 微软MSFT |
| 41.6% | 46.18% | $2,986.7万 | 10.6万股 | $2,870.0万 | 10.6万股 | 00.00% | 持仓不变 |
 ZscalerZS |
| 24.76% | 11.4% | $1,777.9万 | 6.8万股 | $708.7万 | 3.3万股 | +3.5万股+106.71% | 加仓 |
 赛富时CRM |
| 7.93% | 8.26% | $569.6万 | 2.1万股 | $513.0万 | 2.1万股 | 00.00% | 持仓不变 |
 CARS COMCARS |
| 6.23% | 12.2% | $447.3万 | 35.4万股 | $758.4万 | 52.9万股 | -17.6万股-33.19% | 减仓 |
| CCONCORD ACQUISITION CORP |
| 4.21% | — | $302.4万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 CrowdStrikeCRWD |
| 4.16% | 2.02% | $298.6万 | 1.2万股 | $125.7万 | 5,000股 | +7,150股+143.00% | 加仓 |
 OKTA CLASS AOKTA |
| 3.68% | 4.38% | $264.0万 | 1.1万股 | $272.1万 | 1.1万股 | 00.00% | 持仓不变 |
| EELASTICESTC |
| 2.08% | 2.35% | $149.3万 | 1.0万股 | $146.0万 | 1.0万股 | 00.00% | 持仓不变 |
| CCALIFORNIA RESCRC |
| 1.86% | 1.58% | $133.2万 | 3.2万股 | $97.9万 | 3.2万股 | 00.00% | 持仓不变 |
 OPEN TEXT COMOTEX |
| 1.7% | 2.04% | $121.9万 | 2.5万股 | $127.0万 | 2.5万股 | 00.00% | 持仓不变 |
 DocuSignDOCU |
| 1.51% | 1.89% | $108.1万 | 4,200股 | $117.4万 | 4,200股 | 00.00% | 持仓不变 |
| AAPREA THERAPEUTICS INCAPRE |
| 0.3% | 0.33% | $21.4万 | 4.2万股 | $20.5万 | 4.2万股 | 00.00% | 持仓不变 |
