 COMCAST NEW CL ACMCSA |
| 16% | 14.45% | $6.22亿 | 2,531.6万股 | $5.49亿 | 1,912.6万股 | +619.0万股+32.37% | 加仓 |
 迪士尼DIS |
| 11.19% | 8.4% | $4.35亿 | 451.6万股 | $3.19亿 | 331.3万股 | +120.3万股+36.32% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 9.95% | 9.56% | $3.87亿 | 271.8万股 | $3.63亿 | 168.2万股 | +103.6万股+61.59% | 加仓 |
| EENERGY TRANSFER L PET |
| 5.15% | 5% | $2.00亿 | 1,045.5万股 | $1.90亿 | 983.9万股 | +61.7万股+6.27% | 加仓 |
 亚马逊AMZN |
| 4.32% | 3.86% | $1.68亿 | 70.4万股 | $1.47亿 | 70.4万股 | 00.00% | 持仓不变 |
 MOLINA HEALTHCAREMOH |
| 3.59% | 2.16% | $1.40亿 | 61.0万股 | $8,198.0万 | 61.5万股 | -5,000股-0.81% | 减仓 |
 BP SPONSORED ADRBP |
| 3.33% | 4.46% | $1.29亿 | 350.3万股 | $1.69亿 | 360.3万股 | -10.0万股-2.78% | 减仓 |
 CVS健康CVS |
| 2.87% | 4.43% | $1.11亿 | 107.6万股 | $1.68亿 | 234.4万股 | -126.8万股-54.09% | 减仓 |
 CENTENE DEL COMCNC |
| 2.4% | 1.66% | $9,307.6万 | 145.0万股 | $6,312.3万 | 192.8万股 | -47.8万股-24.79% | 减仓 |
 ROCKET COS COM CL ARKT |
| 2.21% | 1.25% | $8,575.9万 | 544.5万股 | $4,739.6万 | 332.6万股 | +211.9万股+63.71% | 加仓 |
| FFTAI AVIATIONFTAI |
| 2.19% | 2.03% | $8,521.7万 | 31.5万股 | $7,717.5万 | 31.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.63% | 1.21% | $6,341.3万 | 17.0万股 | $4,590.1万 | 12.4万股 | +4.6万股+37.10% | 加仓 |
 GOLAR LNG LTD SHSGLNG |
| 1.52% | 1.64% | $5,911.0万 | 118.6万股 | $6,244.3万 | 115.4万股 | +3.2万股+2.77% | 加仓 |
| VVIASATVSAT |
| 1.5% | 1.31% | $5,837.7万 | 65.0万股 | $4,989.0万 | 108.9万股 | -43.9万股-40.33% | 减仓 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 1.49% | 1.46% | $5,806.3万 | 62.4万股 | $5,546.1万 | 62.4万股 | 00.00% | 持仓不变 |
| KKKR & COMKKR |
| 1.49% | 1.2% | $5,782.1万 | 63.0万股 | $4,551.0万 | 49.2万股 | +13.8万股+28.05% | 加仓 |
 InsmedINSM |
| 1.45% | 0.62% | $5,629.5万 | 52.8万股 | $2,371.0万 | 14.5万股 | +38.3万股+264.14% | 加仓 |
 LENNARLEN |
| 1.42% | 1.04% | $5,520.9万 | 61.7万股 | $3,943.6万 | 47.9万股 | +13.8万股+28.81% | 加仓 |
 HOWARD HUGHESHHH |
| 1.35% | 1.22% | $5,245.2万 | 73.4万股 | $4,641.4万 | 73.4万股 | 00.00% | 持仓不变 |
 PinterestPINS |
| 1.3% | 1.3% | $5,057.7万 | 240.5万股 | $4,937.1万 | 269.2万股 | -28.7万股-10.66% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.09% | 1.42% | $4,247.3万 | 35.9万股 | $5,392.7万 | 48.4万股 | -12.5万股-25.83% | 减仓 |
 ANTERO RESOURCESAR |
| 1.06% | 1.31% | $4,111.4万 | 117.0万股 | $4,965.5万 | 117.0万股 | 00.00% | 持仓不变 |
 SHIFT4 PMTSFOUR |
| 1.02% | 0.78% | $3,949.6万 | 81.2万股 | $2,951.8万 | 67.5万股 | +13.7万股+20.30% | 加仓 |
| B巴里克黄金GOLD |
| 0.95% | 1.07% | $3,673.0万 | 100.0万股 | $4,079.0万 | 100.0万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.94% | 1.77% | $3,657.5万 | 8.8万股 | $6,710.6万 | 24.8万股 | -16.0万股-64.52% | 减仓 |
| AAURA BIOSCIENCESAURA |
| 0.94% | 0.81% | $3,634.9万 | 512.0万股 | $3,090.5万 | 462.0万股 | +50.0万股+10.82% | 加仓 |
 MATTELMAT |
| 0.91% | 0.73% | $3,525.5万 | 254.0万股 | $2,788.5万 | 191.9万股 | +62.1万股+32.35% | 加仓 |
| HHAPPEN INCHAPN |
| 0.89% | 0.73% | $3,455.0万 | 166.6万股 | $2,772.4万 | 193.6万股 | -27.0万股-13.95% | 减仓 |
| TTIC SOLUTIONSTIC |
| 0.8% | 0.71% | $3,125.7万 | 386.4万股 | $2,698.6万 | 410.1万股 | -23.8万股-5.79% | 减仓 |
 ASSURED GUARANTYAGO |
| 0.78% | 0.81% | $3,046.1万 | 38.0万股 | $3,096.2万 | 38.0万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.74% | 0.76% | $2,879.2万 | 39.9万股 | $2,870.0万 | 39.9万股 | 00.00% | 持仓不变 |
 HUMANA COMHUM |
| 0.7% | 1.51% | $2,717.0万 | 6.8万股 | $5,737.5万 | 33.1万股 | -26.3万股-79.33% | 减仓 |
 JD COM INCJD |
| 0.62% | 0.73% | $2,401.8万 | 94.3万股 | $2,787.3万 | 94.3万股 | 00.00% | 持仓不变 |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 0.59% | 0.62% | $2,281.4万 | 45.6万股 | $2,363.5万 | 50.6万股 | -5.0万股-9.88% | 减仓 |
| PPetco Health And Wellness Co Inc Ordinary Shares - Class AWOOF |
| 0.59% | 0.59% | $2,276.9万 | 837.1万股 | $2,226.8万 | 801.0万股 | +36.1万股+4.51% | 加仓 |
 HERBALIFEHLF |
| 0.58% | 0.66% | $2,234.4万 | 169.9万股 | $2,501.2万 | 169.9万股 | 00.00% | 持仓不变 |
| OONITY GROUP INC COM NEWONIT |
| 0.55% | 0.56% | $2,148.9万 | 54.1万股 | $2,122.9万 | 54.1万股 | 00.00% | 持仓不变 |
| SSIGHT SCIENCES INC COMSGHT |
| 0.54% | 0.36% | $2,083.5万 | 384.4万股 | $1,355.0万 | 359.4万股 | +25.0万股+6.96% | 加仓 |
| AARHAUSARHS |
| 0.53% | 0.35% | $2,062.9万 | 245.0万股 | $1,335.2万 | 196.9万股 | +48.1万股+24.41% | 加仓 |
| LLITHIA MTRSLAD |
| 0.53% | 0.37% | $2,062.5万 | 7.1万股 | $1,398.4万 | 5.6万股 | +1.5万股+26.79% | 加仓 |
 第一资本COF |
| 0.52% | 0.7% | $2,006.2万 | 10.0万股 | $2,645.2万 | 14.5万股 | -4.5万股-31.03% | 减仓 |
| SSTANDARD BIOTOOLS INC COMLAB |
| 0.5% | 0.39% | $1,933.3万 | 2,350.0万股 | $1,472.3万 | 1,601.6万股 | +748.4万股+46.73% | 加仓 |
| SSONY SPONSORED ADRSONY |
| 0.5% | — | $1,925.8万 | 96.0万股 | $0 | 0股 | +96.0万股 | 新买入 |
| B百度BIDU |
| 0.47% | 0.47% | $1,826.4万 | 16.0万股 | $1,780.5万 | 16.0万股 | 00.00% | 持仓不变 |
 COLLIERS INTLCIGI |
| 0.42% | 0.49% | $1,641.3万 | 17.5万股 | $1,870.6万 | 17.5万股 | 00.00% | 持仓不变 |
| FFTAI INFRASTRUCTUREFIP |
| 0.42% | 0.53% | $1,632.0万 | 351.7万股 | $2,012.2万 | 407.3万股 | -55.6万股-13.65% | 减仓 |
 永利度假村WYNN |
| 0.41% | 0.44% | $1,602.0万 | 16.5万股 | $1,675.6万 | 16.5万股 | 00.00% | 持仓不变 |
| CCONTROLADORA VUELA COMP DE AVLRS |
| 0.4% | 0.31% | $1,536.7万 | 164.0万股 | $1,187.4万 | 164.0万股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 0.39% | — | $1,527.7万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
 MEIRAGTXMGTX |
| 0.38% | 0.12% | $1,459.5万 | 108.0万股 | $454.4万 | 52.5万股 | +55.6万股+105.87% | 加仓 |
