 MERCADOLIBRE COMMELI |
| 13.94% | 15.14% | $5.20亿 | 30.6万股 | $4.82亿 | 27.9万股 | +2.7万股+9.79% | 加仓 |
 亚马逊AMZN |
| 13.75% | 13.07% | $5.13亿 | 215.2万股 | $4.16亿 | 199.9万股 | +15.3万股+7.65% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 9.61% | 9.38% | $3.58亿 | 101.5万股 | $2.99亿 | 104.2万股 | -2.7万股-2.61% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 9.41% | 10.06% | $3.51亿 | 148.0万股 | $3.21亿 | 137.4万股 | +10.5万股+7.65% | 加仓 |
 希尔顿HLT |
| 8.81% | 10.18% | $3.29亿 | 99.5万股 | $3.24亿 | 106.7万股 | -7.2万股-6.72% | 减仓 |
 VisaV |
| 7.95% | 7.25% | $2.97亿 | 86.5万股 | $2.31亿 | 76.4万股 | +10.1万股+13.19% | 加仓 |
| DDOORDASHDASH |
| 7.16% | 6.33% | $2.67亿 | 144.7万股 | $2.02亿 | 134.4万股 | +10.3万股+7.66% | 加仓 |
 英伟达NVDA |
| 5.43% | — | $2.02亿 | 101.1万股 | $0 | 0股 | +101.1万股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 5.37% | 8.8% | $2.00亿 | 1,152.7万股 | $2.80亿 | 1,484.9万股 | -332.2万股-22.37% | 减仓 |
 星座能源CEG |
| 3.71% | — | $1.38亿 | 55.7万股 | $0 | 0股 | +55.7万股 | 新买入 |
 自由媒体FWONK |
| 3.48% | 3.39% | $1.30亿 | 136.6万股 | $1.08亿 | 126.9万股 | +9.7万股+7.66% | 加仓 |
 AFFIRM COM CL AAFRM |
| 3.35% | 3.17% | $1.25亿 | 153.4万股 | $1.01亿 | 220.6万股 | -67.1万股-30.44% | 减仓 |
 NubankNU |
| 3.12% | 3.65% | $1.16亿 | 871.5万股 | $1.16亿 | 809.5万股 | +62.0万股+7.66% | 加仓 |
 威瑞信VRSN |
| 2.52% | — | $9,408.1万 | 37.4万股 | $0 | 0股 | +37.4万股 | 新买入 |
 AURORA INNOVATION INC CLASS AAUR |
| 2.11% | 1.39% | $7,879.8万 | 1,155.4万股 | $4,422.0万 | 1,073.3万股 | +82.1万股+7.65% | 加仓 |
 ShopifySHOP |
| 0.27% | — | $1,019.7万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
