 阿里巴巴BABA |
| 13.05% | 4.29% | $1,264.1万 | 6.5万股 | $551.5万 | 2.6万股 | +3.9万股+150.00% | 加仓 |
 微软MSFT |
| 10.59% | 7.36% | $1,025.1万 | 6.5万股 | $946.2万 | 6.0万股 | +5,000股+8.33% | 加仓 |
 EquinixEQIX |
| 10.4% | 6.81% | $1,007.1万 | 1.6万股 | $875.6万 | 1.5万股 | +1,124股+7.49% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 9.01% | — | $872.6万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| CCONSTELLIUMCSTM |
| 8.43% | 14.24% | $816.3万 | 156.7万股 | $1,831.5万 | 136.7万股 | +20.0万股+14.63% | 加仓 |
 AMERICOLD REALTY TRUSTCOLD |
| 6.46% | 6.7% | $625.4万 | 18.4万股 | $861.1万 | 24.6万股 | -6.2万股-25.19% | 减仓 |
| IIAA INC |
| 6.37% | 6.8% | $616.7万 | 20.6万股 | $874.6万 | 18.6万股 | +2.0万股+10.76% | 加仓 |
 亚马逊AMZN |
| 6.14% | — | $594.7万 | 3,050股 | $0 | 0股 | +3,050股 | 新买入 |
 COPART COMCPRT |
| 5.66% | 4.24% | $548.2万 | 8.0万股 | $545.6万 | 6.0万股 | +2.0万股+33.33% | 加仓 |
 PAYPAL COMPYPL |
| 4.94% | 3.98% | $478.7万 | 5.0万股 | $512.2万 | 4.7万股 | +2,653股+5.60% | 加仓 |
| OOPENLANEOPLN |
| 4.89% | 8.39% | $473.9万 | 39.5万股 | $1,078.4万 | 49.5万股 | -10.0万股-20.21% | 减仓 |
 NEXSTAR MEDIANXST |
| 4.52% | 3.94% | $437.5万 | 7.6万股 | $507.0万 | 4.3万股 | +3.3万股+75.25% | 加仓 |
| CCYRUSONE INC |
| 2.94% | — | $284.7万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| BBANK OF AMERBAC |
| 2.19% | 4.43% | $212.3万 | 10.0万股 | $569.4万 | 16.2万股 | -6.2万股-38.14% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.95% | 0.74% | $188.9万 | 3.0万股 | $95.8万 | 1.0万股 | +2.0万股+200.00% | 加仓 |
 通用汽车GM |
| 1.78% | 2.36% | $172.5万 | 8.3万股 | $303.8万 | 8.3万股 | 00.00% | 持仓不变 |
| SSPARK NETWORKS SE SPONSORED ADS |
| 0.68% | 0.16% | $65.7万 | 25.5万股 | $20.5万 | 4.5万股 | +21.0万股+462.62% | 加仓 |
