 英伟达NVDA |
| 52.97% | 47.85% | $2.96亿 | 147.9万股 | $2.58亿 | 147.9万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 21.71% | 22.85% | $1.21亿 | 21.5万股 | $1.23亿 | 21.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 20.6% | 21.19% | $1.15亿 | 30.8万股 | $1.14亿 | 30.8万股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 0.96% | 0.73% | $534.9万 | 2.1万股 | $394.9万 | 3.3万股 | -1.3万股-38.59% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.81% | 0.53% | $451.8万 | 1.8万股 | $283.6万 | 1.9万股 | -1,051股-5.59% | 减仓 |
 BlockXYZ |
| 0.64% | 0.54% | $354.8万 | 4.7万股 | $293.3万 | 4.9万股 | -2,048股-4.20% | 减仓 |
 REDDIT CL ARDDT |
| 0.63% | 0.49% | $350.9万 | 2.0万股 | $262.2万 | 1.9万股 | +746股+3.83% | 加仓 |
 ShopifySHOP |
| 0.57% | 0.52% | $317.4万 | 2.8万股 | $280.9万 | 2.4万股 | +4,110股+17.35% | 加仓 |
 CloudflareNET |
| 0.49% | 0.08% | $273.4万 | 1.1万股 | $40.8万 | 1,977股 | +9,168股+463.73% | 加仓 |
| MMONDAY COMMNDY |
| 0.41% | 0.43% | $230.0万 | 3.2万股 | $233.1万 | 3.4万股 | -1,962股-5.82% | 减仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 0.22% | 0.34% | $124.7万 | 3.1万股 | $183.2万 | 3.2万股 | -1,434股-4.46% | 减仓 |
