| AALTERYX INCAYXEUR |
| 6.1% | 5.18% | $1,721.4万 | 24.1万股 | $2,863.6万 | 40.0万股 | -16.0万股-39.89% | 减仓 |
| TTWITTER INCTWTR |
| 6.02% | 5.08% | $1,698.7万 | 43.9万股 | $2,807.2万 | 72.6万股 | -28.7万股-39.49% | 减仓 |
 赛富时CRM |
| 5.69% | 4.82% | $1,605.4万 | 7.6万股 | $2,660.7万 | 12.5万股 | -5.0万股-39.66% | 减仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 5.67% | 4.82% | $1,600.4万 | 16.9万股 | $2,661.2万 | 28.1万股 | -11.2万股-39.86% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.64% | 4.77% | $1,591.4万 | 5,698股 | $2,636.9万 | 9,441股 | -3,743股-39.65% | 减仓 |
 微软MSFT |
| 5.61% | 4.72% | $1,582.9万 | 5.1万股 | $2,605.6万 | 8.5万股 | -3.3万股-39.25% | 减仓 |
 Meta平台META |
| 5.55% | 4.71% | $1,565.3万 | 7.0万股 | $2,601.8万 | 11.7万股 | -4.7万股-39.84% | 减仓 |
 BOOKING COMBKNG |
| 5.51% | 4.69% | $1,554.4万 | 6,619股 | $2,589.6万 | 1.1万股 | -4,408股-39.97% | 减仓 |
 星巴克SBUX |
| 5.41% | 4.61% | $1,527.4万 | 16.8万股 | $2,547.4万 | 28.0万股 | -11.2万股-40.04% | 减仓 |
| EELASTICESTC |
| 5.15% | 4.37% | $1,451.9万 | 16.3万股 | $2,416.2万 | 27.2万股 | -10.8万股-39.91% | 减仓 |
 ADOBE COMADBE |
| 5.1% | 4.34% | $1,439.9万 | 3.2万股 | $2,394.8万 | 5.3万股 | -2.1万股-39.87% | 减仓 |
 耐克NKE |
| 5.05% | 4.26% | $1,424.3万 | 10.6万股 | $2,352.7万 | 17.5万股 | -6.9万股-39.46% | 减仓 |
| CCARMAXKMX |
| 4.84% | 4.06% | $1,365.3万 | 14.2万股 | $2,241.0万 | 23.2万股 | -9.1万股-39.08% | 减仓 |
 PAYPAL COMPYPL |
| 3.52% | 4.91% | $994.2万 | 14.2万股 | $2,713.8万 | 23.5万股 | -9.3万股-39.48% | 减仓 |
 ZILLOW CL AZ |
| 3.14% | 4.07% | $885.2万 | 27.7万股 | $2,245.6万 | 45.6万股 | -17.9万股-39.28% | 减仓 |
 WorkdayWDAY |
| 3.06% | 4.44% | $864.3万 | 6.2万股 | $2,452.3万 | 10.2万股 | -4.1万股-39.72% | 减仓 |
| RRHRH |
| 2.98% | 3.9% | $840.2万 | 4.0万股 | $2,153.4万 | 6.6万股 | -2.6万股-39.98% | 减仓 |
 NETFLIXNFLX |
| 2.47% | 4.43% | $696.4万 | 4.0万股 | $2,448.4万 | 6.5万股 | -2.6万股-39.12% | 减仓 |
| QQUALTRICS INTL INC |
| 2.35% | 4.26% | $661.6万 | 50.9万股 | $2,350.8万 | 82.3万股 | -31.4万股-38.19% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.94% | 1.22% | $547.0万 | 4.3万股 | $674.9万 | 5.3万股 | -9,964股-18.95% | 减仓 |
 AXON ENTERPRISEAXON |
| 1.79% | 1.14% | $504.4万 | 3.7万股 | $628.9万 | 4.6万股 | -9,043股-19.80% | 减仓 |
| PPAGERDUTYPD |
| 1.63% | 1.04% | $459.8万 | 13.4万股 | $573.2万 | 16.8万股 | -3.3万股-19.78% | 减仓 |
 MATCH NEWMTCH |
| 1.23% | 1.21% | $347.8万 | 5.0万股 | $668.3万 | 6.1万股 | -1.2万股-19.16% | 减仓 |
 ROKU COM CL AROKU |
| 1.19% | 1.15% | $336.6万 | 4.1万股 | $637.4万 | 5.1万股 | -9,829股-19.32% | 减仓 |
| EEVERBRIDGE INC |
| 1.14% | 1.13% | $322.7万 | 11.5万股 | $624.6万 | 14.3万股 | -2.8万股-19.48% | 减仓 |
| QQ2QTWO |
| 1.12% | 1.12% | $316.2万 | 8.1万股 | $620.9万 | 10.1万股 | -2.0万股-19.51% | 减仓 |
| HHEALTH CATALYST INC COMHCAT |
| 0.91% | 1.08% | $257.0万 | 18.4万股 | $594.0万 | 22.7万股 | -4.4万股-19.26% | 减仓 |
 亚马逊AMZN |
| 0.17% | 4.47% | $48.3万 | 4,555股 | $2,467.4万 | 7,569股 | -3,014股-39.82% | 减仓 |
