| CCARVANA CL ACVNA |
| 59.61% | 57.53% | $14.05亿 | 2,134.4万股 | $13.21亿 | 420.3万股 | +1,714.1万股+407.85% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 18.94% | 21.13% | $4.46亿 | 2,570.5万股 | $4.85亿 | 2,570.5万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.55% | 0.67% | $1.07亿 | 45.0万股 | $1,541.2万 | 7.4万股 | +37.6万股+508.11% | 加仓 |
| DDOORDASHDASH |
| 3.91% | 3.27% | $9,226.5万 | 50.0万股 | $7,507.5万 | 50.0万股 | 00.00% | 持仓不变 |
| SSERVICETITAN INC SHS CL ATTAN |
| 3.9% | 3.44% | $9,192.3万 | 130.0万股 | $7,899.0万 | 124.5万股 | +5.5万股+4.44% | 加仓 |
 台积电TSM |
| 3.34% | — | $7,879.9万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
| SSpaceXSPCX |
| 1.87% | — | $4,403.6万 | 25.8万股 | $0 | 0股 | +25.8万股 | 新买入 |
| KKLAVIYOKVYO |
| 1.48% | 1.96% | $3,498.4万 | 231.7万股 | $4,508.5万 | 231.7万股 | 00.00% | 持仓不变 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.41% | — | $3,315.0万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| NNAVANNAVN |
| 0.98% | 8.27% | $2,309.9万 | 101.0万股 | $1.90亿 | 1,434.9万股 | -1,333.9万股-92.96% | 减仓 |
