 亚马逊AMZN |
| 15.71% | 14.55% | $2.38亿 | 100.0万股 | $2.08亿 | 100.0万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 9.53% | 4.77% | $1.45亿 | 20.0万股 | $6,835.8万 | 20.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 8.25% | 7.03% | $1.25亿 | 35.0万股 | $1.01亿 | 35.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 7.92% | 7.31% | $1.20亿 | 60.0万股 | $1.05亿 | 60.0万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 7.73% | 6.13% | $1.17亿 | 35.0万股 | $8,770.3万 | 35.0万股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 7.39% | 5.93% | $1.12亿 | 20.0万股 | $8,493.8万 | 20.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 6.77% | 7.85% | $1.03亿 | 20.0万股 | $1.12亿 | 22.5万股 | -2.5万股-11.11% | 减仓 |
| CCARVANA CL ACVNA |
| 6.51% | 6.59% | $9,873.0万 | 150.0万股 | $9,431.4万 | 30.0万股 | +120.0万股+400.00% | 加仓 |
 Meta平台META |
| 6.5% | 12.31% | $9,857.6万 | 17.5万股 | $1.76亿 | 30.8万股 | -13.3万股-43.18% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 5.77% | 4.93% | $8,751.8万 | 25.0万股 | $7,059.3万 | 25.0万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 5.09% | 6.87% | $7,722.5万 | 9.0万股 | $9,838.6万 | 14.0万股 | -5.0万股-35.71% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 3.08% | — | $4,675.5万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 REDDIT CL ARDDT |
| 2.86% | — | $4,339.5万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 2.52% | — | $3,817.5万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 RobinhoodHOOD |
| 1.98% | — | $3,008.4万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
| EENTEGRISENTG |
| 0.89% | — | $1,349.0万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 美光科技MU |
| 0.76% | — | $1,154.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 SITIMESITM |
| 0.74% | 2.17% | $1,118.3万 | 1.5万股 | $3,108.2万 | 9.0万股 | -7.5万股-83.33% | 减仓 |
