 赛富时CRM |
| 22.11% | 23.08% | $3.02亿 | 192.9万股 | $3.60亿 | 192.9万股 | -891股-0.05% | 减仓 |
 VisaV |
| 10.38% | 7.36% | $1.42亿 | 41.3万股 | $1.15亿 | 38.0万股 | +3.3万股+8.68% | 加仓 |
| PPTC COMPTC |
| 9.16% | 11.83% | $1.25亿 | 110.1万股 | $1.85亿 | 129.5万股 | -19.4万股-15.00% | 减仓 |
 WorkdayWDAY |
| 9.04% | 9.18% | $1.23亿 | 100.9万股 | $1.43亿 | 110.3万股 | -9.4万股-8.56% | 减仓 |
 财捷INTU |
| 7.93% | 13.83% | $1.08亿 | 41.5万股 | $2.16亿 | 49.9万股 | -8.4万股-16.80% | 减仓 |
 亚马逊AMZN |
| 6.61% | 4.83% | $9,032.3万 | 37.9万股 | $7,544.1万 | 36.2万股 | +1.7万股+4.62% | 加仓 |
 赛莱默XYL |
| 4.95% | 4.11% | $6,768.9万 | 57.3万股 | $6,414.6万 | 53.7万股 | +3.6万股+6.67% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 4.83% | 2.1% | $6,603.5万 | 14.4万股 | $3,280.4万 | 6.8万股 | +7.6万股+112.60% | 加仓 |
 CORE & MAINCNM |
| 4.75% | 3.71% | $6,489.9万 | 134.5万股 | $5,794.4万 | 117.3万股 | +17.2万股+14.67% | 加仓 |
 博通AVGO |
| 3.99% | 2.95% | $5,454.8万 | 14.4万股 | $4,601.0万 | 14.9万股 | -4,252股-2.86% | 减仓 |
 PERFORMANCE FOODPFGC |
| 3.69% | 2.2% | $5,041.6万 | 45.1万股 | $3,431.3万 | 40.1万股 | +5.0万股+12.59% | 加仓 |
 LOUISIANA PACLPX |
| 3.23% | 1.89% | $4,414.0万 | 56.1万股 | $2,947.1万 | 40.5万股 | +15.6万股+38.52% | 加仓 |
 英伟达NVDA |
| 2.84% | — | $3,878.1万 | 19.4万股 | $0 | 0股 | +19.4万股 | 新买入 |
 第一资本COF |
| 2.76% | 2.7% | $3,776.8万 | 18.8万股 | $4,206.4万 | 23.1万股 | -4.2万股-18.35% | 减仓 |
| DDOORDASHDASH |
| 2.04% | 0.8% | $2,788.2万 | 15.1万股 | $1,247.8万 | 8.3万股 | +6.8万股+81.81% | 加仓 |
 台积电TSM |
| 1.67% | — | $2,285.0万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
