 谷歌AGOOGL |
| 10.56% | 7.18% | $4,021.8万 | 11.3万股 | $1,884.7万 | 6.6万股 | +4.7万股+71.71% | 加仓 |
 美光科技MU |
| 9.4% | 5.8% | $3,578.3万 | 3.1万股 | $1,520.3万 | 4.5万股 | -1.4万股-31.11% | 减仓 |
 AMD超威AMD |
| 9.27% | 4.71% | $3,531.9万 | 6.1万股 | $1,236.9万 | 6.1万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 9% | 4.34% | $3,425.7万 | 11.5万股 | $1,139.1万 | 11.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 8.3% | 5.12% | $3,161.4万 | 15.8万股 | $1,342.9万 | 7.7万股 | +8.1万股+105.19% | 加仓 |
 微软MSFT |
| 7.49% | 10.79% | $2,853.6万 | 7.7万股 | $2,831.8万 | 7.7万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 6.88% | 7.38% | $2,621.7万 | 11.0万股 | $1,936.9万 | 9.3万股 | +1.7万股+18.28% | 加仓 |
 苹果AAPL |
| 5.47% | 5.32% | $2,083.4万 | 7.2万股 | $1,395.8万 | 5.5万股 | +1.7万股+30.91% | 加仓 |
| PPAYMENTUSPAY |
| 4.65% | 7.1% | $1,772.1万 | 73.3万股 | $1,863.0万 | 73.3万股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 4.09% | 2.24% | $1,557.5万 | 6.1万股 | $588.2万 | 3.9万股 | +2.2万股+56.92% | 加仓 |
 PAN AMERN SILVERPAAS |
| 3.35% | 5.96% | $1,276.8万 | 28.6万股 | $1,564.2万 | 28.6万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 2.94% | 3.99% | $1,121.3万 | 17.8万股 | $1,048.0万 | 17.8万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 2.92% | 3.7% | $1,112.3万 | 7.1万股 | $970.7万 | 5.2万股 | +1.9万股+36.54% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 2.51% | 2.59% | $957.6万 | 10.5万股 | $678.4万 | 10.5万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 2.43% | 2.87% | $924.7万 | 5.0万股 | $752.4万 | 5.0万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 2.1% | 1.91% | $799.2万 | 8.1万股 | $501.8万 | 4.8万股 | +3.3万股+67.71% | 加仓 |
 明晟MSCI |
| 1.64% | 2.3% | $625.6万 | 1.1万股 | $602.1万 | 1.1万股 | 00.00% | 持仓不变 |
 NeurocrineNBIX |
| 1.35% | 1.53% | $512.3万 | 3.0万股 | $400.5万 | 3.0万股 | 00.00% | 持仓不变 |
| DDeckersSGVT |
| 1.33% | 4.51% | $507.5万 | 5.1万股 | $1,182.2万 | 11.8万股 | -6.7万股-56.73% | 减仓 |
 SYNDAX PHARMACEUTICALSSNDX |
| 1.15% | 1.78% | $437.2万 | 20.0万股 | $467.2万 | 20.0万股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 1.04% | 1.91% | $395.0万 | 3.8万股 | $501.6万 | 3.8万股 | 00.00% | 持仓不变 |
 STELLANTIS N.V SHSSTLA |
| 0.59% | 1.05% | $225.6万 | 40.0万股 | $276.1万 | 40.0万股 | 00.00% | 持仓不变 |
 LOGITECH INTL SHSLOGI |
| 0.58% | 1.29% | $221.5万 | 2.4万股 | $339.7万 | 3.8万股 | -1.4万股-36.97% | 减仓 |
 NURIX THERAPEUTICSNRIX |
| 0.54% | 0.5% | $206.2万 | 8.5万股 | $131.8万 | 8.5万股 | 00.00% | 持仓不变 |
| TTIDEWATER NEWTDW |
| 0.17% | 0.31% | $64.8万 | 9,727股 | $81.3万 | 9,727股 | 00.00% | 持仓不变 |
 ARVINASARVN |
| 0.13% | 0.23% | $47.8万 | 5.8万股 | $61.0万 | 5.8万股 | 00.00% | 持仓不变 |
| CC4 THERAPEUTICS INC COM STKCCCC |
| 0.1% | 0.09% | $39.7万 | 8.5万股 | $22.4万 | 8.5万股 | 00.00% | 持仓不变 |
