| CCARVANA CL ACVNA |
| 47.19% | 39.03% | $1.51亿 | 230.1万股 | $1.15亿 | 36.5万股 | +193.6万股+530.06% | 加仓 |
 亚马逊AMZN |
| 17.41% | 17.91% | $5,589.1万 | 23.5万股 | $5,269.2万 | 25.3万股 | -1.9万股-7.31% | 减仓 |
 谷歌AGOOGL |
| 9.05% | 8.34% | $2,904.5万 | 8.1万股 | $2,452.2万 | 8.5万股 | -4,000股-4.69% | 减仓 |
 Meta平台META |
| 7.85% | 8.7% | $2,520.7万 | 4.5万股 | $2,560.3万 | 4.5万股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 6.92% | 6.59% | $2,220.6万 | 4.3万股 | $1,938.3万 | 4.9万股 | -5,600股-11.50% | 减仓 |
 英伟达NVDA |
| 3.55% | 3.08% | $1,140.5万 | 5.7万股 | $906.9万 | 5.2万股 | +5,000股+9.62% | 加仓 |
 美光科技MU |
| 1.83% | — | $588.7万 | 5,100股 | $0 | 0股 | +5,100股 | 新买入 |
 FLUTTER ENTMTFLUT |
| 1.54% | 2.97% | $493.2万 | 4.8万股 | $874.5万 | 8.6万股 | -3.8万股-43.72% | 减仓 |
 NETFLIXNFLX |
| 1.5% | 3.02% | $480.5万 | 6.7万股 | $887.5万 | 9.2万股 | -2.5万股-27.09% | 减仓 |
| SSANDISK COMSNDK |
| 1.38% | — | $443.4万 | 1,950股 | $0 | 0股 | +1,950股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.02% | — | $326.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.51% | — | $162.5万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 ACV AUCTIONSACVA |
| 0.25% | 1.28% | $80.5万 | 11.2万股 | $376.1万 | 88.7万股 | -77.5万股-87.37% | 减仓 |
