 谷歌AGOOGL |
| 5.66% | 2.58% | $6,844.9万 | 19.2万股 | $2,508.8万 | 8.7万股 | +10.4万股+119.54% | 加仓 |
 ARAMARKARMK |
| 4.96% | — | $6,004.4万 | 105.5万股 | $0 | 0股 | +105.5万股 | 新买入 |
 Live NationLYV |
| 4.77% | 4.73% | $5,767.0万 | 31.5万股 | $4,591.4万 | 30.1万股 | +1.4万股+4.61% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 4.36% | 3.36% | $5,275.8万 | 91.2万股 | $3,262.9万 | 56.6万股 | +34.6万股+61.13% | 加仓 |
 宣伟SHW |
| 4.24% | 0.05% | $5,128.3万 | 14.9万股 | $43.9万 | 1,369股 | +14.8万股+10,779.47% | 加仓 |
 家得宝HD |
| 4.01% | 2.52% | $4,847.4万 | 13.7万股 | $2,447.7万 | 7.4万股 | +6.3万股+84.68% | 加仓 |
 YUM BRANDS COMYUM |
| 3.89% | 10.86% | $4,703.4万 | 29.4万股 | $1.05亿 | 67.8万股 | -38.4万股-56.61% | 减仓 |
 ChipotleCMG |
| 3.69% | — | $4,471.1万 | 131.5万股 | $0 | 0股 | +131.5万股 | 新买入 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 3.44% | — | $4,162.7万 | 21.5万股 | $0 | 0股 | +21.5万股 | 新买入 |
 阿斯麦ASML |
| 3.11% | — | $3,761.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 英特尔INTC |
| 3% | — | $3,635.1万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 2.9% | 0.72% | $3,513.5万 | 13.8万股 | $702.8万 | 4.7万股 | +9.1万股+196.26% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.86% | — | $3,461.4万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| AAPPLOVINAPP |
| 2.78% | 0.03% | $3,362.3万 | 6.5万股 | $24.4万 | 612股 | +6.5万股+10,563.07% | 加仓 |
 美光科技MU |
| 2.63% | — | $3,182.0万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 2.62% | 0.02% | $3,174.8万 | 33.1万股 | $21.0万 | 2,534股 | +32.9万股+12,974.11% | 加仓 |
 AMD超威AMD |
| 2.56% | — | $3,100.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 AMER SPORTS INC COM SHSAS |
| 2.56% | 2.3% | $3,098.5万 | 91.6万股 | $2,230.4万 | 67.8万股 | +23.8万股+35.14% | 加仓 |
 SPROUTS FMRS MKTSFM |
| 2.56% | 3.05% | $3,096.6万 | 36.6万股 | $2,962.4万 | 38.4万股 | -1.8万股-4.68% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.3% | 2.57% | $2,785.9万 | 11.1万股 | $2,499.2万 | 12.7万股 | -1.5万股-11.93% | 减仓 |
 WAYFAIRW |
| 2.27% | — | $2,750.2万 | 29.8万股 | $0 | 0股 | +29.8万股 | 新买入 |
 VIKING ORD SHSVIK |
| 2.27% | 0.03% | $2,747.9万 | 26.3万股 | $28.7万 | 3,912股 | +25.9万股+6,610.89% | 加仓 |
| CCARVANA CL ACVNA |
| 2.26% | 0.04% | $2,737.2万 | 41.6万股 | $43.4万 | 1,379股 | +41.4万股+30,056.42% | 加仓 |
 应用材料AMAT |
| 2.19% | — | $2,644.2万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.02% | 3.81% | $2,449.6万 | 5.3万股 | $3,696.3万 | 7.6万股 | -2.3万股-30.01% | 减仓 |
 OKTA CLASS AOKTA |
| 1.67% | — | $2,026.2万 | 14.8万股 | $0 | 0股 | +14.8万股 | 新买入 |
 SPHERE ENTERTAINMENTSPHR |
| 1.61% | 2.09% | $1,945.9万 | 11.2万股 | $2,029.0万 | 17.3万股 | -6.0万股-34.93% | 减仓 |
| OONONON |
| 1.59% | 1.77% | $1,925.5万 | 54.4万股 | $1,719.1万 | 50.5万股 | +3.8万股+7.58% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 1.53% | 0.03% | $1,849.7万 | 106.5万股 | $26.8万 | 1.4万股 | +105.1万股+7,400.91% | 加仓 |
| LLIONSGATE STUDIOSLION |
| 1.27% | — | $1,531.0万 | 100.0万股 | $0 | 0股 | +100.0万股 | 新买入 |
 ROYAL CARIBBEANRCL |
| 1.19% | — | $1,443.1万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 AFFIRM COM CL AAFRM |
| 1.14% | 1.25% | $1,384.4万 | 17.0万股 | $1,217.1万 | 26.6万股 | -9.6万股-36.09% | 减仓 |
 BURLINGTON STORES COMBURL |
| 1.14% | 3.93% | $1,376.1万 | 4.3万股 | $3,816.1万 | 11.7万股 | -7.4万股-62.96% | 减仓 |
 迪士尼DIS |
| 1.13% | 0.04% | $1,369.7万 | 14.2万股 | $39.3万 | 4,079股 | +13.8万股+3,388.65% | 加仓 |
 凯悦H |
| 1.03% | — | $1,250.5万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 1.02% | — | $1,231.6万 | 50.3万股 | $0 | 0股 | +50.3万股 | 新买入 |
| SSpaceXSPCX |
| 0.99% | — | $1,197.0万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| TTERAWULF COMWULF |
| 0.95% | — | $1,155.3万 | 46.8万股 | $0 | 0股 | +46.8万股 | 新买入 |
| WWINGSTOPWING |
| 0.95% | — | $1,151.6万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 德州仪器TXN |
| 0.94% | — | $1,135.9万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 希捷STX |
| 0.75% | — | $912.8万 | 9,459股 | $0 | 0股 | +9,459股 | 新买入 |
 NEBIUSNBIS |
| 0.66% | — | $793.1万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 台积电TSM |
| 0.09% | — | $110.4万 | 2,312股 | $0 | 0股 | +2,312股 | 新买入 |
 VisaV |
| 0.06% | 3.6% | $71.2万 | 2,075股 | $3,497.3万 | 11.6万股 | -11.4万股-98.21% | 减仓 |
 亚马逊AMZN |
| 0.05% | 0.05% | $66.5万 | 2,790股 | $44.5万 | 2,137股 | +653股+30.56% | 加仓 |
| DDOORDASHDASH |
| 0.05% | 0.95% | $63.8万 | 3,457股 | $922.1万 | 6.1万股 | -5.8万股-94.37% | 减仓 |
 英伟达NVDA |
| 0.04% | 0.07% | $51.8万 | 2,589股 | $65.3万 | 3,746股 | -1,157股-30.89% | 减仓 |
 好市多COST |
| 0.04% | 0.04% | $50.0万 | 534股 | $40.1万 | 402股 | +132股+32.84% | 加仓 |
 自由媒体FWONK |
| 0.04% | 2.15% | $43.0万 | 4,524股 | $2,082.8万 | 24.5万股 | -24.0万股-98.15% | 减仓 |
 沃尔玛WMT |
| 0.03% | 0.04% | $35.9万 | 3,170股 | $39.4万 | 3,170股 | 00.00% | 持仓不变 |
