| SSPDR标普500 ETFSPY |
| 20.67% | — | $44.81亿 | 600.0万股 | $0 | 0股 | +600.0万股 | 新买入 |
| RREVOLUTION MEDICINES COMRVMD |
| 11.71% | 7.54% | $25.38亿 | 1,355.1万股 | $13.23亿 | 1,360.5万股 | -5.4万股-0.40% | 减仓 |
 艺电EA |
| 7.49% | — | $16.24亿 | 792.0万股 | $0 | 0股 | +792.0万股 | 新买入 |
 BridgeBioBBIO |
| 3.69% | 3.96% | $8.00亿 | 1,074.3万股 | $6.95亿 | 936.5万股 | +137.8万股+14.71% | 加仓 |
| PPROTAGONIST THERAPEUTICSPTGX |
| 3.59% | 3.81% | $7.78亿 | 634.9万股 | $6.69亿 | 634.9万股 | 00.00% | 持仓不变 |
 ExelixisEXEL |
| 3.38% | 3.21% | $7.33亿 | 1,346.8万股 | $5.62亿 | 1,311.1万股 | +35.7万股+2.72% | 加仓 |
 LIQUIDIALQDA |
| 3.08% | 1.86% | $6.67亿 | 836.5万股 | $3.27亿 | 865.6万股 | -29.1万股-3.36% | 减仓 |
 亚马逊AMZN |
| 2.9% | 5.01% | $6.28亿 | 263.3万股 | $8.79亿 | 421.8万股 | -158.5万股-37.58% | 减仓 |
 LANTHEUSLNTH |
| 2.86% | 2.41% | $6.19亿 | 558.3万股 | $4.24亿 | 558.3万股 | 00.00% | 持仓不变 |
 NateraNTRA |
| 2.78% | 3.66% | $6.02亿 | 221.8万股 | $6.41亿 | 320.7万股 | -98.9万股-30.84% | 减仓 |
 联合健康UNH |
| 2.44% | 2.81% | $5.28亿 | 127.1万股 | $4.93亿 | 182.2万股 | -55.1万股-30.26% | 减仓 |
| T赛默飞世尔TMO |
| 2.43% | 2.47% | $5.26亿 | 104.9万股 | $4.33亿 | 88.1万股 | +16.8万股+19.02% | 加仓 |
 ROIVANT SCIENCESROIV |
| 2.34% | 1.53% | $5.06亿 | 1,430.9万股 | $2.68亿 | 967.5万股 | +463.4万股+47.90% | 加仓 |
 AON SHS CL AAON |
| 2.12% | 4.62% | $4.59亿 | 138.3万股 | $8.11亿 | 251.3万股 | -113.0万股-44.98% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 2.07% | 2.67% | $4.49亿 | 1,052.1万股 | $4.69亿 | 747.1万股 | +305.1万股+40.83% | 加仓 |
 博通AVGO |
| 2.01% | 3.14% | $4.35亿 | 115.2万股 | $5.51亿 | 178.0万股 | -62.8万股-35.27% | 减仓 |
 微软MSFT |
| 1.92% | 4.95% | $4.15亿 | 111.3万股 | $8.68亿 | 234.5万股 | -123.2万股-52.54% | 减仓 |
| TTANGO THERAPEUTICSTNGX |
| 1.77% | 1.08% | $3.84亿 | 1,227.7万股 | $1.90亿 | 909.7万股 | +318.0万股+34.95% | 加仓 |
| KKKR & COMKKR |
| 1.74% | 2.46% | $3.78亿 | 411.8万股 | $4.32亿 | 467.2万股 | -55.4万股-11.85% | 减仓 |
 新思科技SNPS |
| 1.71% | 2.74% | $3.70亿 | 83.0万股 | $4.81亿 | 121.3万股 | -38.4万股-31.62% | 减仓 |
| BBEAM THERAPEUTICSBEAM |
| 1.62% | 1.38% | $3.51亿 | 1,023.6万股 | $2.42亿 | 1,013.5万股 | +10.2万股+1.00% | 加仓 |
| CCRINETICS PHARMACEUTICALS INCRNX |
| 1.55% | 1.73% | $3.36亿 | 898.9万股 | $3.03亿 | 833.8万股 | +65.1万股+7.81% | 加仓 |
 GRAILGRAL |
| 1.31% | 0.96% | $2.84亿 | 416.2万股 | $1.68亿 | 325.4万股 | +90.8万股+27.90% | 加仓 |
 西屋制动WAB |
| 1.11% | 2.29% | $2.41亿 | 89.5万股 | $4.02亿 | 160.9万股 | -71.5万股-44.42% | 减仓 |
| IIMMUNOVANTIMVT |
| 1.03% | 0.22% | $2.24亿 | 580.5万股 | $3,840.3万 | 154.6万股 | +425.9万股+275.49% | 加仓 |
| TTWIST BIOSCIENCETWST |
| 1.01% | 0.39% | $2.20亿 | 213.6万股 | $6,784.2万 | 142.8万股 | +70.9万股+49.64% | 加仓 |
 AGIOS PHARMACEUTICALSAGIO |
| 1.01% | 1.1% | $2.20亿 | 591.7万股 | $1.92亿 | 568.4万股 | +23.3万股+4.11% | 加仓 |
 ARAMARKARMK |
| 0.95% | 1.42% | $2.06亿 | 362.6万股 | $2.49亿 | 613.5万股 | -251.0万股-40.91% | 减仓 |
| B百度BIDU |
| 0.63% | 0.28% | $1.38亿 | 120.4万股 | $4,944.7万 | 44.4万股 | +76.0万股+171.25% | 加仓 |
 诺和诺德NVO |
| 0.58% | 0.16% | $1.26亿 | 261.9万股 | $2,873.9万 | 78.2万股 | +183.7万股+234.91% | 加仓 |
 ACADIA HEALTHCARE INACHC |
| 0.58% | 0.23% | $1.25亿 | 422.1万股 | $4,062.4万 | 173.7万股 | +248.4万股+143.02% | 加仓 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 0.56% | 0.39% | $1.21亿 | 173.3万股 | $6,890.0万 | 161.7万股 | +11.6万股+7.16% | 加仓 |
 阿斯利康AZN |
| 0.5% | 0.25% | $1.09亿 | 57.4万股 | $4,467.0万 | 22.6万股 | +34.8万股+153.42% | 加仓 |
 强生JNJ |
| 0.48% | 0.21% | $1.04亿 | 40.8万股 | $3,617.7万 | 14.8万股 | +26.0万股+175.68% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.38% | — | $8,329.9万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 MicroStrategy IncMSTR |
| 0.35% | 0.19% | $7,536.7万 | 8,785.8万股 | $3,287.7万 | 3,950.0万股 | +4,835.8万股+122.43% | 加仓 |
| PPARABILIS MEDICINES INCPBLS |
| 0.3% | — | $6,481.8万 | 236.8万股 | $0 | 0股 | +236.8万股 | 新买入 |
 诺华NVS |
| 0.26% | — | $5,688.9万 | 36.3万股 | $0 | 0股 | +36.3万股 | 新买入 |
 Guardant HealthGH |
| 0.22% | <0.01% | $4,834.0万 | 32.2万股 | $73.9万 | 8,000股 | +31.4万股+3,927.50% | 加仓 |
| VVNETVNET |
| 0.22% | 0.25% | $4,680.9万 | 4,500.0万股 | $4,451.6万 | 4,500.0万股 | 00.00% | 持仓不变 |
 AVALO THERAPEUTICSAVTX |
| 0.21% | 0.08% | $4,616.3万 | 249.8万股 | $1,367.6万 | 91.6万股 | +158.2万股+172.71% | 加仓 |
 JOYYJOYY |
| 0.21% | 0.19% | $4,614.0万 | 69.9万股 | $3,376.1万 | 57.8万股 | +12.1万股+20.93% | 加仓 |
| AASSEMBLY BIOSCIENCESASMB |
| 0.2% | 0.19% | $4,409.4万 | 160.5万股 | $3,406.6万 | 122.8万股 | +37.7万股+30.71% | 加仓 |
 ENANTA PHARMACEUTICALSENTA |
| 0.16% | 0.21% | $3,525.7万 | 241.8万股 | $3,627.2万 | 287.2万股 | -45.4万股-15.80% | 减仓 |
| MMAZE THERAPEUTICSMAZE |
| 0.15% | 0.06% | $3,305.7万 | 110.8万股 | $1,113.4万 | 37.3万股 | +73.5万股+197.00% | 加仓 |
 CG ONCOLOGYCGON |
| 0.13% | 0.26% | $2,842.0万 | 40.0万股 | $4,561.6万 | 67.4万股 | -27.4万股-40.65% | 减仓 |
 默沙东MRK |
| 0.12% | 0.25% | $2,557.2万 | 19.9万股 | $4,342.5万 | 36.1万股 | -16.2万股-44.88% | 减仓 |
| WWARBY PARKERWRBY |
| 0.12% | — | $2,512.2万 | 82.8万股 | $0 | 0股 | +82.8万股 | 新买入 |
| PPERCEPTIVE CAP SOLUTIONS COR |
| 0.11% | 0.14% | $2,448.0万 | 225.0万股 | $2,468.3万 | 225.0万股 | 00.00% | 持仓不变 |
| KKAILERA THERAPEUTICS INCKLRA |
| 0.11% | — | $2,423.3万 | 110.0万股 | $0 | 0股 | +110.0万股 | 新买入 |
