 亚马逊AMZN |
| 11.18% | 7.69% | $3.16亿 | 132.5万股 | $1.98亿 | 95.0万股 | +37.5万股+39.47% | 加仓 |
 台积电TSM |
| 9.64% | 9.52% | $2.72亿 | 57.0万股 | $2.45亿 | 72.5万股 | -15.5万股-21.38% | 减仓 |
 自由媒体FWONK |
| 7.92% | 6.69% | $2.24亿 | 235.0万股 | $1.72亿 | 202.5万股 | +32.5万股+16.05% | 加仓 |
 家得宝HD |
| 7.49% | 6.39% | $2.12亿 | 60.0万股 | $1.64亿 | 50.0万股 | +10.0万股+20.00% | 加仓 |
 泛林集团LRCX |
| 6.14% | — | $1.73亿 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 5.85% | 3.96% | $1.65亿 | 36.0万股 | $1.02亿 | 21.0万股 | +15.0万股+71.43% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 5.84% | 5.8% | $1.65亿 | 950.0万股 | $1.49亿 | 790.0万股 | +160.0万股+20.25% | 加仓 |
 BURLINGTON STORES COMBURL |
| 5.61% | 6.32% | $1.58亿 | 50.0万股 | $1.63亿 | 50.0万股 | 00.00% | 持仓不变 |
| SSEA SPONSORD ADSSE |
| 5.26% | 4.27% | $1.49亿 | 155.0万股 | $1.10亿 | 132.5万股 | +22.5万股+16.98% | 加仓 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 5.13% | 7.3% | $1.45亿 | 277.5万股 | $1.88亿 | 252.5万股 | +25.0万股+9.90% | 加仓 |
 微软MSFT |
| 4.69% | 4.53% | $1.32亿 | 35.5万股 | $1.17亿 | 31.5万股 | +4.0万股+12.70% | 加仓 |
 Meta平台META |
| 4.39% | 4.67% | $1.24亿 | 22.0万股 | $1.20亿 | 21.0万股 | +1.0万股+4.76% | 加仓 |
| SSEMTECHSMTC |
| 3.15% | 2.39% | $8,901.8万 | 55.0万股 | $6,151.2万 | 80.0万股 | -25.0万股-31.25% | 减仓 |
 TwilioTWLO |
| 2.92% | 3.42% | $8,253.2万 | 40.0万股 | $8,807.4万 | 70.0万股 | -30.0万股-42.86% | 减仓 |
 OKTA CLASS AOKTA |
| 2.9% | — | $8,187.0万 | 60.0万股 | $0 | 0股 | +60.0万股 | 新买入 |
 JFROGFROG |
| 2.82% | 2.1% | $7,952.0万 | 87.5万股 | $5,397.0万 | 115.0万股 | -27.5万股-23.91% | 减仓 |
 EAST WEST BANCORPEWBC |
| 2.7% | 4.12% | $7,613.5万 | 50.0万股 | $1.06亿 | 100.0万股 | -50.0万股-50.00% | 减仓 |
| VV FVFC |
| 1.92% | 1.58% | $5,421.0万 | 325.0万股 | $4,077.6万 | 240.0万股 | +85.0万股+35.42% | 加仓 |
 NEXSTAR MEDIANXST |
| 1.58% | 1.76% | $4,464.8万 | 25.0万股 | $4,520.8万 | 25.0万股 | 00.00% | 持仓不变 |
 SOUTHWEST AIRLS COMLUV |
| 1.18% | — | $3,342.3万 | 65.0万股 | $0 | 0股 | +65.0万股 | 新买入 |
 US FOODSUSFD |
| 1.09% | — | $3,067.5万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 RED CATRCAT |
| 0.38% | — | $1,065.0万 | 100.0万股 | $0 | 0股 | +100.0万股 | 新买入 |
| SSpaceXSPCX |
| 0.24% | — | $683.4万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
