| AAlphabet Inc Class CGOOG |
| 15.14% | 15.22% | $1,684.6万 | 4.8万股 | $1,393.5万 | 4.9万股 | -900股-1.85% | 减仓 |
| C花旗集团C |
| 14.05% | 17.68% | $1,563.3万 | 11.2万股 | $1,618.3万 | 14.3万股 | -3.1万股-21.72% | 减仓 |
 亚马逊AMZN |
| 11.58% | 13.64% | $1,288.7万 | 5.4万股 | $1,248.7万 | 6.0万股 | -5,885股-9.82% | 减仓 |
| CCHEWY CL ACHWY |
| 6.9% | 5.93% | $768.1万 | 39.1万股 | $542.7万 | 20.1万股 | +19.0万股+94.47% | 加仓 |
 迪士尼DIS |
| 6.63% | 8.07% | $737.8万 | 7.7万股 | $738.8万 | 7.7万股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 5.09% | 2.71% | $566.3万 | 4.8万股 | $247.8万 | 2.2万股 | +2.7万股+123.35% | 加仓 |
 微软MSFT |
| 3.28% | — | $365.4万 | 9,796股 | $0 | 0股 | +9,796股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 3.26% | 4.19% | $363.1万 | 20.9万股 | $383.2万 | 20.3万股 | +6,080股+3.00% | 加仓 |
 VAIL RESORTSMTN |
| 2.63% | 2.8% | $292.7万 | 2.2万股 | $256.6万 | 2.0万股 | +1,500股+7.50% | 加仓 |
| AADVISORSHARES PURE US CANNABIS ETFMSOS |
| 2.4% | 2.04% | $267.5万 | 52.7万股 | $186.9万 | 52.7万股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 2.09% | 2.15% | $232.8万 | 6.8万股 | $196.8万 | 6.1万股 | +7,000股+11.39% | 加仓 |
 谷歌AGOOGL |
| 2.04% | 2.27% | $226.6万 | 6,340股 | $208.2万 | 7,240股 | -900股-12.43% | 减仓 |
 ServiceNowNOW |
| 1.89% | 2.03% | $210.5万 | 2.1万股 | $186.1万 | 1.8万股 | +3,400股+19.10% | 加仓 |
 ETSY COMETSY |
| 1.75% | 1.96% | $194.4万 | 2.6万股 | $178.9万 | 3.6万股 | -1.0万股-27.93% | 减仓 |
 CELSIUSCELH |
| 1.66% | 0.79% | $184.6万 | 6.3万股 | $72.4万 | 2.0万股 | +4.3万股+209.10% | 加仓 |
 AIRBNB COM CL AABNB |
| 1.54% | 2.41% | $171.7万 | 1.2万股 | $221.0万 | 1.8万股 | -5,500股-31.43% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.38% | 0.63% | $153.6万 | 6,034股 | $57.3万 | 3,800股 | +2,234股+58.79% | 加仓 |
| DDAVE & BUSTERS ENTMT COMPLAY |
| 1.15% | 1.26% | $128.1万 | 11.2万股 | $115.2万 | 10.6万股 | +6,030股+5.67% | 加仓 |
 通用汽车GM |
| 0.83% | 0.98% | $92.5万 | 1.2万股 | $89.4万 | 1.2万股 | 00.00% | 持仓不变 |
| BBLEND LABS INC CL ABLND |
| 0.75% | 0.91% | $83.6万 | 48.9万股 | $83.1万 | 48.9万股 | 00.00% | 持仓不变 |
| NNATIONAL ENERGY SERVICES REUNESR |
| 0.74% | 0.83% | $81.8万 | 2.7万股 | $75.9万 | 3.5万股 | -8,000股-22.64% | 减仓 |
 阿里巴巴BABA |
| 0.73% | 1.17% | $81.6万 | 8,500股 | $106.6万 | 8,500股 | 00.00% | 持仓不变 |
| SSHARONAISHAZ |
| 0.73% | — | $81.0万 | 9,571股 | $0 | 0股 | +9,571股 | 新买入 |
 自由媒体FWONK |
| 0.71% | 0.54% | $78.6万 | 8,263股 | $49.0万 | 5,763股 | +2,500股+43.38% | 加仓 |
 ZscalerZS |
| 0.7% | 0.3% | $77.6万 | 5,500股 | $27.2万 | 1,937股 | +3,563股+183.94% | 加仓 |
 BlockXYZ |
| 0.69% | 0.67% | $77.3万 | 1.0万股 | $61.2万 | 1.0万股 | 00.00% | 持仓不变 |
| BBAUSCH HEALTH COSBHC |
| 0.66% | — | $74.0万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 NEBIUSNBIS |
| 0.65% | 0.26% | $71.8万 | 2,600股 | $24.2万 | 2,333股 | +267股+11.44% | 加仓 |
| BBANK OF AMERBAC |
| 0.64% | — | $71.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.57% | — | $63.3万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| B百度BIDU |
| 0.53% | 0.62% | $58.6万 | 5,125股 | $57.1万 | 5,125股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 0.51% | 0.55% | $56.3万 | 2,200股 | $50.8万 | 2,200股 | 00.00% | 持仓不变 |
 LEGALZOOM COMLZ |
| 0.5% | 0.6% | $55.2万 | 9.0万股 | $54.9万 | 9.7万股 | -6,783股-7.01% | 减仓 |
 MONGODB CL AMDB |
| 0.48% | 0.43% | $53.7万 | 1,600股 | $39.2万 | 1,600股 | 00.00% | 持仓不变 |
| BBOOST RUN INCBRUN |
| 0.45% | — | $50.6万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 OKTA CLASS AOKTA |
| 0.45% | 0.31% | $49.9万 | 3,656股 | $28.8万 | 3,656股 | 00.00% | 持仓不变 |
 CELANESE DELCE |
| 0.43% | 0.86% | $48.3万 | 1.1万股 | $78.9万 | 1.2万股 | -1,500股-12.50% | 减仓 |
 BAUSCH PLUS LOMBBLCO |
| 0.39% | 0.62% | $43.3万 | 2.6万股 | $56.5万 | 3.6万股 | -9,360股-26.34% | 减仓 |
 自由港麦克莫兰FCX |
| 0.37% | 0.42% | $40.9万 | 6,500股 | $38.2万 | 6,500股 | 00.00% | 持仓不变 |
| AATLASSIAN CL ATEAM |
| 0.35% | 0.37% | $38.9万 | 5,000股 | $34.1万 | 5,000股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 0.35% | 0.69% | $38.9万 | 9,000股 | $63.3万 | 1.4万股 | -5,000股-35.71% | 减仓 |
 NEXTNAVNN |
| 0.35% | — | $38.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.31% | 0.25% | $34.8万 | 4,917股 | $22.6万 | 3,560股 | +1,357股+38.12% | 加仓 |
 WorkdayWDAY |
| 0.28% | 1.28% | $30.6万 | 2,500股 | $116.9万 | 9,000股 | -6,500股-72.22% | 减仓 |
 ShopifySHOP |
| 0.27% | 0.34% | $30.3万 | 2,650股 | $31.4万 | 2,650股 | 00.00% | 持仓不变 |
 PELOTON INTERACTIVEPTON |
| 0.24% | — | $26.6万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| SSHAKE SHACKSHAK |
| 0.24% | — | $26.3万 | 4,690股 | $0 | 0股 | +4,690股 | 新买入 |
 财捷INTU |
| 0.23% | — | $26.1万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| TTRULIEVE CANNABIS CORPTRLV |
| 0.23% | — | $25.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| CCRONOS GROUP INC COMCRON |
| 0.1% | 0.11% | $10.9万 | 3.9万股 | $9.8万 | 3.9万股 | 00.00% | 持仓不变 |
