 OSCAR HEALTHOSCR |
| 20.22% | 14.22% | $7,346.3万 | 257.6万股 | $2,972.8万 | 259.2万股 | -1.6万股-0.62% | 减仓 |
| IINFLEQTIONINFQ |
| 15.82% | — | $5,747.9万 | 431.5万股 | $0 | 0股 | +431.5万股 | 新买入 |
 台积电TSM |
| 7.1% | 10.1% | $2,580.1万 | 5.4万股 | $2,111.3万 | 6.2万股 | -8,449股-13.52% | 减仓 |
 VertivVRT |
| 5.48% | 8.54% | $1,991.8万 | 5.9万股 | $1,785.0万 | 7.1万股 | -1.2万股-16.49% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 5.15% | 4.78% | $1,869.9万 | 33.5万股 | $999.5万 | 34.1万股 | -6,714股-1.97% | 减仓 |
 ROBLOX CL ARBLX |
| 4.02% | 3.53% | $1,461.4万 | 26.9万股 | $738.5万 | 13.1万股 | +13.8万股+105.82% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 4% | 3.79% | $1,453.4万 | 14.6万股 | $792.6万 | 10.2万股 | +4.4万股+42.71% | 加仓 |
 AMD超威AMD |
| 3.97% | 0.01% | $1,444.1万 | 2.5万股 | $1.1万 | 55股 | +2.5万股+45,100.00% | 加仓 |
 Arista网络ANET |
| 3.56% | 4.51% | $1,294.6万 | 7.6万股 | $943.0万 | 7.7万股 | -597股-0.78% | 减仓 |
| AAPPLOVINAPP |
| 3.56% | 3.94% | $1,294.1万 | 2.5万股 | $823.4万 | 2.1万股 | +4,429股+21.41% | 加仓 |
 LumentumLITE |
| 3.5% | 3.84% | $1,272.8万 | 1.5万股 | $802.6万 | 1.1万股 | +3,414股+29.89% | 加仓 |
 RobinhoodHOOD |
| 3.23% | 3.96% | $1,174.9万 | 11.7万股 | $828.3万 | 12.0万股 | -2,364股-1.98% | 减仓 |
 CloudflareNET |
| 3.23% | 4.26% | $1,174.5万 | 4.8万股 | $891.0万 | 4.3万股 | +4,706股+10.90% | 加仓 |
 CrowdStrikeCRWD |
| 3.14% | 4.23% | $1,142.5万 | 1.5万股 | $883.7万 | 2.3万股 | -7,664股-33.86% | 减仓 |
 GE VernovaGEV |
| 2.8% | 0.01% | $1,017.7万 | 8,662股 | $2.4万 | 27股 | +8,635股+31,981.48% | 加仓 |
| SSANDISK COMSNDK |
| 2.39% | — | $869.2万 | 3,823股 | $0 | 0股 | +3,823股 | 新买入 |
 帕兰提尔PLTR |
| 2.21% | 4.18% | $802.4万 | 6.9万股 | $874.2万 | 6.0万股 | +9,011股+15.08% | 加仓 |
 DatadogDDOG |
| 2.2% | 3.62% | $798.0万 | 3.1万股 | $757.9万 | 6.4万股 | -3.4万股-52.26% | 减仓 |
| TTOAST CL ATOST |
| 1.93% | 5.46% | $702.8万 | 25.3万股 | $1,142.3万 | 43.1万股 | -17.8万股-41.37% | 减仓 |
| SSAMSARA INC CLASS AIOT |
| 1.57% | 4.92% | $569.7万 | 17.6万股 | $1,029.3万 | 32.5万股 | -14.9万股-45.91% | 减仓 |
| EETHOS TECHNOLOGIESLIFE |
| 0.59% | — | $216.1万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
 英伟达NVDA |
| 0.04% | 0.07% | $15.3万 | 764股 | $15.5万 | 889股 | -125股-14.06% | 减仓 |
 苹果AAPL |
| 0.04% | 0.05% | $14.2万 | 491股 | $10.9万 | 430股 | +61股+14.19% | 加仓 |
 谷歌AGOOGL |
| 0.04% | — | $14.2万 | 397股 | $0 | 0股 | +397股 | 新买入 |
 微软MSFT |
| 0.03% | 0.03% | $9.5万 | 255股 | $7.0万 | 190股 | +65股+34.21% | 加仓 |
 亚马逊AMZN |
| 0.02% | 0.03% | $8.4万 | 353股 | $6.2万 | 297股 | +56股+18.86% | 加仓 |
 博通AVGO |
| 0.02% | 0.03% | $7.2万 | 191股 | $5.5万 | 179股 | +12股+6.70% | 加仓 |
 美光科技MU |
| 0.02% | 0.01% | $7.2万 | 62股 | $1.5万 | 44股 | +18股+40.91% | 加仓 |
 Meta平台META |
| 0.02% | 0.03% | $6.4万 | 114股 | $6.5万 | 114股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.01% | 0.02% | $4.7万 | 111股 | $4.1万 | 111股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.01% | 0.01% | $3.6万 | 50股 | $1.7万 | 50股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.01% | 0.01% | $3.3万 | 77股 | $1.3万 | 63股 | +14股+22.22% | 加仓 |
 英特尔INTC |
| 0.01% | — | $2.9万 | 211股 | $0 | 0股 | +211股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 0.01% | — | $2.4万 | 12股 | $0 | 0股 | +12股 | 新买入 |
 JFROGFROG |
| 0.01% | — | $2.3万 | 255股 | $0 | 0股 | +255股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.01% | 0.01% | $2.2万 | 55股 | $1.3万 | 41股 | +14股+34.15% | 加仓 |
 TwilioTWLO |
| 0.01% | — | $2.1万 | 101股 | $0 | 0股 | +101股 | 新买入 |
 ShopifySHOP |
| 0.01% | 0.01% | $1.9万 | 170股 | $2.9万 | 241股 | -71股-29.46% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| <0.01% | 3% | $1.6万 | 62股 | $628.2万 | 4.2万股 | -4.2万股-99.85% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| <0.01% | 0.01% | $1.5万 | 82股 | $1.3万 | 135股 | -53股-39.26% | 减仓 |
| Q高通QCOM |
| <0.01% | — | $1.2万 | 63股 | $0 | 0股 | +63股 | 新买入 |
 优步UBER |
| <0.01% | 0.01% | $1.2万 | 161股 | $1.2万 | 161股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| <0.01% | — | $1.1万 | 151股 | $0 | 0股 | +151股 | 新买入 |
