| SSpaceXSPCX |
| 29.06% | — | $12.18亿 | 712.6万股 | $0 | 0股 | +712.6万股 | 新买入 |
| DDPC HOLDINGS PLCDPC |
| 8.12% | — | $3.40亿 | 693.1万股 | $0 | 0股 | +693.1万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 4.89% | — | $2.05亿 | 80.5万股 | $0 | 0股 | +80.5万股 | 新买入 |
 亚马逊AMZN |
| 4.37% | 8.81% | $1.83亿 | 76.8万股 | $1.57亿 | 75.6万股 | +1.2万股+1.56% | 加仓 |
 英伟达NVDA |
| 4.09% | 8.59% | $1.71亿 | 85.6万股 | $1.54亿 | 88.1万股 | -2.5万股-2.84% | 减仓 |
 台积电TSM |
| 3.69% | 6.59% | $1.54亿 | 32.3万股 | $1.18亿 | 34.8万股 | -2.5万股-7.18% | 减仓 |
 MONGODB CL AMDB |
| 3.35% | 0.51% | $1.40亿 | 41.8万股 | $909.7万 | 3.7万股 | +38.0万股+1,023.59% | 加仓 |
 礼来LLY |
| 3.23% | — | $1.35亿 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
 伍德沃德WWD |
| 3.04% | 3.5% | $1.27亿 | 29.9万股 | $6,252.8万 | 17.5万股 | +12.5万股+71.38% | 加仓 |
| SSEA SPONSORD ADSSE |
| 2.73% | 5.8% | $1.14亿 | 119.4万股 | $1.04亿 | 125.2万股 | -5.8万股-4.62% | 减仓 |
 希捷STX |
| 2.51% | 1.3% | $1.05亿 | 10.9万股 | $2,319.2万 | 5.9万股 | +5.0万股+83.95% | 加仓 |
 AMD超威AMD |
| 2.36% | 2.63% | $9,904.5万 | 17.1万股 | $4,703.3万 | 23.1万股 | -6.1万股-26.25% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 2.15% | 2.3% | $9,007.4万 | 90.5万股 | $4,110.6万 | 53.1万股 | +37.4万股+70.54% | 加仓 |
 雷神技术RTX |
| 2.13% | 4.28% | $8,904.0万 | 46.9万股 | $7,648.5万 | 39.7万股 | +7.3万股+18.36% | 加仓 |
| CCONSTELLIUMCSTM |
| 1.93% | 1.81% | $8,102.6万 | 254.2万股 | $3,225.9万 | 131.2万股 | +123.0万股+93.72% | 加仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 1.66% | 3.1% | $6,974.6万 | 78.7万股 | $5,542.9万 | 72.8万股 | +5.9万股+8.16% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.4% | 0.64% | $5,874.5万 | 16.6万股 | $1,136.0万 | 4.0万股 | +12.7万股+319.85% | 加仓 |
| FFLEXFLEX |
| 1.37% | — | $5,737.3万 | 35.4万股 | $0 | 0股 | +35.4万股 | 新买入 |
| CCARVANA CL ACVNA |
| 1.36% | 3.03% | $5,715.1万 | 86.8万股 | $5,420.5万 | 17.2万股 | +69.6万股+403.60% | 加仓 |
| CCLEVELAND-CLIFFS NEWCLF |
| 1.35% | 2.48% | $5,651.1万 | 601.8万股 | $4,430.5万 | 524.3万股 | +77.5万股+14.78% | 加仓 |
| SSANDISK COMSNDK |
| 1.25% | 1.75% | $5,217.3万 | 2.3万股 | $3,126.3万 | 4.9万股 | -2.6万股-53.37% | 减仓 |
 微软MSFT |
| 1.21% | 0.32% | $5,088.8万 | 13.6万股 | $580.5万 | 1.6万股 | +12.1万股+769.98% | 加仓 |
 纽柯钢铁NUE |
| 0.91% | — | $3,802.3万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 CENTURY ALUMCENX |
| 0.85% | 1.75% | $3,573.6万 | 77.7万股 | $3,120.5万 | 53.2万股 | +24.5万股+46.08% | 加仓 |
 科磊KLAC |
| 0.81% | 1.64% | $3,409.3万 | 11.3万股 | $2,927.2万 | 2.0万股 | +9.3万股+468.41% | 加仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.81% | 1.81% | $3,403.4万 | 130.0万股 | $3,242.7万 | 171.2万股 | -41.2万股-24.07% | 减仓 |
 NubankNU |
| 0.8% | 2.02% | $3,362.7万 | 251.7万股 | $3,617.0万 | 251.7万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.75% | 1.59% | $3,159.5万 | 4.4万股 | $2,833.4万 | 8.3万股 | -3.9万股-47.29% | 减仓 |
 GE VernovaGEV |
| 0.73% | 1.49% | $3,043.5万 | 2.6万股 | $2,654.1万 | 3.0万股 | -4,500股-14.80% | 减仓 |
| DDOORDASHDASH |
| 0.67% | 1.66% | $2,798.4万 | 15.2万股 | $2,962.6万 | 19.7万股 | -4.6万股-23.14% | 减仓 |
 NEBIUSNBIS |
| 0.66% | — | $2,764.5万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 UNIQUREQURE |
| 0.64% | — | $2,676.1万 | 58.1万股 | $0 | 0股 | +58.1万股 | 新买入 |
 Guardant HealthGH |
| 0.47% | 0.67% | $1,948.9万 | 13.0万股 | $1,199.9万 | 13.0万股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 0.46% | 1.03% | $1,935.7万 | 7.4万股 | $1,839.2万 | 15.6万股 | -8.1万股-52.28% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.46% | 1.26% | $1,915.5万 | 8.1万股 | $2,253.3万 | 9.7万股 | -1.6万股-16.45% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.46% | 1.58% | $1,912.2万 | 3.1万股 | $2,830.0万 | 7.2万股 | -4.1万股-56.82% | 减仓 |
| PPENNYMAC FINL SVCS NEWPFSI |
| 0.44% | 1.51% | $1,828.2万 | 21.0万股 | $2,698.9万 | 30.9万股 | -9.9万股-32.03% | 减仓 |
| AAPPLOVINAPP |
| 0.43% | 1.24% | $1,792.3万 | 3.5万股 | $2,224.3万 | 5.6万股 | -2.1万股-37.76% | 减仓 |
 ShopifySHOP |
| 0.4% | 2.5% | $1,692.4万 | 14.8万股 | $4,472.3万 | 37.7万股 | -22.9万股-60.69% | 减仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 0.4% | 0.63% | $1,671.5万 | 14.6万股 | $1,119.5万 | 8.4万股 | +6.2万股+73.72% | 加仓 |
 NateraNTRA |
| 0.39% | 0.68% | $1,650.4万 | 6.1万股 | $1,215.9万 | 6.1万股 | 00.00% | 持仓不变 |
 LOUISIANA PACLPX |
| 0.25% | 0.54% | $1,049.3万 | 13.3万股 | $970.4万 | 13.3万股 | 00.00% | 持仓不变 |
 JFROGFROG |
| 0.23% | 1.18% | $977.2万 | 10.8万股 | $2,114.8万 | 45.1万股 | -34.3万股-76.14% | 减仓 |
 ROCKET COS COM CL ARKT |
| 0.23% | 0.48% | $949.1万 | 60.3万股 | $858.7万 | 60.3万股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 0.17% | 1.31% | $725.6万 | 2.1万股 | $2,337.2万 | 7.3万股 | -5.2万股-71.10% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.17% | 2.67% | $696.0万 | 1.5万股 | $4,769.6万 | 9.8万股 | -8.3万股-84.59% | 减仓 |
 ROBLOX CL ARBLX |
| 0.16% | 0.57% | $656.9万 | 12.1万股 | $1,015.3万 | 18.0万股 | -5.9万股-32.70% | 减仓 |
