 联合健康UNH |
| 6.57% | 6.68% | $781.5万 | 2.0万股 | $800.9万 | 2.0万股 | 00.00% | 持仓不变 |
| FFIVE9FIVN |
| 5.37% | 6.12% | $639.0万 | 4.0万股 | $733.6万 | 4.0万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 5.35% | 4.83% | $636.6万 | 1.2万股 | $578.4万 | 1.2万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 5.23% | 4.02% | $622.7万 | 1.3万股 | $482.4万 | 1.3万股 | 00.00% | 持仓不变 |
 MICROCHIP TECHNOLOGYMCHP |
| 5.03% | 4.87% | $598.6万 | 3.9万股 | $584.0万 | 3.9万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 4.62% | 4.84% | $549.8万 | 1.6万股 | $579.7万 | 1.6万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 4.5% | 4.33% | $535.2万 | 1.6万股 | $518.7万 | 1.6万股 | 00.00% | 持仓不变 |
| LLabcorpLH |
| 4.49% | 4.37% | $534.7万 | 1.9万股 | $524.1万 | 1.9万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 4.49% | 4.07% | $534.7万 | 2,000股 | $488.4万 | 2,000股 | 00.00% | 持仓不变 |
 博通AVGO |
| 4.07% | 3.98% | $484.9万 | 1.0万股 | $476.8万 | 1.0万股 | 00.00% | 持仓不变 |
| NNUANCE COMMUNICATIONS INC |
| 3.7% | 3.63% | $440.3万 | 8.0万股 | $435.5万 | 8.0万股 | 00.00% | 持仓不变 |
| RRINGCENTRALRNG |
| 3.47% | 4.61% | $413.3万 | 1.9万股 | $552.1万 | 1.9万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 3.21% | 3.13% | $381.9万 | 4.5万股 | $375.5万 | 4.5万股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 3.15% | 2.99% | $374.8万 | 1.5万股 | $358.1万 | 1.5万股 | 00.00% | 持仓不变 |
| FFIREEYE INC |
| 3.14% | 3.54% | $373.8万 | 21.0万股 | $424.6万 | 21.0万股 | 00.00% | 持仓不变 |
 阿卡迈AKAM |
| 3.08% | 3.4% | $366.1万 | 3.5万股 | $408.1万 | 3.5万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.85% | 2.9% | $339.4万 | 1.0万股 | $347.7万 | 1.0万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 2.84% | — | $337.6万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 谷歌AGOOGL |
| 2.69% | 2.52% | $320.6万 | 1,203股 | $301.5万 | 1,203股 | 00.00% | 持仓不变 |
| CCLOUDERA INC |
| 2.69% | 2.65% | $320.2万 | 20.1万股 | $318.0万 | 20.1万股 | 00.00% | 持仓不变 |
| MMAXLINEARMXL |
| 2.48% | 2.13% | $295.5万 | 6.0万股 | $254.9万 | 6.0万股 | 00.00% | 持仓不变 |
| CCHEGG INC COMCHGG |
| 2.4% | 2.91% | $285.7万 | 4.2万股 | $349.1万 | 4.2万股 | 00.00% | 持仓不变 |
 CROWN CASTLE COMCCI |
| 2.18% | 2.44% | $260.0万 | 1.5万股 | $292.7万 | 1.5万股 | 00.00% | 持仓不变 |
| NNEW RELIC INCNEWREUR |
| 1.81% | 1.68% | $215.3万 | 3.0万股 | $200.9万 | 3.0万股 | 00.00% | 持仓不变 |
 UPWORKUPWK |
| 1.7% | 2.19% | $202.6万 | 4.5万股 | $262.3万 | 4.5万股 | 00.00% | 持仓不变 |
 OOMA INC COMOOMA |
| 1.56% | 1.57% | $186.1万 | 10.0万股 | $188.6万 | 10.0万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 1.49% | 2.27% | $177.7万 | 1.2万股 | $272.1万 | 1.2万股 | 00.00% | 持仓不变 |
 GREEN DOT CORP CL AGDOT |
| 1.48% | 1.37% | $176.2万 | 3.5万股 | $164.0万 | 3.5万股 | 00.00% | 持仓不变 |
| NNATUS MED INC DEL COM |
| 1.48% | 1.52% | $175.6万 | 7.0万股 | $181.9万 | 7.0万股 | 00.00% | 持仓不变 |
| SSPLUNK INCORPORATEDSPLK |
| 1.46% | 1.45% | $173.7万 | 1.2万股 | $173.5万 | 1.2万股 | 00.00% | 持仓不变 |
| WWALKME LTD ORD SHS |
| 1.25% | — | $148.8万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| ZZUORA INCZUOUSD |
| 0.17% | 0.18% | $20.7万 | 1.3万股 | $21.6万 | 1.3万股 | 00.00% | 持仓不变 |
