 亚马逊AMZN |
| 28.87% | 28.77% | $2.60亿 | 109.1万股 | $2.25亿 | 108.1万股 | +1.0万股+0.93% | 加仓 |
 MERCADOLIBRE COMMELI |
| 16.9% | 15.9% | $1.52亿 | 9.0万股 | $1.24亿 | 7.2万股 | +1.8万股+24.67% | 加仓 |
| AAPPFOLIOAPPF |
| 11.66% | 12.83% | $1.05亿 | 65.5万股 | $1.00亿 | 63.6万股 | +1.9万股+2.92% | 加仓 |
 谷歌AGOOGL |
| 10.02% | 9.28% | $9,023.6万 | 25.3万股 | $7,260.9万 | 25.3万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 9.55% | 10.04% | $8,598.7万 | 48.5万股 | $7,857.3万 | 44.7万股 | +3.7万股+8.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 7.87% | 7.36% | $7,091.3万 | 20.1万股 | $5,757.3万 | 20.1万股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 7.25% | 8.06% | $6,532.8万 | 376.1万股 | $6,307.8万 | 334.1万股 | +42.0万股+12.57% | 加仓 |
| DDOORDASHDASH |
| 4.13% | 4.14% | $3,717.1万 | 20.1万股 | $3,243.3万 | 21.6万股 | -1.5万股-6.74% | 减仓 |
| TTRUBRIDGE INC COM |
| 2.91% | 1.85% | $2,616.9万 | 99.8万股 | $1,447.1万 | 98.8万股 | +1.0万股+1.01% | 加仓 |
 微软MSFT |
| 0.84% | 1.74% | $760.5万 | 2.0万股 | $1,358.5万 | 3.7万股 | -1.6万股-44.45% | 减仓 |
