| CCABLE ONECABO |
| 95.26% | 95.63% | $587.76亿 | 8,988.8万股 | $583.67亿 | 7,735.9万股 | +1,252.9万股+16.20% | 加仓 |
 西部数据WDC |
| 0.24% | 0.18% | $1.51亿 | 895.2万股 | $1.11亿 | 1,547.6万股 | -652.4万股-42.16% | 减仓 |
 谷歌AGOOGL |
| 0.2% | — | $1.23亿 | 242.7万股 | $0 | 0股 | +242.7万股 | 新买入 |
| MMKS, Inc.MKSI |
| 0.17% | 0.1% | $1.07亿 | 3,647.0万股 | $6,039.8万 | 3,651.0万股 | -4.0万股-0.11% | 减仓 |
 LumentumLITE |
| 0.14% | 0.24% | $8,411.2万 | 1,288.4万股 | $1.44亿 | 2,678.6万股 | -1,390.2万股-51.90% | 减仓 |
| LLANTHEUSLNTH |
| 0.12% | 0.1% | $7,400.3万 | 5,086.3万股 | $6,119.6万 | 5,089.8万股 | -3.5万股-0.07% | 减仓 |
| HHewlett Packard EnterpriseHPE |
| 0.11% | 0.06% | $7,021.1万 | 60.1万股 | $3,901.8万 | 60.2万股 | -593股-0.10% | 减仓 |
| QQXOQXO |
| 0.09% | 0.11% | $5,741.4万 | 116.9万股 | $6,525.8万 | 117.0万股 | -873股-0.07% | 减仓 |
 Boeing/TheBA |
| 0.09% | 0.09% | $5,617.1万 | 82.9万股 | $5,388.8万 | 82.9万股 | -740股-0.09% | 减仓 |
| TTETRA TECH NEWTTEK |
| 0.09% | 0.09% | $5,526.9万 | 5,244.5万股 | $5,717.6万 | 5,451.8万股 | -207.3万股-3.80% | 减仓 |
 优步UBER |
| 0.09% | 0.09% | $5,433.2万 | 4,536.4万股 | $5,460.3万 | 4,535.2万股 | +1.2万股+0.03% | 加仓 |
 SnowflakeSNOW |
| 0.09% | 0.06% | $5,415.6万 | 3,254.1万股 | $3,851.9万 | 3,257.0万股 | -2.9万股-0.09% | 减仓 |
| CChefs' Warehouse, Inc., TheCHEF |
| 0.09% | 0.06% | $5,304.2万 | 2,371.0万股 | $3,510.1万 | 2,374.9万股 | -3.9万股-0.16% | 减仓 |
 EtsyETSY |
| 0.08% | 0.05% | $5,088.7万 | 4,988.6万股 | $3,200.2万 | 3,273.6万股 | +1,715.0万股+52.39% | 加仓 |
 NextEra Energy,NEE |
| 0.08% | — | $5,046.3万 | 94.1万股 | $0 | 0股 | +94.1万股 | 新买入 |
| PPG&E CorporationPCG |
| 0.08% | 0.08% | $4,752.5万 | 4,645.3万股 | $4,805.9万 | 4,638.4万股 | +6.9万股+0.15% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.08% | 0.06% | $4,645.1万 | 60.3万股 | $3,431.7万 | 60.1万股 | +2,444股+0.41% | 加仓 |
 贝莱德·MUN TARGET TERM TRBTT |
| 0.07% | 0.06% | $4,477.2万 | 196.8万股 | $3,555.4万 | 156.6万股 | +40.2万股+25.65% | 加仓 |
| IINTEGERITGR |
| 0.07% | 0.07% | $4,394.2万 | 4,524.3万股 | $4,328.5万 | 4,515.9万股 | +8.4万股+0.19% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.07% | 0.07% | $4,345.8万 | 71.3万股 | $4,197.2万 | 71.4万股 | -656股-0.09% | 减仓 |
 自由媒体FWONK |
| 0.07% | 0.06% | $4,205.1万 | 3,389.4万股 | $3,926.0万 | 3,397.2万股 | -7.8万股-0.23% | 减仓 |
 POSTPOST |
| 0.07% | 0.07% | $4,165.5万 | 4,016.1万股 | $4,361.8万 | 4,022.8万股 | -6.7万股-0.17% | 减仓 |
| MMERIT MED SYSMMSI |
| 0.07% | — | $4,108.1万 | 3,807.3万股 | $0 | 0股 | +3,807.3万股 | 新买入 |
 阿卡迈AKAM |
| 0.07% | 0.06% | $4,084.3万 | 3,402.4万股 | $3,925.0万 | 3,381.9万股 | +20.5万股+0.61% | 加仓 |
 安森美ON |
| 0.06% | 0.08% | $3,996.4万 | 2,194.9万股 | $5,059.7万 | 3,917.1万股 | -1,722.2万股-43.97% | 减仓 |
| NNINE ENERGY SERVICENINE |
| 0.06% | 0.04% | $3,918.0万 | 301.2万股 | $2,514.5万 | 306.6万股 | -5.5万股-1.79% | 减仓 |
 DatadogDDOG |
| 0.06% | 0.05% | $3,907.2万 | 2,743.8万股 | $3,279.6万 | 3,380.2万股 | -636.4万股-18.83% | 减仓 |
| RREVOLUTION MEDICINESRVMD |
| 0.06% | — | $3,806.9万 | 3,034.4万股 | $0 | 0股 | +3,034.4万股 | 新买入 |
| FFRESHPETFRPT |
| 0.06% | 0.06% | $3,695.6万 | 3,180.0万股 | $3,657.7万 | 3,179.1万股 | +9,000股+0.03% | 加仓 |
| BBridgeBioBBIO |
| 0.06% | 0.06% | $3,691.8万 | 3,325.9万股 | $3,736.4万 | 3,331.5万股 | -5.6万股-0.17% | 减仓 |
| IIRHYTHM TECHNOLOGIESIRTC |
| 0.06% | 0.06% | $3,589.6万 | 3,259.8万股 | $3,575.3万 | 3,263.1万股 | -3.3万股-0.10% | 减仓 |
 Live Nation EntertainmentLYV |
| 0.06% | 0.05% | $3,556.5万 | 2,973.7万股 | $3,211.6万 | 2,973.7万股 | 00.00% | 持仓不变 |
| PPELOTON INTERACTIVEPTON |
| 0.06% | 0.04% | $3,486.8万 | 2,149.9万股 | $2,600.5万 | 1,941.7万股 | +208.2万股+10.72% | 加仓 |
| FFLUORFLR |
| 0.06% | 0.05% | $3,469.9万 | 2,616.7万股 | $3,248.4万 | 2,631.2万股 | -14.5万股-0.55% | 减仓 |
| JJazz Investments I Ltd |
| 0.06% | — | $3,465.7万 | 2,031.8万股 | $0 | 0股 | +2,031.8万股 | 新买入 |
| NNORTHERN OIL & GASNOG |
| 0.05% | 0.06% | $3,189.9万 | 3,324.1万股 | $3,661.3万 | 3,329.6万股 | -5.5万股-0.17% | 减仓 |
 AffirmAFRM |
| 0.05% | 0.04% | $3,170.5万 | 2,711.3万股 | $2,546.7万 | 2,715.0万股 | -3.7万股-0.14% | 减仓 |
| CCYBERARK SOFTWARECYBR |
| 0.05% | — | $3,161.7万 | 1,900.4万股 | $0 | 0股 | +1,900.4万股 | 新买入 |
 Cloudflare, Inc.NET |
| 0.05% | — | $3,151.3万 | 2,487.2万股 | $0 | 0股 | +2,487.2万股 | 新买入 |
| UUnityU |
| 0.05% | 0.04% | $3,046.0万 | 2,690.4万股 | $2,684.2万 | 2,690.2万股 | +2,000股+0.01% | 加仓 |
 甲骨文ORCL |
| 0.05% | 0.05% | $2,911.9万 | 64.6万股 | $2,972.0万 | 64.7万股 | -1,045股-0.16% | 减仓 |
| MMERITAGE HOMESMTH |
| 0.05% | 0.04% | $2,899.8万 | 2,803.1万股 | $2,719.6万 | 2,812.5万股 | -9.4万股-0.33% | 减仓 |
| PPatrick IndustriesPATK |
| 0.05% | 0.05% | $2,833.0万 | 1,911.8万股 | $3,320.1万 | 1,913.6万股 | -1.8万股-0.09% | 减仓 |
 Sirius XMFWONK |
| 0.05% | 0.04% | $2,808.4万 | 2,445.8万股 | $2,547.7万 | 2,445.8万股 | 00.00% | 持仓不变 |
 伯灵顿BURL |
| 0.05% | 0.06% | $2,798.5万 | 1,752.9万股 | $3,372.7万 | 2,037.9万股 | -285.0万股-13.98% | 减仓 |
| PProgress SoftwarePRGS |
| 0.04% | 0.04% | $2,746.7万 | 2,859.0万股 | $2,555.6万 | 2,869.3万股 | -10.3万股-0.36% | 减仓 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.04% | 0.04% | $2,613.3万 | 2.1万股 | $2,488.5万 | 2.1万股 | -61股-0.29% | 减仓 |
| PPARSONS DELPSN |
| 0.04% | 0.04% | $2,580.9万 | 2,616.7万股 | $2,578.0万 | 2,613.3万股 | +3.4万股+0.13% | 加仓 |
 BioMarin制药BMRN |
| 0.04% | 0.04% | $2,573.8万 | 2,643.4万股 | $2,556.3万 | 2,650.2万股 | -6.8万股-0.26% | 减仓 |
| IiShares黄金信托IAU |
| 0.04% | 0.06% | $2,476.9万 | 32.8万股 | $3,439.6万 | 39.0万股 | -6.2万股-15.92% | 减仓 |
