 VertivVRT |
| 21.79% | 20.96% | $2.23亿 | 66.6万股 | $1.67亿 | 66.6万股 | 00.00% | 持仓不变 |
 希捷STX |
| 7.53% | 2.63% | $7,707.0万 | 8.0万股 | $2,095.9万 | 5.4万股 | +2.6万股+49.28% | 加仓 |
 AMD超威AMD |
| 5.42% | — | $5,547.7万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 礼来LLY |
| 4.82% | 4.75% | $4,929.7万 | 4.1万股 | $3,780.3万 | 4.1万股 | 00.00% | 持仓不变 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 3.99% | 5% | $4,083.3万 | 33.2万股 | $3,983.9万 | 18.4万股 | +14.9万股+80.90% | 加仓 |
 英特尔INTC |
| 3.6% | 0.55% | $3,686.2万 | 26.4万股 | $441.3万 | 1,000股 | +26.3万股+26,300.00% | 加仓 |
 Guardant HealthGH |
| 2.65% | 1.06% | $2,715.5万 | 18.1万股 | $840.6万 | 9.1万股 | +9.0万股+98.90% | 加仓 |
 CienaCIEN |
| 2.34% | 2.13% | $2,392.4万 | 4.9万股 | $1,694.7万 | 4.4万股 | +5,117股+11.72% | 加仓 |
 直觉外科ISRG |
| 2.22% | 3.31% | $2,275.4万 | 5.7万股 | $2,637.6万 | 5.7万股 | 00.00% | 持仓不变 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 1.79% | 1.8% | $1,829.5万 | 44.1万股 | $1,436.7万 | 47.7万股 | -3.6万股-7.55% | 减仓 |
| VVISHAY PRECISION GROUP INC COMVPG |
| 1.73% | — | $1,768.9万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 迈威尔MRVL |
| 1.69% | — | $1,727.8万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| RROCKET LAB COMRKLB |
| 1.68% | 0.69% | $1,717.9万 | 16.9万股 | $552.3万 | 8.6万股 | +8.3万股+96.51% | 加仓 |
 西部数据WDC |
| 1.65% | 1.28% | $1,691.1万 | 2.6万股 | $1,020.2万 | 3.8万股 | -1.1万股-29.80% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 1.61% | — | $1,648.1万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.59% | 0.55% | $1,627.0万 | 6.1万股 | $437.4万 | 1.9万股 | +4.2万股+218.95% | 加仓 |
| DDIANTHUS THERAPEUTICSDNTH |
| 1.57% | 1.36% | $1,608.4万 | 16.5万股 | $1,080.9万 | 12.9万股 | +3.6万股+28.11% | 加仓 |
 AXSOME THERAPEUTICSAXSM |
| 1.51% | — | $1,542.1万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| MMASTECMTZ |
| 1.44% | 2.33% | $1,477.0万 | 3.6万股 | $1,854.4万 | 5.8万股 | -2.2万股-38.41% | 减仓 |
 EAST WEST BANCORPEWBC |
| 1.31% | — | $1,340.0万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
 NETFLIXNFLX |
| 1.26% | 4.17% | $1,285.2万 | 18.0万股 | $3,317.2万 | 18.2万股 | -1,650股-0.91% | 减仓 |
 柯蒂斯怀特CW |
| 1.18% | 1.11% | $1,212.4万 | 1.6万股 | $885.5万 | 1.3万股 | +3,000股+23.08% | 加仓 |
 KYMERA THERAPEUTICSKYMR |
| 1.17% | — | $1,192.6万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 SITIMESITM |
| 1.09% | 0.64% | $1,118.3万 | 1.5万股 | $511.3万 | 1.5万股 | +195股+1.32% | 加仓 |
| TTWIST BIOSCIENCETWST |
| 1.09% | — | $1,111.1万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 THE REALREALREAL |
| 1.08% | 0.51% | $1,108.3万 | 94.0万股 | $409.6万 | 45.1万股 | +48.9万股+108.40% | 加仓 |
 亚马逊AMZN |
| 1.07% | 1.14% | $1,100.0万 | 4.6万股 | $910.1万 | 4.4万股 | +2,520股+5.77% | 加仓 |
 COGENT BIOSCIENCESCOGT |
| 1.03% | 1.42% | $1,052.6万 | 27.2万股 | $1,128.5万 | 29.3万股 | -2.1万股-7.23% | 减仓 |
 BWX科技BWXT |
| 1.03% | 2.12% | $1,051.1万 | 5.4万股 | $1,688.1万 | 8.3万股 | -2.9万股-34.59% | 减仓 |
| BBBB FOODSTBBB |
| 1.02% | 0.42% | $1,041.8万 | 25.0万股 | $336.8万 | 9.5万股 | +15.5万股+162.56% | 加仓 |
 AXOGENAXGN |
| 1% | — | $1,020.8万 | 22.1万股 | $0 | 0股 | +22.1万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 0.97% | — | $996.0万 | 75.0万股 | $0 | 0股 | +75.0万股 | 新买入 |
| OORUKA THERAPEUTICS INC COMORKA |
| 0.93% | 1.42% | $951.7万 | 10.0万股 | $1,127.7万 | 23.0万股 | -13.0万股-56.50% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 0.91% | 1.14% | $935.1万 | 5.0万股 | $906.0万 | 9.3万股 | -4.3万股-46.24% | 减仓 |
| CCHARLES RIV LABS INTLCRL |
| 0.84% | — | $861.8万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| AACM RESHACMR |
| 0.78% | — | $799.4万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 ROIVANT SCIENCESROIV |
| 0.75% | — | $768.0万 | 21.7万股 | $0 | 0股 | +21.7万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 0.75% | 0.98% | $765.5万 | 4,510股 | $779.8万 | 4,510股 | 00.00% | 持仓不变 |
| AAPPFOLIOAPPF |
| 0.74% | 0.94% | $761.7万 | 4.8万股 | $749.6万 | 4.8万股 | 00.00% | 持仓不变 |
| PPROTAGONIST THERAPEUTICSPTGX |
| 0.74% | 0.82% | $761.2万 | 6.2万股 | $654.5万 | 6.2万股 | 00.00% | 持仓不变 |
 REDDIT CL ARDDT |
| 0.73% | — | $746.4万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| SSEMTECHSMTC |
| 0.73% | — | $744.5万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| FFIVE BELOWFIVE |
| 0.7% | 1.13% | $719.2万 | 4.0万股 | $902.0万 | 3.9万股 | +520股+1.32% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 0.68% | 0.86% | $695.4万 | 2.9万股 | $683.5万 | 2.9万股 | 00.00% | 持仓不变 |
| DDEFINIUM THERAPEUTICSDFTX |
| 0.56% | — | $573.9万 | 12.2万股 | $0 | 0股 | +12.2万股 | 新买入 |
| IIMMUNOMEIMNM |
| 0.54% | 0.72% | $557.1万 | 26.3万股 | $575.0万 | 26.3万股 | 00.00% | 持仓不变 |
| HHUT 8HUT |
| 0.5% | 0.29% | $513.7万 | 4.5万股 | $231.3万 | 4.9万股 | -4,800股-9.74% | 减仓 |
| WWARBY PARKERWRBY |
| 0.44% | 0.36% | $455.1万 | 15.0万股 | $284.4万 | 13.5万股 | +1.5万股+11.11% | 加仓 |
| JJATT II ACQUISITION CORPJATT |
| 0.44% | — | $454.4万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 PRAXIS PRECISION MEDICINES IPRAX |
| 0.42% | — | $431.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
