| SSpaceXSPCX |
| 61.91% | — | $215.36亿 | 1.26亿股 | $0 | 0股 | +1.26亿股 | 新买入 |
 MAPLEBEAR COMCART |
| 3.07% | 7.52% | $10.68亿 | 2,256.4万股 | $8.45亿 | 2,255.8万股 | +6,180股+0.03% | 加仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 2.07% | 4.77% | $7.21亿 | 2,754.6万股 | $5.36亿 | 2,830.0万股 | -75.5万股-2.67% | 减仓 |
 NubankNU |
| 1.71% | 3.31% | $5.93亿 | 4,441.9万股 | $3.72亿 | 2,589.1万股 | +1,852.8万股+71.56% | 加仓 |
 江森自控JCI |
| 1.58% | 1.43% | $5.48亿 | 375.2万股 | $1.60亿 | 122.4万股 | +252.8万股+206.51% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.35% | 5.75% | $4.71亿 | 27.7万股 | $6.46亿 | 37.4万股 | -9.6万股-25.74% | 减仓 |
 US FOODSUSFD |
| 1.32% | 3.52% | $4.60亿 | 450.2万股 | $3.95亿 | 428.3万股 | +21.8万股+5.10% | 加仓 |
 DANAHER DEL COMDHR |
| 1.25% | 3.89% | $4.35亿 | 228.2万股 | $4.37亿 | 230.4万股 | -2.2万股-0.96% | 减仓 |
 宣伟SHW |
| 1.24% | 1.35% | $4.31亿 | 125.2万股 | $1.52亿 | 47.4万股 | +77.9万股+164.37% | 加仓 |
 REDDIT CL ARDDT |
| 1.23% | 2.95% | $4.28亿 | 246.4万股 | $3.31亿 | 245.9万股 | +5,260股+0.21% | 加仓 |
| T赛默飞世尔TMO |
| 1.18% | 3.17% | $4.10亿 | 81.7万股 | $3.56亿 | 72.5万股 | +9.2万股+12.71% | 加仓 |
 KILROY REALTYKRC |
| 1.13% | 2.83% | $3.93亿 | 1,049.8万股 | $3.18亿 | 1,127.5万股 | -77.7万股-6.89% | 减仓 |
 CLEAN HARBORSCLH |
| 1.13% | 3.42% | $3.93亿 | 131.6万股 | $3.84亿 | 133.8万股 | -2.3万股-1.70% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 1.12% | 3.09% | $3.90亿 | 497.5万股 | $3.47亿 | 468.8万股 | +28.7万股+6.12% | 加仓 |
 FLOWSERVEFLS |
| 1.06% | 3.84% | $3.68亿 | 496.9万股 | $4.32亿 | 587.4万股 | -90.6万股-15.42% | 减仓 |
| AAPPLOVINAPP |
| 0.99% | 2.37% | $3.45亿 | 66.9万股 | $2.66亿 | 66.9万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.92% | — | $3.19亿 | 56.7万股 | $0 | 0股 | +56.7万股 | 新买入 |
 FERGUSON ENTERPRISESFERG |
| 0.87% | 0.73% | $3.04亿 | 128.2万股 | $8,148.9万 | 34.9万股 | +93.3万股+266.98% | 加仓 |
 迪士尼DIS |
| 0.8% | 2.02% | $2.77亿 | 287.4万股 | $2.27亿 | 235.5万股 | +51.9万股+22.05% | 加仓 |
 谷歌AGOOGL |
| 0.76% | 1.2% | $2.64亿 | 73.8万股 | $1.35亿 | 46.9万股 | +26.9万股+57.45% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.75% | 1.47% | $2.61亿 | 56.9万股 | $1.65亿 | 34.0万股 | +22.8万股+67.07% | 加仓 |
| CCARVANA CL ACVNA |
| 0.72% | 1.87% | $2.49亿 | 378.0万股 | $2.10亿 | 66.8万股 | +311.1万股+465.43% | 加仓 |
| DDOORDASHDASH |
| 0.69% | 1.92% | $2.41亿 | 130.4万股 | $2.16亿 | 143.8万股 | -13.4万股-9.31% | 减仓 |
 直觉外科ISRG |
| 0.66% | — | $2.28亿 | 57.4万股 | $0 | 0股 | +57.4万股 | 新买入 |
 嘉信理财SCHW |
| 0.65% | 1.97% | $2.28亿 | 246.7万股 | $2.22亿 | 235.7万股 | +10.9万股+4.63% | 加仓 |
 第一资本COF |
| 0.63% | 1.81% | $2.19亿 | 109.3万股 | $2.04亿 | 111.7万股 | -2.3万股-2.09% | 减仓 |
 LINEAGELINE |
| 0.59% | 2.16% | $2.05亿 | 473.6万股 | $2.42亿 | 740.2万股 | -266.6万股-36.02% | 减仓 |
 马丁玛丽埃塔MLM |
| 0.57% | 1.69% | $1.99亿 | 34.5万股 | $1.90亿 | 32.3万股 | +2.2万股+6.88% | 加仓 |
 CompassCOMP |
| 0.54% | — | $1.88亿 | 1,522.5万股 | $0 | 0股 | +1,522.5万股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 0.51% | 1.95% | $1.79亿 | 1,029.2万股 | $2.19亿 | 1,161.2万股 | -132.0万股-11.36% | 减仓 |
 林德LIN |
| 0.51% | — | $1.77亿 | 34.2万股 | $0 | 0股 | +34.2万股 | 新买入 |
 特斯拉TSLA |
| 0.49% | — | $1.69亿 | 40.2万股 | $0 | 0股 | +40.2万股 | 新买入 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.48% | — | $1.66亿 | 108.4万股 | $0 | 0股 | +108.4万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 0.46% | 2.99% | $1.61亿 | 167.8万股 | $3.36亿 | 405.2万股 | -237.4万股-58.58% | 减仓 |
 AFFIRM COM CL AAFRM |
| 0.45% | 0.79% | $1.56亿 | 190.9万股 | $8,874.9万 | 193.7万股 | -2.8万股-1.47% | 减仓 |
 亚马逊AMZN |
| 0.43% | 3.35% | $1.50亿 | 62.8万股 | $3.76亿 | 180.8万股 | -117.9万股-65.25% | 减仓 |
 LENNARLEN |
| 0.42% | — | $1.47亿 | 163.9万股 | $0 | 0股 | +163.9万股 | 新买入 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.39% | 1.15% | $1.37亿 | 115.9万股 | $1.29亿 | 115.9万股 | 00.00% | 持仓不变 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.39% | — | $1.36亿 | 83.4万股 | $0 | 0股 | +83.4万股 | 新买入 |
 德州仪器TXN |
| 0.35% | 3.03% | $1.21亿 | 40.5万股 | $3.40亿 | 175.3万股 | -134.8万股-76.87% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.34% | — | $1.18亿 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| AAMRIZE SHSAMRZ |
| 0.34% | — | $1.17亿 | 218.7万股 | $0 | 0股 | +218.7万股 | 新买入 |
| UUnityU |
| 0.29% | 0.64% | $1.02亿 | 357.2万股 | $7,152.4万 | 326.0万股 | +31.2万股+9.59% | 加仓 |
 LITTELFUSELFUS |
| 0.29% | — | $1.02亿 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 ShopifySHOP |
| 0.27% | — | $9,487.1万 | 83.1万股 | $0 | 0股 | +83.1万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.18% | — | $6,255.6万 | 62.8万股 | $0 | 0股 | +62.8万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 0.16% | — | $5,497.7万 | 21.6万股 | $0 | 0股 | +21.6万股 | 新买入 |
| HHYPERLIQUID STRATEGIES IPURR |
| 0.14% | 0.36% | $4,991.6万 | 634.3万股 | $4,072.0万 | 800.0万股 | -165.7万股-20.72% | 减仓 |
| MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR |
| 0.14% | — | $4,875.0万 | 125.0万股 | $0 | 0股 | +125.0万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.12% | 0.83% | $4,052.7万 | 10.2万股 | $9,303.8万 | 29.2万股 | -19.0万股-65.11% | 减仓 |
