 NEBIUSNBIS |
| 7.19% | — | $11.76亿 | 425.8万股 | $0 | 0股 | +425.8万股 | 新买入 |
 阿斯麦ASML |
| 6.92% | 6.9% | $11.32亿 | 56.9万股 | $8.65亿 | 65.5万股 | -8.6万股-13.12% | 减仓 |
 希捷STX |
| 5.9% | — | $9.65亿 | 100.0万股 | $0 | 0股 | +100.0万股 | 新买入 |
 家得宝HD |
| 5.61% | — | $9.18亿 | 260.3万股 | $0 | 0股 | +260.3万股 | 新买入 |
 应用材料AMAT |
| 5.34% | — | $8.73亿 | 120.8万股 | $0 | 0股 | +120.8万股 | 新买入 |
| MMEDLINE COM CL AMDLN |
| 5.06% | 4.18% | $8.27亿 | 2,096.8万股 | $5.25亿 | 1,178.9万股 | +917.9万股+77.86% | 加仓 |
 林德LIN |
| 4.94% | — | $8.09亿 | 155.8万股 | $0 | 0股 | +155.8万股 | 新买入 |
| TTERADYNETER |
| 4.42% | 4.43% | $7.22亿 | 149.3万股 | $5.55亿 | 187.3万股 | -38.0万股-20.28% | 减仓 |
 康宁GLW |
| 4.26% | 4.03% | $6.97亿 | 272.8万股 | $5.06亿 | 371.8万股 | -99.0万股-26.63% | 减仓 |
| CCARVANA CL ACVNA |
| 4.23% | 4.4% | $6.92亿 | 1,052.1万股 | $5.52亿 | 175.5万股 | +876.6万股+499.57% | 加仓 |
| HHUT 8HUT |
| 4.07% | 2.27% | $6.66亿 | 577.3万股 | $2.85亿 | 607.9万股 | -30.6万股-5.03% | 减仓 |
 PERFORMANCE FOODPFGC |
| 4% | 2.72% | $6.54亿 | 585.3万股 | $3.41亿 | 397.8万股 | +187.5万股+47.12% | 加仓 |
 NubankNU |
| 3.86% | 4.35% | $6.31亿 | 4,722.0万股 | $5.46亿 | 3,801.1万股 | +920.8万股+24.23% | 加仓 |
| TTERAWULF COMWULF |
| 3.65% | 2.29% | $5.96亿 | 2,414.5万股 | $2.87亿 | 1,992.1万股 | +422.3万股+21.20% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 3.63% | 5.71% | $5.94亿 | 96.3万股 | $7.17亿 | 181.8万股 | -85.5万股-47.04% | 减仓 |
| MMASTECMTZ |
| 3.42% | 3.93% | $5.60亿 | 134.5万股 | $4.93亿 | 153.1万股 | -18.6万股-12.14% | 减仓 |
| AAPPLOVINAPP |
| 3.28% | 4.65% | $5.37亿 | 104.2万股 | $5.83亿 | 146.5万股 | -42.3万股-28.85% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 3.13% | — | $5.12亿 | 273.8万股 | $0 | 0股 | +273.8万股 | 新买入 |
| SSTERLING INFRASTRUCTURESTRL |
| 3.13% | — | $5.12亿 | 61.0万股 | $0 | 0股 | +61.0万股 | 新买入 |
 US FOODSUSFD |
| 3.07% | 2.79% | $5.03亿 | 491.4万股 | $3.50亿 | 379.6万股 | +111.8万股+29.47% | 加仓 |
| OONONON |
| 2.88% | — | $4.70亿 | 1,328.0万股 | $0 | 0股 | +1,328.0万股 | 新买入 |
 LPL金融LPLA |
| 2.1% | 4.92% | $3.43亿 | 121.9万股 | $6.17亿 | 205.0万股 | -83.1万股-40.53% | 减仓 |
| AARGANAGX |
| 1.8% | 1.71% | $2.94亿 | 36.9万股 | $2.14亿 | 39.3万股 | -2.4万股-6.22% | 减仓 |
| BBITDEER TECHNOLOGIESBTDR |
| 0.68% | — | $1.11亿 | 702.0万股 | $0 | 0股 | +702.0万股 | 新买入 |
| SSHARONAISHAZ |
| 0.63% | — | $1.02亿 | 121.0万股 | $0 | 0股 | +121.0万股 | 新买入 |
 谷歌AGOOGL |
| 0.47% | 0.43% | $7,704.0万 | 21.6万股 | $5,393.5万 | 18.8万股 | +2.8万股+14.94% | 加仓 |
| KKODIAK GAS SVCSKGS |
| 0.39% | — | $6,349.0万 | 84.5万股 | $0 | 0股 | +84.5万股 | 新买入 |
 VisaV |
| 0.35% | 0.22% | $5,693.9万 | 16.6万股 | $2,804.0万 | 9.3万股 | +7.3万股+78.88% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.31% | — | $5,028.0万 | 57.8万股 | $0 | 0股 | +57.8万股 | 新买入 |
 台积电TSM |
| 0.3% | 3.74% | $4,835.0万 | 10.1万股 | $4.70亿 | 139.0万股 | -128.8万股-92.71% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.29% | — | $4,739.6万 | 49.5万股 | $0 | 0股 | +49.5万股 | 新买入 |
 MCKESSON COMMCK |
| 0.27% | 2.71% | $4,371.2万 | 5.8万股 | $3.39亿 | 39.2万股 | -33.4万股-85.25% | 减仓 |
 TransDigmTDG |
| 0.23% | 0.33% | $3,800.6万 | 2.9万股 | $4,134.8万 | 3.6万股 | -7,145股-20.03% | 减仓 |
 布鲁克菲尔德BN |
| 0.21% | 3.62% | $3,376.2万 | 79.3万股 | $4.54亿 | 1,120.9万股 | -1,041.6万股-92.93% | 减仓 |
