| NNextPowerNXT |
| 11.54% | 12.9% | $3,574.2万 | 30.0万股 | $3,616.5万 | 30.0万股 | 00.00% | 持仓不变 |
 DRIVEN BRANDSDRVN |
| 7.88% | 2.25% | $2,439.5万 | 175.0万股 | $630.5万 | 50.0万股 | +125.0万股+250.00% | 加仓 |
 英伟达NVDA |
| 7.75% | 7.47% | $2,401.1万 | 12.0万股 | $2,092.8万 | 12.0万股 | 00.00% | 持仓不变 |
| SSOLSTICE ADVANCED MATLSSOL |
| 5.43% | 5.16% | $1,683.4万 | 19.0万股 | $1,447.0万 | 19.0万股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 5.38% | 7.45% | $1,666.3万 | 62.5万股 | $2,087.0万 | 76.0万股 | -13.5万股-17.76% | 减仓 |
| CCERENCE INC COMCRNC |
| 5.23% | 2.93% | $1,618.8万 | 143.0万股 | $820.3万 | 130.0万股 | +13.0万股+10.00% | 加仓 |
| QQIAGENQGEN |
| 5.05% | — | $1,564.0万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 NORFOLK SOUTHN COMNSC |
| 4.82% | 8.19% | $1,494.3万 | 4.8万股 | $2,296.0万 | 8.0万股 | -3.3万股-40.63% | 减仓 |
 联合健康UNH |
| 4.43% | 3.19% | $1,371.6万 | 3.3万股 | $892.9万 | 3.3万股 | 00.00% | 持仓不变 |
| YYETIYETI |
| 4.27% | 3.49% | $1,323.7万 | 26.7万股 | $977.3万 | 26.7万股 | 00.00% | 持仓不变 |
| VVERSIGENT PLCVGNT |
| 4.14% | — | $1,281.3万 | 30.5万股 | $0 | 0股 | +30.5万股 | 新买入 |
 PinterestPINS |
| 4.01% | 3.86% | $1,240.8万 | 59.0万股 | $1,082.1万 | 59.0万股 | 00.00% | 持仓不变 |
| CCOLUMBIA FINLCLBK |
| 3.97% | — | $1,230.8万 | 58.0万股 | $0 | 0股 | +58.0万股 | 新买入 |
 ROCKET COS COM CL ARKT |
| 3.76% | 6.1% | $1,165.5万 | 74.0万股 | $1,710.0万 | 120.0万股 | -46.0万股-38.33% | 减仓 |
| NNRG ENERGYNRG |
| 3.63% | — | $1,124.7万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 霍尼韦尔HON |
| 3.36% | — | $1,041.1万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 3.32% | — | $1,028.0万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| EENVIRINVRI |
| 3.23% | — | $999.9万 | 45.6万股 | $0 | 0股 | +45.6万股 | 新买入 |
| PPERCEPTIVE CAP SOLUTIONS COR |
| 2.96% | 3.3% | $917.7万 | 84.3万股 | $925.3万 | 84.3万股 | 00.00% | 持仓不变 |
| PPRIMO BRANDSPRMB |
| 2.17% | 1.01% | $672.1万 | 27.5万股 | $282.5万 | 15.0万股 | +12.5万股+83.33% | 加仓 |
| CCAPRI LIMITEDCPRI |
| 1.68% | — | $520.0万 | 28.0万股 | $0 | 0股 | +28.0万股 | 新买入 |
 埃森哲ACN |
| 1.49% | — | $460.4万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 ZILLOW CL AZ |
| 0.51% | — | $157.6万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
