 JFROGFROG |
| 26.83% | 21.26% | $3.63亿 | 399.0万股 | $2.21亿 | 470.1万股 | -71.1万股-15.12% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 19.57% | 13.55% | $2.65亿 | 103.9万股 | $1.41亿 | 93.2万股 | +10.7万股+11.49% | 加仓 |
 OKTA CLASS AOKTA |
| 9.19% | 6.9% | $1.24亿 | 91.0万股 | $7,162.6万 | 91.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 7.41% | 8.43% | $1.00亿 | 42.0万股 | $8,747.3万 | 42.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 6.41% | 13.92% | $8,665.9万 | 24.2万股 | $1.44亿 | 50.2万股 | -26.0万股-51.74% | 减仓 |
| EELASTICESTC |
| 5.17% | 5.9% | $6,980.4万 | 122.4万股 | $6,119.8万 | 122.4万股 | 00.00% | 持仓不变 |
| AATLASSIAN CL ATEAM |
| 3.3% | 2.48% | $4,457.4万 | 57.3万股 | $2,576.4万 | 37.8万股 | +19.6万股+51.79% | 加仓 |
| BBRAZEBRZE |
| 3.23% | 4.3% | $4,359.7万 | 201.0万股 | $4,462.3万 | 189.0万股 | +12.0万股+6.35% | 加仓 |
 ServiceNowNOW |
| 3.09% | 1.82% | $4,172.7万 | 42.0万股 | $1,885.0万 | 18.0万股 | +24.0万股+133.11% | 加仓 |
 ZscalerZS |
| 2.51% | 1.41% | $3,389.0万 | 24.0万股 | $1,459.0万 | 10.4万股 | +13.6万股+130.87% | 加仓 |
 甲骨文ORCL |
| 2.5% | 3.62% | $3,372.1万 | 23.0万股 | $3,752.8万 | 25.5万股 | -2.5万股-9.80% | 减仓 |
| MMONDAY COMMNDY |
| 2.33% | 2.39% | $3,142.4万 | 43.4万股 | $2,484.5万 | 36.0万股 | +7.5万股+20.75% | 加仓 |
 YELPYELP |
| 1.54% | 2.03% | $2,084.2万 | 85.0万股 | $2,102.9万 | 85.0万股 | 00.00% | 持仓不变 |
| UUnityU |
| 1.24% | 1.24% | $1,673.4万 | 58.6万股 | $1,284.6万 | 58.6万股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 0.95% | 1.31% | $1,285.4万 | 10.5万股 | $1,364.2万 | 10.5万股 | 00.00% | 持仓不变 |
| UUIPATHPATH |
| 0.95% | 1.26% | $1,282.7万 | 118.0万股 | $1,309.8万 | 118.0万股 | 00.00% | 持仓不变 |
| AAMPLITUDEAMPL |
| 0.89% | 1.04% | $1,208.8万 | 158.0万股 | $1,077.6万 | 158.0万股 | 00.00% | 持仓不变 |
| FFRESHWORKSFRSH |
| 0.84% | 0.87% | $1,133.4万 | 112.0万股 | $899.4万 | 112.0万股 | 00.00% | 持仓不变 |
| LLYFT INC CLASS ALYFT |
| 0.61% | 0.72% | $818.2万 | 56.0万股 | $744.8万 | 56.0万股 | 00.00% | 持仓不变 |
| PPAGERDUTYPD |
| 0.39% | 0.33% | $530.8万 | 55.0万股 | $341.6万 | 55.0万股 | 00.00% | 持仓不变 |
| MMARQETAMQ |
| 0.35% | 0.46% | $479.1万 | 118.0万股 | $481.4万 | 118.0万股 | 00.00% | 持仓不变 |
| FFIVE9FIVN |
| 0.24% | 0.23% | $329.4万 | 15.5万股 | $234.4万 | 15.5万股 | 00.00% | 持仓不变 |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.24% | 0.24% | $322.4万 | 19.0万股 | $244.7万 | 19.0万股 | 00.00% | 持仓不变 |
| GGitLabGTLB |
| 0.13% | 0.12% | $174.0万 | 5.7万股 | $123.3万 | 5.7万股 | 00.00% | 持仓不变 |
| KKLAVIYOKVYO |
| 0.07% | — | $90.6万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 AGORAAPI |
| 0.03% | 0.04% | $44.4万 | 11.1万股 | $39.4万 | 11.1万股 | 00.00% | 持仓不变 |
