 特斯拉TSLA |
| 12.42% | 5.54% | $2,282.1万 | 11.0万股 | $4,064.9万 | 33.0万股 | -22.0万股-66.67% | 减仓 |
 FLOOR & DECORFND |
| 9.35% | 2.33% | $1,718.9万 | 17.5万股 | $1,705.9万 | 24.5万股 | -7.0万股-28.57% | 减仓 |
 微软MSFT |
| 8.63% | 4.74% | $1,585.7万 | 5.5万股 | $3,477.4万 | 14.5万股 | -9.0万股-62.07% | 减仓 |
 亚马逊AMZN |
| 8.43% | 10.2% | $1,549.4万 | 15.0万股 | $7,476.0万 | 89.0万股 | -74.0万股-83.15% | 减仓 |
 Meta平台META |
| 7.5% | — | $1,377.6万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 6.72% | 4% | $1,235.1万 | 4.0万股 | $2,934.6万 | 9.5万股 | -5.5万股-57.89% | 减仓 |
 TradewebTW |
| 6.45% | — | $1,185.3万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 HALEON SPON ADSHLN |
| 6.2% | 1.85% | $1,139.6万 | 140.0万股 | $1,360.0万 | 170.0万股 | -30.0万股-17.65% | 减仓 |
 BOOKING COMBKNG |
| 5.77% | 1.37% | $1,061.0万 | 4,000股 | $1,007.6万 | 5,000股 | -1,000股-20.00% | 减仓 |
 AIRBNB COM CL AABNB |
| 5.42% | — | $995.2万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 应用材料AMAT |
| 4.68% | — | $859.8万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 科磊KLAC |
| 4.34% | 2.06% | $798.3万 | 2.0万股 | $1,508.1万 | 4.0万股 | -2.0万股-50.00% | 减仓 |
 AMD超威AMD |
| 4.27% | — | $784.1万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 Arista网络ANET |
| 3.2% | — | $587.5万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.54% | — | $467.7万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 WorkdayWDAY |
| 1.69% | — | $309.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| RRHRH |
| 1.33% | 0.73% | $243.6万 | 1.0万股 | $534.4万 | 2.0万股 | -1.0万股-50.00% | 减仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 0.68% | — | $125.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 ShopifySHOP |
| 0.39% | — | $71.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
