 SMURFIT WESTROCK SHSSW |
| 10.68% | 7.85% | $2,954.0万 | 55.9万股 | $3,839.6万 | 83.7万股 | -27.8万股-33.22% | 减仓 |
 FERROVIAL NV ORD SHSFER |
| 9.12% | 7.19% | $2,523.2万 | 36.8万股 | $3,519.5万 | 55.1万股 | -18.3万股-33.25% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 7.87% | 5.81% | $2,178.4万 | 4.2万股 | $2,844.6万 | 5.1万股 | -9,427股-18.51% | 减仓 |
| DDEUTSCHE BK |
| 6.92% | — | $1,913.4万 | 56.5万股 | $0 | 0股 | +56.5万股 | 新买入 |
 阿斯利康AZN |
| 6.39% | 7.69% | $1,769.3万 | 11.0万股 | $3,763.8万 | 22.2万股 | -11.3万股-50.65% | 减仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 6.07% | — | $1,678.7万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 5.42% | 0.75% | $1,500.8万 | 5.2万股 | $366.4万 | 2.1万股 | +3.0万股+144.56% | 加仓 |
 DatadogDDOG |
| 4.38% | 2.07% | $1,212.3万 | 4.1万股 | $1,011.2万 | 7.4万股 | -3.4万股-45.23% | 减仓 |
 Meta平台META |
| 4.13% | 6.92% | $1,143.4万 | 1.8万股 | $3,385.1万 | 5.1万股 | -3.4万股-65.43% | 减仓 |
 PALO ALTOPANW |
| 3.86% | — | $1,068.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| DDOORDASHDASH |
| 3.85% | 4.54% | $1,065.6万 | 5.1万股 | $2,222.4万 | 12.9万股 | -7.8万股-60.69% | 减仓 |
 亚马逊AMZN |
| 3.77% | 6.38% | $1,042.7万 | 3.8万股 | $3,122.4万 | 13.0万股 | -9.2万股-70.60% | 减仓 |
 ShopifySHOP |
| 3.69% | 2.06% | $1,022.2万 | 7.8万股 | $1,007.4万 | 7.4万股 | +4,582股+6.21% | 加仓 |
| FFIGMAFIG |
| 3.22% | — | $890.3万 | 43.1万股 | $0 | 0股 | +43.1万股 | 新买入 |
| CCRHCRH |
| 3.05% | 6.9% | $844.1万 | 6.9万股 | $3,377.5万 | 27.9万股 | -21.0万股-75.27% | 减仓 |
 瑞银UBS |
| 2.99% | 13.62% | $827.6万 | 18.1万股 | $6,665.1万 | 188.3万股 | -170.3万股-90.40% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.97% | — | $821.4万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 AIRBNB COM CL AABNB |
| 2.73% | — | $755.6万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| AAMRIZE SHSAMRZ |
| 2.29% | 5.41% | $634.8万 | 13.0万股 | $2,644.9万 | 52.8万股 | -39.8万股-75.41% | 减仓 |
 ZscalerZS |
| 1.69% | — | $467.3万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 CrowdStrikeCRWD |
| 1.64% | 0.85% | $454.5万 | 5,211股 | $417.5万 | 9,285股 | -4,074股-43.88% | 减仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.54% | 0.04% | $427.4万 | 3.0万股 | $17.9万 | 1,038股 | +2.9万股+2,827.75% | 加仓 |
 赛富时CRM |
| 1.54% | — | $426.9万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.06% | 0.27% | $16.4万 | 2,115股 | $131.6万 | 1.4万股 | -1.2万股-85.02% | 减仓 |
 LOGITECH INTL SHSLOGI |
| 0.05% | 0.02% | $12.5万 | 1,441股 | $9.7万 | 1,159股 | +282股+24.33% | 加仓 |
 埃森哲ACN |
| 0.04% | 0.71% | $10.5万 | 736股 | $348.3万 | 1.5万股 | -1.5万股-95.17% | 减仓 |
 ALCON ORD SHSALC |
| 0.02% | 0.02% | $5.7万 | 919股 | $8.8万 | 1,288股 | -369股-28.65% | 减仓 |
 财捷INTU |
| <0.01% | 1.67% | $1.4万 | 46股 | $815.3万 | 1.6万股 | -1.6万股-99.72% | 减仓 |
