 亚马逊AMZN |
| 12.16% | 8.57% | $4,031.5万 | 16.9万股 | $3,522.9万 | 16.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 10.63% | 10.07% | $3,524.2万 | 9.9万股 | $4,140.9万 | 14.4万股 | -4.5万股-31.52% | 减仓 |
| QQFIN |
| 6.46% | — | $2,140.1万 | 2,400.0万股 | $0 | 0股 | +2,400.0万股 | 新买入 |
 美国运通AXP |
| 6.43% | 7.21% | $2,131.0万 | 6.3万股 | $2,964.3万 | 9.8万股 | -3.5万股-35.71% | 减仓 |
| IIQIYIIQ |
| 6.27% | 4.57% | $2,077.1万 | 2,270.0万股 | $1,880.6万 | 2,070.0万股 | +200.0万股+9.66% | 加仓 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 5.32% | — | $1,764.8万 | 468.1万股 | $0 | 0股 | +468.1万股 | 新买入 |
| FFINVOLUTION |
| 3.98% | — | $1,320.0万 | 1,500.0万股 | $0 | 0股 | +1,500.0万股 | 新买入 |
| AAUTOHOMEATHM |
| 3.86% | 3.03% | $1,279.0万 | 67.2万股 | $1,247.2万 | 71.8万股 | -4.6万股-6.40% | 减仓 |
 BLACK STONE MINERALS L PBSM |
| 3.71% | 2.84% | $1,229.4万 | 88.0万股 | $1,167.3万 | 77.2万股 | +10.8万股+13.99% | 加仓 |
 标普全球SPGI |
| 3.69% | 1.14% | $1,221.8万 | 3.0万股 | $467.9万 | 1.1万股 | +1.9万股+172.73% | 加仓 |
 NATURAL RESOURCE PARTNERS L COMNRP |
| 3.51% | 2.94% | $1,164.0万 | 12.0万股 | $1,210.0万 | 10.0万股 | +2.0万股+20.00% | 加仓 |
 博通AVGO |
| 3.42% | — | $1,133.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 ROBLOX CL ARBLX |
| 3.39% | 2.71% | $1,124.6万 | 20.7万股 | $1,113.1万 | 19.7万股 | +1.0万股+5.08% | 加仓 |
 ADOBE COMADBE |
| 3.03% | 3.25% | $1,004.6万 | 4.9万股 | $1,336.9万 | 5.5万股 | -6,000股-10.91% | 减仓 |
 穆迪MCO |
| 2.73% | 2.12% | $905.8万 | 2.0万股 | $872.5万 | 2.0万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 2.63% | — | $871.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 HESAIHSAI |
| 2.45% | 2.07% | $810.8万 | 44.5万股 | $850.8万 | 44.5万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 1.95% | 2.03% | $645.3万 | 6.5万股 | $836.4万 | 8.0万股 | -1.5万股-18.75% | 减仓 |
 谷歌AGOOGL |
| 1.69% | — | $559.8万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 谷歌AGOOGL |
| 1.67% | — | $553.3万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 NEW YORK TIMES MTN BENYT |
| 1.65% | 1.59% | $547.9万 | 7.8万股 | $655.6万 | 7.8万股 | 00.00% | 持仓不变 |
| FFORWARD INDUSTRIES INC COM NEWFWDI |
| 1.27% | 1.07% | $419.5万 | 99.4万股 | $440.4万 | 99.4万股 | 00.00% | 持仓不变 |
 WEIBOWB |
| 1.1% | 1.13% | $363.0万 | 50.0万股 | $463.8万 | 53.0万股 | -3.0万股-5.66% | 减仓 |
 PHOTRONICSPLAB |
| 1.08% | — | $357.8万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 VeevaVEEV |
| 1.07% | 1.07% | $354.9万 | 2.0万股 | $439.2万 | 2.5万股 | -5,000股-20.00% | 减仓 |
 天弘CLS |
| 0.88% | — | $291.8万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 优步UBER |
| 0.87% | 4.69% | $288.6万 | 4.0万股 | $1,929.9万 | 26.8万股 | -22.8万股-85.09% | 减仓 |
| SSCHMID N.VSHMDW |
| 0.83% | — | $276.0万 | 44.1万股 | $0 | 0股 | +44.1万股 | 新买入 |
| TTON Strategy CoTONX |
| 0.79% | — | $261.9万 | 102.7万股 | $0 | 0股 | +102.7万股 | 新买入 |
| NNAVITAS SEMICONDUCTORNVTS |
| 0.54% | — | $179.2万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 ZTO EXPRESS CAYMANZTO |
| 0.31% | 0.28% | $102.9万 | 4.6万股 | $115.8万 | 4.6万股 | 00.00% | 持仓不变 |
 H WORLDHTHT |
| 0.29% | 0.28% | $96.0万 | 2.3万股 | $115.7万 | 2.3万股 | 00.00% | 持仓不变 |
| YYUM CHINAYUMC |
| 0.25% | 0.24% | $81.7万 | 2.0万股 | $97.6万 | 2.0万股 | 00.00% | 持仓不变 |
| CCOYA THERAPEUTICSCOYA |
| 0.07% | 0.04% | $22.7万 | 3.9万股 | $15.3万 | 3.9万股 | 00.00% | 持仓不变 |
| IIQIYIIQ |
| 0.04% | — | $11.9万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
