 亚马逊AMZN |
| 9.94% | 8.34% | $1,352.6万 | 12.0万股 | $1,446.6万 | 13.6万股 | -1.7万股-12.11% | 减仓 |
| AAPI COM STKAPG |
| 9.94% | 8.45% | $1,352.4万 | 101.9万股 | $1,465.3万 | 97.9万股 | +4.0万股+4.12% | 加仓 |
 谷歌AGOOGL |
| 9.77% | 8.92% | $1,329.5万 | 13.9万股 | $1,547.3万 | 7,100股 | +13.2万股+1,857.75% | 加仓 |
 DOLLAR GEN NEWDG |
| 8.76% | 7.73% | $1,191.5万 | 5.0万股 | $1,340.1万 | 5.5万股 | -4,924股-9.02% | 减仓 |
 ROSS STORES COMROST |
| 8.61% | — | $1,171.4万 | 13.9万股 | $0 | 0股 | +13.9万股 | 新买入 |
 DRIVEN BRANDSDRVN |
| 7.69% | 9.55% | $1,046.6万 | 37.4万股 | $1,657.3万 | 60.2万股 | -22.8万股-37.84% | 减仓 |
 凯悦H |
| 7.02% | 7.81% | $955.0万 | 11.8万股 | $1,354.5万 | 18.3万股 | -6.5万股-35.63% | 减仓 |
| AAVANTORAVTR |
| 6.64% | 7.73% | $903.6万 | 46.1万股 | $1,340.4万 | 43.1万股 | +3.0万股+6.96% | 加仓 |
| SSIGNATURE BK NEW YORK N YSBNY |
| 5.02% | 4.67% | $683.0万 | 4.5万股 | $810.6万 | 4.5万股 | 00.00% | 持仓不变 |
 ZILLOW CL AZ |
| 4.88% | 4.58% | $664.0万 | 23.2万股 | $794.1万 | 25.0万股 | -1.8万股-7.20% | 减仓 |
| EEUROPEAN WAX CTR INC CLASS A COMEWCZ |
| 4.8% | 3.8% | $652.9万 | 35.4万股 | $658.4万 | 37.4万股 | -2.0万股-5.30% | 减仓 |
 ServiceNowNOW |
| 4.44% | — | $604.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| MMISTER CAR WASH INC COM |
| 4.36% | 4.42% | $593.4万 | 69.2万股 | $766.3万 | 70.4万股 | -1.3万股-1.81% | 减仓 |
 MONGODB CL AMDB |
| 4.26% | — | $579.8万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| GGOOSEHEAD INS INC CLASS AGSHD |
| 2.01% | 1.92% | $273.6万 | 7.7万股 | $332.3万 | 7.3万股 | +4,000股+5.50% | 加仓 |
| PPEGASYSTEMSPEGA |
| 1.86% | 6.03% | $253.1万 | 7.9万股 | $1,046.5万 | 21.9万股 | -14.0万股-64.00% | 减仓 |
