 ILLUMINAILMN |
| 15.2% | 18.77% | $4.98亿 | 283.1万股 | $4.72亿 | 383.0万股 | -99.9万股-26.09% | 减仓 |
 GENEDXWGS |
| 10.03% | 8.24% | $3.28亿 | 478.5万股 | $2.07亿 | 322.8万股 | +155.6万股+48.21% | 加仓 |
 VESTISVSTS |
| 8.79% | 6.19% | $2.88亿 | 1,981.4万股 | $1.56亿 | 1,981.4万股 | 00.00% | 持仓不变 |
 SOUTHWEST GASSWX |
| 8.69% | 14.92% | $2.85亿 | 320.9万股 | $3.75亿 | 431.8万股 | -111.0万股-25.70% | 减仓 |
 美高梅MGM |
| 7.81% | 7.87% | $2.56亿 | 534.8万股 | $1.98亿 | 534.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 6.59% | 7.31% | $2.16亿 | 90.6万股 | $1.84亿 | 88.3万股 | +2.3万股+2.61% | 加仓 |
 Meta平台META |
| 6.54% | 0.05% | $2.14亿 | 38.0万股 | $137.3万 | 2,400股 | +37.8万股+15,733.33% | 加仓 |
 迪士尼DIS |
| 6.35% | 8.28% | $2.08亿 | 216.1万股 | $2.08亿 | 216.1万股 | 00.00% | 持仓不变 |
 VistraVST |
| 4.94% | — | $1.62亿 | 102.0万股 | $0 | 0股 | +102.0万股 | 新买入 |
| PPEOPLE INCPPLI |
| 3.94% | 5.34% | $1.29亿 | 279.4万股 | $1.34亿 | 335.5万股 | -56.1万股-16.73% | 减仓 |
 LIBERTY LIVELLYVK |
| 3.11% | 3.66% | $1.02亿 | 100.5万股 | $9,213.8万 | 100.5万股 | 00.00% | 持仓不变 |
 CEMEX SAB DE CVCX |
| 3.05% | 3.91% | $9,978.3万 | 831.5万股 | $9,838.7万 | 860.0万股 | -28.5万股-3.31% | 减仓 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 3.02% | — | $9,879.6万 | 189.4万股 | $0 | 0股 | +189.4万股 | 新买入 |
 RESTAURANT BRANDS INTLQSR |
| 2.8% | 4.64% | $9,173.8万 | 126.5万股 | $1.17亿 | 157.8万股 | -31.3万股-19.84% | 减仓 |
 联合太平洋铁路UNP |
| 2.71% | 4.67% | $8,876.2万 | 32.6万股 | $1.18亿 | 48.4万股 | -15.8万股-32.62% | 减仓 |
 FORTREAFTRE |
| 1.59% | 1.74% | $5,200.1万 | 298.9万股 | $4,374.8万 | 464.4万股 | -165.6万股-35.65% | 减仓 |
 微软MSFT |
| 1.5% | 1.94% | $4,911.2万 | 13.2万股 | $4,873.7万 | 13.2万股 | 00.00% | 持仓不变 |
 自由媒体FWONK |
| 1.16% | — | $3,814.2万 | 40.1万股 | $0 | 0股 | +40.1万股 | 新买入 |
| OONTERRIS INCONT |
| 1.09% | — | $3,577.2万 | 177.0万股 | $0 | 0股 | +177.0万股 | 新买入 |
 自由媒体FWONA |
| 0.85% | — | $2,786.8万 | 31.8万股 | $0 | 0股 | +31.8万股 | 新买入 |
 LIBERTY LIVELLYVK |
| 0.1% | 0.12% | $341.4万 | 3.2万股 | $304.2万 | 3.2万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.1% | 0.11% | $325.1万 | 1.6万股 | $283.4万 | 1.6万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.04% | 0.04% | $119.9万 | 2,850股 | $105.9万 | 2,850股 | 00.00% | 持仓不变 |
| FFLYEXCLUSIVE INC WT EXPFLYX/WS |
| <0.01% | <0.01% | $4.2万 | 20.1万股 | $4.8万 | 20.1万股 | 00.00% | 持仓不变 |
