 ROBLOX CL ARBLX |
| 5.75% | — | $1,266.3万 | 23.3万股 | $0 | 0股 | +23.3万股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 5.47% | 4.37% | $1,205.2万 | 4.4万股 | $689.3万 | 7.3万股 | -2.9万股-39.65% | 减仓 |
 AXON ENTERPRISEAXON |
| 4.57% | 2.44% | $1,005.3万 | 1.8万股 | $384.4万 | 9,051股 | +8,882股+98.13% | 加仓 |
 DatadogDDOG |
| 4.29% | 3.82% | $945.5万 | 3.6万股 | $602.3万 | 5.1万股 | -1.5万股-28.82% | 减仓 |
| BBLACKBERRY LTD FBB |
| 4.2% | — | $924.0万 | 73.0万股 | $0 | 0股 | +73.0万股 | 新买入 |
 泛林集团LRCX |
| 4.12% | 3.24% | $906.3万 | 2.1万股 | $512.0万 | 2.4万股 | -3,048股-12.72% | 减仓 |
| AAPPLOVINAPP |
| 4.09% | 2.47% | $900.3万 | 1.7万股 | $389.4万 | 9,783股 | +7,691股+78.62% | 加仓 |
 ShopifySHOP |
| 3.92% | 2.85% | $862.2万 | 7.6万股 | $449.6万 | 3.8万股 | +3.8万股+99.23% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 3.62% | 2.95% | $798.1万 | 3.2万股 | $465.6万 | 2.4万股 | +8,350股+35.42% | 加仓 |
 NubankNU |
| 3.55% | 4.79% | $781.5万 | 58.5万股 | $756.7万 | 52.7万股 | +5.8万股+11.10% | 加仓 |
| RRUBRIK INC CLASS ARBRK |
| 3.45% | 2.75% | $759.5万 | 9.5万股 | $433.4万 | 8.9万股 | +6,095股+6.89% | 加仓 |
 VertivVRT |
| 3.43% | 3.92% | $755.9万 | 2.3万股 | $618.2万 | 2.5万股 | -2,094股-8.49% | 减仓 |
| MMERCURY SYSMRCY |
| 3.4% | 2.62% | $748.2万 | 6.1万股 | $412.8万 | 5.7万股 | +4,542股+8.02% | 加仓 |
| GGLOBAL E ONLINEGLBE |
| 3.33% | 2.82% | $733.0万 | 21.1万股 | $444.9万 | 14.4万股 | +6.7万股+46.37% | 加仓 |
 VistraVST |
| 3.33% | 2.95% | $732.7万 | 4.6万股 | $464.9万 | 3.1万股 | +1.5万股+49.37% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 3.26% | 2.64% | $718.2万 | 2.8万股 | $417.4万 | 2.8万股 | +547股+1.98% | 加仓 |
 MERCADOLIBRE COMMELI |
| 3.24% | 3.13% | $714.3万 | 4,208股 | $494.5万 | 2,860股 | +1,348股+47.13% | 加仓 |
 迈威尔MRVL |
| 3.18% | 3.43% | $699.8万 | 2.3万股 | $540.9万 | 5.5万股 | -3.1万股-56.98% | 减仓 |
 REDDIT CL ARDDT |
| 3.13% | 5.61% | $688.3万 | 4.0万股 | $884.9万 | 6.6万股 | -2.6万股-39.66% | 减仓 |
 TwilioTWLO |
| 2.99% | — | $658.7万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 卡梅科CCJ |
| 2.98% | 3% | $655.5万 | 6.4万股 | $473.2万 | 4.4万股 | +2.1万股+47.72% | 加仓 |
 直觉外科ISRG |
| 2.93% | 2.99% | $644.6万 | 1.6万股 | $472.6万 | 1.0万股 | +5,957股+58.11% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 2.9% | 5.34% | $638.5万 | 7,607股 | $842.8万 | 2.1万股 | -1.3万股-63.24% | 减仓 |
 AEROVIRONMENTAVAV |
| 2.75% | 2.63% | $606.5万 | 3.7万股 | $414.4万 | 2.3万股 | +1.4万股+62.29% | 加仓 |
| RRAMBUS DELRMBS |
| 2.69% | 3.16% | $592.5万 | 4.5万股 | $499.3万 | 5.8万股 | -1.3万股-23.09% | 减仓 |
| AATLASSIAN CL ATEAM |
| 2.45% | 2.67% | $539.2万 | 6.9万股 | $420.9万 | 6.2万股 | +7,643股+12.39% | 加仓 |
 阿斯麦ASML |
| 0.95% | 3.18% | $209.5万 | 1,053股 | $501.3万 | 3,795股 | -2,742股-72.25% | 减仓 |
 台积电TSM |
| 0.87% | 0.93% | $192.2万 | 4,025股 | $146.1万 | 4,322股 | -297股-6.87% | 减仓 |
 美光科技MU |
| 0.85% | 0.74% | $188.0万 | 1,629股 | $116.7万 | 3,454股 | -1,825股-52.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.94% | $168.0万 | 4,754股 | $147.9万 | 5,155股 | -401股-7.78% | 减仓 |
| DDOORDASHDASH |
| 0.76% | — | $166.5万 | 9,025股 | $0 | 0股 | +9,025股 | 新买入 |
 CloudflareNET |
| 0.74% | 0.97% | $162.5万 | 6,625股 | $153.2万 | 7,425股 | -800股-10.77% | 减仓 |
 新思科技SNPS |
| 0.72% | 0.89% | $158.4万 | 3,551股 | $140.8万 | 3,551股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.71% | 0.87% | $156.5万 | 5,409股 | $137.3万 | 5,409股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.63% | 0.85% | $138.6万 | 3,668股 | $134.4万 | 4,342股 | -674股-15.52% | 减仓 |
