 台积电TSM |
| 15.09% | — | $6,745.7万 | 14.1万股 | $0 | 0股 | +14.1万股 | 新买入 |
 谷歌AGOOGL |
| 12.28% | 11.51% | $5,490.1万 | 15.4万股 | $3,954.0万 | 13.8万股 | +1.6万股+11.73% | 加仓 |
| AAPPFOLIOAPPF |
| 10.94% | 9.39% | $4,888.7万 | 30.5万股 | $3,227.4万 | 20.5万股 | +10.0万股+49.08% | 加仓 |
| DDOORDASHDASH |
| 7.74% | 12.35% | $3,459.9万 | 18.8万股 | $4,241.7万 | 28.3万股 | -9.5万股-33.63% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 7.66% | 11.88% | $3,421.9万 | 197.0万股 | $4,082.8万 | 216.3万股 | -19.3万股-8.90% | 减仓 |
 NEBIUSNBIS |
| 7.42% | 6.55% | $3,314.0万 | 12.0万股 | $2,251.6万 | 21.7万股 | -9.7万股-44.70% | 减仓 |
 NubankNU |
| 7.35% | 12.3% | $3,286.6万 | 246.0万股 | $4,224.8万 | 294.0万股 | -48.0万股-16.33% | 减仓 |
 PinterestPINS |
| 6.59% | 6.89% | $2,944.2万 | 140.0万股 | $2,365.9万 | 129.0万股 | +11.0万股+8.53% | 加仓 |
| GGLOBAL E ONLINEGLBE |
| 6.21% | — | $2,773.2万 | 79.9万股 | $0 | 0股 | +79.9万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 4.42% | 7.7% | $1,974.3万 | 4.3万股 | $2,646.4万 | 5.5万股 | -1.2万股-21.21% | 减仓 |
 UBIQUITIUI |
| 4.13% | 10.41% | $1,844.1万 | 3.5万股 | $3,576.1万 | 4.5万股 | -1.1万股-23.69% | 减仓 |
 英伟达NVDA |
| 3.92% | — | $1,750.8万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 3.76% | — | $1,678.3万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 2.51% | — | $1,120.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
