 亚马逊AMZN |
| 22.3% | 19.27% | $5,507.8万 | 23.1万股 | $4,897.1万 | 23.5万股 | -4,044股-1.72% | 减仓 |
 Meta平台META |
| 17.75% | 16.83% | $4,383.5万 | 7.8万股 | $4,275.6万 | 7.5万股 | +3,087股+4.13% | 加仓 |
| DDYNATRACEDT |
| 11.18% | 8.48% | $2,762.3万 | 62.9万股 | $2,154.9万 | 58.3万股 | +4.6万股+7.96% | 加仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 10.95% | 9.72% | $2,705.3万 | 66.6万股 | $2,470.2万 | 43.3万股 | +23.3万股+53.68% | 加仓 |
 万事达MA |
| 9.71% | 9.66% | $2,398.3万 | 4.7万股 | $2,455.6万 | 4.9万股 | -2,450股-4.99% | 减仓 |
 BIO-TECHNETECH |
| 9.39% | 8.09% | $2,320.4万 | 32.8万股 | $2,056.8万 | 39.4万股 | -6.5万股-16.55% | 减仓 |
 优步UBER |
| 7.59% | 7.29% | $1,874.8万 | 26.0万股 | $1,852.0万 | 25.7万股 | +2,336股+0.91% | 加仓 |
 微软MSFT |
| 5.86% | 5.65% | $1,447.2万 | 3.9万股 | $1,436.2万 | 3.9万股 | 00.00% | 持仓不变 |
| CCHEWY CL ACHWY |
| 2.59% | 3.46% | $640.6万 | 32.6万股 | $880.2万 | 32.6万股 | 00.00% | 持仓不变 |
 OKTA CLASS AOKTA |
| 2.43% | 9.88% | $600.8万 | 4.4万股 | $2,509.6万 | 31.9万股 | -27.5万股-86.19% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.21% | $61.5万 | 824股 | $53.6万 | 824股 | 00.00% | 持仓不变 |
