 WorkdayWDAY |
| 9.12% | 2.27% | $1,342.6万 | 8.8万股 | $707.7万 | 5.1万股 | +3.8万股+73.96% | 加仓 |
 亚马逊AMZN |
| 6.8% | 2.09% | $1,001.2万 | 8.9万股 | $651.9万 | 6.1万股 | +2.7万股+44.35% | 加仓 |
 CrowdStrikeCRWD |
| 6.72% | 7.87% | $988.9万 | 6.0万股 | $2,455.9万 | 14.6万股 | -8.6万股-58.82% | 减仓 |
 TENABLETENB |
| 6.55% | 5.48% | $963.6万 | 27.7万股 | $1,711.5万 | 37.7万股 | -10.0万股-26.53% | 减仓 |
 谷歌AGOOGL |
| 5.88% | — | $865.6万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
 微软MSFT |
| 5.25% | 9.88% | $773.5万 | 3.3万股 | $3,082.3万 | 12.0万股 | -8.7万股-72.33% | 减仓 |
| SSMARTSHEET INC CLASS ASMARGBP |
| 4.36% | 5.12% | $641.6万 | 18.7万股 | $1,597.7万 | 50.8万股 | -32.2万股-63.26% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 4.35% | 1% | $640.7万 | 3.8万股 | $311.4万 | 2.2万股 | +1.5万股+68.36% | 加仓 |
 Meta平台META |
| 4.22% | — | $621.4万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 SBA通信SBAC |
| 3.96% | 2.1% | $583.5万 | 2.1万股 | $656.1万 | 2.1万股 | 00.00% | 持仓不变 |
| BBILLBILL |
| 3.61% | 2.41% | $532.1万 | 4.0万股 | $750.9万 | 6.8万股 | -2.8万股-41.14% | 减仓 |
 雅保ALB |
| 3.59% | 3.01% | $528.9万 | 2.0万股 | $940.4万 | 4.5万股 | -2.5万股-55.56% | 减仓 |
 MONGODB CL AMDB |
| 3.29% | 5.47% | $484.5万 | 2.4万股 | $1,707.5万 | 6.6万股 | -4.1万股-62.92% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 3.13% | 1.57% | $460.5万 | 5.3万股 | $490.9万 | 5.3万股 | 00.00% | 持仓不变 |
 OKTA CLASS AOKTA |
| 2.63% | 4.76% | $386.7万 | 6.8万股 | $1,486.2万 | 16.4万股 | -9.6万股-58.64% | 减仓 |
 DatadogDDOG |
| 2.58% | 3.01% | $379.6万 | 4.3万股 | $939.6万 | 9.9万股 | -5.6万股-56.66% | 减仓 |
 万事达MA |
| 2.32% | 2.45% | $341.2万 | 1.2万股 | $765.8万 | 2.4万股 | -1.2万股-50.56% | 减仓 |
 AIRBNB COM CL AABNB |
| 2.3% | — | $339.3万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 TwilioTWLO |
| 2.13% | — | $312.9万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 VisaV |
| 2.11% | 2.11% | $310.3万 | 1.7万股 | $659.0万 | 3.3万股 | -1.6万股-47.81% | 减仓 |
 NETFLIXNFLX |
| 2.06% | 2.23% | $303.7万 | 1.3万股 | $696.0万 | 4.0万股 | -2.7万股-67.59% | 减仓 |
 PAYPAL COMPYPL |
| 1.81% | 0.9% | $266.8万 | 3.1万股 | $279.3万 | 4.0万股 | -8,998股-22.50% | 减仓 |
 宝洁PG |
| 1.54% | — | $226.0万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 CHURCH & DWIGHTCHD |
| 1.38% | — | $203.0万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| CCONFLUENT CLASS A COM8QR |
| 1.37% | 0.89% | $202.0万 | 8.5万股 | $278.9万 | 12.0万股 | -3.5万股-29.17% | 减仓 |
 AMD超威AMD |
| 1.31% | 1.57% | $192.6万 | 3.0万股 | $488.6万 | 6.4万股 | -3.4万股-52.43% | 减仓 |
 ALBERTSONS COMPANIES INCACI |
| 1.3% | 0.53% | $191.7万 | 7.7万股 | $165.9万 | 6.2万股 | +1.5万股+24.16% | 加仓 |
 星巴克SBUX |
| 1.14% | 1.03% | $168.5万 | 2.0万股 | $321.7万 | 4.2万股 | -2.2万股-52.51% | 减仓 |
| WWOLFSPEEDWOLF* |
| 1.07% | — | $158.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 PinterestPINS |
| 1.03% | — | $151.5万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
| DDOORDASHDASH |
| 0.51% | 0.41% | $75.7万 | 1.5万股 | $129.0万 | 2.0万股 | -4,800股-23.88% | 减仓 |
| BBIG 5 SPORTING GOODS CORP |
| 0.49% | — | $71.6万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 PELOTON INTERACTIVEPTON |
| 0.07% | 0.04% | $10.4万 | 1.5万股 | $13.8万 | 1.5万股 | 00.00% | 持仓不变 |
