 AVIS BUDGETCAR |
| 23.83% | 26.86% | $25.77亿 | 1,743.1万股 | $25.42亿 | 1,743.1万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 10.03% | 15.42% | $10.84亿 | 1,518.5万股 | $14.60亿 | 1,518.5万股 | 00.00% | 持仓不变 |
 ROBLOX CL ARBLX |
| 6.57% | 3.94% | $7.10亿 | 1,306.3万股 | $3.73亿 | 660.2万股 | +646.2万股+97.88% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 6.47% | 2.48% | $7.00亿 | 257.4万股 | $2.35亿 | 250.6万股 | +6.8万股+2.71% | 加仓 |
 TapestryTPR |
| 5.5% | 7.53% | $5.95亿 | 406.3万股 | $7.13亿 | 505.2万股 | -98.9万股-19.58% | 减仓 |
 AMD超威AMD |
| 4.66% | 3.1% | $5.04亿 | 86.7万股 | $2.93亿 | 144.3万股 | -57.5万股-39.87% | 减仓 |
 英伟达NVDA |
| 4.63% | 4.61% | $5.00亿 | 250.0万股 | $4.36亿 | 250.1万股 | -525股-0.02% | 减仓 |
 Meta平台META |
| 3.79% | 4.35% | $4.10亿 | 72.7万股 | $4.12亿 | 72.0万股 | +7,280股+1.01% | 加仓 |
 UNITED AIRLS COMUAL |
| 3.7% | 2.83% | $4.00亿 | 294.3万股 | $2.68亿 | 291.2万股 | +3.0万股+1.04% | 加仓 |
 相干公司COHR |
| 3.39% | — | $3.67亿 | 93.0万股 | $0 | 0股 | +93.0万股 | 新买入 |
 BURLINGTON STORES COMBURL |
| 3.15% | 3.98% | $3.41亿 | 107.5万股 | $3.76亿 | 115.7万股 | -8.2万股-7.05% | 减仓 |
 天弘CLS |
| 3.08% | 3.03% | $3.33亿 | 91.2万股 | $2.86亿 | 101.7万股 | -10.5万股-10.31% | 减仓 |
| CCARMAXKMX |
| 2.9% | 2.48% | $3.13亿 | 592.3万股 | $2.35亿 | 565.2万股 | +27.1万股+4.80% | 加仓 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 2.37% | 3.84% | $2.57亿 | 491.7万股 | $3.63亿 | 488.7万股 | +3.1万股+0.63% | 加仓 |
 MONGODB CL AMDB |
| 2.29% | 1.36% | $2.48亿 | 73.9万股 | $1.29亿 | 52.7万股 | +21.2万股+40.17% | 加仓 |
 TwilioTWLO |
| 2.05% | 2.74% | $2.22亿 | 107.6万股 | $2.60亿 | 206.4万股 | -98.9万股-47.89% | 减仓 |
| FFIVE BELOWFIVE |
| 1.84% | 1.74% | $1.99亿 | 110.5万股 | $1.65亿 | 72.3万股 | +38.2万股+52.89% | 加仓 |
| FFERMIFRMI |
| 1.71% | — | $1.85亿 | 2,020.6万股 | $0 | 0股 | +2,020.6万股 | 新买入 |
 特斯拉TSLA |
| 1.23% | — | $1.33亿 | 31.5万股 | $0 | 0股 | +31.5万股 | 新买入 |
 台积电TSM |
| 1.15% | 1.82% | $1.25亿 | 26.1万股 | $1.72亿 | 51.0万股 | -24.9万股-48.77% | 减仓 |
| HHUT 8HUT |
| 1.07% | 1.53% | $1.15亿 | 100.0万股 | $1.45亿 | 308.5万股 | -208.5万股-67.58% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.04% | 1.25% | $1.13亿 | 24.5万股 | $1.19亿 | 24.5万股 | +928股+0.38% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.83% | 2.37% | $8,978.2万 | 62.7万股 | $2.24亿 | 177.7万股 | -114.9万股-64.68% | 减仓 |
| SSANDISK COMSNDK |
| 0.74% | 0.24% | $8,043.1万 | 3.5万股 | $2,229.7万 | 3.5万股 | +279股+0.79% | 加仓 |
| WWARBY PARKERWRBY |
| 0.41% | 0.32% | $4,410.0万 | 145.4万股 | $3,032.8万 | 143.9万股 | +1.4万股+0.98% | 加仓 |
| CCHARLES RIV LABS INTLCRL |
| 0.39% | — | $4,249.7万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
 TRIP COMTCOM |
| 0.28% | 0.4% | $3,041.7万 | 76.3万股 | $3,773.2万 | 75.8万股 | +5,660股+0.75% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.22% | 0.3% | $2,416.4万 | 98.4万股 | $2,793.4万 | 97.3万股 | +1.1万股+1.16% | 加仓 |
 Elevance健康ELV |
| 0.22% | 0.18% | $2,395.6万 | 6.2万股 | $1,743.9万 | 6.0万股 | +2,377股+3.99% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 0.18% | 0.22% | $1,958.5万 | 112.8万股 | $2,108.7万 | 111.7万股 | +1.1万股+0.95% | 加仓 |
 HUMANA COMHUM |
| 0.12% | — | $1,322.0万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 HESAIHSAI |
| 0.09% | 0.11% | $1,026.0万 | 56.3万股 | $1,070.2万 | 56.0万股 | +3,424股+0.61% | 加仓 |
 SOUNDHOUND AI CLASS A COMSOUN |
| 0.06% | — | $659.3万 | 101.9万股 | $0 | 0股 | +101.9万股 | 新买入 |
