 西部数据WDC |
| 10.06% | 3.05% | $1.88亿 | 29.4万股 | $3,396.3万 | 19.7万股 | +9.7万股+49.25% | 加仓 |
 希捷STX |
| 9.74% | 1.73% | $1.82亿 | 18.9万股 | $1,929.1万 | 7.0万股 | +11.9万股+169.22% | 加仓 |
 亚马逊AMZN |
| 7.48% | 6.7% | $1.40亿 | 58.6万股 | $7,459.2万 | 32.3万股 | +26.3万股+81.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 7.33% | 13.53% | $1.37亿 | 38.7万股 | $1.51亿 | 48.0万股 | -9.3万股-19.33% | 减仓 |
 相干公司COHR |
| 4.52% | 3.43% | $8,440.1万 | 21.4万股 | $3,815.1万 | 20.7万股 | +7,259股+3.51% | 加仓 |
 LumentumLITE |
| 4.07% | 3.65% | $7,596.1万 | 8.9万股 | $4,060.5万 | 11.0万股 | -2.2万股-19.64% | 减仓 |
| CCIRCLE INTERNET COM CL ACRCL |
| 4.02% | — | $7,505.2万 | 119.8万股 | $0 | 0股 | +119.8万股 | 新买入 |
| FFRONTLINE PLC COM USD1FRO |
| 3.49% | — | $6,519.6万 | 187.4万股 | $0 | 0股 | +187.4万股 | 新买入 |
 迈威尔MRVL |
| 3.41% | — | $6,372.9万 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 2.9% | — | $5,424.6万 | 72.4万股 | $0 | 0股 | +72.4万股 | 新买入 |
| VVISHAY INTERTECHNOLOGYVSH |
| 2.69% | — | $5,019.7万 | 93.3万股 | $0 | 0股 | +93.3万股 | 新买入 |
 微软MSFT |
| 2.63% | 4.13% | $4,907.1万 | 13.2万股 | $4,603.1万 | 9.5万股 | +3.6万股+38.21% | 加仓 |
| MMOOGMOG/A |
| 2.22% | — | $4,155.1万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
 ROSS STORES COMROST |
| 1.78% | 0.51% | $3,329.8万 | 15.6万股 | $572.8万 | 3.2万股 | +12.5万股+391.95% | 加仓 |
 AMD超威AMD |
| 1.66% | — | $3,104.5万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.38% | — | $2,577.8万 | 29.6万股 | $0 | 0股 | +29.6万股 | 新买入 |
 英伟达NVDA |
| 1.37% | 9.06% | $2,554.3万 | 12.8万股 | $1.01亿 | 54.1万股 | -41.3万股-76.41% | 减仓 |
| AATLASSIAN CL ATEAM |
| 1.34% | 0.09% | $2,510.4万 | 32.3万股 | $105.7万 | 6,516股 | +31.6万股+4,852.59% | 加仓 |
 万豪MAR |
| 1.31% | — | $2,455.7万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 好市多COST |
| 1.19% | — | $2,230.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 1.08% | 7.52% | $2,023.2万 | 21.1万股 | $8,377.1万 | 65.7万股 | -44.6万股-67.85% | 减仓 |
 阿里巴巴BABA |
| 1.07% | — | $2,004.6万 | 20.9万股 | $0 | 0股 | +20.9万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 1.04% | 0.82% | $1,949.8万 | 7.7万股 | $918.5万 | 4.2万股 | +3.5万股+82.97% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 1.03% | 0.25% | $1,922.4万 | 3.1万股 | $282.5万 | 8,974股 | +2.2万股+247.28% | 加仓 |
 DatadogDDOG |
| 1% | — | $1,875.7万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 OKTA CLASS AOKTA |
| 0.96% | — | $1,800.9万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
| AATIATI |
| 0.96% | 0.34% | $1,786.0万 | 9.1万股 | $383.5万 | 3.3万股 | +5.7万股+171.17% | 加仓 |
 ROBLOX CL ARBLX |
| 0.89% | 0.18% | $1,660.3万 | 30.5万股 | $198.5万 | 2.5万股 | +28.1万股+1,146.21% | 加仓 |
| SSIGMA LITHIUM CORPORATION COMSGML |
| 0.88% | 0.1% | $1,649.1万 | 130.4万股 | $110.3万 | 8.4万股 | +122.0万股+1,459.42% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.88% | 0.12% | $1,645.4万 | 8,302股 | $132.2万 | 1,416股 | +6,886股+486.30% | 加仓 |
 VertivVRT |
| 0.82% | — | $1,539.0万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 Live NationLYV |
| 0.77% | — | $1,437.1万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.76% | — | $1,428.0万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
| DDUTCH BROSBROS |
| 0.76% | 0.02% | $1,420.7万 | 19.8万股 | $21.9万 | 3,580股 | +19.4万股+5,426.48% | 加仓 |
 ROYAL CARIBBEANRCL |
| 0.7% | — | $1,314.7万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| SSCORPIO TANKERS SHSSTNG |
| 0.69% | — | $1,287.1万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
 BWX科技BWXT |
| 0.67% | 0.27% | $1,260.7万 | 6.5万股 | $295.6万 | 1.7万股 | +4.8万股+278.75% | 加仓 |
 福特F |
| 0.65% | — | $1,209.8万 | 87.0万股 | $0 | 0股 | +87.0万股 | 新买入 |
 AMER SPORTS INC COM SHSAS |
| 0.62% | — | $1,163.4万 | 34.4万股 | $0 | 0股 | +34.4万股 | 新买入 |
| GGILEAD SCIENCES COMGILD |
| 0.51% | 2.29% | $949.0万 | 7.5万股 | $2,547.5万 | 20.8万股 | -13.2万股-63.81% | 减仓 |
| MMODINE MFGMOD |
| 0.5% | — | $936.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 自由媒体FWONK |
| 0.49% | 0.08% | $923.8万 | 9.7万股 | $91.8万 | 9,319股 | +8.8万股+941.89% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.46% | — | $855.5万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| FFTAI AVIATIONFTAI |
| 0.43% | — | $794.1万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.41% | 0.35% | $771.6万 | 9.5万股 | $384.4万 | 5.8万股 | +3.7万股+63.49% | 加仓 |
 RobinhoodHOOD |
| 0.41% | — | $763.1万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 强生JNJ |
| 0.41% | — | $761.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 卡特彼勒CAT |
| 0.38% | — | $709.1万 | 6,659股 | $0 | 0股 | +6,659股 | 新买入 |
 凯悦H |
| 0.34% | 0.46% | $632.3万 | 3.3万股 | $506.6万 | 3.2万股 | +1,020股+3.23% | 加仓 |
 甲骨文ORCL |
| 0.33% | 0.12% | $609.7万 | 4.2万股 | $134.7万 | 6,911股 | +3.5万股+501.98% | 加仓 |
