 希捷STX |
| 12.63% | 4.49% | $3.73亿 | 38.6万股 | $1.15亿 | 29.4万股 | +9.2万股+31.33% | 加仓 |
 林德LIN |
| 7.69% | 6.82% | $2.27亿 | 43.7万股 | $1.75亿 | 35.3万股 | +8.4万股+23.78% | 加仓 |
 ANALOG DEVICES COMADI |
| 7.63% | 6.07% | $2.25亿 | 56.7万股 | $1.56亿 | 48.9万股 | +7.8万股+15.91% | 加仓 |
 亚马逊AMZN |
| 7.62% | 1.35% | $2.25亿 | 94.3万股 | $3,472.7万 | 16.7万股 | +77.6万股+465.39% | 加仓 |
 联合太平洋铁路UNP |
| 7.03% | 6.85% | $2.07亿 | 76.2万股 | $1.76亿 | 72.4万股 | +3.9万股+5.33% | 加仓 |
 SCHEIN HENRYHSIC |
| 6.93% | 9.81% | $2.04亿 | 244.7万股 | $2.52亿 | 341.3万股 | -96.6万股-28.31% | 减仓 |
 NubankNU |
| 6.36% | 6.23% | $1.88亿 | 1,403.7万股 | $1.60亿 | 1,112.2万股 | +291.4万股+26.20% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 6.28% | 6.58% | $1.85亿 | 40.3万股 | $1.69亿 | 34.8万股 | +5.5万股+15.87% | 加仓 |
 泛林集团LRCX |
| 5.71% | — | $1.69亿 | 38.9万股 | $0 | 0股 | +38.9万股 | 新买入 |
 AMD超威AMD |
| 4.69% | — | $1.38亿 | 23.8万股 | $0 | 0股 | +23.8万股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 3.99% | 4.47% | $1.18亿 | 677.1万股 | $1.15亿 | 607.2万股 | +69.9万股+11.51% | 加仓 |
| PPRIMO BRANDSPRMB |
| 3.82% | 7.39% | $1.13亿 | 460.4万股 | $1.90亿 | 1,007.2万股 | -546.8万股-54.29% | 减仓 |
 VisaV |
| 3.78% | 8.86% | $1.11亿 | 32.5万股 | $2.27亿 | 75.2万股 | -42.7万股-56.81% | 减仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 3.67% | — | $1.08亿 | 413.0万股 | $0 | 0股 | +413.0万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 3.57% | — | $1.05亿 | 56.3万股 | $0 | 0股 | +56.3万股 | 新买入 |
 英伟达NVDA |
| 2.65% | 1.24% | $7,809.9万 | 39.0万股 | $3,186.1万 | 18.3万股 | +20.8万股+113.65% | 加仓 |
 谷歌AGOOGL |
| 2.11% | 6.62% | $6,226.1万 | 17.4万股 | $1.70亿 | 59.1万股 | -41.6万股-70.50% | 减仓 |
| CCARVANA CL ACVNA |
| 1.78% | 4.88% | $5,236.9万 | 79.6万股 | $1.25亿 | 39.8万股 | +39.8万股+99.90% | 加仓 |
 微软MSFT |
| 0.98% | 1.12% | $2,896.9万 | 7.8万股 | $2,874.8万 | 7.8万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.67% | — | $1,972.7万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| PPARAMOUNT SKYDANCEPSKY |
| 0.43% | 0.46% | $1,279.8万 | 129.8万股 | $1,170.8万 | 129.8万股 | 00.00% | 持仓不变 |
