 英伟达NVDA |
| 4.96% | 5.3% | $4.81亿 | 240.2万股 | $4.42亿 | 253.2万股 | -13.0万股-5.13% | 减仓 |
 CloudflareNET |
| 4.22% | 4.4% | $4.09亿 | 166.8万股 | $3.67亿 | 177.8万股 | -11.0万股-6.18% | 减仓 |
 亚马逊AMZN |
| 4.14% | 4.38% | $4.01亿 | 168.4万股 | $3.65亿 | 175.2万股 | -6.8万股-3.87% | 减仓 |
 NETFLIXNFLX |
| 2.95% | 4.84% | $2.86亿 | 399.9万股 | $4.03亿 | 419.2万股 | -19.3万股-4.60% | 减仓 |
 QUANTA SVCSPWR |
| 2.81% | 2.46% | $2.72亿 | 37.8万股 | $2.05亿 | 37.4万股 | +4,398股+1.18% | 加仓 |
 NEBIUSNBIS |
| 2.48% | 1.18% | $2.40亿 | 87.1万股 | $9,868.5万 | 95.1万股 | -8.0万股-8.44% | 减仓 |
 特斯拉TSLA |
| 2.47% | 2.76% | $2.39亿 | 56.9万股 | $2.30亿 | 62.0万股 | -5.0万股-8.14% | 减仓 |
 美光科技MU |
| 2.4% | 1.56% | $2.33亿 | 20.2万股 | $1.30亿 | 38.6万股 | -18.4万股-47.71% | 减仓 |
 ShopifySHOP |
| 2.16% | 3.07% | $2.10亿 | 183.5万股 | $2.56亿 | 215.5万股 | -31.9万股-14.82% | 减仓 |
 Meta平台META |
| 2.01% | 2.7% | $1.95亿 | 34.5万股 | $2.25亿 | 39.4万股 | -4.9万股-12.36% | 减仓 |
 谷歌AGOOGL |
| 1.99% | 1.65% | $1.92亿 | 53.9万股 | $1.38亿 | 47.9万股 | +6.0万股+12.49% | 加仓 |
 SITIMESITM |
| 1.85% | 1.35% | $1.79亿 | 24.1万股 | $1.13亿 | 32.6万股 | -8.6万股-26.23% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 1.77% | 0.97% | $1.71亿 | 347.9万股 | $8,115.5万 | 214.6万股 | +133.3万股+62.08% | 加仓 |
 Arm控股ARM |
| 1.69% | 0.74% | $1.64亿 | 46.1万股 | $6,176.1万 | 40.8万股 | +5.3万股+13.03% | 加仓 |
 直觉外科ISRG |
| 1.67% | 2.49% | $1.62亿 | 40.6万股 | $2.07亿 | 45.0万股 | -4.3万股-9.63% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.57% | 1.44% | $1.52亿 | 43.1万股 | $1.20亿 | 42.0万股 | +1.1万股+2.64% | 加仓 |
 RobinhoodHOOD |
| 1.51% | 1.2% | $1.46亿 | 146.0万股 | $1.00亿 | 144.7万股 | +1.3万股+0.87% | 加仓 |
 EAST WEST BANCORPEWBC |
| 1.47% | 1.22% | $1.42亿 | 93.5万股 | $1.01亿 | 95.7万股 | -2.2万股-2.28% | 减仓 |
 NateraNTRA |
| 1.4% | 1.81% | $1.35亿 | 49.8万股 | $1.51亿 | 75.5万股 | -25.7万股-34.06% | 减仓 |
| EEMBRAER S.AFGM |
| 1.38% | 1.51% | $1.34亿 | 209.8万股 | $1.26亿 | 211.9万股 | -2.1万股-1.00% | 减仓 |
 Arista网络ANET |
| 1.34% | 1.17% | $1.30亿 | 76.3万股 | $9,788.3万 | 79.7万股 | -3.4万股-4.26% | 减仓 |
 英特尔INTC |
| 1.26% | 0.28% | $1.22亿 | 87.4万股 | $2,299.7万 | 52.1万股 | +35.3万股+67.66% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 1.25% | 0.99% | $1.21亿 | 46.4万股 | $8,273.3万 | 47.1万股 | -7,448股-1.58% | 减仓 |
| TTOAST CL ATOST |
| 1.14% | 1.29% | $1.10亿 | 395.7万股 | $1.08亿 | 406.9万股 | -11.2万股-2.75% | 减仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 1.12% | 1.37% | $1.08亿 | 53.7万股 | $1.14亿 | 56.5万股 | -2.7万股-4.86% | 减仓 |
| BBBB FOODSTBBB |
| 1.08% | 1.08% | $1.05亿 | 251.8万股 | $9,034.3万 | 255.4万股 | -3.7万股-1.43% | 减仓 |
 SPHERE ENTERTAINMENTSPHR |
| 1% | 0.79% | $9,650.6万 | 55.8万股 | $6,591.5万 | 56.1万股 | -3,715股-0.66% | 减仓 |
 NEW YORK TIMES MTN BENYT |
| 0.97% | 1.36% | $9,373.3万 | 133.9万股 | $1.14亿 | 135.6万股 | -1.7万股-1.26% | 减仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.96% | 1.65% | $9,266.8万 | 91.3万股 | $1.37亿 | 117.4万股 | -26.1万股-22.23% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.93% | 1.15% | $9,036.4万 | 5.3万股 | $9,605.1万 | 5.6万股 | -2,315股-4.17% | 减仓 |
 AFFIRM COM CL AAFRM |
| 0.93% | 0.53% | $9,036.4万 | 110.8万股 | $4,389.6万 | 95.8万股 | +15.0万股+15.67% | 加仓 |
| QQXOQXO |
| 0.85% | 1.4% | $8,274.4万 | 478.8万股 | $1.16亿 | 598.9万股 | -120.0万股-20.04% | 减仓 |
 XOMETRYXMTR |
| 0.85% | 0.45% | $8,273.2万 | 85.7万股 | $3,762.1万 | 92.1万股 | -6.4万股-6.95% | 减仓 |
 阿里拉姆制药ALNY |
| 0.84% | 1.11% | $8,099.2万 | 26.9万股 | $9,267.4万 | 28.0万股 | -1.1万股-3.94% | 减仓 |
| AACM RESHACMR |
| 0.83% | 0.03% | $8,083.6万 | 63.7万股 | $280.3万 | 7.1万股 | +56.6万股+794.18% | 加仓 |
| MMDA SPACEMDA |
| 0.72% | 0.59% | $6,931.7万 | 167.9万股 | $4,892.2万 | 193.2万股 | -25.3万股-13.09% | 减仓 |
 SIRIUSPOINTSPNT |
| 0.71% | 0.76% | $6,875.2万 | 286.5万股 | $6,345.3万 | 294.6万股 | -8.1万股-2.75% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.71% | 0.64% | $6,864.3万 | 48.0万股 | $5,362.8万 | 42.5万股 | +5.5万股+12.95% | 加仓 |
| GGAPGAP |
| 0.71% | 1.07% | $6,838.3万 | 366.1万股 | $8,886.4万 | 367.2万股 | -1.1万股-0.31% | 减仓 |
| EElbit Systems LtdESLT |
| 0.69% | 1.14% | $6,650.0万 | 8.8万股 | $9,483.0万 | 11.2万股 | -2.4万股-21.52% | 减仓 |
| DDOORDASHDASH |
| 0.68% | 0.06% | $6,632.8万 | 35.9万股 | $483.1万 | 3.2万股 | +32.7万股+1,017.22% | 加仓 |
 PORCHPRCH |
| 0.68% | 0.36% | $6,590.5万 | 438.2万股 | $2,993.4万 | 417.5万股 | +20.7万股+4.96% | 加仓 |
 FRANCO NEVFNV |
| 0.67% | 1% | $6,476.1万 | 31.1万股 | $8,342.9万 | 33.8万股 | -2.7万股-8.00% | 减仓 |
 REDDIT CL ARDDT |
| 0.66% | 0.61% | $6,358.5万 | 36.6万股 | $5,065.4万 | 37.6万股 | -9,876股-2.63% | 减仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 0.64% | 0.64% | $6,228.8万 | 359.0万股 | $5,339.1万 | 354.8万股 | +4.3万股+1.20% | 加仓 |
 雷神技术RTX |
| 0.61% | — | $5,928.5万 | 31.2万股 | $0 | 0股 | +31.2万股 | 新买入 |
| NNLIGHTLASR |
| 0.6% | 0.54% | $5,855.0万 | 84.1万股 | $4,483.4万 | 78.6万股 | +5.5万股+6.96% | 加仓 |
| DDUOLINGODUOL |
| 0.6% | 0.6% | $5,778.0万 | 50.2万股 | $5,012.8万 | 50.9万股 | -6,206股-1.22% | 减仓 |
 BOOT BARNBOOT |
| 0.58% | 0.61% | $5,657.8万 | 34.4万股 | $5,090.2万 | 34.8万股 | -3,365股-0.97% | 减仓 |
 LPL金融LPLA |
| 0.56% | 0.7% | $5,437.5万 | 19.3万股 | $5,857.9万 | 19.5万股 | -1,689股-0.87% | 减仓 |
