| AAPPLOVINAPP |
| 12.29% | 8.81% | $3,524.1万 | 6.8万股 | $2,434.4万 | 6.1万股 | +7,231股+11.82% | 加仓 |
 DAVEDAVE |
| 9.43% | 7.41% | $2,702.5万 | 7.3万股 | $2,047.2万 | 11.8万股 | -4.5万股-38.32% | 减仓 |
 RobinhoodHOOD |
| 8.95% | 2.68% | $2,565.1万 | 25.6万股 | $740.0万 | 10.7万股 | +14.9万股+139.53% | 加仓 |
| HHIMS & HERS HEALTHHIMS |
| 6.61% | 1.67% | $1,894.5万 | 54.6万股 | $460.9万 | 22.2万股 | +32.4万股+146.14% | 加仓 |
| TTTM TECHNOLOGIESTTMI |
| 6.49% | 4.31% | $1,860.6万 | 9.9万股 | $1,191.2万 | 12.2万股 | -2.3万股-18.64% | 减仓 |
| TTWIST BIOSCIENCETWST |
| 6.32% | 1.72% | $1,810.7万 | 17.6万股 | $475.2万 | 10.0万股 | +7.6万股+76.00% | 加仓 |
| VVanEck ETF信托OIH |
| 5% | — | $1,432.3万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| EEPAM SYSEPAM |
| 4.12% | — | $1,182.3万 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
| RRiot PlatformsRIOT |
| 3.97% | — | $1,139.0万 | 41.6万股 | $0 | 0股 | +41.6万股 | 新买入 |
| HHINGE HEALTHHNGE |
| 3.62% | — | $1,037.5万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 NubankNU |
| 3.31% | 1.45% | $948.9万 | 71.0万股 | $401.6万 | 27.9万股 | +43.1万股+154.13% | 加仓 |
 SPHERE ENTERTAINMENTSPHR |
| 3.2% | 4.17% | $916.7万 | 5.3万股 | $1,151.8万 | 9.8万股 | -4.5万股-46.00% | 减仓 |
| DDOORDASHDASH |
| 3.2% | 4.46% | $916.4万 | 5.0万股 | $1,233.1万 | 8.2万股 | -3.2万股-39.53% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 3.16% | — | $906.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| WWARBY PARKERWRBY |
| 2.91% | — | $834.4万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
| SSK TELECOM LTDSKM |
| 2.86% | — | $820.1万 | 25.5万股 | $0 | 0股 | +25.5万股 | 新买入 |
| UUnityU |
| 2.77% | 1.99% | $793.1万 | 27.8万股 | $548.5万 | 25.0万股 | +2.8万股+11.00% | 加仓 |
 亚马逊AMZN |
| 2.74% | — | $786.5万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 EAST WEST BANCORPEWBC |
| 2.48% | 2.08% | $711.1万 | 4.7万股 | $574.3万 | 5.4万股 | -7,532股-13.89% | 减仓 |
 REDDIT CL ARDDT |
| 2.42% | — | $694.3万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| CCARVANA CL ACVNA |
| 2.1% | 2.96% | $603.2万 | 9.2万股 | $817.4万 | 2.6万股 | +6.6万股+252.45% | 加仓 |
| HHYPERLIQUID STRATEGIES IPURR |
| 1.1% | — | $314.8万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
| PPROPETROPUMP |
| 0.65% | — | $186.9万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
| TTALKSPACE INC COM |
| 0.32% | 0.72% | $91.6万 | 17.6万股 | $197.8万 | 38.2万股 | -20.6万股-53.94% | 减仓 |
