 微软MSFT |
| 10.04% | 8.18% | $826.2万 | 2.6万股 | $756.0万 | 2.2万股 | +3,968股+17.87% | 加仓 |
 谷歌AGOOGL |
| 8.78% | 7.33% | $722.3万 | 5.5万股 | $677.4万 | 5.7万股 | -1,400股-2.47% | 减仓 |
| BBILLBILL |
| 8.52% | 12.03% | $701.4万 | 6.5万股 | $1,112.4万 | 9.5万股 | -3.1万股-32.14% | 减仓 |
 Meta平台META |
| 8.36% | 7.01% | $687.5万 | 2.3万股 | $647.9万 | 2.3万股 | +326股+1.44% | 加仓 |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 7.88% | 7.75% | $648.3万 | 5.9万股 | $717.1万 | 6.5万股 | -5,300股-8.19% | 减仓 |
| FFLEXFLEX |
| 6.7% | 6.19% | $551.4万 | 20.4万股 | $572.5万 | 20.7万股 | -2,744股-1.32% | 减仓 |
 PALO ALTOPANW |
| 6.58% | 5.36% | $541.6万 | 2.3万股 | $495.7万 | 1.9万股 | +3,700股+19.07% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 6.53% | — | $537.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 亚马逊AMZN |
| 6.52% | — | $536.4万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| VVMWARE INC MERGER ELECTION EXP: 10/09/23VMW |
| 5.22% | — | $429.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 优步UBER |
| 4.4% | — | $361.9万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
 英伟达NVDA |
| 4.27% | 1.78% | $351.0万 | 8,070股 | $165.0万 | 3,900股 | +4,170股+106.92% | 加仓 |
 CEMEX SAB DE CVCX |
| 3.86% | 2.73% | $317.8万 | 48.9万股 | $252.8万 | 35.7万股 | +13.2万股+36.94% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 3.29% | 1.52% | $270.4万 | 1.8万股 | $140.8万 | 8,000股 | +9,700股+121.25% | 加仓 |
 US FOODSUSFD |
| 3.17% | 6.75% | $261.2万 | 6.6万股 | $624.4万 | 14.2万股 | -7.6万股-53.63% | 减仓 |
 博通AVGO |
| 2.52% | — | $207.6万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
 新思科技SNPS |
| 2.51% | 6.99% | $206.5万 | 4,500股 | $646.4万 | 1.5万股 | -1.0万股-69.69% | 减仓 |
| FFABRINETFN |
| 0.85% | — | $70.0万 | 4,200股 | $0 | 0股 | +4,200股 | 新买入 |
