 NubankNU |
| 5.85% | 3.72% | $6.63亿 | 4,960.0万股 | $3.23亿 | 2,244.4万股 | +2,715.5万股+120.99% | 加仓 |
 英伟达NVDA |
| 5.4% | 6.39% | $6.12亿 | 305.7万股 | $5.54亿 | 317.5万股 | -11.8万股-3.72% | 减仓 |
 AMD超威AMD |
| 5.01% | 1.59% | $5.67亿 | 97.6万股 | $1.38亿 | 67.7万股 | +30.0万股+44.30% | 加仓 |
| AASTERA LABSALAB |
| 4.55% | 1.21% | $5.15亿 | 106.7万股 | $1.05亿 | 95.5万股 | +11.2万股+11.71% | 加仓 |
 英特尔INTC |
| 4.53% | 1.52% | $5.12亿 | 366.9万股 | $1.32亿 | 299.5万股 | +67.3万股+22.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.5% | 2.89% | $5.10亿 | 144.2万股 | $2.50亿 | 87.3万股 | +56.9万股+65.25% | 加仓 |
 亚马逊AMZN |
| 4.25% | 5.57% | $4.82亿 | 202.1万股 | $4.83亿 | 231.8万股 | -29.7万股-12.82% | 减仓 |
 Meta平台META |
| 3.8% | — | $4.30亿 | 76.4万股 | $0 | 0股 | +76.4万股 | 新买入 |
 GFL ENVIRONMENTALGFL |
| 3.31% | 1.85% | $3.75亿 | 1,020.3万股 | $1.61亿 | 385.0万股 | +635.3万股+165.03% | 加仓 |
 NateraNTRA |
| 3.25% | 2.7% | $3.68亿 | 135.7万股 | $2.34亿 | 117.2万股 | +18.5万股+15.79% | 加仓 |
 台积电TSM |
| 3% | 4.82% | $3.40亿 | 71.2万股 | $4.18亿 | 123.7万股 | -52.6万股-42.48% | 减仓 |
| DDICKS SPORTING GOODSDKS |
| 2.95% | 2.39% | $3.34亿 | 147.4万股 | $2.07亿 | 104.5万股 | +42.9万股+41.05% | 加仓 |
 微软MSFT |
| 2.74% | 3.1% | $3.10亿 | 83.2万股 | $2.69亿 | 72.6万股 | +10.7万股+14.71% | 加仓 |
 雷神技术RTX |
| 2.6% | 3.04% | $2.94亿 | 155.1万股 | $2.63亿 | 136.5万股 | +18.6万股+13.60% | 加仓 |
 第一资本COF |
| 2.45% | 2.63% | $2.78亿 | 138.5万股 | $2.28亿 | 124.8万股 | +13.6万股+10.91% | 加仓 |
| RREPLIGENRGEN |
| 2.39% | 2.06% | $2.71亿 | 198.5万股 | $1.79亿 | 151.9万股 | +46.6万股+30.67% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.33% | 1.08% | $2.64亿 | 145.7万股 | $9,378.9万 | 56.7万股 | +89.0万股+156.86% | 加仓 |
 VisaV |
| 2.28% | 2.81% | $2.58亿 | 75.2万股 | $2.44亿 | 80.7万股 | -5.5万股-6.78% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 2.24% | 3.76% | $2.53亿 | 593.8万股 | $3.26亿 | 519.5万股 | +74.2万股+14.29% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 2.23% | 2.06% | $2.53亿 | 263.0万股 | $1.79亿 | 246.5万股 | +16.5万股+6.71% | 加仓 |
| DDPC HOLDINGS PLCDPC |
| 2.22% | — | $2.52亿 | 512.7万股 | $0 | 0股 | +512.7万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 2.2% | — | $2.49亿 | 97.8万股 | $0 | 0股 | +97.8万股 | 新买入 |
 InsmedINSM |
| 2.03% | — | $2.29亿 | 215.1万股 | $0 | 0股 | +215.1万股 | 新买入 |
 宣伟SHW |
| 1.75% | 1.45% | $1.98亿 | 57.5万股 | $1.26亿 | 39.2万股 | +18.3万股+46.75% | 加仓 |
 Camden地产CPT |
| 1.73% | 2.1% | $1.95亿 | 170.7万股 | $1.82亿 | 186.8万股 | -16.1万股-8.60% | 减仓 |
 Vulcan材料VMC |
| 1.66% | — | $1.88亿 | 63.7万股 | $0 | 0股 | +63.7万股 | 新买入 |
| CCARVANA CL ACVNA |
| 1.53% | 1.52% | $1.74亿 | 263.9万股 | $1.32亿 | 42.0万股 | +221.8万股+527.84% | 加仓 |
 SOUTHWEST GASSWX |
| 1.48% | 2.13% | $1.68亿 | 189.0万股 | $1.85亿 | 212.7万股 | -23.7万股-11.16% | 减仓 |
 可口可乐KO |
| 1.44% | 1.13% | $1.63亿 | 200.7万股 | $9,769.5万 | 128.5万股 | +72.2万股+56.23% | 加仓 |
 FLUORFLR |
| 1.33% | 0.76% | $1.50亿 | 286.4万股 | $6,603.6万 | 141.6万股 | +144.8万股+102.30% | 加仓 |
 PERFORMANCE FOODPFGC |
| 1.25% | — | $1.41亿 | 126.1万股 | $0 | 0股 | +126.1万股 | 新买入 |
 VOYA FINANCIALVOYA |
| 1.06% | — | $1.20亿 | 132.4万股 | $0 | 0股 | +132.4万股 | 新买入 |
| NNEWAMSTERDAM PHARMANAMS |
| 0.98% | 0.81% | $1.11亿 | 326.8万股 | $6,998.7万 | 218.6万股 | +108.1万股+49.46% | 加仓 |
 BIO-TECHNETECH |
| 0.96% | 2.86% | $1.08亿 | 153.6万股 | $2.48亿 | 474.0万股 | -320.4万股-67.60% | 减仓 |
 ROIVANT SCIENCESROIV |
| 0.88% | 0.52% | $1.00亿 | 282.9万股 | $4,506.6万 | 162.7万股 | +120.2万股+73.89% | 加仓 |
| VVERADERMICSMANE |
| 0.86% | — | $9,712.0万 | 79.0万股 | $0 | 0股 | +79.0万股 | 新买入 |
| MMIRION TECHNOLOGIESMIR |
| 0.83% | 0.57% | $9,404.4万 | 524.5万股 | $4,926.1万 | 265.0万股 | +259.5万股+97.94% | 加仓 |
 VAXCYTEPCVX |
| 0.83% | 0.92% | $9,377.8万 | 161.3万股 | $8,006.0万 | 137.8万股 | +23.6万股+17.09% | 加仓 |
 诺和诺德NVO |
| 0.7% | 0.88% | $7,928.7万 | 165.4万股 | $7,644.4万 | 208.0万股 | -42.6万股-20.49% | 减仓 |
 CompassCOMP |
| 0.64% | 0.44% | $7,290.5万 | 591.3万股 | $3,781.0万 | 517.2万股 | +74.0万股+14.31% | 加仓 |
| MMERIT MED SYSMMSI |
| 0.6% | 0.57% | $6,785.7万 | 97.9万股 | $4,922.2万 | 71.4万股 | +26.5万股+37.05% | 加仓 |
 BELITE BIOBLTE |
| 0.54% | — | $6,102.6万 | 39.6万股 | $0 | 0股 | +39.6万股 | 新买入 |
 WAVE LIFE SCIENCESWVE |
| 0.53% | 0.95% | $5,971.6万 | 1,027.8万股 | $8,205.1万 | 1,131.7万股 | -103.9万股-9.18% | 减仓 |
 UNIQUREQURE |
| 0.38% | 0.13% | $4,262.3万 | 92.5万股 | $1,140.6万 | 69.8万股 | +22.8万股+32.64% | 加仓 |
| IINVIVYDIVVD |
| 0.15% | 0.28% | $1,655.0万 | 1,897.1万股 | $2,466.2万 | 1,897.1万股 | 00.00% | 持仓不变 |
 ROCKET PHARMACEUTICALS INC COMRCKT |
| 0.12% | 0.15% | $1,342.0万 | 392.4万股 | $1,277.1万 | 356.7万股 | +35.7万股+10.00% | 加仓 |
 ABIVAXABVX |
| 0.05% | — | $533.0万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 天弘CLS |
| 0.04% | 0.04% | $466.9万 | 1.3万股 | $326.5万 | 1.2万股 | +1,209股+10.45% | 加仓 |
| PPERRIGOPRGO |
| 0.04% | — | $465.5万 | 44.8万股 | $0 | 0股 | +44.8万股 | 新买入 |
| MMAGNUM ICE CREAM ORD SHSMICC |
| 0.04% | — | $458.2万 | 26.3万股 | $0 | 0股 | +26.3万股 | 新买入 |
