 AMD超威AMD |
| 4.26% | 1.47% | $7,261.4万 | 12.5万股 | $2,237.7万 | 11.0万股 | +1.5万股+13.64% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 3.97% | — | $6,767.8万 | 55.0万股 | $0 | 0股 | +55.0万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 3.79% | 4.15% | $6,457.6万 | 38.5万股 | $6,300.9万 | 30.0万股 | +8.5万股+28.33% | 加仓 |
 威瑞森VZ |
| 3.73% | 2.68% | $6,347.9万 | 149.9万股 | $4,071.2万 | 81.1万股 | +68.8万股+84.87% | 加仓 |
 台积电TSM |
| 3.16% | 3.34% | $5,387.0万 | 11.3万股 | $5,069.3万 | 15.0万股 | -3.7万股-24.80% | 减仓 |
 优步UBER |
| 2.97% | 2.84% | $5,051.2万 | 70.0万股 | $4,315.8万 | 60.0万股 | +10.0万股+16.67% | 加仓 |
 华纳兄弟探索WBD |
| 2.72% | 1.96% | $4,640.1万 | 174.0万股 | $2,982.2万 | 108.6万股 | +65.4万股+60.27% | 加仓 |
 AMERICAN TOWER COMAMT |
| 2.71% | — | $4,620.3万 | 28.2万股 | $0 | 0股 | +28.2万股 | 新买入 |
| NNUTANIXNTNX |
| 2.59% | 1.98% | $4,410.1万 | 86.5万股 | $3,004.3万 | 79.0万股 | +7.5万股+9.49% | 加仓 |
 微软MSFT |
| 2.57% | 1.95% | $4,375.5万 | 11.7万股 | $2,961.4万 | 8.0万股 | +3.7万股+46.63% | 加仓 |
 泛林集团LRCX |
| 2.47% | 2.46% | $4,203.3万 | 9.7万股 | $3,739.1万 | 17.5万股 | -7.8万股-44.57% | 减仓 |
 ROKU COM CL AROKU |
| 2.41% | 0.75% | $4,102.8万 | 29.7万股 | $1,135.4万 | 12.0万股 | +17.7万股+147.50% | 加仓 |
| AATLASSIAN CL ATEAM |
| 2.4% | 0.83% | $4,091.4万 | 52.6万股 | $1,255.1万 | 18.4万股 | +34.2万股+186.00% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 2.35% | — | $4,009.3万 | 39.5万股 | $0 | 0股 | +39.5万股 | 新买入 |
 亚马逊AMZN |
| 2.31% | 2.06% | $3,937.4万 | 16.5万股 | $3,124.1万 | 15.0万股 | +1.5万股+10.13% | 加仓 |
| Q高通QCOM |
| 2.29% | — | $3,902.8万 | 21.1万股 | $0 | 0股 | +21.1万股 | 新买入 |
| PPROCORE TECHNOLOGIESPCOR |
| 2.28% | 1.43% | $3,877.2万 | 95.5万股 | $2,175.1万 | 38.2万股 | +57.3万股+150.14% | 加仓 |
 MONGODB CL AMDB |
| 2.25% | — | $3,827.9万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
| O宏盟集团OMC |
| 2.24% | 1.75% | $3,822.1万 | 52.5万股 | $2,661.5万 | 35.3万股 | +17.1万股+48.50% | 加仓 |
 自由媒体FWONK |
| 2.23% | 0.78% | $3,805.6万 | 40.0万股 | $1,190.3万 | 14.0万股 | +26.0万股+185.71% | 加仓 |
 财捷INTU |
| 2.22% | 2.11% | $3,774.1万 | 14.5万股 | $3,203.9万 | 7.4万股 | +7.1万股+95.14% | 加仓 |
 WARNER MUSICWMG |
| 2.11% | 1.42% | $3,586.8万 | 132.5万股 | $2,155.2万 | 84.4万股 | +48.1万股+57.02% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.89% | 2.24% | $3,213.9万 | 7.0万股 | $3,394.4万 | 7.0万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 1.88% | — | $3,203.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 Live NationLYV |
| 1.83% | 1% | $3,124.5万 | 17.1万股 | $1,525.1万 | 10.0万股 | +7.1万股+70.63% | 加仓 |
| MMONDAY COMMNDY |
| 1.81% | 0.54% | $3,084.8万 | 42.6万股 | $820.3万 | 11.9万股 | +30.7万股+259.00% | 加仓 |
 相干公司COHR |
| 1.74% | 1.27% | $2,958.5万 | 7.5万股 | $1,929.5万 | 8.1万股 | -6,000股-7.41% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.53% | — | $2,606.0万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 WorkdayWDAY |
| 1.51% | 1.01% | $2,564.1万 | 20.9万股 | $1,537.0万 | 11.8万股 | +9.1万股+77.05% | 加仓 |
 ROBLOX CL ARBLX |
| 1.44% | 0.47% | $2,447.1万 | 45.0万股 | $707.0万 | 12.5万股 | +32.5万股+260.00% | 加仓 |
 LIBERTY LIVELLYVK |
| 1.44% | 0.93% | $2,445.6万 | 23.2万股 | $1,411.7万 | 15.0万股 | +8.2万股+54.33% | 加仓 |
 EquinixEQIX |
| 1.37% | 4.07% | $2,338.5万 | 2.2万股 | $6,175.5万 | 6.3万股 | -4.1万股-64.39% | 减仓 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 1.33% | 1.1% | $2,262.0万 | 600.0万股 | $1,674.5万 | 457.5万股 | +142.5万股+31.15% | 加仓 |
| DDOORDASHDASH |
| 1.3% | 1.81% | $2,214.4万 | 12.0万股 | $2,747.7万 | 18.3万股 | -6.3万股-34.43% | 减仓 |
 ExpediaEXPE |
| 1.2% | 1.14% | $2,047.0万 | 8.0万股 | $1,731.7万 | 7.5万股 | +5,000股+6.67% | 加仓 |
 RobinhoodHOOD |
| 1.18% | — | $2,005.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| IiShares比特币ETFIBIT |
| 1.17% | 1.26% | $1,997.4万 | 60.0万股 | $1,921.0万 | 50.0万股 | +10.0万股+20.00% | 加仓 |
 BOOKING COMBKNG |
| 1.15% | 1.66% | $1,960.6万 | 11.0万股 | $2,526.2万 | 6,000股 | +10.4万股+1,733.33% | 加仓 |
 MAPLEBEAR COMCART |
| 1.11% | 1.43% | $1,894.0万 | 40.0万股 | $2,165.3万 | 57.8万股 | -17.8万股-30.80% | 减仓 |
 ShopifySHOP |
| 1.09% | — | $1,855.4万 | 16.3万股 | $0 | 0股 | +16.3万股 | 新买入 |
| GGDSGDS |
| 1.06% | 1.06% | $1,801.8万 | 60.0万股 | $1,611.6万 | 40.0万股 | +20.0万股+50.00% | 加仓 |
| SSEMTECHSMTC |
| 1.05% | — | $1,780.4万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.01% | 1.79% | $1,726.9万 | 17.3万股 | $2,719.2万 | 35.1万股 | -17.8万股-50.57% | 减仓 |
 ZoomZM |
| 1.01% | — | $1,726.2万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 0.95% | — | $1,619.1万 | 93.2万股 | $0 | 0股 | +93.2万股 | 新买入 |
| AAPPLOVINAPP |
| 0.91% | — | $1,545.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 康宁GLW |
| 0.86% | 5.37% | $1,471.3万 | 5.8万股 | $8,158.2万 | 60.0万股 | -54.2万股-90.40% | 减仓 |
| UUnityU |
| 0.84% | — | $1,429.0万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
 HubSpotHUBS |
| 0.82% | 2.02% | $1,403.5万 | 7.7万股 | $3,070.8万 | 12.6万股 | -4.9万股-38.87% | 减仓 |
| B百度BIDU |
| 0.76% | — | $1,302.4万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
