 博通AVGO |
| 17.15% | 23.45% | $694.4万 | 1.8万股 | $679.7万 | 2.2万股 | -3,504股-15.95% | 减仓 |
 亚马逊AMZN |
| 15.17% | 21.42% | $613.9万 | 2.6万股 | $621.0万 | 3.0万股 | -4,178股-14.01% | 减仓 |
| KKKR & COMKKR |
| 10.86% | 17.36% | $439.5万 | 4.8万股 | $503.3万 | 5.4万股 | -6,394股-11.75% | 减仓 |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 10.66% | — | $431.7万 | 87.6万股 | $0 | 0股 | +87.6万股 | 新买入 |
| DDOORDASHDASH |
| 10.55% | 12.5% | $427.3万 | 2.3万股 | $362.4万 | 2.4万股 | -1,233股-5.11% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 8.47% | — | $343.1万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 台积电TSM |
| 8.21% | 9.95% | $332.4万 | 7,122股 | $288.4万 | 8,535股 | -1,413股-16.56% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 7.82% | — | $316.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 GoDaddyGDDY |
| 5.22% | 8.39% | $211.5万 | 2.5万股 | $243.3万 | 2.9万股 | -4,207股-14.29% | 减仓 |
 英伟达NVDA |
| 4.64% | 6.91% | $187.8万 | 9,518股 | $200.4万 | 1.1万股 | -1,971股-17.16% | 减仓 |
| T赛默飞世尔TMO |
| 1.24% | — | $50.3万 | 1,009股 | $0 | 0股 | +1,009股 | 新买入 |
