 谷歌AGOOGL |
| 3.35% | 3.83% | $1.03亿 | 28.9万股 | $1.03亿 | 35.9万股 | -7.0万股-19.46% | 减仓 |
 亚马逊AMZN |
| 3.35% | 3.96% | $1.03亿 | 43.3万股 | $1.07亿 | 51.3万股 | -8.0万股-15.61% | 减仓 |
 CloudflareNET |
| 3.07% | 3.08% | $9,437.4万 | 38.5万股 | $8,291.8万 | 40.2万股 | -1.7万股-4.25% | 减仓 |
 CrowdStrikeCRWD |
| 2.91% | 2.05% | $8,943.3万 | 11.7万股 | $5,524.1万 | 14.1万股 | -2.4万股-17.18% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.3% | 1.65% | $7,092.9万 | 27.9万股 | $4,452.7万 | 29.5万股 | -1.7万股-5.60% | 减仓 |
 Ares管理ARES |
| 2.1% | 2.37% | $6,455.2万 | 58.0万股 | $6,379.3万 | 58.5万股 | -4,786股-0.82% | 减仓 |
 礼来LLY |
| 1.98% | 1.57% | $6,091.3万 | 5.1万股 | $4,243.9万 | 4.6万股 | +4,644股+10.06% | 加仓 |
 ServiceNowNOW |
| 1.79% | 2.06% | $5,515.9万 | 55.6万股 | $5,544.3万 | 53.0万股 | +2.5万股+4.77% | 加仓 |
 优步UBER |
| 1.61% | 1.84% | $4,944.9万 | 68.5万股 | $4,970.0万 | 69.1万股 | -5,677股-0.82% | 减仓 |
 VisaV |
| 1.55% | 1.79% | $4,784.7万 | 13.9万股 | $4,836.6万 | 16.0万股 | -2.1万股-12.85% | 减仓 |
 德康医疗DXCM |
| 1.45% | 1.44% | $4,476.0万 | 66.5万股 | $3,871.9万 | 61.7万股 | +4.8万股+7.79% | 加仓 |
 REDDIT CL ARDDT |
| 1.45% | 1.08% | $4,459.3万 | 25.7万股 | $2,898.7万 | 21.5万股 | +4.2万股+19.34% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.33% | 0.84% | $4,102.4万 | 10.9万股 | $2,251.8万 | 8.1万股 | +2.8万股+34.88% | 加仓 |
 万事达MA |
| 1.31% | 1.7% | $4,025.8万 | 7.8万股 | $4,588.7万 | 9.2万股 | -1.3万股-14.65% | 减仓 |
 VeevaVEEV |
| 1.3% | 1.35% | $3,999.9万 | 22.5万股 | $3,641.7万 | 20.7万股 | +1.8万股+8.71% | 加仓 |
 直觉外科ISRG |
| 1.28% | 1.71% | $3,933.9万 | 9.9万股 | $4,597.9万 | 10.0万股 | -817股-0.82% | 减仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 1.22% | 1.7% | $3,748.8万 | 92.3万股 | $4,579.5万 | 80.3万股 | +11.9万股+14.87% | 加仓 |
 ShopifySHOP |
| 1.22% | 0.91% | $3,747.5万 | 32.8万股 | $2,454.5万 | 20.7万股 | +12.1万股+58.62% | 加仓 |
 DraftKingsDKNG |
| 1.08% | 0.96% | $3,332.8万 | 131.9万股 | $2,587.8万 | 119.7万股 | +12.2万股+10.23% | 加仓 |
 ARGENX SPONSORED ADRARGX |
| 0.9% | — | $2,758.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 NETFLIXNFLX |
| 0.87% | 0.92% | $2,667.4万 | 37.4万股 | $2,487.6万 | 25.9万股 | +11.5万股+44.40% | 加仓 |
 新思科技SNPS |
| 0.75% | 0.68% | $2,316.9万 | 5.2万股 | $1,841.7万 | 4.6万股 | +5,488股+11.81% | 加仓 |
| EELEMENT SOLUTIONSESI |
| 0.7% | 0.66% | $2,164.7万 | 45.3万股 | $1,788.9万 | 52.4万股 | -7.1万股-13.48% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.7% | 0.55% | $2,147.9万 | 5.6万股 | $1,479.2万 | 6.7万股 | -1.0万股-15.22% | 减仓 |
| SSPX TECHNOLOGIESSPXC |
| 0.69% | 0.67% | $2,118.5万 | 8.6万股 | $1,815.6万 | 9.1万股 | -4,396股-4.84% | 减仓 |
 TECHNIPFMC COMFTI |
| 0.67% | 0.76% | $2,051.7万 | 30.9万股 | $2,048.1万 | 29.6万股 | +1.3万股+4.45% | 加仓 |
| AADVANCED ENERGY INDSAEIS |
| 0.66% | 0.74% | $2,027.3万 | 5.4万股 | $1,989.2万 | 6.2万股 | -7,270股-11.79% | 减仓 |
| SSYNAPTICSSYNA |
| 0.65% | 0.55% | $1,993.4万 | 16.0万股 | $1,490.4万 | 21.3万股 | -5.2万股-24.59% | 减仓 |
 JFROGFROG |
| 0.64% | 0.55% | $1,965.6万 | 21.6万股 | $1,473.5万 | 31.4万股 | -9.8万股-31.12% | 减仓 |
 CoStarCSGP |
| 0.64% | 1.05% | $1,961.9万 | 69.3万股 | $2,820.4万 | 69.9万股 | -6,399股-0.92% | 减仓 |
 WorkdayWDAY |
| 0.64% | 0.78% | $1,961.5万 | 16.0万股 | $2,096.7万 | 16.1万股 | -1,158股-0.72% | 减仓 |
| DDIGITALOCEANDOCN |
| 0.61% | 0.5% | $1,886.9万 | 12.0万股 | $1,353.0万 | 15.8万股 | -3.8万股-23.82% | 减仓 |
| EESCO TECHNOLOGIESESE |
| 0.6% | 0.6% | $1,857.2万 | 5.3万股 | $1,612.7万 | 5.7万股 | -4,258股-7.43% | 减仓 |
| LLEGENCELGN |
| 0.57% | 0.46% | $1,760.0万 | 20.7万股 | $1,238.1万 | 21.9万股 | -1.3万股-5.83% | 减仓 |
| MMYRMYRG |
| 0.57% | 0.51% | $1,745.8万 | 3.5万股 | $1,363.2万 | 4.8万股 | -1.3万股-27.75% | 减仓 |
| MMERCURY SYSMRCY |
| 0.54% | 0.37% | $1,652.3万 | 13.5万股 | $992.9万 | 13.6万股 | -1,104股-0.81% | 减仓 |
| MMODINE MFGMOD |
| 0.53% | 0.6% | $1,635.0万 | 6.1万股 | $1,622.5万 | 7.5万股 | -1.4万股-18.22% | 减仓 |
| AAAONAAON |
| 0.5% | 0.38% | $1,541.1万 | 12.1万股 | $1,024.5万 | 12.4万股 | -2,323股-1.88% | 减仓 |
| FFORMFACTORFORM |
| 0.49% | 0.47% | $1,510.1万 | 9.4万股 | $1,271.5万 | 13.1万股 | -3.7万股-27.98% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 0.49% | 0.45% | $1,502.6万 | 31.5万股 | $1,222.8万 | 36.7万股 | -5.3万股-14.36% | 减仓 |
 PERFORMANCE FOODPFGC |
| 0.49% | 0.37% | $1,496.8万 | 13.4万股 | $997.2万 | 11.6万股 | +1.7万股+15.02% | 加仓 |
 FIRSTCASHFCFS |
| 0.48% | 0.46% | $1,481.5万 | 6.8万股 | $1,232.6万 | 6.6万股 | +2,922股+4.46% | 加仓 |
 KIRBYKEX |
| 0.48% | 0.51% | $1,478.4万 | 10.9万股 | $1,370.8万 | 10.3万股 | +5,572股+5.40% | 加仓 |
 BOISE CASCADE DELBCC |
| 0.48% | 0.5% | $1,473.3万 | 19.0万股 | $1,336.9万 | 17.6万股 | +1.4万股+7.68% | 加仓 |
 FLUTTER ENTMTFLUT |
| 0.47% | 0.53% | $1,441.0万 | 14.1万股 | $1,440.4万 | 14.1万股 | -250股-0.18% | 减仓 |
| TTWIST BIOSCIENCETWST |
| 0.46% | 0.39% | $1,429.7万 | 13.9万股 | $1,045.8万 | 22.0万股 | -8.1万股-36.85% | 减仓 |
| AATLASSIAN CL ATEAM |
| 0.46% | 0.29% | $1,427.8万 | 18.4万股 | $781.8万 | 11.5万股 | +6.9万股+60.24% | 加仓 |
| SSTIFEL FINLSF |
| 0.46% | 0.53% | $1,415.4万 | 20.3万股 | $1,441.6万 | 19.5万股 | +7,848股+4.02% | 加仓 |
 CHAMPION HOMESSKY |
| 0.46% | 0.43% | $1,407.4万 | 16.0万股 | $1,147.9万 | 15.4万股 | +5,374股+3.48% | 加仓 |
| AALLEGRO MICROSYSTEMS COMALGM |
| 0.45% | 0.3% | $1,395.3万 | 20.0万股 | $819.0万 | 26.0万股 | -5.9万股-22.84% | 减仓 |
