 英伟达NVDA |
| 7.39% | 7.26% | $1.06亿 | 53.1万股 | $9,846.8万 | 56.5万股 | -3.4万股-6.03% | 减仓 |
 亚马逊AMZN |
| 7.36% | 7.31% | $1.06亿 | 44.3万股 | $9,908.9万 | 47.6万股 | -3.2万股-6.82% | 减仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 6.61% | 6.34% | $9,492.3万 | 547.1万股 | $8,595.3万 | 571.1万股 | -24.0万股-4.20% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.36% | 3.36% | $9,133.5万 | 25.8万股 | $4,557.8万 | 15.9万股 | +10.0万股+62.69% | 加仓 |
 Meta平台META |
| 5.22% | 7.19% | $7,494.9万 | 13.3万股 | $9,749.4万 | 17.0万股 | -3.7万股-21.92% | 减仓 |
| DDOORDASHDASH |
| 4.99% | 5.01% | $7,160.7万 | 38.8万股 | $6,796.4万 | 45.3万股 | -6.5万股-14.27% | 减仓 |
 台积电TSM |
| 4.65% | 3.77% | $6,675.9万 | 14.0万股 | $5,112.0万 | 15.1万股 | -1.1万股-7.59% | 减仓 |
 博通AVGO |
| 4.49% | — | $6,450.5万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 优步UBER |
| 4.22% | 8.33% | $6,055.0万 | 83.9万股 | $1.13亿 | 157.1万股 | -73.2万股-46.58% | 减仓 |
 Arista网络ANET |
| 4.2% | — | $6,028.9万 | 35.5万股 | $0 | 0股 | +35.5万股 | 新买入 |
 IRENIREN |
| 3.99% | — | $5,732.0万 | 125.3万股 | $0 | 0股 | +125.3万股 | 新买入 |
 新思科技SNPS |
| 3.85% | 4.26% | $5,520.1万 | 12.4万股 | $5,776.7万 | 14.6万股 | -2.2万股-15.07% | 减仓 |
 MONGODB CL AMDB |
| 3.72% | — | $5,339.5万 | 15.9万股 | $0 | 0股 | +15.9万股 | 新买入 |
 LumentumLITE |
| 3.71% | — | $5,321.3万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 Bloom EnergyBE |
| 3.7% | 2.76% | $5,310.4万 | 17.5万股 | $3,747.6万 | 27.7万股 | -10.1万股-36.57% | 减仓 |
 天弘CLS |
| 3.53% | — | $5,070.1万 | 13.9万股 | $0 | 0股 | +13.9万股 | 新买入 |
 VisaV |
| 3.49% | — | $5,007.6万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 3.47% | — | $4,982.7万 | 18.3万股 | $0 | 0股 | +18.3万股 | 新买入 |
 NEBIUSNBIS |
| 3.13% | — | $4,492.9万 | 16.3万股 | $0 | 0股 | +16.3万股 | 新买入 |
 阿斯麦ASML |
| 2.98% | 2.16% | $4,283.7万 | 2.2万股 | $2,925.5万 | 2.2万股 | -617股-2.79% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.37% | — | $3,404.6万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.26% | 6.05% | $3,242.8万 | 7.1万股 | $8,208.7万 | 16.9万股 | -9.9万股-58.28% | 减仓 |
 ROCKET COS COM CL ARKT |
| 2.23% | 3.32% | $3,199.7万 | 203.2万股 | $4,502.9万 | 316.0万股 | -112.8万股-35.71% | 减仓 |
 自由媒体FWONK |
| 2.07% | 4.4% | $2,978.1万 | 31.3万股 | $5,964.7万 | 70.2万股 | -38.9万股-55.38% | 减仓 |
