| SSPDR标普500 ETFSPY |
| 29.24% | 24.28% | $23.90亿 | 320.0万股 | $13.66亿 | 210.0万股 | +110.0万股+52.38% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 21.32% | 15.43% | $17.43亿 | 580.0万股 | $8.68亿 | 350.0万股 | +230.0万股+65.71% | 加仓 |
 CYTOKINETICSCYTK |
| 2.85% | 3.12% | $2.33亿 | 273.1万股 | $1.76亿 | 266.5万股 | +6.7万股+2.51% | 加仓 |
 AGIOS PHARMACEUTICALSAGIO |
| 2.37% | 3.56% | $1.93亿 | 521.0万股 | $2.00亿 | 591.6万股 | -70.6万股-11.93% | 减仓 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 1.89% | 2.46% | $1.55亿 | 28.8万股 | $1.39亿 | 26.5万股 | +2.3万股+8.85% | 加仓 |
 PTC THERAPEUTICSPTCT |
| 1.73% | 2.99% | $1.41亿 | 173.1万股 | $1.68亿 | 246.4万股 | -73.3万股-29.75% | 减仓 |
 SUPERNUS PHARMACEUTICALSSUPN |
| 1.51% | 1.74% | $1.23亿 | 264.6万股 | $9,797.0万 | 189.5万股 | +75.1万股+39.62% | 加仓 |
| TTRAVERE THERAPEUTICSTVTX |
| 1.44% | 2.59% | $1.18亿 | 207.3万股 | $1.46亿 | 489.7万股 | -282.5万股-57.68% | 减仓 |
| IIMMUNOVANTIMVT |
| 1.38% | 2.41% | $1.13亿 | 293.6万股 | $1.36亿 | 546.5万股 | -252.9万股-46.28% | 减仓 |
 因赛特INCY |
| 1.25% | 1.1% | $1.02亿 | 90.0万股 | $6,182.0万 | 65.7万股 | +24.3万股+37.03% | 加仓 |
 NeurocrineNBIX |
| 1.1% | 1.7% | $9,030.7万 | 53.6万股 | $9,538.0万 | 72.4万股 | -18.8万股-25.99% | 减仓 |
 联合健康UNH |
| 0.93% | 0.71% | $7,606.0万 | 18.3万股 | $4,004.7万 | 14.8万股 | +3.5万股+23.65% | 加仓 |
 MINERALYS THERAPEUTICSMLYS |
| 0.92% | 0.57% | $7,489.6万 | 277.6万股 | $3,185.8万 | 117.6万股 | +160.0万股+136.05% | 加仓 |
| FFRESHPETFRPT |
| 0.91% | 1.15% | $7,453.3万 | 126.1万股 | $6,446.1万 | 109.3万股 | +16.7万股+15.31% | 加仓 |
| DDYNE THERAPEUTICSDYN |
| 0.84% | 1.02% | $6,856.7万 | 308.7万股 | $5,756.5万 | 317.5万股 | -8.8万股-2.77% | 减仓 |
 亚马逊AMZN |
| 0.83% | 0.97% | $6,782.3万 | 28.5万股 | $5,459.5万 | 26.2万股 | +2.2万股+8.55% | 加仓 |
 RIGEL PHARMACEUTICALSRIGL |
| 0.8% | 0.62% | $6,540.9万 | 167.2万股 | $3,461.1万 | 128.0万股 | +39.2万股+30.63% | 加仓 |
| T赛默飞世尔TMO |
| 0.75% | 0.8% | $6,140.7万 | 12.2万股 | $4,497.1万 | 9.1万股 | +3.1万股+33.87% | 加仓 |
 IRONWOOD PHARMACEUTICALS INC COM CL AIRWD |
| 0.72% | 0.94% | $5,865.4万 | 1,393.2万股 | $5,274.8万 | 1,502.8万股 | -109.6万股-7.29% | 减仓 |
 HARMONY BIOSCIENCES INHRMY |
| 0.7% | 0.81% | $5,694.5万 | 156.4万股 | $4,548.8万 | 162.4万股 | -6.0万股-3.69% | 减仓 |
 再生元REGN |
| 0.69% | 0.5% | $5,600.0万 | 9.0万股 | $2,791.2万 | 3.6万股 | +5.4万股+148.60% | 加仓 |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 0.62% | 0.74% | $5,054.2万 | 72.4万股 | $4,158.7万 | 57.8万股 | +14.6万股+25.26% | 加仓 |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.58% | 0.81% | $4,761.2万 | 280.6万股 | $4,569.6万 | 354.8万股 | -74.2万股-20.92% | 减仓 |
| SSANOFI SPONSORED ADRSNY |
| 0.56% | 0.26% | $4,539.0万 | 106.4万股 | $1,445.4万 | 30.0万股 | +76.4万股+254.67% | 加仓 |
| IIMMUNOCOREIMCR |
| 0.55% | 0.64% | $4,533.9万 | 142.8万股 | $3,581.8万 | 118.8万股 | +24.0万股+20.20% | 加仓 |
 谷歌AGOOGL |
| 0.55% | 0.61% | $4,520.5万 | 12.6万股 | $3,408.0万 | 11.9万股 | +7,980股+6.73% | 加仓 |
 SOLID BIOSCIENCESSLDB |
| 0.52% | 0.41% | $4,273.7万 | 427.8万股 | $2,304.0万 | 320.0万股 | +107.8万股+33.69% | 加仓 |
 MONGODB CL AMDB |
| 0.51% | 0.47% | $4,204.5万 | 12.5万股 | $2,626.3万 | 10.7万股 | +1.8万股+16.66% | 加仓 |
| GGitLabGTLB |
| 0.5% | 0.4% | $4,103.7万 | 134.4万股 | $2,226.0万 | 102.9万股 | +31.5万股+30.67% | 加仓 |
| KKURA ONCOLOGYKURA |
| 0.49% | 0.54% | $4,034.8万 | 367.8万股 | $3,037.4万 | 373.6万股 | -5.8万股-1.55% | 减仓 |
 登士柏西诺德XRAY |
| 0.48% | 0.62% | $3,896.0万 | 367.2万股 | $3,480.0万 | 300.0万股 | +67.2万股+22.40% | 加仓 |
 优步UBER |
| 0.44% | 0.66% | $3,592.9万 | 49.8万股 | $3,731.4万 | 51.9万股 | -2.1万股-4.02% | 减仓 |
 AXOGENAXGN |
| 0.44% | 0.55% | $3,579.7万 | 77.5万股 | $3,101.0万 | 93.6万股 | -16.1万股-17.20% | 减仓 |
 DISC MEDICINEIRON |
| 0.41% | 0.61% | $3,364.4万 | 46.0万股 | $3,427.2万 | 53.6万股 | -7.6万股-14.18% | 减仓 |
| FFIVE9FIVN |
| 0.4% | 0.77% | $3,274.8万 | 153.6万股 | $4,311.3万 | 284.2万股 | -130.6万股-45.95% | 减仓 |
 HubSpotHUBS |
| 0.4% | 0.56% | $3,249.5万 | 17.8万股 | $3,138.7万 | 12.9万股 | +4.9万股+38.47% | 加仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.37% | 0.48% | $3,040.7万 | 18.0万股 | $2,707.9万 | 15.8万股 | +2.2万股+14.13% | 加仓 |
 微软MSFT |
| 0.37% | 0.32% | $3,005.8万 | 8.1万股 | $1,808.7万 | 4.9万股 | +3.2万股+64.92% | 加仓 |
 ORTHOFIX MED INC COMOFIX |
| 0.36% | 0.55% | $2,983.3万 | 326.4万股 | $3,096.9万 | 270.0万股 | +56.4万股+20.89% | 加仓 |
 HUMANA COMHUM |
| 0.35% | 0.44% | $2,880.9万 | 7.3万股 | $2,449.6万 | 14.1万股 | -6.9万股-48.66% | 减仓 |
| AANGIODYNAMICS INC COMANGO |
| 0.35% | 0.38% | $2,859.6万 | 219.8万股 | $2,125.1万 | 186.9万股 | +32.9万股+17.60% | 加仓 |
 沃特世WAT |
| 0.34% | — | $2,813.0万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| VVERASTEM INC COM NEWVSTM |
| 0.33% | 0.43% | $2,683.2万 | 702.4万股 | $2,433.8万 | 459.2万股 | +243.2万股+52.96% | 加仓 |
 4D MOLECULAR THERAPEUTICS INFDMT |
| 0.33% | 0.33% | $2,660.0万 | 200.0万股 | $1,862.0万 | 200.0万股 | 00.00% | 持仓不变 |
| IINTELLIA THERAPEUTICSNTLA |
| 0.31% | 0.08% | $2,538.0万 | 150.0万股 | $430.8万 | 33.6万股 | +116.4万股+346.43% | 加仓 |
 永利度假村WYNN |
| 0.31% | 0.31% | $2,534.7万 | 26.1万股 | $1,762.3万 | 17.4万股 | +8.8万股+50.43% | 加仓 |
 TREACE MED CONCEPTS INC COMTMCI |
| 0.31% | 0.15% | $2,532.9万 | 636.4万股 | $852.8万 | 636.4万股 | 00.00% | 持仓不变 |
| AAUTOLUS THERAPEUTICS PLCAUTL |
| 0.29% | 0.39% | $2,400.0万 | 1,500.0万股 | $2,180.4万 | 1,580.0万股 | -80.0万股-5.06% | 减仓 |
 ARVINASARVN |
| 0.28% | 0.37% | $2,323.5万 | 279.6万股 | $2,096.7万 | 197.8万股 | +81.8万股+41.35% | 加仓 |
| MMACROGENICSMGNX |
| 0.28% | 0.31% | $2,313.1万 | 500.7万股 | $1,737.5万 | 601.2万股 | -100.5万股-16.72% | 减仓 |
