 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 26.74% | 9.64% | $9,783.6万 | 39.1万股 | $1,609.6万 | 8.2万股 | +31.0万股+380.22% | 加仓 |
 ROKU COM CL AROKU |
| 16.74% | 19.59% | $6,124.6万 | 44.3万股 | $3,270.6万 | 34.6万股 | +9.8万股+28.26% | 加仓 |
 谷歌AGOOGL |
| 9.81% | 22.83% | $3,591.6万 | 10.1万股 | $3,810.2万 | 13.3万股 | -3.2万股-24.15% | 减仓 |
 好市多COST |
| 8.01% | 6.78% | $2,932.7万 | 3.1万股 | $1,130.9万 | 1.1万股 | +2.0万股+176.21% | 加仓 |
 亚马逊AMZN |
| 7.92% | 8.93% | $2,898.2万 | 12.2万股 | $1,491.2万 | 7.2万股 | +5.0万股+69.83% | 加仓 |
 REDDIT CL ARDDT |
| 7.44% | 0.73% | $2,721.7万 | 15.7万股 | $121.2万 | 9,000股 | +14.8万股+1,642.22% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 6.32% | 0.19% | $2,312.5万 | 8.0万股 | $31.8万 | 1,500股 | +7.8万股+5,226.67% | 加仓 |
 沃尔玛WMT |
| 5.26% | 12.66% | $1,925.4万 | 17.0万股 | $2,112.8万 | 17.0万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 4.05% | 6.05% | $1,481.7万 | 12.7万股 | $1,009.3万 | 6.9万股 | +5.8万股+84.06% | 加仓 |
 TJXTJX |
| 3.21% | 7.41% | $1,174.1万 | 7.8万股 | $1,237.7万 | 7.8万股 | 00.00% | 持仓不变 |
 GeneracGNRC |
| 1.44% | 1.07% | $527.1万 | 1.8万股 | $177.8万 | 9,100股 | +8,900股+97.80% | 加仓 |
 TRIUMPH FINANCIALTFIN |
| 1.04% | 1.09% | $381.6万 | 5.0万股 | $181.7万 | 3.0万股 | +2.0万股+64.21% | 加仓 |
 福克斯FOXA |
| 0.9% | — | $330.7万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 特斯拉TSLA |
| 0.69% | 1.34% | $252.4万 | 6,000股 | $223.1万 | 6,000股 | 00.00% | 持仓不变 |
 XPOXPO |
| 0.28% | 0.58% | $102.6万 | 5,000股 | $97.3万 | 5,000股 | 00.00% | 持仓不变 |
 WERNER ENTERPRISESWERN |
| 0.07% | — | $26.2万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
| HHIMS & HERS HEALTHHIMS |
| 0.07% | — | $26.0万 | 7,500股 | $0 | 0股 | +7,500股 | 新买入 |
