 谷歌AGOOGL |
| 7.97% | 7.98% | $422.6万 | 1.2万股 | $424.7万 | 1.5万股 | -2,944股-19.93% | 减仓 |
 亚马逊AMZN |
| 7.9% | 7.74% | $418.7万 | 1.8万股 | $412.0万 | 2.0万股 | -2,212股-11.18% | 减仓 |
 AXON ENTERPRISEAXON |
| 7.32% | 3.9% | $388.3万 | 6,927股 | $207.7万 | 4,890股 | +2,037股+41.66% | 加仓 |
 KRYSTAL BIOTECHKRYS |
| 5.82% | 5.98% | $308.5万 | 8,301股 | $318.1万 | 1.2万股 | -4,013股-32.59% | 减仓 |
 希捷STX |
| 5.44% | — | $288.6万 | 2,991股 | $0 | 0股 | +2,991股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 4.25% | — | $225.3万 | 8,853股 | $0 | 0股 | +8,853股 | 新买入 |
| CCELLEBRITE DICLBT |
| 4.19% | 4.75% | $222.0万 | 15.2万股 | $252.8万 | 18.3万股 | -3.1万股-17.13% | 减仓 |
 天弘CLS |
| 3.93% | — | $208.6万 | 5,717股 | $0 | 0股 | +5,717股 | 新买入 |
 美光科技MU |
| 3.89% | 4.71% | $206.0万 | 1,785股 | $250.5万 | 7,415股 | -5,630股-75.93% | 减仓 |
 Meta平台META |
| 3.85% | 5.23% | $203.9万 | 3,620股 | $278.4万 | 4,866股 | -1,246股-25.61% | 减仓 |
 博通AVGO |
| 3.72% | 3.78% | $197.2万 | 5,221股 | $201.2万 | 6,499股 | -1,278股-19.66% | 减仓 |
 Bloom EnergyBE |
| 3.06% | — | $162.3万 | 5,361股 | $0 | 0股 | +5,361股 | 新买入 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 3.04% | 3.9% | $161.3万 | 6,049股 | $207.5万 | 9,070股 | -3,021股-33.31% | 减仓 |
 NETFLIXNFLX |
| 2.93% | 4.95% | $155.4万 | 2.2万股 | $263.3万 | 2.7万股 | -5,627股-20.55% | 减仓 |
 雅培ABT |
| 2.85% | 3.45% | $150.9万 | 1.7万股 | $183.4万 | 1.8万股 | -1,234股-6.91% | 减仓 |
 微软MSFT |
| 2.77% | 4.76% | $146.9万 | 3,939股 | $253.3万 | 6,844股 | -2,905股-42.45% | 减仓 |
 VisaV |
| 2.71% | 3% | $143.8万 | 4,192股 | $159.7万 | 5,283股 | -1,091股-20.65% | 减仓 |
| SSK TELECOM LTDSKM |
| 2.53% | — | $134.1万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| CCACI国际CACI |
| 2.41% | 5.36% | $127.7万 | 2,756股 | $284.9万 | 5,239股 | -2,483股-47.39% | 减仓 |
 VIKING ORD SHSVIK |
| 2.37% | 3.73% | $125.7万 | 1.2万股 | $198.5万 | 2.7万股 | -1.5万股-55.56% | 减仓 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 2.21% | — | $117.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 2.17% | 3.09% | $115.0万 | 1.2万股 | $164.2万 | 2.0万股 | -7,836股-39.51% | 减仓 |
| SSAMSARA INC CLASS AIOT |
| 2.12% | 2.52% | $112.6万 | 3.5万股 | $134.0万 | 4.2万股 | -7,562股-17.88% | 减仓 |
| RRUBRIK INC CLASS ARBRK |
| 2.05% | 2.28% | $108.8万 | 1.4万股 | $121.2万 | 2.5万股 | -1.1万股-45.23% | 减仓 |
 PROCEPT BIOROBOTICSPRCT |
| 2.05% | 3.14% | $108.6万 | 4.8万股 | $167.2万 | 6.7万股 | -1.9万股-28.07% | 减仓 |
 ShopifySHOP |
| 1.88% | 1.62% | $99.7万 | 8,736股 | $85.9万 | 7,245股 | +1,491股+20.58% | 加仓 |
 直觉外科ISRG |
| 1.64% | — | $87.1万 | 2,190股 | $0 | 0股 | +2,190股 | 新买入 |
 AFFIRM COM CL AAFRM |
| 1.46% | 2.12% | $77.6万 | 9,521股 | $112.6万 | 2.5万股 | -1.5万股-61.26% | 减仓 |
 TradewebTW |
| 1.45% | 3.66% | $77.1万 | 7,736股 | $194.7万 | 1.7万股 | -8,814股-53.26% | 减仓 |
