 JAMES HARDIE INDS PLC ORD SHSJHX |
| 8.7% | 5.91% | $1.05亿 | 401.5万股 | $6,133.0万 | 323.8万股 | +77.7万股+23.99% | 加仓 |
 台积电TSM |
| 8.07% | 5.78% | $9,742.3万 | 20.4万股 | $6,002.6万 | 17.8万股 | +2.6万股+14.85% | 加仓 |
 马丁玛丽埃塔MLM |
| 7.81% | 5.39% | $9,431.9万 | 16.4万股 | $5,598.1万 | 9.5万股 | +6.8万股+71.99% | 加仓 |
 联合太平洋铁路UNP |
| 7.39% | 6.82% | $8,923.1万 | 32.8万股 | $7,075.2万 | 29.2万股 | +3.6万股+12.50% | 加仓 |
 Ares管理ARES |
| 7.29% | 3.37% | $8,808.1万 | 79.1万股 | $3,502.1万 | 32.1万股 | +47.0万股+146.52% | 加仓 |
 亚马逊AMZN |
| 6.86% | 6.52% | $8,281.7万 | 34.7万股 | $6,768.4万 | 32.5万股 | +2.2万股+6.92% | 加仓 |
 FLOOR & DECORFND |
| 6.62% | 2.6% | $7,996.2万 | 134.7万股 | $2,699.1万 | 53.1万股 | +81.6万股+153.53% | 加仓 |
 Meta平台META |
| 6.56% | 5.49% | $7,923.6万 | 14.1万股 | $5,700.1万 | 10.0万股 | +4.1万股+41.19% | 加仓 |
| DDOORDASHDASH |
| 5.89% | 5.35% | $7,107.0万 | 38.5万股 | $5,548.3万 | 37.0万股 | +1.6万股+4.23% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 5.8% | 6.63% | $7,008.5万 | 403.5万股 | $6,885.3万 | 364.7万股 | +38.8万股+10.64% | 加仓 |
 英伟达NVDA |
| 5.45% | — | $6,579.7万 | 32.9万股 | $0 | 0股 | +32.9万股 | 新买入 |
 微软MSFT |
| 5.17% | 6.44% | $6,242.3万 | 16.7万股 | $6,683.8万 | 18.1万股 | -1.3万股-7.32% | 减仓 |
 HubSpotHUBS |
| 5.01% | 3.32% | $6,055.6万 | 33.2万股 | $3,445.5万 | 14.1万股 | +19.1万股+135.07% | 加仓 |
 博通AVGO |
| 3.46% | — | $4,182.4万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| CCARVANA CL ACVNA |
| 3.3% | 5.29% | $3,979.3万 | 60.5万股 | $5,495.4万 | 17.5万股 | +43.0万股+245.87% | 加仓 |
 DatadogDDOG |
| 3.19% | 6.79% | $3,854.4万 | 14.8万股 | $7,048.6万 | 59.7万股 | -44.9万股-75.21% | 减仓 |
| MMARKETAXESSMKTX |
| 2.32% | 4.69% | $2,804.5万 | 24.7万股 | $4,871.3万 | 29.5万股 | -4.8万股-16.31% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.1% | 2.26% | $1,329.6万 | 11.2万股 | $2,344.3万 | 21.0万股 | -9.8万股-46.59% | 减仓 |
