 F5FFIV |
| 7.28% | 11.3% | $8.81亿 | 211.9万股 | $7.65亿 | 264.3万股 | -52.4万股-19.84% | 减仓 |
| AAPPLOVINAPP |
| 7.14% | 9.87% | $8.64亿 | 167.7万股 | $6.68亿 | 167.7万股 | 00.00% | 持仓不变 |
 Live NationLYV |
| 6.35% | 8.85% | $7.68亿 | 419.4万股 | $5.99亿 | 392.7万股 | +26.7万股+6.79% | 加仓 |
 福克斯FOXA |
| 6.18% | 5.77% | $7.48亿 | 1,433.5万股 | $3.90亿 | 668.5万股 | +765.0万股+114.43% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 4.84% | 2.59% | $5.86亿 | 2,288.3万股 | $1.75亿 | 1,172.3万股 | +1,115.9万股+95.19% | 加仓 |
 REDDIT CL ARDDT |
| 4.79% | — | $5.79亿 | 333.5万股 | $0 | 0股 | +333.5万股 | 新买入 |
 美光科技MU |
| 4.45% | — | $5.39亿 | 46.7万股 | $0 | 0股 | +46.7万股 | 新买入 |
| LLATTICE SEMICONDUCTORLSCC |
| 4.13% | 0.3% | $5.00亿 | 326.9万股 | $2,061.3万 | 22.2万股 | +304.7万股+1,371.15% | 加仓 |
 自由媒体FWONK |
| 4.13% | 6.6% | $4.99亿 | 524.8万股 | $4.46亿 | 524.8万股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 4.01% | — | $4.85亿 | 483.3万股 | $0 | 0股 | +483.3万股 | 新买入 |
 ON SEMICONDUCTOR COMON |
| 3.81% | — | $4.61亿 | 488.1万股 | $0 | 0股 | +488.1万股 | 新买入 |
 TwilioTWLO |
| 3.74% | 1.3% | $4.52亿 | 219.2万股 | $8,776.1万 | 69.8万股 | +149.5万股+214.33% | 加仓 |
 SPHERE ENTERTAINMENTSPHR |
| 3.73% | 4.52% | $4.51亿 | 260.6万股 | $3.06亿 | 260.6万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 3.4% | 2.33% | $4.12亿 | 64.5万股 | $1.57亿 | 58.2万股 | +6.3万股+10.87% | 加仓 |
 LumentumLITE |
| 3.35% | — | $4.05亿 | 47.2万股 | $0 | 0股 | +47.2万股 | 新买入 |
 应用材料AMAT |
| 3.31% | 4.57% | $4.00亿 | 55.4万股 | $3.09亿 | 90.4万股 | -35.0万股-38.75% | 减仓 |
 谷歌AGOOGL |
| 3.3% | 4.75% | $4.00亿 | 111.8万股 | $3.21亿 | 111.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.51% | 4.25% | $3.04亿 | 151.9万股 | $2.87亿 | 164.7万股 | -12.8万股-7.77% | 减仓 |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 2.45% | 3.19% | $2.96亿 | 366.3万股 | $2.16亿 | 366.3万股 | 00.00% | 持仓不变 |
| NNUTANIXNTNX |
| 2.39% | 2.2% | $2.89亿 | 566.8万股 | $1.49亿 | 392.0万股 | +174.8万股+44.57% | 加仓 |
| LLIONSGATE STUDIOSLION |
| 2.38% | 2.67% | $2.88亿 | 1,881.5万股 | $1.80亿 | 1,881.5万股 | 00.00% | 持仓不变 |
 CienaCIEN |
| 2.28% | 9.5% | $2.75亿 | 56.2万股 | $6.43亿 | 165.6万股 | -109.5万股-66.10% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 2.04% | — | $2.47亿 | 442.9万股 | $0 | 0股 | +442.9万股 | 新买入 |
 摩托罗拉解决方案MSI |
| 1.93% | — | $2.34亿 | 56.4万股 | $0 | 0股 | +56.4万股 | 新买入 |
 ZscalerZS |
| 1.59% | — | $1.92亿 | 136.3万股 | $0 | 0股 | +136.3万股 | 新买入 |
 The Trade DeskTTD |
| 1.4% | — | $1.70亿 | 939.5万股 | $0 | 0股 | +939.5万股 | 新买入 |
| WWORKIVAWK |
| 1.4% | 2.17% | $1.69亿 | 348.3万股 | $1.47亿 | 246.6万股 | +101.7万股+41.24% | 加仓 |
| SSERVICETITAN INC SHS CL ATTAN |
| 1.13% | — | $1.37亿 | 194.0万股 | $0 | 0股 | +194.0万股 | 新买入 |
| AARRAY DIGITAL INFRASTRUCTUREAD |
| 0.54% | 1.24% | $6,584.3万 | 181.6万股 | $8,378.3万 | 181.6万股 | 00.00% | 持仓不变 |
