 亚马逊AMZN |
| 11.02% | 12.87% | $4,528.5万 | 19.0万股 | $4,790.2万 | 23.0万股 | -4.0万股-17.39% | 减仓 |
 阿斯麦ASML |
| 9.44% | 6.92% | $3,879.4万 | 2.0万股 | $2,575.6万 | 2.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 8.85% | 9.37% | $3,633.2万 | 6.5万股 | $3,490.0万 | 6.1万股 | +3,500股+5.74% | 加仓 |
 台积电TSM |
| 8.84% | — | $3,629.5万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 8.55% | 9.06% | $3,513.6万 | 2.1万股 | $3,371.6万 | 2.0万股 | +1,200股+6.15% | 加仓 |
| CCARVANA CL ACVNA |
| 7.93% | 7.77% | $3,258.1万 | 49.5万股 | $2,892.3万 | 9.2万股 | +40.3万股+438.04% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 6.82% | 6.45% | $2,800.7万 | 6.1万股 | $2,400.3万 | 5.0万股 | +1.2万股+23.23% | 加仓 |
 万事达MA |
| 6.69% | 6.64% | $2,747.8万 | 5.4万股 | $2,473.3万 | 5.0万股 | +4,000股+8.08% | 加仓 |
 ShopifySHOP |
| 6.39% | 7.33% | $2,626.1万 | 23.0万股 | $2,728.3万 | 23.0万股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 6.2% | 7.43% | $2,544.7万 | 146.5万股 | $2,765.9万 | 146.5万股 | 00.00% | 持仓不变 |
 VisaV |
| 5.26% | 5.11% | $2,161.5万 | 6.3万股 | $1,904.1万 | 6.3万股 | 00.00% | 持仓不变 |
 ROBLOX CL ARBLX |
| 4.1% | 4.71% | $1,685.8万 | 31.0万股 | $1,753.4万 | 31.0万股 | 00.00% | 持仓不变 |
 优步UBER |
| 4.04% | 4.44% | $1,659.7万 | 23.0万股 | $1,654.4万 | 23.0万股 | 00.00% | 持仓不变 |
| PPROCORE TECHNOLOGIESPCOR |
| 3.02% | 5.89% | $1,238.9万 | 30.5万股 | $2,194.5万 | 38.5万股 | -8.0万股-20.78% | 减仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 2.85% | 6.01% | $1,169.0万 | 9.5万股 | $2,235.9万 | 15.0万股 | -5.5万股-36.45% | 减仓 |
