| IiShares安硕·RUSSELLIWM |
| 10.42% | 3.38% | $8.77亿 | 292.0万股 | $2.48亿 | 100.0万股 | +192.0万股+192.00% | 加仓 |
 艺电EA |
| 8.91% | — | $7.50亿 | 365.6万股 | $0 | 0股 | +365.6万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 6.19% | 25.95% | $5.21亿 | 69.8万股 | $19.02亿 | 292.4万股 | -222.6万股-76.14% | 减仓 |
| V先锋领航指数基金VOO |
| 3.94% | 3.94% | $3.31亿 | 45.0万股 | $2.89亿 | 50.0万股 | -5.0万股-10.00% | 减仓 |
| SSpaceXSPCX |
| 2.59% | — | $2.18亿 | 127.4万股 | $0 | 0股 | +127.4万股 | 新买入 |
| IiShares安硕信托HYG |
| 2.38% | 2.17% | $2.00亿 | 250.0万股 | $1.59亿 | 200.0万股 | +50.0万股+25.00% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 2.36% | 2.38% | $1.99亿 | 195.8万股 | $1.75亿 | 149.2万股 | +46.7万股+31.30% | 加仓 |
| AARKO CORP COMARKO |
| 2.21% | 1.76% | $1.86亿 | 2,314.0万股 | $1.29亿 | 2,314.0万股 | 00.00% | 持仓不变 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.94% | — | $1.63亿 | 73.9万股 | $0 | 0股 | +73.9万股 | 新买入 |
| MMKS, Inc.MKSI |
| 1.73% | 0.63% | $1.46亿 | 4,950.0万股 | $4,625.6万 | 2,800.0万股 | +2,150.0万股+76.79% | 加仓 |
 阿里巴巴BABA |
| 1.68% | 2.2% | $1.42亿 | 1.20亿股 | $1.61亿 | 1.16亿股 | +400.0万股+3.45% | 加仓 |
 优步UBER |
| 1.42% | 1.64% | $1.20亿 | 1.00亿股 | $1.20亿 | 1.00亿股 | 00.00% | 持仓不变 |
| RRivianRIVN |
| 1.41% | 1.5% | $1.18亿 | 1.00亿股 | $1.10亿 | 1.03亿股 | -250.0万股-2.44% | 减仓 |
| L理想汽车 |
| 1.28% | 1.51% | $1.08亿 | 1.11亿股 | $1.11亿 | 1.11亿股 | 00.00% | 持仓不变 |
| RRedfin |
| 1.27% | 1.43% | $1.07亿 | 1.11亿股 | $1.05亿 | 1.10亿股 | +128.1万股+1.16% | 加仓 |
 EtsyETSY |
| 1.06% | 1.1% | $8,917.5万 | 9,766.2万股 | $8,036.1万 | 9,000.0万股 | +766.2万股+8.51% | 加仓 |
| IiShares安硕信托TLT |
| 1.03% | 0.59% | $8,642.0万 | 100.0万股 | $4,334.5万 | 50.0万股 | +50.0万股+100.00% | 加仓 |
 Microchip Technology IncorporatedMCHP |
| 1.02% | 1.01% | $8,570.2万 | 7,795.5万股 | $7,411.5万 | 7,500.0万股 | +295.5万股+3.94% | 加仓 |
| WWEIBO |
| 0.9% | 0.86% | $7,535.6万 | 7,532.7万股 | $6,321.0万 | 6,000.0万股 | +1,532.7万股+25.55% | 加仓 |
 TELEPHONE & DATA SYSTDS |
| 0.88% | 0.81% | $7,418.7万 | 200.5万股 | $5,943.3万 | 141.2万股 | +59.3万股+41.99% | 加仓 |
| TTRIP COMTRPCF |
| 0.88% | 0.85% | $7,383.8万 | 7,500.0万股 | $6,208.6万 | 6,000.0万股 | +1,500.0万股+25.00% | 加仓 |
 Meta平台META |
| 0.82% | 0.83% | $6,928.5万 | 12.3万股 | $6,064.6万 | 10.6万股 | +1.7万股+16.04% | 加仓 |
 Global PaymentsGPN |
| 0.8% | 0.66% | $6,731.3万 | 7,500.0万股 | $4,845.8万 | 5,500.0万股 | +2,000.0万股+36.36% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.76% | 1.39% | $6,400.1万 | 38.2万股 | $1.02亿 | 48.5万股 | -10.3万股-21.31% | 减仓 |
 美光科技MU |
| 0.75% | 0.2% | $6,348.6万 | 5.5万股 | $1,435.8万 | 4.3万股 | +1.3万股+29.41% | 加仓 |
 星座能源CEG |
| 0.74% | 0.45% | $6,231.5万 | 25.1万股 | $3,305.3万 | 11.8万股 | +13.3万股+111.97% | 加仓 |
 Invitation HomesINVH |
| 0.74% | 0.62% | $6,190.3万 | 204.9万股 | $4,522.4万 | 182.0万股 | +22.9万股+12.60% | 加仓 |
| RRubrik, Inc.RBRK |
| 0.73% | — | $6,126.0万 | 6,000.0万股 | $0 | 0股 | +6,000.0万股 | 新买入 |
 EtsyETSY |
| 0.72% | — | $6,085.8万 | 5,250.0万股 | $0 | 0股 | +5,250.0万股 | 新买入 |
 波音BA |
| 0.72% | 0.71% | $6,061.2万 | 28.0万股 | $5,174.8万 | 26.0万股 | +2.0万股+7.69% | 加仓 |
| BBILLBILL |
| 0.72% | 0.58% | $6,038.2万 | 7,000.0万股 | $4,218.0万 | 4,750.0万股 | +2,250.0万股+47.37% | 加仓 |
| DDIVERSIFIED HEALTHCARE TRDHC |
| 0.71% | 0.57% | $5,960.9万 | 641.0万股 | $4,148.6万 | 624.8万股 | +16.2万股+2.59% | 加仓 |
 希捷STX |
| 0.68% | 0.54% | $5,751.4万 | 6.0万股 | $3,984.2万 | 10.2万股 | -4.2万股-41.40% | 减仓 |
| GGOLAR LNGGLNG |
| 0.68% | — | $5,685.6万 | 5,000.0万股 | $0 | 0股 | +5,000.0万股 | 新买入 |
| VVEECO INSTRS DELVECO |
| 0.68% | — | $5,685.0万 | 75.0万股 | $0 | 0股 | +75.0万股 | 新买入 |
| SSURGERY PARTNERSSGRY |
| 0.67% | 0.54% | $5,605.3万 | 333.6万股 | $3,977.1万 | 333.6万股 | 00.00% | 持仓不变 |
| RRapid7RPD |
| 0.65% | 0.65% | $5,491.2万 | 5,720.0万股 | $4,788.9万 | 5,100.0万股 | +620.0万股+12.16% | 加仓 |
| AAlarm.comALRM |
| 0.65% | 0.84% | $5,441.2万 | 5,750.0万股 | $6,122.9万 | 6,650.8万股 | -900.8万股-13.54% | 减仓 |
 西屋制动WAB |
| 0.64% | — | $5,392.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 COMCAST NEW CL ACMCSA |
| 0.64% | 0.45% | $5,372.5万 | 218.8万股 | $3,306.2万 | 115.2万股 | +103.7万股+90.03% | 加仓 |
| CCRHCRH |
| 0.63% | 0.22% | $5,296.5万 | 49.5万股 | $1,576.8万 | 15.0万股 | +34.5万股+230.00% | 加仓 |
 BAUSCH PLUS LOMBBLCO |
| 0.62% | 0.48% | $5,231.3万 | 315.9万股 | $3,496.7万 | 219.9万股 | +96.0万股+43.64% | 加仓 |
 SnapSNAP |
| 0.6% | 0.64% | $5,053.4万 | 5,500.0万股 | $4,687.5万 | 5,150.0万股 | +350.0万股+6.80% | 加仓 |
| N蔚来 |
| 0.59% | 0.71% | $5,004.5万 | 5,000.0万股 | $5,174.5万 | 5,200.0万股 | -200.0万股-3.85% | 减仓 |
 阿斯麦ASML |
| 0.59% | 0.36% | $4,973.6万 | 2.5万股 | $2,641.7万 | 2.0万股 | +5,000股+25.00% | 加仓 |
 江森自控JCI |
| 0.59% | 0.55% | $4,967.7万 | 34.0万股 | $4,059.5万 | 31.0万股 | +3.0万股+9.68% | 加仓 |
 京东JD |
| 0.58% | 0.42% | $4,905.0万 | 5,000.0万股 | $3,077.0万 | 3,094.0万股 | +1,906.0万股+61.60% | 加仓 |
| DDOORDASHDASH |
| 0.58% | 0.28% | $4,849.4万 | 26.3万股 | $2,069.0万 | 13.8万股 | +12.5万股+90.71% | 加仓 |
 AMETEK COMAME |
| 0.57% | 0.53% | $4,838.8万 | 20.0万股 | $3,858.5万 | 18.0万股 | +2.0万股+11.11% | 加仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.57% | — | $4,820.3万 | 89.6万股 | $0 | 0股 | +89.6万股 | 新买入 |
