 Meta平台META |
| 12.21% | 0.53% | $9.55亿 | 169.5万股 | $4,157.7万 | 7.3万股 | +162.3万股+2,233.03% | 加仓 |
 太平洋煤电PCG |
| 11.13% | 4.78% | $8.71亿 | 5,177.4万股 | $3.77亿 | 2,146.7万股 | +3,030.6万股+141.17% | 加仓 |
 VanEck ETF信托SMH |
| 7.68% | — | $6.01亿 | 91.6万股 | $0 | 0股 | +91.6万股 | 新买入 |
 亚马逊AMZN |
| 4.34% | — | $3.39亿 | 142.4万股 | $0 | 0股 | +142.4万股 | 新买入 |
| DDOORDASHDASH |
| 4.32% | 3.48% | $3.38亿 | 183.0万股 | $2.75亿 | 183.0万股 | 00.00% | 持仓不变 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 4.09% | 1.96% | $3.20亿 | 8,489.2万股 | $1.55亿 | 4,227.2万股 | +4,261.9万股+100.82% | 加仓 |
 CEMEX SAB DE CVCX |
| 3.87% | 3.66% | $3.03亿 | 2,524.4万股 | $2.89亿 | 2,524.4万股 | 00.00% | 持仓不变 |
 DraftKingsDKNG |
| 3.87% | — | $3.03亿 | 1,198.7万股 | $0 | 0股 | +1,198.7万股 | 新买入 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 3.75% | 2.54% | $2.93亿 | 179.7万股 | $2.01亿 | 173.8万股 | +5.9万股+3.41% | 加仓 |
 雷神技术RTX |
| 3.62% | — | $2.83亿 | 149.1万股 | $0 | 0股 | +149.1万股 | 新买入 |
 BlockXYZ |
| 3.01% | 3.03% | $2.35亿 | 309.4万股 | $2.39亿 | 397.8万股 | -88.3万股-22.20% | 减仓 |
 FLOWSERVEFLS |
| 2.52% | — | $1.97亿 | 265.4万股 | $0 | 0股 | +265.4万股 | 新买入 |
 西屋制动WAB |
| 2.2% | 1.9% | $1.72亿 | 63.8万股 | $1.50亿 | 60.1万股 | +3.8万股+6.29% | 加仓 |
 第一资本COF |
| 2.19% | 1.58% | $1.71亿 | 85.4万股 | $1.24亿 | 68.2万股 | +17.2万股+25.21% | 加仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 1.99% | — | $1.55亿 | 199.5万股 | $0 | 0股 | +199.5万股 | 新买入 |
 ILLUMINAILMN |
| 1.94% | 0.23% | $1.52亿 | 86.2万股 | $1,831.0万 | 14.9万股 | +71.4万股+480.44% | 加仓 |
| RRUBRIK INC CLASS ARBRK |
| 1.9% | 2.26% | $1.49亿 | 185.6万股 | $1.79亿 | 364.6万股 | -179.0万股-49.09% | 减仓 |
| RRAMBUS DELRMBS |
| 1.89% | 0.76% | $1.48亿 | 111.4万股 | $6,033.3万 | 70.1万股 | +41.3万股+58.87% | 加仓 |
 联合太平洋铁路UNP |
| 1.75% | — | $1.37亿 | 50.4万股 | $0 | 0股 | +50.4万股 | 新买入 |
 ARAMARKARMK |
| 1.73% | 2.33% | $1.35亿 | 237.4万股 | $1.84亿 | 453.2万股 | -215.8万股-47.62% | 减仓 |
| SSTUBHUBSTUB |
| 1.64% | 1.59% | $1.28亿 | 996.3万股 | $1.26亿 | 2,012.7万股 | -1,016.4万股-50.50% | 减仓 |
 NEXTNAVNN |
| 1.57% | — | $1.23亿 | 690.5万股 | $0 | 0股 | +690.5万股 | 新买入 |
| CCARIS LIFE SCIENCES INC COMCAI |
| 1.56% | 1.67% | $1.22亿 | 682.9万股 | $1.32亿 | 736.0万股 | -53.2万股-7.22% | 减仓 |
 CSX铁路CSX |
| 1.55% | — | $1.21亿 | 255.2万股 | $0 | 0股 | +255.2万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 1.55% | — | $1.21亿 | 89.0万股 | $0 | 0股 | +89.0万股 | 新买入 |
 威廉姆斯WMB |
| 1.18% | — | $9,209.8万 | 123.9万股 | $0 | 0股 | +123.9万股 | 新买入 |
 FLUTTER ENTMTFLUT |
| 1.12% | 1.83% | $8,727.9万 | 85.4万股 | $1.44亿 | 141.7万股 | -56.2万股-39.70% | 减仓 |
| IiShares安硕EWZ |
| 1.06% | 1.18% | $8,280.0万 | 240.0万股 | $9,301.8万 | 242.3万股 | -2.3万股-0.95% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 0.92% | 0.18% | $7,224.5万 | 415.9万股 | $1,392.8万 | 73.8万股 | +342.2万股+463.81% | 加仓 |
| BBANCO MACROBMA |
| 0.91% | 0.7% | $7,096.5万 | 76.6万股 | $5,497.1万 | 71.0万股 | +5.6万股+7.87% | 加仓 |
 NateraNTRA |
| 0.9% | 1.87% | $7,003.7万 | 25.8万股 | $1.48亿 | 74.0万股 | -48.2万股-65.13% | 减仓 |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 0.89% | 0.77% | $6,999.2万 | 139.9万股 | $6,057.1万 | 129.7万股 | +10.2万股+7.88% | 加仓 |
| CCLEVELAND-CLIFFS NEWCLF |
| 0.79% | — | $6,180.5万 | 658.2万股 | $0 | 0股 | +658.2万股 | 新买入 |
 纽柯钢铁NUE |
| 0.71% | — | $5,556.1万 | 24.9万股 | $0 | 0股 | +24.9万股 | 新买入 |
| BBANCO BBVA ARGENTINABBAR |
| 0.6% | 0.45% | $4,713.4万 | 240.4万股 | $3,578.9万 | 222.8万股 | +17.5万股+7.86% | 加仓 |
 微软MSFT |
| 0.56% | — | $4,376.8万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 MATCH NEWMTCH |
| 0.53% | — | $4,175.4万 | 109.7万股 | $0 | 0股 | +109.7万股 | 新买入 |
 LIFE TIMELTH |
| 0.47% | 0.31% | $3,707.8万 | 90.8万股 | $2,445.8万 | 90.8万股 | 00.00% | 持仓不变 |
| GGOLAR LNGGLNG |
| 0.36% | — | $2,839.7万 | 2,500.0万股 | $0 | 0股 | +2,500.0万股 | 新买入 |
 PAMPA ENERGIAPAM |
| 0.28% | 0.3% | $2,227.5万 | 27.1万股 | $2,400.3万 | 27.1万股 | 00.00% | 持仓不变 |
| WWAYSTARWAY |
| 0.27% | 1.15% | $2,115.6万 | 103.1万股 | $9,084.2万 | 376.8万股 | -273.7万股-72.65% | 减仓 |
 钢铁动力STLD |
| 0.22% | — | $1,703.0万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| AAZUL S AAZUL |
| 0.21% | — | $1,668.4万 | 185.6万股 | $0 | 0股 | +185.6万股 | 新买入 |
| LLOMA NEGRA C I A MTN 14LOMA |
| 0.17% | 0.16% | $1,294.7万 | 113.1万股 | $1,254.0万 | 113.1万股 | 00.00% | 持仓不变 |
| RRamaco Resources Inc |
| <0.01% | <0.01% | $16.2万 | 22.0万股 | $16.7万 | 22.0万股 | 00.00% | 持仓不变 |
