| AAPPLOVINAPP |
| 19.48% | 16.06% | $9,852.5万 | 19.1万股 | $7,610.8万 | 19.1万股 | 00.00% | 持仓不变 |
| GGLOBAL E ONLINEGLBE |
| 13.43% | 12.14% | $6,790.6万 | 195.5万股 | $5,754.3万 | 186.5万股 | +9.0万股+4.83% | 加仓 |
| AAPPFOLIOAPPF |
| 10.61% | 11.14% | $5,364.6万 | 33.5万股 | $5,280.0万 | 33.5万股 | 00.00% | 持仓不变 |
| DDYNATRACEDT |
| 9.78% | 12.86% | $4,945.5万 | 112.6万股 | $6,092.6万 | 164.8万股 | -52.1万股-31.64% | 减仓 |
| AACCELERANTARX |
| 9.25% | 11.26% | $4,679.7万 | 399.3万股 | $5,334.5万 | 399.3万股 | 00.00% | 持仓不变 |
| SSAILPOINT COMSAIL |
| 8.28% | 11.96% | $4,190.1万 | 286.2万股 | $5,668.6万 | 428.1万股 | -141.9万股-33.15% | 减仓 |
 GoDaddyGDDY |
| 7.85% | 10.54% | $3,969.3万 | 46.8万股 | $4,993.5万 | 60.4万股 | -13.6万股-22.58% | 减仓 |
| TTOAST CL ATOST |
| 6.14% | — | $3,104.7万 | 111.6万股 | $0 | 0股 | +111.6万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 5.31% | — | $2,685.3万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 WorkdayWDAY |
| 5.11% | 9.25% | $2,586.0万 | 21.1万股 | $4,381.4万 | 33.7万股 | -12.6万股-37.36% | 减仓 |
 亚马逊AMZN |
| 4.76% | — | $2,407.2万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
