 微软MSFT |
| 5.96% | 6.13% | $429.2万 | 1.4万股 | $463.2万 | 1.4万股 | -9股-0.07% | 减仓 |
 英伟达NVDA |
| 5.1% | 2.34% | $367.1万 | 8,440股 | $176.7万 | 4,178股 | +4,262股+102.01% | 加仓 |
 台积电TSM |
| 4.18% | 3.9% | $300.7万 | 3.5万股 | $294.4万 | 2.9万股 | +5,427股+18.60% | 加仓 |
 亚马逊AMZN |
| 3.59% | 6.1% | $258.5万 | 2.0万股 | $460.8万 | 3.5万股 | -1.5万股-42.47% | 减仓 |
 标普全球SPGI |
| 3.12% | 2.22% | $224.6万 | 6,146股 | $167.5万 | 4,177股 | +1,969股+47.14% | 加仓 |
 VisaV |
| 3.06% | 2.82% | $220.6万 | 9,589股 | $212.9万 | 8,964股 | +625股+6.97% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.61% | 2.92% | $188.0万 | 2.5万股 | $220.5万 | 2.7万股 | -2,042股-7.48% | 减仓 |
 万事达MA |
| 2.47% | 3.11% | $178.2万 | 4,500股 | $235.3万 | 5,982股 | -1,482股-24.77% | 减仓 |
 谷歌AGOOGL |
| 2.39% | 1.3% | $172.2万 | 1.3万股 | $98.5万 | 8,225股 | +4,933股+59.98% | 加仓 |
| GGLOBAL E ONLINEGLBE |
| 2.27% | — | $163.1万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| KKKR & COMKKR |
| 2.2% | 2.26% | $158.7万 | 2.6万股 | $170.8万 | 3.0万股 | -4,740股-15.54% | 减仓 |
| FFiservFISV |
| 2.12% | — | $152.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 AMD超威AMD |
| 2.09% | 0.61% | $150.5万 | 1.5万股 | $46.2万 | 4,057股 | +1.1万股+260.88% | 加仓 |
 DraftKingsDKNG |
| 1.94% | — | $139.8万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.87% | — | $134.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 赛富时CRM |
| 1.83% | 2.45% | $131.4万 | 6,482股 | $184.9万 | 8,752股 | -2,270股-25.94% | 减仓 |
 Ares管理ARES |
| 1.74% | 1.11% | $125.6万 | 1.2万股 | $83.6万 | 8,678股 | +3,531股+40.69% | 加仓 |
| BBILLBILL |
| 1.74% | 1.92% | $125.1万 | 1.2万股 | $145.2万 | 1.2万股 | -899股-7.24% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 1.62% | — | $116.5万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 ShopifySHOP |
| 1.57% | 1.44% | $113.3万 | 2.1万股 | $108.7万 | 1.7万股 | +3,923股+23.31% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.44% | 1.54% | $103.6万 | 4,422股 | $116.1万 | 4,949股 | -527股-10.65% | 减仓 |
 NETFLIXNFLX |
| 1.43% | 0.89% | $103.2万 | 2,733股 | $67.5万 | 1,533股 | +1,200股+78.28% | 加仓 |
 Meta平台META |
| 1.42% | 5.09% | $102.2万 | 3,403股 | $384.8万 | 1.3万股 | -1.0万股-74.62% | 减仓 |
 美光科技MU |
| 1.42% | — | $102.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 贝莱德·INC COMBLK |
| 1.41% | — | $101.8万 | 1,574股 | $0 | 0股 | +1,574股 | 新买入 |
 RENAISSANCERE COMRNR |
| 1.39% | 1.94% | $100.0万 | 5,054股 | $146.4万 | 7,850股 | -2,796股-35.62% | 减仓 |
| T赛默飞世尔TMO |
| 1.33% | 2.37% | $95.7万 | 1,891股 | $179.2万 | 3,434股 | -1,543股-44.93% | 减仓 |
 WorkdayWDAY |
| 1.33% | 2.79% | $95.5万 | 4,444股 | $211.0万 | 9,339股 | -4,895股-52.41% | 减仓 |
 AFFIRMAFRM |
| 1.25% | 3.52% | $89.8万 | 119.5万股 | $265.7万 | 357.5万股 | -238.0万股-66.57% | 减仓 |
 LAS VEGAS SANDS COMLVS |
| 1.19% | 1.21% | $85.4万 | 1.9万股 | $91.1万 | 1.6万股 | +2,932股+18.67% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 1.16% | — | $83.7万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
 LPL金融LPLA |
| 1.1% | 0.71% | $79.3万 | 3,337股 | $53.7万 | 2,472股 | +865股+34.99% | 加仓 |
 DatadogDDOG |
| 1.1% | 0.57% | $78.9万 | 8,659股 | $43.3万 | 4,402股 | +4,257股+96.71% | 加仓 |
| PPAYCOM SOFTWAREPAYC |
| 1.08% | — | $77.8万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
 Arista网络ANET |
| 1.06% | 1.14% | $76.2万 | 4,144股 | $86.2万 | 5,322股 | -1,178股-22.13% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 1.04% | 1.74% | $74.6万 | 6,906股 | $131.5万 | 1.1万股 | -4,482股-39.36% | 减仓 |
| DDOORDASHDASH |
| 1.01% | — | $73.0万 | 9,188股 | $0 | 0股 | +9,188股 | 新买入 |
 DLOCALDLO |
| 1% | — | $71.9万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 HubSpotHUBS |
| 0.99% | 0.78% | $71.2万 | 1,445股 | $58.8万 | 1,106股 | +339股+30.65% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.98% | — | $70.2万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
| PPROCORE TECHNOLOGIESPCOR |
| 0.97% | 0.7% | $69.6万 | 1.1万股 | $52.6万 | 8,077股 | +2,576股+31.89% | 加仓 |
| TTOAST CL ATOST |
| 0.96% | 0.37% | $69.3万 | 3.7万股 | $27.8万 | 1.2万股 | +2.5万股+200.14% | 加仓 |
 WESTERN ALLIANCE BANCORPWAL |
| 0.85% | — | $61.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| VVALVOLINE COMVVV |
| 0.85% | — | $61.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 FIRST SOLAR COMFSLR |
| 0.82% | — | $59.2万 | 3,664股 | $0 | 0股 | +3,664股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 0.82% | 1.01% | $58.8万 | 464股 | $76.3万 | 644股 | -180股-27.95% | 减仓 |
| RRHRH |
| 0.81% | 1.15% | $58.2万 | 2,200股 | $87.0万 | 2,641股 | -441股-16.70% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 0.78% | — | $55.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| B纽约梅隆银行BK |
| 0.7% | 1.95% | $50.4万 | 1.2万股 | $147.5万 | 3.3万股 | -2.1万股-64.36% | 减仓 |
| WWALKER & DUNLOP INC COMWD |
| 0.69% | — | $50.0万 | 6,730股 | $0 | 0股 | +6,730股 | 新买入 |
