| WWYNDHAM HOTELS & RESORTSWH |
| 7.16% | 2.53% | $5,930.3万 | 70.4万股 | $2,177.6万 | 26.8万股 | +43.6万股+162.69% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 5.18% | — | $4,285.0万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
 自由媒体FWONK |
| 5.12% | 4.4% | $4,241.7万 | 44.6万股 | $3,783.0万 | 44.5万股 | +880股+0.20% | 加仓 |
 德州仪器TXN |
| 4.56% | — | $3,778.5万 | 12.7万股 | $0 | 0股 | +12.7万股 | 新买入 |
 台积电TSM |
| 4.45% | 5.65% | $3,685.0万 | 7.7万股 | $4,854.2万 | 14.4万股 | -6.6万股-46.28% | 减仓 |
| DDOORDASHDASH |
| 4.09% | 1.87% | $3,388.6万 | 18.4万股 | $1,606.7万 | 10.7万股 | +7.7万股+71.61% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 4.07% | 1.15% | $3,367.9万 | 13.5万股 | $991.8万 | 5.0万股 | +8.5万股+168.30% | 加仓 |
 OUTFRONT MEDIAOUT |
| 3.88% | 1.82% | $3,211.8万 | 98.0万股 | $1,563.6万 | 59.0万股 | +39.0万股+66.16% | 加仓 |
 WAYFAIRW |
| 3.7% | — | $3,065.0万 | 33.2万股 | $0 | 0股 | +33.2万股 | 新买入 |
 BOOKING COMBKNG |
| 3.53% | 2.7% | $2,918.3万 | 16.4万股 | $2,322.0万 | 5,515股 | +15.8万股+2,868.83% | 加仓 |
 阿斯麦ASML |
| 3.33% | 3.46% | $2,757.0万 | 1.4万股 | $2,978.2万 | 2.3万股 | -8,690股-38.54% | 减仓 |
 谷歌AGOOGL |
| 3.21% | 3.87% | $2,660.6万 | 7.4万股 | $3,327.0万 | 11.6万股 | -4.1万股-35.65% | 减仓 |
 亚马逊AMZN |
| 3.21% | 2.47% | $2,654.1万 | 11.1万股 | $2,119.6万 | 10.2万股 | +9,583股+9.42% | 加仓 |
 沃尔玛WMT |
| 3.07% | 1.76% | $2,537.4万 | 22.4万股 | $1,512.6万 | 12.2万股 | +10.2万股+84.07% | 加仓 |
 MONGODB CL AMDB |
| 3.05% | — | $2,523.1万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 家得宝HD |
| 3.03% | 1.17% | $2,511.2万 | 7.1万股 | $1,002.6万 | 3.0万股 | +4.1万股+133.56% | 加仓 |
 TwilioTWLO |
| 2.8% | — | $2,316.1万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
 ShopifySHOP |
| 2.73% | — | $2,262.6万 | 19.8万股 | $0 | 0股 | +19.8万股 | 新买入 |
 阿卡迈AKAM |
| 2.67% | 2.94% | $2,206.6万 | 18.7万股 | $2,528.4万 | 22.0万股 | -3.3万股-15.21% | 减仓 |
 BURLINGTON STORES COMBURL |
| 2.5% | 3.68% | $2,066.8万 | 6.5万股 | $3,160.7万 | 9.7万股 | -3.2万股-32.84% | 减仓 |
 SBA通信SBAC |
| 2.43% | — | $2,009.1万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 LOWES COS COMLOW |
| 2.35% | — | $1,942.2万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
 AMD超威AMD |
| 2.31% | — | $1,911.5万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 AMERICAN TOWER COMAMT |
| 2.2% | — | $1,820.0万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 2.11% | — | $1,745.4万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 应用材料AMAT |
| 1.85% | 3.44% | $1,529.1万 | 2.1万股 | $2,957.4万 | 8.7万股 | -6.5万股-75.56% | 减仓 |
| OONTO INNOVATIONONTO |
| 1.73% | 0.38% | $1,433.1万 | 3.8万股 | $330.6万 | 1.6万股 | +2.2万股+134.90% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.67% | 4.14% | $1,381.4万 | 3.0万股 | $3,560.6万 | 7.3万股 | -4.3万股-59.03% | 减仓 |
 博通AVGO |
| 1.52% | 5.32% | $1,259.1万 | 3.3万股 | $4,572.9万 | 14.8万股 | -11.4万股-77.44% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.35% | — | $1,121.0万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 ZoomZM |
| 1.34% | 2.13% | $1,109.5万 | 12.9万股 | $1,833.6万 | 22.8万股 | -10.0万股-43.64% | 减仓 |
 TJXTJX |
| 1.29% | 1.75% | $1,066.1万 | 7.0万股 | $1,501.7万 | 9.4万股 | -2.4万股-25.16% | 减仓 |
 ROSS STORES COMROST |
| 1.12% | 2.15% | $927.1万 | 4.4万股 | $1,844.6万 | 8.5万股 | -4.2万股-48.85% | 减仓 |
| SSANDISK COMSNDK |
| 0.74% | — | $609.4万 | 2,680股 | $0 | 0股 | +2,680股 | 新买入 |
 NEBIUSNBIS |
| 0.35% | — | $290.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 ServiceNowNOW |
| 0.31% | — | $256.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
