 GoDaddyGDDY |
| 10.83% | 16.52% | $775.7万 | 10.0万股 | $750.6万 | 9.0万股 | +9,440股+10.43% | 加仓 |
 亚马逊AMZN |
| 9.11% | 8.69% | $652.5万 | 2,109股 | $395.1万 | 1,213股 | +896股+73.87% | 加仓 |
| TTUCOWS INC COM NEWTCX |
| 8.31% | 12.97% | $595.4万 | 7.7万股 | $589.5万 | 8.0万股 | -2,952股-3.70% | 减仓 |
| RRUSH STREET INTERACTIVERSI |
| 8.19% | 17.11% | $586.8万 | 35.9万股 | $777.5万 | 35.9万股 | 00.00% | 持仓不变 |
 CONCENTRIXCNXC |
| 6.61% | — | $473.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 TARGET COMTGT |
| 6.55% | 4.7% | $469.3万 | 2.4万股 | $213.6万 | 1.2万股 | +1.2万股+95.83% | 加仓 |
 NELNETNNI |
| 5.27% | 10.74% | $377.7万 | 5.2万股 | $488.2万 | 6.9万股 | -1.7万股-24.23% | 减仓 |
| EEVERBRIDGE INC |
| 4.48% | 10.87% | $321.0万 | 2.6万股 | $493.9万 | 3.3万股 | -6,640股-20.04% | 减仓 |
 PinterestPINS |
| 4.37% | — | $313.3万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 KROGER COMKR |
| 4.3% | — | $308.0万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 Meta平台META |
| 4.25% | — | $304.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 ADOBE COMADBE |
| 4.17% | — | $298.5万 | 6,280股 | $0 | 0股 | +6,280股 | 新买入 |
 欧特克ADSK |
| 4.04% | — | $289.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 ETSY COMETSY |
| 3.91% | 6.13% | $280.3万 | 1.4万股 | $278.6万 | 1.6万股 | -1,758股-11.23% | 减仓 |
| TTWITTER INCTWTR |
| 3.7% | — | $265.0万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| FFiservFISV |
| 3.35% | — | $240.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 再生元REGN |
| 2.97% | — | $213.0万 | 4,501股 | $0 | 0股 | +4,501股 | 新买入 |
 NETFLIXNFLX |
| 2.85% | — | $204.0万 | 3,910股 | $0 | 0股 | +3,910股 | 新买入 |
| RREDBALL ACQUISITION CORP COM CL A |
| 2.75% | 4.97% | $196.7万 | 19.6万股 | $225.9万 | 19.5万股 | +100股+0.05% | 加仓 |
