| GGLOBAL E ONLINEGLBE |
| 15.97% | 14.69% | $2,067.9万 | 59.5万股 | $1,836.9万 | 59.5万股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 14.46% | 16.15% | $1,872.5万 | 107.8万股 | $2,020.0万 | 107.0万股 | +8,123股+0.76% | 加仓 |
 GROCERY OUTLETGO |
| 12.48% | 9.13% | $1,616.0万 | 161.9万股 | $1,141.6万 | 161.9万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 12.07% | 15.05% | $1,562.7万 | 4.2万股 | $1,882.6万 | 5.1万股 | -8,966股-17.63% | 减仓 |
| KKLARNAKLAR |
| 10.79% | 7.23% | $1,397.3万 | 69.0万股 | $903.7万 | 69.0万股 | 00.00% | 持仓不变 |
 FLUTTER ENTMTFLUT |
| 10.64% | 10.99% | $1,376.9万 | 13.5万股 | $1,373.9万 | 13.5万股 | 00.00% | 持仓不变 |
| GGOOSEHEAD INS INC CLASS AGSHD |
| 10.09% | 9.19% | $1,306.2万 | 26.9万股 | $1,148.9万 | 26.9万股 | 00.00% | 持仓不变 |
| BBLEND LABS INC CL ABLND |
| 8.38% | 8.62% | $1,084.7万 | 634.3万股 | $1,078.4万 | 634.3万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 3.17% | — | $410.5万 | 8,595股 | $0 | 0股 | +8,595股 | 新买入 |
| SSHENANDOAH TELECOMMUNICATIONSHEN |
| 1.95% | 8.96% | $252.1万 | 16.7万股 | $1,120.2万 | 72.6万股 | -55.9万股-76.99% | 减仓 |
