 特斯拉TSLA |
| 17.62% | 17.18% | $9,589.7万 | 22.8万股 | $8,252.9万 | 22.2万股 | +6,000股+2.70% | 加仓 |
 ShopifySHOP |
| 7.76% | 10.05% | $4,224.7万 | 37.0万股 | $4,827.8万 | 40.7万股 | -3.7万股-9.09% | 减仓 |
 AMD超威AMD |
| 6.62% | 2.63% | $3,601.6万 | 6.2万股 | $1,261.3万 | 6.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 6.13% | 5.42% | $3,336.8万 | 14.0万股 | $2,603.4万 | 12.5万股 | +1.5万股+12.00% | 加仓 |
 Ionis制药IONS |
| 4.66% | 4.53% | $2,536.7万 | 32.0万股 | $2,177.8万 | 29.0万股 | +3.0万股+10.31% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 4.64% | 6.76% | $2,525.2万 | 5.5万股 | $3,248.9万 | 6.7万股 | -1.2万股-17.91% | 减仓 |
 帕兰提尔PLTR |
| 4.29% | 6.09% | $2,333.4万 | 20.0万股 | $2,925.6万 | 20.0万股 | 00.00% | 持仓不变 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 3.51% | 4.79% | $1,909.1万 | 23.4万股 | $2,300.7万 | 36.7万股 | -13.3万股-36.17% | 减仓 |
| OOPENDOOR TECHNOLOGIES INCLASS AOPEN |
| 3.35% | — | $1,820.7万 | 394.1万股 | $0 | 0股 | +394.1万股 | 新买入 |
| LLEMONADELMND |
| 3.23% | 3.33% | $1,758.0万 | 27.0万股 | $1,600.0万 | 25.5万股 | +1.5万股+5.88% | 加仓 |
 英伟达NVDA |
| 2.98% | 2.94% | $1,620.7万 | 8.1万股 | $1,412.6万 | 8.1万股 | 00.00% | 持仓不变 |
 IRENIREN |
| 2.86% | 2.28% | $1,555.5万 | 34.0万股 | $1,097.5万 | 32.0万股 | +2.0万股+6.25% | 加仓 |
 UNIQUREQURE |
| 2.78% | 1.66% | $1,512.3万 | 32.8万股 | $795.5万 | 48.7万股 | -15.8万股-32.52% | 减仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 2.46% | — | $1,337.1万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| AAST SPACEMOBILE COM CL AASTS |
| 2.37% | 2.5% | $1,288.5万 | 14.5万股 | $1,201.6万 | 14.5万股 | 00.00% | 持仓不变 |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 2.08% | 1.59% | $1,131.3万 | 33.9万股 | $764.3万 | 36.5万股 | -2.6万股-7.13% | 减仓 |
 ARCUTIS BIOTHERAPEUTICSARQT |
| 1.92% | 1.57% | $1,047.1万 | 39.9万股 | $756.2万 | 32.1万股 | +7.8万股+24.42% | 加仓 |
 渤健BIIB |
| 1.92% | 1.67% | $1,045.7万 | 4.8万股 | $803.0万 | 4.4万股 | +4,600股+10.50% | 加仓 |
| PPROQR THRAPEUTICS |
| 1.89% | 1.84% | $1,026.7万 | 552.0万股 | $885.7万 | 546.7万股 | +5.3万股+0.97% | 加仓 |
 AXSOME THERAPEUTICSAXSM |
| 1.8% | 2.07% | $977.7万 | 4.0万股 | $992.6万 | 5.9万股 | -1.9万股-31.99% | 减仓 |
| UUROGEN PHARMAURGN |
| 1.42% | 0.89% | $772.8万 | 21.0万股 | $428.1万 | 23.8万股 | -2.8万股-11.81% | 减仓 |
| SSpaceXSPCX |
| 1.26% | — | $683.4万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 DENALI THERAPEUTICSDNLI |
| 1.09% | 1.02% | $591.2万 | 23.0万股 | $489.3万 | 25.5万股 | -2.5万股-9.81% | 减仓 |
 福泰制药VRTX |
| 0.86% | 1.06% | $466.9万 | 9,400股 | $507.0万 | 1.1万股 | -1,955股-17.22% | 减仓 |
 BioMarin制药BMRN |
| 0.79% | 1.09% | $429.2万 | 7.5万股 | $521.4万 | 9.2万股 | -1.7万股-18.75% | 减仓 |
 KRYSTAL BIOTECHKRYS |
| 0.76% | 0.6% | $415.2万 | 1.1万股 | $288.5万 | 1.1万股 | 00.00% | 持仓不变 |
 阿里拉姆制药ALNY |
| 0.63% | 0.84% | $342.3万 | 1.1万股 | $404.4万 | 1.2万股 | -850股-6.95% | 减仓 |
| VVIRIDIAN THERAPEUTICSVRDN |
| 0.59% | 0.71% | $318.7万 | 17.4万股 | $339.4万 | 17.4万股 | 00.00% | 持仓不变 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.51% | 0.5% | $280.1万 | 3.0万股 | $240.0万 | 2.7万股 | +3,100股+11.48% | 加仓 |
| HHIMS & HERS HEALTHHIMS |
| 0.51% | 0.17% | $277.4万 | 8.0万股 | $83.0万 | 4.0万股 | +4.0万股+100.00% | 加仓 |
 MEIRAGTXMGTX |
| 0.49% | 0.38% | $264.9万 | 19.6万股 | $183.7万 | 21.2万股 | -1.6万股-7.54% | 减仓 |
| AAMBEVABEV |
| 0.46% | 0.58% | $251.9万 | 80.2万股 | $277.0万 | 94.9万股 | -14.6万股-15.43% | 减仓 |
 SAREPTA THERAPEUTICSSRPT |
| 0.45% | 0.21% | $245.3万 | 13.7万股 | $100.1万 | 4.6万股 | +9.1万股+196.74% | 加仓 |
 CRISPR THERAPEUTICSCRSP |
| 0.45% | 0.42% | $245.3万 | 4.5万股 | $204.0万 | 4.3万股 | +2,100股+4.90% | 加仓 |
| BBEAM THERAPEUTICSBEAM |
| 0.44% | 0.32% | $241.2万 | 7.0万股 | $152.5万 | 6.4万股 | +6,300股+9.85% | 加仓 |
| ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB |
| 0.43% | 0.52% | $232.2万 | 12.2万股 | $248.6万 | 13.2万股 | -1.0万股-7.56% | 减仓 |
 莫德纳MRNA |
| 0.39% | 0.32% | $210.0万 | 3.0万股 | $152.4万 | 3.0万股 | 00.00% | 持仓不变 |
 CARTESIAN THERAPEUTICSRNAC |
| 0.29% | 0.23% | $158.0万 | 15.2万股 | $110.2万 | 17.9万股 | -2.7万股-15.32% | 减仓 |
| MMAGNUM ICE CREAM ORD SHSMICC |
| 0.27% | — | $149.6万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
 WAVE LIFE SCIENCESWVE |
| 0.26% | 0.36% | $140.0万 | 24.1万股 | $174.7万 | 24.1万股 | 00.00% | 持仓不变 |
 TAYSHA GENE THERAPIESTSHA |
| 0.25% | 0.17% | $135.5万 | 19.9万股 | $81.3万 | 18.2万股 | +1.7万股+9.35% | 加仓 |
 ZOETIS CL AZTS |
| 0.23% | — | $124.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 4D MOLECULAR THERAPEUTICS INFDMT |
| 0.22% | 0.33% | $119.8万 | 9.0万股 | $158.5万 | 17.0万股 | -8.0万股-47.07% | 减仓 |
| FFATE THERAPEUTICS INC COMFATE |
| 0.21% | 0.1% | $111.9万 | 41.4万股 | $49.7万 | 41.4万股 | 00.00% | 持仓不变 |
| LLEGEND BIOTECHLEGN |
| 0.19% | — | $102.2万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 ROCKET PHARMACEUTICALS INC COMRCKT |
| 0.15% | 0.18% | $83.5万 | 24.4万股 | $86.7万 | 24.2万股 | +2,000股+0.83% | 加仓 |
| NNOVNOV |
| 0.14% | 0.16% | $78.0万 | 4.2万股 | $79.1万 | 4.2万股 | 00.00% | 持仓不变 |
| BB2GOLDBTG |
| 0.13% | 0.09% | $73.0万 | 19.5万股 | $43.7万 | 9.6万股 | +9.9万股+102.21% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.13% | — | $72.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 LEXEO THERAPEUTICSLXEO |
| 0.13% | 0.24% | $72.2万 | 15.5万股 | $117.7万 | 20.5万股 | -5.0万股-24.39% | 减仓 |
