| SSpaceXSPCX |
| 32.58% | — | $46.70亿 | 2,733.3万股 | $0 | 0股 | +2,733.3万股 | 新买入 |
| V先锋领航指数基金VOO |
| 16.44% | 16.15% | $23.56亿 | 320.0万股 | $8.08亿 | 140.0万股 | +180.0万股+128.57% | 加仓 |
 Meta平台META |
| 6.3% | — | $9.03亿 | 160.3万股 | $0 | 0股 | +160.3万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 5.87% | — | $8.42亿 | 381.0万股 | $0 | 0股 | +381.0万股 | 新买入 |
 美光科技MU |
| 5.73% | 5.14% | $8.21亿 | 71.1万股 | $2.57亿 | 76.0万股 | -4.9万股-6.45% | 减仓 |
| AASTERA LABSALAB |
| 4.1% | 7.37% | $5.88亿 | 121.7万股 | $3.69亿 | 336.6万股 | -214.9万股-63.85% | 减仓 |
 CienaCIEN |
| 2.36% | 5.25% | $3.38亿 | 68.9万股 | $2.63亿 | 67.7万股 | +1.2万股+1.73% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.14% | 2.05% | $3.07亿 | 112.9万股 | $1.02亿 | 109.1万股 | +3.8万股+3.49% | 加仓 |
 PALO ALTOPANW |
| 2.09% | 1.8% | $2.99亿 | 87.7万股 | $9,006.7万 | 56.2万股 | +31.5万股+56.10% | 加仓 |
| UUnityU |
| 2.04% | 6.09% | $2.93亿 | 1,024.6万股 | $3.05亿 | 1,388.5万股 | -364.0万股-26.21% | 减仓 |
 相干公司COHR |
| 1.77% | 3.01% | $2.53亿 | 64.2万股 | $1.50亿 | 63.1万股 | +1.1万股+1.73% | 加仓 |
 英伟达NVDA |
| 1.74% | 4.35% | $2.50亿 | 124.9万股 | $2.18亿 | 124.9万股 | +699股+0.06% | 加仓 |
 亚马逊AMZN |
| 1.61% | 3.97% | $2.31亿 | 97.0万股 | $1.99亿 | 95.4万股 | +1.6万股+1.69% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.48% | 1.26% | $2.12亿 | 212.5万股 | $6,279.2万 | 81.1万股 | +131.4万股+162.15% | 加仓 |
 谷歌AGOOGL |
| 1.22% | 3.19% | $1.75亿 | 48.8万股 | $1.60亿 | 55.5万股 | -6.7万股-12.02% | 减仓 |
 TwilioTWLO |
| 1.04% | 2.32% | $1.49亿 | 72.0万股 | $1.16亿 | 92.2万股 | -20.1万股-21.84% | 减仓 |
 安费诺APH |
| 0.79% | — | $1.13亿 | 64.0万股 | $0 | 0股 | +64.0万股 | 新买入 |
 阿卡迈AKAM |
| 0.75% | 1.57% | $1.08亿 | 91.1万股 | $7,842.4万 | 68.3万股 | +22.8万股+33.35% | 加仓 |
 AFFIRM COM CL AAFRM |
| 0.72% | 1.09% | $1.04亿 | 127.3万股 | $5,474.2万 | 119.5万股 | +7.8万股+6.56% | 加仓 |
| GGitLabGTLB |
| 0.72% | — | $1.03亿 | 337.3万股 | $0 | 0股 | +337.3万股 | 新买入 |
 英特尔INTC |
| 0.65% | 0.58% | $9,268.7万 | 66.4万股 | $2,885.2万 | 65.4万股 | +1.0万股+1.53% | 加仓 |
| SSEMTECHSMTC |
| 0.62% | 0.83% | $8,921.4万 | 55.1万股 | $4,166.0万 | 54.2万股 | +9,402股+1.74% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.61% | — | $8,786.7万 | 358.6万股 | $0 | 0股 | +358.6万股 | 新买入 |
 特斯拉TSLA |
| 0.6% | 1.49% | $8,591.8万 | 20.4万股 | $7,464.6万 | 20.1万股 | +3,480股+1.73% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 0.59% | 1.79% | $8,508.1万 | 37.5万股 | $8,973.2万 | 45.3万股 | -7.7万股-17.11% | 减仓 |
 WAYFAIRW |
| 0.54% | 2.15% | $7,799.0万 | 84.4万股 | $1.08亿 | 143.1万股 | -58.7万股-41.03% | 减仓 |
| AAMBIQ MICRO INC COMMON STOCKAMBQ |
| 0.54% | 0.44% | $7,745.0万 | 87.7万股 | $2,190.8万 | 86.2万股 | +1.5万股+1.73% | 加仓 |
| SSAMSARA INC CLASS AIOT |
| 0.52% | — | $7,486.9万 | 230.9万股 | $0 | 0股 | +230.9万股 | 新买入 |
 ACV AUCTIONSACVA |
| 0.5% | 0.83% | $7,120.4万 | 990.3万股 | $4,127.4万 | 973.4万股 | +16.9万股+1.73% | 加仓 |
 CompassCOMP |
| 0.49% | 0.81% | $6,976.8万 | 565.8万股 | $4,065.8万 | 556.2万股 | +9.6万股+1.73% | 加仓 |
| WWIX COM SHSWIX |
| 0.46% | 1.17% | $6,617.0万 | 145.8万股 | $5,858.3万 | 65.0万股 | +80.8万股+124.24% | 加仓 |
 万事达MA |
| 0.34% | 0.5% | $4,808.8万 | 9.4万股 | $2,478.5万 | 5.0万股 | +4.4万股+88.75% | 加仓 |
| PPDF SOLUTIONSPDFS |
| 0.33% | — | $4,661.8万 | 65.9万股 | $0 | 0股 | +65.9万股 | 新买入 |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.27% | — | $3,833.1万 | 54.2万股 | $0 | 0股 | +54.2万股 | 新买入 |
 FERGUSON ENTERPRISESFERG |
| 0.24% | 0.68% | $3,506.8万 | 14.8万股 | $3,413.9万 | 14.6万股 | +1,404股+0.96% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.23% | 0.4% | $3,353.2万 | 252.5万股 | $1,995.5万 | 248.2万股 | +4.3万股+1.73% | 加仓 |
| RROGERSROG |
| 0.22% | 0.4% | $3,099.6万 | 18.9万股 | $1,997.3万 | 18.6万股 | +3,226股+1.73% | 加仓 |
 NateraNTRA |
| 0.2% | — | $2,833.5万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
| WWARBY PARKERWRBY |
| 0.15% | 0.29% | $2,120.5万 | 69.9万股 | $1,447.5万 | 68.7万股 | +1.2万股+1.73% | 加仓 |
| VVEECO INSTRS DELVECO |
| 0.13% | 0.16% | $1,803.4万 | 23.8万股 | $792.1万 | 23.4万股 | +3,996股+1.71% | 加仓 |
 NEBIUSNBIS |
| 0.12% | 0.13% | $1,770.9万 | 6.4万股 | $654.4万 | 6.3万股 | +1,057股+1.68% | 加仓 |
| IINNIO NVINIO |
| 0.1% | — | $1,379.1万 | 34.9万股 | $0 | 0股 | +34.9万股 | 新买入 |
| EEQUIPMENTSHARE COMEQPT |
| 0.03% | 0.09% | $426.9万 | 21.7万股 | $434.8万 | 21.3万股 | +3,700股+1.73% | 加仓 |
| TTABOOLA.COMTBLA |
| 0.03% | 0.05% | $417.5万 | 83.5万股 | $254.4万 | 82.1万股 | +1.4万股+1.73% | 加仓 |
| QQUANTINUUM INCQNT |
| 0.02% | — | $325.8万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| FFERVO ENERGY COFRVO |
| <0.01% | — | $29.1万 | 9,959股 | $0 | 0股 | +9,959股 | 新买入 |
| BBITGOBTGO |
| <0.01% | <0.01% | $15.3万 | 3.0万股 | $24.0万 | 2.9万股 | +505股+1.74% | 加仓 |
