 特斯拉TSLA |
| 13.69% | 13.7% | $5.17亿 | 122.8万股 | $4.30亿 | 115.6万股 | +7.2万股+6.24% | 加仓 |
 谷歌AGOOGL |
| 13.07% | 11.35% | $4.93亿 | 138.0万股 | $3.56亿 | 123.8万股 | +14.2万股+11.48% | 加仓 |
 亚马逊AMZN |
| 7.75% | 9.81% | $2.93亿 | 122.8万股 | $3.08亿 | 147.8万股 | -25.0万股-16.95% | 减仓 |
 阿斯麦ASML |
| 7.24% | 6.3% | $2.73亿 | 13.7万股 | $1.98亿 | 15.0万股 | -1.2万股-8.22% | 减仓 |
 Meta平台META |
| 7.09% | 10.34% | $2.68亿 | 47.5万股 | $3.24亿 | 56.7万股 | -9.2万股-16.24% | 减仓 |
 英伟达NVDA |
| 6.73% | 7.14% | $2.54亿 | 127.0万股 | $2.24亿 | 128.5万股 | -1.4万股-1.13% | 减仓 |
 BlockXYZ |
| 5.4% | 4.81% | $2.04亿 | 268.3万股 | $1.51亿 | 251.0万股 | +17.3万股+6.89% | 加仓 |
| SSpaceXSPCX |
| 5.33% | — | $2.01亿 | 117.7万股 | $0 | 0股 | +117.7万股 | 新买入 |
 微软MSFT |
| 5.18% | 5.22% | $1.96亿 | 52.4万股 | $1.64亿 | 44.3万股 | +8.2万股+18.48% | 加仓 |
 Arm控股ARM |
| 4.99% | 7.71% | $1.88亿 | 53.1万股 | $2.42亿 | 159.9万股 | -106.7万股-66.76% | 减仓 |
 直觉外科ISRG |
| 4.42% | 4.11% | $1.67亿 | 41.9万股 | $1.29亿 | 28.0万股 | +13.9万股+49.81% | 加仓 |
 帕兰提尔PLTR |
| 3.44% | 4.56% | $1.30亿 | 111.1万股 | $1.43亿 | 97.8万股 | +13.4万股+13.65% | 加仓 |
 台积电TSM |
| 3.34% | — | $1.26亿 | 26.4万股 | $0 | 0股 | +26.4万股 | 新买入 |
 AXON ENTERPRISEAXON |
| 3.17% | 2.99% | $1.20亿 | 21.4万股 | $9,383.8万 | 22.1万股 | -7,447股-3.37% | 减仓 |
 VisaV |
| 2.34% | 2.07% | $8,828.0万 | 25.7万股 | $6,487.6万 | 21.5万股 | +4.3万股+19.87% | 加仓 |
 万事达MA |
| 1.93% | 1.78% | $7,298.1万 | 14.2万股 | $5,591.9万 | 11.2万股 | +3.0万股+26.97% | 加仓 |
 好市多COST |
| 1.7% | 2% | $6,432.5万 | 6.9万股 | $6,288.1万 | 6.3万股 | +5,656股+8.96% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.31% | 3.66% | $4,946.0万 | 10.8万股 | $1.15亿 | 23.7万股 | -12.9万股-54.48% | 减仓 |
| DDUTCH BROSBROS |
| 1.14% | — | $4,294.6万 | 59.8万股 | $0 | 0股 | +59.8万股 | 新买入 |
 ServiceNowNOW |
| 0.72% | 1.21% | $2,729.7万 | 27.5万股 | $3,795.9万 | 36.3万股 | -8.8万股-24.27% | 减仓 |
