 阿里巴巴BABA |
| 3.23% | 3.3% | $3.68亿 | 3.12亿股 | $3.42亿 | 2.47亿股 | +6,546.8万股+26.53% | 加仓 |
 Bloom EnergyBE |
| 2.95% | 1.46% | $3.36亿 | 2,313.7万股 | $1.51亿 | 2,313.7万股 | 00.00% | 持仓不变 |
 IRENIREN |
| 2.05% | 1.93% | $2.34亿 | 510.9万股 | $2.01亿 | 585.6万股 | -74.6万股-12.75% | 减仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 1.62% | 1.43% | $1.85亿 | 1,064.6万股 | $1.48亿 | 984.6万股 | +80.0万股+8.12% | 加仓 |
 StrategyMSTR |
| 1.62% | 1.4% | $1.84亿 | 1.80亿股 | $1.46亿 | 1.32亿股 | +4,780.0万股+36.12% | 加仓 |
 Cloudflare, Inc.NET |
| 1.6% | — | $1.82亿 | 1.44亿股 | $0 | 0股 | +1.44亿股 | 新买入 |
 Bloom EnergyBE |
| 1.47% | 1.05% | $1.67亿 | 55.2万股 | $1.09亿 | 80.3万股 | -25.1万股-31.27% | 减仓 |
 NEBIUSNBIS |
| 1.41% | 0.7% | $1.60亿 | 58.0万股 | $7,245.6万 | 69.8万股 | -11.8万股-16.90% | 减仓 |
| DDOORDASHDASH |
| 1.39% | — | $1.59亿 | 1.61亿股 | $0 | 0股 | +1.61亿股 | 新买入 |
 谷歌AGOOGL |
| 1.38% | — | $1.57亿 | 313.4万股 | $0 | 0股 | +313.4万股 | 新买入 |
| A阿卡迈AKAM |
| 1.33% | — | $1.52亿 | 1.04亿股 | $0 | 0股 | +1.04亿股 | 新买入 |
 谷歌AGOOGL |
| 1.33% | — | $1.52亿 | 300.5万股 | $0 | 0股 | +300.5万股 | 新买入 |
| TTRIP COMTRPCF |
| 1.25% | 1.06% | $1.43亿 | 1.45亿股 | $1.10亿 | 1.06亿股 | +3,850.0万股+36.28% | 加仓 |
| BBridgeBio Pharma,BBIO |
| 1.2% | 1.42% | $1.36亿 | 7,653.8万股 | $1.48亿 | 8,203.8万股 | -550.0万股-6.70% | 减仓 |
| RRivianRIVN |
| 1.16% | 0.95% | $1.32亿 | 1.12亿股 | $9,908.7万 | 9,251.0万股 | +1,950.0万股+21.08% | 加仓 |
| MMARA HLDGS INCMARA |
| 1.16% | 0.89% | $1.32亿 | 949.7万股 | $9,224.6万 | 1,130.5万股 | -180.8万股-15.99% | 减仓 |
| RRubrik, Inc.RBRK |
| 1.13% | — | $1.28亿 | 1.26亿股 | $0 | 0股 | +1.26亿股 | 新买入 |
 苹果AAPL |
| 1.1% | 1.9% | $1.25亿 | 43.2万股 | $1.97亿 | 77.6万股 | -34.4万股-44.29% | 减仓 |
 京东JD |
| 1.09% | 1.05% | $1.25亿 | 1.27亿股 | $1.09亿 | 1.10亿股 | +1,700.0万股+15.51% | 加仓 |
| GGameStopGME |
| 1.06% | — | $1.21亿 | 1.19亿股 | $0 | 0股 | +1.19亿股 | 新买入 |
 Super Micro Computer, Inc.SMCI |
| 1.06% | 1.28% | $1.20亿 | 1.30亿股 | $1.33亿 | 1.64亿股 | -3,405.0万股-20.74% | 减仓 |
| SStrategyMSTR |
| 1.05% | 1.58% | $1.20亿 | 137.7万股 | $1.64亿 | 131.6万股 | +6.1万股+4.62% | 加仓 |
| PPG&E CorporationPCG |
| 0.96% | 1.07% | $1.10亿 | 1.07亿股 | $1.11亿 | 1.07亿股 | 00.00% | 持仓不变 |
 超微电脑SMCI |
| 0.87% | 0.92% | $9,959.3万 | 339.6万股 | $9,586.5万 | 421.0万股 | -81.5万股-19.35% | 减仓 |
 SUPER MICRSMCI |
| 0.87% | — | $9,878.4万 | 192.4万股 | $0 | 0股 | +192.4万股 | 新买入 |
 AMD超威AMD |
| 0.86% | 0.53% | $9,741.9万 | 16.8万股 | $5,529.3万 | 27.2万股 | -10.4万股-38.30% | 减仓 |
 阿卡迈AKAM |
| 0.83% | — | $9,499.5万 | 7,914.5万股 | $0 | 0股 | +7,914.5万股 | 新买入 |
 Meta平台META |
| 0.76% | 1.27% | $8,668.6万 | 15.4万股 | $1.32亿 | 23.1万股 | -7.7万股-33.46% | 减仓 |
 优步UBER |
| 0.76% | — | $8,610.9万 | 7,430.0万股 | $0 | 0股 | +7,430.0万股 | 新买入 |
| GGuidewire SoftwareGWRE |
| 0.75% | 0.69% | $8,538.0万 | 8,868.1万股 | $7,142.9万 | 7,162.8万股 | +1,705.3万股+23.81% | 加仓 |
| BBridgeBio Pharma,BBIO |
| 0.75% | 0.09% | $8,494.5万 | 5,049.3万股 | $955.4万 | 563.0万股 | +4,486.3万股+796.86% | 加仓 |
 雅保ALB |
| 0.73% | 1.06% | $8,291.2万 | 149.4万股 | $1.10亿 | 152.3万股 | -2.9万股-1.92% | 减仓 |
| MMAKEMYTRIP LIMITED MAURITIUSMMYT |
| 0.7% | — | $8,008.9万 | 8,811.8万股 | $0 | 0股 | +8,811.8万股 | 新买入 |
| GGameStopGME |
| 0.67% | — | $7,616.2万 | 7,500.0万股 | $0 | 0股 | +7,500.0万股 | 新买入 |
 MicroStrategy IncMSTR |
| 0.67% | 0.72% | $7,588.6万 | 8,575.0万股 | $7,484.9万 | 8,575.0万股 | 00.00% | 持仓不变 |
| TTRANSMEDICSTMDX |
| 0.66% | 0.83% | $7,536.3万 | 6,945.9万股 | $8,592.8万 | 6,645.9万股 | +300.0万股+4.51% | 加仓 |
 亚马逊AMZN |
| 0.66% | 1.08% | $7,512.5万 | 31.5万股 | $1.13亿 | 54.0万股 | -22.5万股-41.67% | 减仓 |
 英伟达NVDA |
| 0.66% | 1.34% | $7,458.8万 | 37.3万股 | $1.39亿 | 79.7万股 | -42.4万股-53.24% | 减仓 |
| PPPL CAPITAL FUNDING, INC. |
| 0.65% | 0.74% | $7,440.1万 | 6,550.0万股 | $7,674.9万 | 6,550.0万股 | 00.00% | 持仓不变 |
| N蔚来 |
| 0.65% | 0.7% | $7,347.0万 | 7,265.0万股 | $7,257.2万 | 7,065.0万股 | +200.0万股+2.83% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.64% | 0.4% | $7,336.6万 | 28.8万股 | $4,205.8万 | 27.9万股 | +9,413股+3.38% | 加仓 |
| IIRHYTHM TECHNOLOGIESIRTC |
| 0.64% | 0.5% | $7,315.3万 | 6,637.5万股 | $5,149.7万 | 4,701.3万股 | +1,936.2万股+41.18% | 加仓 |
| IITRONITRI |
| 0.64% | 0.69% | $7,256.0万 | 7,269.6万股 | $7,152.3万 | 7,097.0万股 | +172.6万股+2.43% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.64% | 0.63% | $7,249.2万 | 81.6万股 | $6,584.9万 | 79.5万股 | +2.1万股+2.67% | 加仓 |
| LLucidLCID |
| 0.63% | 0.88% | $7,221.5万 | 1,079.4万股 | $9,098.1万 | 954.7万股 | +124.8万股+13.07% | 加仓 |
 NIO INC FNIO |
| 0.63% | 0.96% | $7,176.6万 | 1,418.3万股 | $1.00亿 | 1,659.4万股 | -241.1万股-14.53% | 减仓 |
| JJOBY AVIATIONJOBY |
| 0.62% | 0.63% | $7,112.1万 | 7,800.0万股 | $6,504.1万 | 7,550.0万股 | +250.0万股+3.31% | 加仓 |
 MicroStrategy IncMSTR |
| 0.62% | 0.73% | $7,072.4万 | 7,360.0万股 | $7,552.1万 | 7,360.0万股 | 00.00% | 持仓不变 |
| FFLUORFLR |
| 0.61% | 0.58% | $6,966.2万 | 5,252.9万股 | $6,066.3万 | 4,927.4万股 | +325.5万股+6.61% | 加仓 |
 特斯拉TSLA |
| 0.59% | 1.02% | $6,717.3万 | 16.0万股 | $1.06亿 | 28.6万股 | -12.6万股-44.07% | 减仓 |
