 RobinhoodHOOD |
| 16.63% | 19.85% | $5,530.4万 | 55.1万股 | $4,498.2万 | 64.9万股 | -9.8万股-15.04% | 减仓 |
| CCARVANA CL ACVNA |
| 14.96% | 20.35% | $4,973.5万 | 75.6万股 | $4,610.7万 | 14.7万股 | +60.9万股+415.22% | 加仓 |
| HHUT 8HUT |
| 13.48% | 8.95% | $4,482.6万 | 38.8万股 | $2,028.8万 | 43.2万股 | -4.4万股-10.22% | 减仓 |
| AAPPLOVINAPP |
| 11.67% | 15.71% | $3,879.2万 | 7.5万股 | $3,560.1万 | 8.9万股 | -1.4万股-15.83% | 减仓 |
 美光科技MU |
| 8.42% | — | $2,798.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| DDOORDASHDASH |
| 7.02% | 10.13% | $2,334.8万 | 12.7万股 | $2,294.9万 | 15.3万股 | -2.6万股-17.22% | 减仓 |
 阿斯麦ASML |
| 6.48% | — | $2,156.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 台积电TSM |
| 4.76% | 4.17% | $1,582.9万 | 3.3万股 | $945.8万 | 2.8万股 | +5,160股+18.44% | 加仓 |
 NEBIUSNBIS |
| 4.21% | — | $1,400.5万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 3.41% | 4.06% | $1,134.2万 | 3.2万股 | $920.8万 | 3.2万股 | 00.00% | 持仓不变 |
 Bloom EnergyBE |
| 2.5% | — | $831.1万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| SSpaceXSPCX |
| 2.45% | — | $814.4万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 AFFIRM COM CL AAFRM |
| 2.42% | 2.93% | $805.1万 | 9.9万股 | $663.5万 | 14.5万股 | -4.6万股-31.82% | 减仓 |
 帕兰提尔PLTR |
| 1.59% | 3.67% | $528.7万 | 4.5万股 | $832.3万 | 5.7万股 | -1.2万股-20.36% | 减仓 |
