 COMCAST NEW CL ACMCSA |
| 3.7% | 4.14% | $7,988.6万 | 325.4万股 | $7,935.5万 | 276.4万股 | +49.0万股+17.73% | 加仓 |
 PELOTON INTERACTIVEPTON |
| 3.66% | 3.14% | $7,899.1万 | 1,336.6万股 | $6,028.2万 | 1,405.2万股 | -68.6万股-4.88% | 减仓 |
 AIRBNB COM CL AABNB |
| 3.01% | 3.29% | $6,489.6万 | 45.4万股 | $6,314.0万 | 50.0万股 | -4.7万股-9.30% | 减仓 |
| DDUOLINGODUOL |
| 2.96% | 2.56% | $6,391.2万 | 55.6万股 | $4,902.5万 | 49.7万股 | +5.8万股+11.72% | 加仓 |
| TTAYLOR MORRISON HOMETMHC* |
| 2.92% | — | $6,301.5万 | 87.8万股 | $0 | 0股 | +87.8万股 | 新买入 |
 艺电EA |
| 2.83% | 5.67% | $6,110.2万 | 29.8万股 | $1.09亿 | 53.4万股 | -23.6万股-44.18% | 减仓 |
 Meta平台META |
| 2.77% | 1.16% | $5,965.5万 | 10.6万股 | $2,225.9万 | 3.9万股 | +6.7万股+172.21% | 加仓 |
 微软MSFT |
| 2.48% | 2.76% | $5,343.5万 | 14.3万股 | $5,302.7万 | 14.3万股 | 00.00% | 持仓不变 |
| FFUTU SPON ADS CL AFUTU |
| 2.26% | 0.11% | $4,866.5万 | 51.9万股 | $218.8万 | 1.6万股 | +50.3万股+3,144.68% | 加仓 |
 华纳兄弟探索WBD |
| 2.09% | 0.77% | $4,505.3万 | 169.0万股 | $1,468.8万 | 53.5万股 | +115.5万股+215.93% | 加仓 |
 ROKU COM CL AROKU |
| 1.95% | 0.02% | $4,214.4万 | 30.5万股 | $37.8万 | 4,000股 | +30.1万股+7,527.00% | 加仓 |
| PPAPA JOHNS INTLPZZA |
| 1.7% | 1.82% | $3,673.5万 | 99.9万股 | $3,482.9万 | 107.5万股 | -7.6万股-7.04% | 减仓 |
 REDDIT CL ARDDT |
| 1.61% | 1.5% | $3,478.8万 | 20.0万股 | $2,887.6万 | 21.4万股 | -1.4万股-6.55% | 减仓 |
 PAYPAL COMPYPL |
| 1.61% | 1.9% | $3,472.5万 | 80.4万股 | $3,637.4万 | 80.4万股 | 00.00% | 持仓不变 |
 露露乐蒙LULU |
| 1.56% | 0.71% | $3,361.8万 | 29.4万股 | $1,363.1万 | 8.9万股 | +20.5万股+230.70% | 加仓 |
 Mid-America公寓MAA |
| 1.55% | 1.49% | $3,334.6万 | 24.0万股 | $2,851.5万 | 23.4万股 | +6,500股+2.78% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 1.43% | 0.65% | $3,078.8万 | 21.7万股 | $1,252.1万 | 5.8万股 | +15.9万股+273.28% | 加仓 |
 嘉信理财SCHW |
| 1.37% | 1.57% | $2,952.6万 | 32.0万股 | $3,007.4万 | 32.0万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.19% | 1.11% | $2,572.3万 | 12.5万股 | $2,126.1万 | 8.7万股 | +3.8万股+43.45% | 加仓 |
| SSHAKE SHACKSHAK |
| 1.15% | 0.39% | $2,473.6万 | 44.2万股 | $756.2万 | 8.5万股 | +35.6万股+416.58% | 加仓 |
 诺和诺德NVO |
| 1.13% | 0.86% | $2,433.4万 | 50.8万股 | $1,644.9万 | 44.8万股 | +6.0万股+13.40% | 加仓 |
 GrindrGRND |
| 0.99% | 1.17% | $2,130.2万 | 148.2万股 | $2,247.2万 | 185.9万股 | -37.6万股-20.25% | 减仓 |
 新闻集团NWSA |
| 0.93% | 1.02% | $2,004.4万 | 80.7万股 | $1,962.6万 | 78.7万股 | +2.0万股+2.54% | 加仓 |
 NETFLIXNFLX |
| 0.92% | 4.18% | $1,974.9万 | 27.7万股 | $8,022.0万 | 83.4万股 | -55.8万股-66.85% | 减仓 |
| GGitLabGTLB |
| 0.91% | 0.42% | $1,957.7万 | 64.1万股 | $803.4万 | 37.1万股 | +27.0万股+72.73% | 加仓 |
 HORMEL FOODSHRL |
| 0.86% | 0.77% | $1,854.2万 | 74.7万股 | $1,473.4万 | 65.1万股 | +9.7万股+14.84% | 加仓 |
 AVALONBAY CMNTYS INC REITAVB |
| 0.83% | 0.77% | $1,787.4万 | 9.5万股 | $1,470.2万 | 9.0万股 | +4,727股+5.25% | 加仓 |
 DocuSignDOCU |
| 0.83% | 0.94% | $1,782.5万 | 40.1万股 | $1,807.6万 | 38.1万股 | +2.0万股+5.25% | 加仓 |
 NEW YORK TIMES MTN BENYT |
| 0.82% | 1.53% | $1,773.3万 | 25.3万股 | $2,932.9万 | 35.0万股 | -9.7万股-27.66% | 减仓 |
| CCONAGRA BRANDSCAG |
| 0.8% | 0.86% | $1,725.5万 | 128.2万股 | $1,649.1万 | 104.9万股 | +23.3万股+22.20% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.76% | 1.19% | $1,634.5万 | 3.6万股 | $2,288.8万 | 4.7万股 | -1.2万股-24.58% | 减仓 |
 百事可乐PEP |
| 0.75% | 0.36% | $1,611.3万 | 11.9万股 | $683.3万 | 4.4万股 | +7.5万股+170.45% | 加仓 |
| IiShares安硕信托TLT |
| 0.71% | 0.52% | $1,528.6万 | 17.7万股 | $996.9万 | 11.5万股 | +6.2万股+53.81% | 加仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.71% | 0.38% | $1,520.9万 | 30.2万股 | $730.2万 | 14.5万股 | +15.7万股+108.36% | 加仓 |
 VICI PPTYS COMVICI |
| 0.67% | — | $1,455.4万 | 54.8万股 | $0 | 0股 | +54.8万股 | 新买入 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.66% | 1.06% | $1,431.4万 | 15.4万股 | $2,033.9万 | 22.9万股 | -7.5万股-32.78% | 减仓 |
 耐克NKE |
| 0.66% | — | $1,416.8万 | 34.5万股 | $0 | 0股 | +34.5万股 | 新买入 |
| DDeckersSGVT |
| 0.63% | 0.82% | $1,365.6万 | 13.8万股 | $1,580.7万 | 15.8万股 | -2.0万股-12.91% | 减仓 |
 FICOFICO |
| 0.63% | 0.53% | $1,362.0万 | 1.1万股 | $1,024.8万 | 9,600股 | +1,800股+18.75% | 加仓 |
 赛富时CRM |
| 0.62% | 0.83% | $1,331.6万 | 8.5万股 | $1,586.7万 | 8.5万股 | 00.00% | 持仓不变 |
| BBROOKDALE SR LIVINGBKD |
| 0.61% | 0.5% | $1,312.1万 | 81.5万股 | $957.6万 | 70.0万股 | +11.5万股+16.49% | 加仓 |
 辉瑞PFE |
| 0.6% | 0.82% | $1,292.4万 | 53.7万股 | $1,577.3万 | 56.2万股 | -2.5万股-4.45% | 减仓 |
 ABIVAXABVX |
| 0.59% | 0.09% | $1,279.9万 | 9.6万股 | $178.2万 | 1.6万股 | +8.0万股+500.28% | 加仓 |
 KRAFT HEINZ COMKHC |
| 0.58% | 0.62% | $1,245.3万 | 52.7万股 | $1,185.8万 | 52.7万股 | 00.00% | 持仓不变 |
 CLOROX DELCLX |
| 0.58% | 0.04% | $1,242.6万 | 13.0万股 | $72.5万 | 7,000股 | +12.3万股+1,760.00% | 加仓 |
 SnapSNAP |
| 0.56% | 0.72% | $1,208.8万 | 272.3万股 | $1,376.6万 | 299.3万股 | -27.0万股-9.02% | 减仓 |
 BlockXYZ |
| 0.55% | 0.91% | $1,181.8万 | 15.6万股 | $1,742.2万 | 29.0万股 | -13.4万股-46.29% | 减仓 |
 CompassCOMP |
| 0.53% | — | $1,153.2万 | 93.5万股 | $0 | 0股 | +93.5万股 | 新买入 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 0.52% | 0.49% | $1,131.0万 | 21.4万股 | $933.0万 | 20.1万股 | +1.3万股+6.47% | 加仓 |
| OONONON |
| 0.52% | 0.52% | $1,114.5万 | 31.5万股 | $999.0万 | 29.4万股 | +2.1万股+7.15% | 加仓 |
