| EECHOSTAR CORP CLASS CLASS AECHO |
| 19.03% | 24.84% | $4,283.3万 | 42.2万股 | $4,940.4万 | 42.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 12.85% | 12.7% | $2,891.1万 | 12.1万股 | $2,526.3万 | 12.1万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 11.2% | 12.58% | $2,521.6万 | 6.8万股 | $2,502.3万 | 6.8万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 10.61% | 7.97% | $2,387.3万 | 1.2万股 | $1,585.0万 | 1.2万股 | 00.00% | 持仓不变 |
| VVALMONT INDSVMI |
| 8.47% | 6.63% | $1,906.1万 | 3.3万股 | $1,318.6万 | 3.3万股 | 00.00% | 持仓不变 |
| QQXOQXO |
| 6.1% | 7.76% | $1,373.8万 | 79.5万股 | $1,543.9万 | 79.5万股 | 00.00% | 持仓不变 |
| AAIRJOULE TECHNOLOGIES CORP CL AAIRJ |
| 5.61% | 2.75% | $1,263.5万 | 228.1万股 | $547.6万 | 218.2万股 | +9.9万股+4.54% | 加仓 |
 GeneracGNRC |
| 4.16% | 3.14% | $937.0万 | 3.2万股 | $625.1万 | 3.2万股 | 00.00% | 持仓不变 |
 FLOWSERVEFLS |
| 4.12% | 4.62% | $927.0万 | 12.5万股 | $918.9万 | 12.5万股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 3.67% | 3.61% | $825.9万 | 6,200股 | $718.6万 | 6,200股 | 00.00% | 持仓不变 |
 ANTERO RESOURCESAR |
| 3.33% | 4.55% | $749.4万 | 21.3万股 | $905.1万 | 21.3万股 | 00.00% | 持仓不变 |
| VVERSIGENT PLCVGNT |
| 3.22% | — | $724.6万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 谷歌AGOOGL |
| 3.19% | 2.91% | $718.3万 | 2.0万股 | $578.0万 | 2.0万股 | 00.00% | 持仓不变 |
 EXPAND ENERGYEXE |
| 2.82% | 3.85% | $635.6万 | 7.0万股 | $765.2万 | 7.0万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 1.61% | 1.36% | $361.6万 | 1.1万股 | $270.6万 | 1.1万股 | 00.00% | 持仓不变 |
