| ZZETA GLOBALZETA |
| 11.6% | 10.95% | $8,119.3万 | 412.6万股 | $7,182.5万 | 451.2万股 | -38.6万股-8.56% | 减仓 |
 UNITED AIRLS COMUAL |
| 8.39% | 6.36% | $5,871.3万 | 43.2万股 | $4,169.6万 | 45.3万股 | -2.1万股-4.67% | 减仓 |
 BOYD GAMINGBYD |
| 6.32% | 5.82% | $4,421.5万 | 50.1万股 | $3,814.0万 | 46.4万股 | +3.6万股+7.86% | 加仓 |
 AMER SPORTS INC COM SHSAS |
| 5.6% | 3.67% | $3,917.8万 | 115.8万股 | $2,407.7万 | 73.1万股 | +42.6万股+58.30% | 加仓 |
| GGPGIGPGI |
| 5.31% | 2.76% | $3,714.4万 | 234.3万股 | $1,812.3万 | 106.0万股 | +128.4万股+121.12% | 加仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 5.16% | 3.5% | $3,613.3万 | 138.0万股 | $2,293.6万 | 121.1万股 | +16.9万股+13.97% | 加仓 |
| TTTM TECHNOLOGIESTTMI |
| 4.85% | — | $3,394.0万 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
 摩托罗拉解决方案MSI |
| 4.68% | 5.72% | $3,276.4万 | 7.9万股 | $3,752.8万 | 8.6万股 | -7,580股-8.77% | 减仓 |
| PPRIMO BRANDSPRMB |
| 4.27% | 3.38% | $2,991.3万 | 122.4万股 | $2,213.7万 | 117.6万股 | +4.8万股+4.11% | 加仓 |
| MMKSMKSI |
| 3.87% | — | $2,707.4万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| OONONON |
| 3.67% | 3.53% | $2,566.0万 | 72.4万股 | $2,315.9万 | 68.1万股 | +4.4万股+6.42% | 加仓 |
| CCOMFORT SYS USAFIX |
| 3.43% | 4.63% | $2,399.0万 | 1.2万股 | $3,036.9万 | 2.2万股 | -9,919股-45.04% | 减仓 |
 GrindrGRND |
| 3.38% | 2.89% | $2,364.4万 | 164.5万股 | $1,892.6万 | 156.5万股 | +8.0万股+5.10% | 加仓 |
 亚马逊AMZN |
| 3.37% | 4.65% | $2,359.2万 | 9.9万股 | $3,050.0万 | 14.6万股 | -4.7万股-32.41% | 减仓 |
 TD SYNNEXSNX |
| 3.33% | — | $2,331.7万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
| PPROPETROPUMP |
| 3.27% | 1.76% | $2,286.6万 | 159.5万股 | $1,153.3万 | 80.0万股 | +79.4万股+99.23% | 加仓 |
 ARAMARKARMK |
| 3.16% | — | $2,212.9万 | 38.9万股 | $0 | 0股 | +38.9万股 | 新买入 |
 阿斯麦ASML |
| 3.02% | 4.94% | $2,112.0万 | 1.1万股 | $3,237.5万 | 2.5万股 | -1.4万股-56.69% | 减仓 |
 REDDIT CL ARDDT |
| 2.95% | — | $2,062.8万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
 FIRST WATCH RESTAURANTFWRG |
| 2.77% | 2.17% | $1,936.9万 | 150.3万股 | $1,423.3万 | 135.8万股 | +14.5万股+10.64% | 加仓 |
 Meta平台META |
| 2.7% | 5.1% | $1,888.5万 | 3.4万股 | $3,346.3万 | 5.8万股 | -2.5万股-42.68% | 减仓 |
 AMERICAN TOWER COMAMT |
| 2.07% | 2.24% | $1,446.3万 | 8.8万股 | $1,465.6万 | 8.5万股 | +3,495股+4.12% | 加仓 |
| SSOLARIS ENERGY INFRASSEI |
| 1.98% | — | $1,385.6万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
| LLINDBLAD EXPEDITIONS ILIND |
| 0.9% | 2.28% | $633.1万 | 22.4万股 | $1,498.0万 | 86.6万股 | -64.2万股-74.11% | 减仓 |
