| CCARVANA CL ACVNA |
| 42.64% | 58.02% | $7,142.6万 | 108.5万股 | $7,816.9万 | 24.9万股 | +83.7万股+336.43% | 加仓 |
| SSEA SPONSORD ADSSE |
| 11.27% | 9.04% | $1,887.5万 | 19.7万股 | $1,217.9万 | 14.7万股 | +5.0万股+33.93% | 加仓 |
| AAPPLOVINAPP |
| 9.51% | 10.52% | $1,593.0万 | 3.1万股 | $1,417.7万 | 3.6万股 | -4,702股-13.20% | 减仓 |
 JUMIA TECHNOLOGIES AG SPON ADS EACH REP 2 ORD SHSJMIA |
| 4.9% | 4.32% | $820.6万 | 116.4万股 | $582.4万 | 84.4万股 | +32.0万股+37.89% | 加仓 |
 NubankNU |
| 4.65% | 5.57% | $778.1万 | 58.2万股 | $750.7万 | 52.2万股 | +6.0万股+11.49% | 加仓 |
| DDOORDASHDASH |
| 4.5% | 2.39% | $753.8万 | 4.1万股 | $321.5万 | 2.1万股 | +1.9万股+90.79% | 加仓 |
 英伟达NVDA |
| 4.48% | — | $750.3万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 ONEWATER MARINE INC CL A COMONEW |
| 4.27% | 4.45% | $715.0万 | 63.4万股 | $599.5万 | 63.4万股 | 00.00% | 持仓不变 |
 OSCAR HEALTHOSCR |
| 4.09% | 2.04% | $684.5万 | 24.0万股 | $275.3万 | 24.0万股 | 00.00% | 持仓不变 |
| FFTAI AVIATIONFTAI |
| 3.06% | 1.46% | $513.3万 | 1.9万股 | $196.2万 | 8,010股 | +1.1万股+136.87% | 加仓 |
| UUnityU |
| 2.86% | — | $479.0万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
 HERBALIFEHLF |
| 2.79% | — | $467.0万 | 35.5万股 | $0 | 0股 | +35.5万股 | 新买入 |
| TTHE ONE GROUP HOSPITALITY INC COMSTKS |
| 0.98% | 0.86% | $164.5万 | 81.8万股 | $115.5万 | 64.9万股 | +16.9万股+26.08% | 加仓 |
