| SSpaceXSPCX |
| 13.49% | — | $5.13亿 | 300.0万股 | $0 | 0股 | +300.0万股 | 新买入 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 13.2% | 14.04% | $5.02亿 | 249.2万股 | $3.82亿 | 189.6万股 | +59.7万股+31.48% | 加仓 |
 宣伟SHW |
| 7.11% | 6.73% | $2.70亿 | 78.4万股 | $1.83亿 | 57.1万股 | +21.3万股+37.26% | 加仓 |
 台积电TSM |
| 6.27% | 7.09% | $2.38亿 | 49.9万股 | $1.93亿 | 57.1万股 | -7.2万股-12.68% | 减仓 |
 康宁GLW |
| 5.15% | 5.05% | $1.96亿 | 76.6万股 | $1.37亿 | 101.0万股 | -24.4万股-24.16% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 5.03% | 7.46% | $1.91亿 | 215.8万股 | $2.03亿 | 266.5万股 | -50.7万股-19.02% | 减仓 |
 GE航空GE |
| 4.57% | 5.93% | $1.74亿 | 46.5万股 | $1.62亿 | 56.9万股 | -10.5万股-18.37% | 减仓 |
 西部数据WDC |
| 3.69% | 2.74% | $1.40亿 | 21.9万股 | $7,451.5万 | 27.5万股 | -5.6万股-20.42% | 减仓 |
 亚马逊AMZN |
| 3.28% | 4.33% | $1.25亿 | 52.3万股 | $1.18亿 | 56.5万股 | -4.2万股-7.40% | 减仓 |
 HEICOHEI |
| 3.23% | — | $1.23亿 | 47.6万股 | $0 | 0股 | +47.6万股 | 新买入 |
 FERGUSON ENTERPRISESFERG |
| 3.22% | 2.1% | $1.22亿 | 51.5万股 | $5,724.7万 | 24.5万股 | +27.0万股+110.01% | 加仓 |
| TTOAST CL ATOST |
| 3.21% | 6.34% | $1.22亿 | 438.9万股 | $1.73亿 | 651.0万股 | -212.1万股-32.58% | 减仓 |
 英伟达NVDA |
| 2.9% | 3.39% | $1.10亿 | 55.1万股 | $9,235.7万 | 53.0万股 | +2.1万股+4.03% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 2.78% | 2.73% | $1.06亿 | 17.1万股 | $7,441.4万 | 18.9万股 | -1.8万股-9.34% | 减仓 |
 AURORA INNOVATION INC CLASS AAUR |
| 2.77% | — | $1.05亿 | 1,544.8万股 | $0 | 0股 | +1,544.8万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 2.72% | 3.09% | $1.03亿 | 29.3万股 | $8,399.4万 | 29.3万股 | 00.00% | 持仓不变 |
| MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR |
| 2.7% | — | $1.03亿 | 263.0万股 | $0 | 0股 | +263.0万股 | 新买入 |
| CCRHCRH |
| 2.48% | 3.4% | $9,412.5万 | 88.0万股 | $9,247.2万 | 88.0万股 | 00.00% | 持仓不变 |
| PPROCORE TECHNOLOGIESPCOR |
| 2.37% | 4.65% | $9,009.6万 | 221.8万股 | $1.26亿 | 221.8万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.93% | 4.04% | $7,347.5万 | 16.0万股 | $1.10亿 | 22.7万股 | -6.7万股-29.49% | 减仓 |
 沃特世WAT |
| 1.91% | — | $7,243.7万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
| TTERAWULF COMWULF |
| 1.72% | — | $6,537.9万 | 264.7万股 | $0 | 0股 | +264.7万股 | 新买入 |
 华纳兄弟探索WBD |
| 1.5% | 2.16% | $5,700.3万 | 213.8万股 | $5,871.3万 | 213.8万股 | 00.00% | 持仓不变 |
| DDPC HOLDINGS PLCDPC |
| 1.25% | — | $4,762.7万 | 97.1万股 | $0 | 0股 | +97.1万股 | 新买入 |
| FFERVO ENERGY COFRVO |
| 0.7% | — | $2,655.5万 | 90.9万股 | $0 | 0股 | +90.9万股 | 新买入 |
 江森自控JCI |
| 0.63% | 0.79% | $2,407.7万 | 16.5万股 | $2,157.9万 | 16.5万股 | 00.00% | 持仓不变 |
| FFIGMAFIG |
| 0.17% | 0.28% | $654.5万 | 36.2万股 | $764.8万 | 36.2万股 | 00.00% | 持仓不变 |
