 英伟达NVDA |
| 7.77% | 7.73% | $1,921.8万 | 10.3万股 | $2,090.7万 | 13.2万股 | -2.9万股-22.16% | 减仓 |
 微软MSFT |
| 7.3% | 8.02% | $1,804.5万 | 3.5万股 | $2,167.8万 | 4.4万股 | -8,741股-20.06% | 减仓 |
 谷歌AGOOGL |
| 5.76% | 3.89% | $1,425.5万 | 5.9万股 | $1,050.9万 | 6.0万股 | -998股-1.67% | 减仓 |
| AAAONAAON |
| 5.05% | 1.23% | $1,249.6万 | 13.4万股 | $333.5万 | 4.5万股 | +8.9万股+195.75% | 加仓 |
| CCYBERARK SOFTWARECYBR |
| 4.89% | — | $1,209.6万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 亚马逊AMZN |
| 4.83% | 5.43% | $1,194.9万 | 5.4万股 | $1,468.2万 | 6.7万股 | -1.3万股-18.68% | 减仓 |
 VertivVRT |
| 3.87% | 4.03% | $955.9万 | 6.3万股 | $1,090.4万 | 8.5万股 | -2.2万股-25.38% | 减仓 |
 MEDPACEMEDP |
| 3.71% | 1.08% | $917.4万 | 1.8万股 | $292.7万 | 9,326股 | +8,517股+91.33% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 3.15% | — | $777.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 SBA通信SBAC |
| 2.8% | 3.5% | $693.2万 | 3.6万股 | $947.6万 | 4.0万股 | -4,503股-11.16% | 减仓 |
 波音BA |
| 2.69% | 2.43% | $664.7万 | 3.1万股 | $656.3万 | 3.1万股 | -524股-1.67% | 减仓 |
 万事达MA |
| 2.38% | 2.88% | $588.8万 | 1.0万股 | $777.4万 | 1.4万股 | -3,484股-25.18% | 减仓 |
 阿斯麦ASML |
| 2.37% | 1.83% | $587.2万 | 6,066股 | $494.4万 | 6,169股 | -103股-1.67% | 减仓 |
 SHIFT4 PMTSFOUR |
| 2.32% | — | $573.5万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 标普全球SPGI |
| 2.13% | 2.14% | $526.4万 | 1.1万股 | $580.0万 | 1.1万股 | -184股-1.67% | 减仓 |
 VisaV |
| 2.09% | 2.58% | $517.8万 | 1.5万股 | $696.5万 | 2.0万股 | -4,451股-22.69% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.96% | 1.94% | $485.4万 | 6.5万股 | $525.4万 | 6.6万股 | -1,110股-1.67% | 减仓 |
 WASTE MGMT DELWM |
| 1.8% | 1.74% | $446.1万 | 2.0万股 | $470.1万 | 2.1万股 | -344股-1.67% | 减仓 |
 芝加哥商品交易所CME |
| 1.75% | 2.14% | $433.0万 | 1.6万股 | $578.2万 | 2.1万股 | -4,954股-23.62% | 减仓 |
 CLEAN HARBORSCLH |
| 1.6% | 1.87% | $395.4万 | 1.7万股 | $504.8万 | 2.2万股 | -4,806股-22.01% | 减仓 |
 WorkdayWDAY |
| 1.59% | 1.48% | $393.7万 | 1.6万股 | $399.2万 | 1.7万股 | -279股-1.68% | 减仓 |
 ServiceNowNOW |
| 1.52% | 2.11% | $375.5万 | 4,080股 | $571.7万 | 5,561股 | -1,481股-26.63% | 减仓 |
| EENTEGRISENTG |
| 1.51% | 1.73% | $372.4万 | 4.0万股 | $468.9万 | 5.8万股 | -1.8万股-30.73% | 减仓 |
 AMD超威AMD |
| 1.5% | 1.37% | $371.3万 | 2.3万股 | $369.5万 | 2.6万股 | -3,085股-11.85% | 减仓 |
 HEXCEL NEWHXL |
| 1.48% | 1.57% | $367.2万 | 5.9万股 | $424.2万 | 7.5万股 | -1.7万股-22.01% | 减仓 |
 优步UBER |
| 1.42% | 1.26% | $351.3万 | 3.6万股 | $340.3万 | 3.6万股 | -611股-1.68% | 减仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 1.39% | 1.65% | $342.8万 | 4.3万股 | $446.7万 | 5.5万股 | -1.2万股-22.01% | 减仓 |
 直觉外科ISRG |
| 1.29% | 1.46% | $318.9万 | 7,131股 | $394.1万 | 7,252股 | -121股-1.67% | 减仓 |
 IQVIAIQV |
| 1.24% | 0.96% | $307.4万 | 1.6万股 | $259.4万 | 1.6万股 | -276股-1.68% | 减仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 1.2% | 1.32% | $295.8万 | 2.3万股 | $356.1万 | 2.9万股 | -6,482股-22.01% | 减仓 |
 礼来LLY |
| 1.14% | 1.09% | $282.6万 | 3,704股 | $293.6万 | 3,767股 | -63股-1.67% | 减仓 |
 星巴克SBUX |
| 1.12% | 1.13% | $276.9万 | 3.3万股 | $305.0万 | 3.3万股 | -557股-1.67% | 减仓 |
 林德LIN |
| 1.1% | 1.32% | $271.7万 | 5,720股 | $357.2万 | 7,614股 | -1,894股-24.88% | 减仓 |
| KKINSALE CAPKNSL |
| 1.1% | 1.03% | $270.8万 | 6,369股 | $277.4万 | 5,732股 | +637股+11.11% | 加仓 |
| EELASTICESTC |
| 1.09% | 1.28% | $270.7万 | 3.2万股 | $346.4万 | 4.1万股 | -9,041股-22.01% | 减仓 |
| AAXCELIS TECHNOLOGIESACLS |
| 1.08% | 0.9% | $266.9万 | 2.7万股 | $244.3万 | 3.5万股 | -7,714股-22.01% | 减仓 |
| TTOPBUILD CORBLD |
| 1.07% | 1.04% | $264.4万 | 6,765股 | $280.8万 | 8,673股 | -1,908股-22.00% | 减仓 |
 OKTA CLASS AOKTA |
| 1.05% | 1.34% | $260.0万 | 2.8万股 | $363.4万 | 3.6万股 | -8,001股-22.01% | 减仓 |
 BIO-TECHNETECH |
| 1% | 1.09% | $248.5万 | 4.5万股 | $294.7万 | 5.7万股 | -1.3万股-22.01% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.98% | 1.09% | $242.3万 | 1.2万股 | $294.7万 | 1.6万股 | -3,486股-22.01% | 减仓 |
| SSTEVANATO S P ASTVN |
| 0.97% | 1.74% | $240.2万 | 9.3万股 | $470.7万 | 19.3万股 | -9.9万股-51.58% | 减仓 |
 SIMPSON MFGSSD |
| 0.85% | 0.93% | $211.2万 | 1.3万股 | $251.2万 | 1.6万股 | -3,560股-22.01% | 减仓 |
| HHAPPEN INCHAPN |
| 0.75% | 1.43% | $186.3万 | 12.3万股 | $387.7万 | 32.2万股 | -20.0万股-61.95% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.69% | 1.6% | $169.7万 | 1.4万股 | $432.4万 | 2.3万股 | -9,280股-40.64% | 减仓 |
 RYAN SPECIALTYRYAN |
| 0.64% | 0.91% | $158.6万 | 2.8万股 | $245.3万 | 3.6万股 | -7,943股-22.01% | 减仓 |
| BBILLBILL |
| 0.6% | 1.32% | $149.4万 | 2.8万股 | $356.6万 | 7.7万股 | -4.9万股-63.42% | 减仓 |
| NNCINONCNO |
| 0.39% | — | $97.0万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
