 Meta平台META |
| 10.66% | — | $666.7万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 10.64% | 9.4% | $665.7万 | 2.6万股 | $873.6万 | 3.4万股 | -7,812股-23.10% | 减仓 |
 谷歌AGOOGL |
| 10.57% | 8.41% | $661.1万 | 2.1万股 | $781.9万 | 3.2万股 | -1.1万股-34.34% | 减仓 |
 亚马逊AMZN |
| 9.83% | 5.75% | $615.0万 | 2.7万股 | $534.5万 | 2.4万股 | +2,300股+9.45% | 加仓 |
| CCHEWY CL ACHWY |
| 7.74% | 6.38% | $484.3万 | 14.7万股 | $592.7万 | 14.7万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 7.32% | 5.01% | $457.6万 | 4.9万股 | $465.3万 | 3,881股 | +4.5万股+1,157.67% | 加仓 |
 PHILIP MORRIS INTLPM |
| 6.9% | 4.26% | $431.5万 | 2.7万股 | $395.8万 | 2.4万股 | +2,500股+10.25% | 加仓 |
 CASEYS GEN STORESCASY |
| 6.61% | 5.62% | $413.6万 | 7,483股 | $522.1万 | 9,236股 | -1,753股-18.98% | 减仓 |
| OODDITY TECH LTD SHS CL AODD |
| 6.42% | 5.74% | $401.4万 | 10.0万股 | $533.3万 | 8.6万股 | +1.4万股+16.71% | 加仓 |
 PinterestPINS |
| 6.23% | 4.91% | $389.5万 | 15.0万股 | $456.0万 | 14.2万股 | +8,700股+6.14% | 加仓 |
 GROCERY OUTLETGO |
| 4.68% | 11.74% | $292.4万 | 29.0万股 | $1,090.9万 | 68.0万股 | -39.0万股-57.40% | 减仓 |
| GGOODRXGDRX |
| 4.57% | 7.33% | $286.1万 | 105.6万股 | $681.4万 | 161.1万股 | -55.5万股-34.45% | 减仓 |
| PPRIMO BRANDSPRMB |
| 4.54% | 6.25% | $284.1万 | 17.4万股 | $580.6万 | 26.3万股 | -8.9万股-33.85% | 减仓 |
| RRYTHM INCRYM |
| 3.29% | 4.26% | $205.9万 | 9.7万股 | $395.7万 | 9.7万股 | 00.00% | 持仓不变 |
