227.7万股 | 新买入 |
 NETFLIXNFLX |
| 1.42% | 3.55% | $3.81亿 | 533.7万股 | $9.05亿 | 941.5万股 | -407.8万股-43.32% | 减仓 |
| SSAMSARA INC CLASS AIOT |
| 1.37% | 1.95% | $3.68亿 | 1,134.9万股 | $4.96亿 | 1,565.8万股 | -430.9万股-27.52% | 减仓 |
| SSANDISK COMSNDK |
| 1.29% | — | $3.48亿 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
 CARLISLE COSCSL |
| 1.08% | 1.2% | $2.90亿 | 80.0万股 | $3.07亿 | 92.0万股 | -12.0万股-13.02% | 减仓 |
| SSEA SPONSORD ADSSE |
| 1.07% | 1.54% | $2.87亿 | 299.8万股 | $3.92亿 | 472.9万股 | -173.0万股-36.59% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 1.03% | 0.97% | $2.77亿 | 29.9万股 | $2.48亿 | 34.0万股 | -4.2万股-12.25% | 减仓 |
| OONONON |
| 0.98% | 0.84% | $2.65亿 | 748.5万股 | $2.15亿 | 632.6万股 | +115.9万股+18.33% | 加仓 |
 DatadogDDOG |
| 0.97% | 0.65% | $2.60亿 | 100.0万股 | $1.66亿 | 140.6万股 | -40.7万股-28.91% | 减仓 |
 SPHERE ENTERTAINMENTSPHR |
| 0.87% | — | $2.35亿 | 135.8万股 | $0 | 0股 | +135.8万股 | 新买入 |
 Arm控股ARM |
| 0.85% | — | $2.28亿 | 64.3万股 | $0 | 0股 | +64.3万股 | 新买入 |
 LENNARLEN |
| 0.76% | 0.85% | $2.04亿 | 228.3万股 | $2.16亿 | 262.1万股 | -33.8万股-12.89% | 减仓 |
 NubankNU |
| 0.62% | 1.94% | $1.67亿 | 1,247.6万股 | $4.93亿 | 3,434.2万股 | -2,186.6万股-63.67% | 减仓 |
 自由媒体FWONK |
| 0.53% | 0.52% | $1.44亿 | 150.9万股 | $1.33亿 | 156.0万股 | -5.1万股-3.24% | 减仓 |
 MCKESSON COMMCK |
| 0.51% | 0.68% | $1.39亿 | 18.4万股 | $1.74亿 | 20.1万股 | -1.8万股-8.82% | 减仓 |
 安费诺APH |
| 0.5% | 0.4% | $1.35亿 | 76.4万股 | $1.02亿 | 80.6万股 | -4.2万股-5.17% | 减仓 |
| KKASPI KZ JSCKSPI |
| 0.49% | 0.46% | $1.33亿 | 153.1万股 | $1.17亿 | 158.6万股 | -5.5万股-3.49% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 0.49% | 0.68% | $1.31亿 | 755.9万股 | $1.73亿 | 917.2万股 | -161.3万股-17.59% | 减仓 |
 TransDigmTDG |
| 0.44% | 0.43% | $1.19亿 | 9.0万股 | $1.09亿 | 9.4万股 | -4,672股-4.95% | 减仓 |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 0.39% | 0.26% | $1.05亿 | 315.8万股 | $6,734.4万 | 321.5万股 | -5.6万股-1.75% | 减仓 |
 FERRARI COMRACE |
| 0.39% | 0.38% | $1.04亿 | 28.0万股 | $9,737.5万 | 28.8万股 | -7,608股-2.64% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.38% | 0.4% | $1.02亿 | 61.0万股 | $1.03亿 | 63.5万股 | -2.5万股-3.97% | 减仓 |
 伍德沃德WWD |
| 0.24% | — | $6,537.3万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
