 COUPANG INC CLASS ACPNG |
| 14.42% | 14.72% | $1.03亿 | 591.5万股 | $1.11亿 | 588.1万股 | +3.4万股+0.58% | 加仓 |
 亚马逊AMZN |
| 14.25% | 14.61% | $1.02亿 | 42.6万股 | $1.10亿 | 52.9万股 | -10.3万股-19.50% | 减仓 |
| TTOAST CL ATOST |
| 13.69% | 13.41% | $9,750.2万 | 350.5万股 | $1.01亿 | 381.5万股 | -31.0万股-8.13% | 减仓 |
| NNCINONCNO |
| 11.45% | 13.46% | $8,159.8万 | 499.1万股 | $1.02亿 | 677.8万股 | -178.7万股-26.37% | 减仓 |
 微软MSFT |
| 8.66% | 8.82% | $6,166.0万 | 16.5万股 | $6,652.0万 | 18.0万股 | -1.4万股-8.01% | 减仓 |
 TradewebTW |
| 6.37% | 7.23% | $4,538.5万 | 45.5万股 | $5,455.9万 | 46.4万股 | -8,300股-1.79% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 5.9% | — | $4,201.0万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 ServiceNowNOW |
| 5.8% | 3.46% | $4,131.0万 | 41.6万股 | $2,611.7万 | 25.0万股 | +16.6万股+66.57% | 加仓 |
 AMD超威AMD |
| 4.79% | — | $3,415.8万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 LPL金融LPLA |
| 4.69% | — | $3,340.7万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
 英伟达NVDA |
| 4.57% | — | $3,257.5万 | 16.3万股 | $0 | 0股 | +16.3万股 | 新买入 |
| DDOORDASHDASH |
| 3.71% | — | $2,646.2万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
| AAPPFOLIOAPPF |
| 1.69% | — | $1,202.6万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
