 英伟达NVDA |
| 19.72% | 19.86% | $5,374.1万 | 26.9万股 | $3,515.7万 | 20.2万股 | +6.7万股+33.23% | 加仓 |
| EENERGY TRANSFER L PET |
| 9.62% | 14.94% | $2,620.4万 | 137.1万股 | $2,645.1万 | 137.1万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 9.54% | 7.59% | $2,599.4万 | 17.7万股 | $1,343.9万 | 9.1万股 | +8.6万股+94.15% | 加仓 |
| C花旗集团C |
| 8.76% | 10.93% | $2,387.2万 | 17.1万股 | $1,934.3万 | 17.1万股 | 00.00% | 持仓不变 |
 VistraVST |
| 8.13% | 6.52% | $2,214.9万 | 14.0万股 | $1,154.2万 | 7.7万股 | +6.3万股+81.85% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 6.34% | 14.62% | $1,727.8万 | 4.0万股 | $2,587.4万 | 15.8万股 | -11.8万股-74.60% | 减仓 |
 亚马逊AMZN |
| 5.53% | 7.44% | $1,506.6万 | 6.3万股 | $1,316.5万 | 6.3万股 | 00.00% | 持仓不变 |
| VVNET GROUPVNET |
| 4.24% | 4.37% | $1,156.6万 | 143.9万股 | $774.4万 | 92.3万股 | +51.6万股+55.87% | 加仓 |
 NEBIUSNBIS |
| 4.09% | 0.98% | $1,113.4万 | 4.0万股 | $174.0万 | 1.7万股 | +2.4万股+140.47% | 加仓 |
 优步UBER |
| 3.68% | 5.65% | $1,003.5万 | 13.9万股 | $1,000.3万 | 13.9万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托XHB |
| 3.4% | 1.15% | $927.9万 | 8.0万股 | $204.4万 | 2.1万股 | +6.0万股+287.92% | 加仓 |
 阿里巴巴BABA |
| 3.35% | 3.34% | $912.8万 | 9.5万股 | $591.9万 | 4.7万股 | +4.8万股+101.57% | 加仓 |
 帕兰提尔PLTR |
| 3.32% | — | $905.1万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 安费诺APH |
| 2.6% | — | $709.8万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| BBRIGHTSTAR LOTTERYBRSL |
| 2.18% | — | $594.2万 | 55.4万股 | $0 | 0股 | +55.4万股 | 新买入 |
| GGDSGDS |
| 1.89% | — | $515.8万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.86% | — | $506.7万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 RITHM CAPITAL CORP REITRITM |
| 1.14% | 1.78% | $311.4万 | 33.2万股 | $314.3万 | 33.2万股 | 00.00% | 持仓不变 |
| EEXZEOXZO |
| 0.61% | 0.81% | $165.3万 | 9.8万股 | $143.8万 | 9.8万股 | 00.00% | 持仓不变 |
