| # | 公司名称 | 报告期价 | 今日价 | 持仓市值 | 占比 % | 股数（季比） | 变动幅度 % |
|---|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation NVDA | $200.09 | — | $2.81B | 10.45% | 14.06M 18.09M | -22.26% -4.03M 股 |
| 2 | Taiwan Semiconductor Manufac TSM | $477.57 | — | $1.87B | 6.96% | 3.93M 5.86M | -33.04% -1.94M 股 |
| 3 | Alphabet Inc GOOGL | $357.37 | — | $1.75B | 6.49% | 4.89M 5.12M | -4.51% -231K 股 |
| 4 | Amazon Com Inc AMZN | $238.34 | — | $1.16B | 4.3% | 4.86M 6.72M | -27.65% -1.86M 股 |
| 5 | Asml Hldg Nv ASML | $1989.44 | — | $1.06B | 3.94% | 534K 640K | -16.59% -106K 股 |
| 6 | Bloom Energy Corp BE | $302.7 | — | $886M | 3.29% | 2.93M 1.78M | +64.5% +1.15M 股 |
| 7 | Axon Enterprise Inc AXON | $560.61 | — | $830M | 3.08% | 1.48M 1.56M | -5.35% -84K 股 |
| 8 | Shopify Inc SHOP | $114.18 | — | $827M | 3.07% | 7.24M 8.94M | -18.95% -1.69M 股 |
| 9 | Visa Inc V | $343.09 | — | $816M | 3.03% | 2.38M 2.77M | -14.2% -393K 股 |
| 10 | Spotify Technology S A SPOT | $459.13 | — | $809M | 3% | 1.76M 1.79M | -1.84% -33K 股 |
| 11 | Cloudflare Inc NET | $245.28 | — | $795M | 2.95% | 3.24M 3.66M | -11.53% -422K 股 |
| 12 | Seagate Technology Hldngs Pl STX | $965 | — | $696M | 2.58% | 721K 532K | +35.51% +189K 股 |
| 13 | Mercadolibre Inc MLB1 | $1697.39 | — | $642M | 2.38% | 378K 475K | -20.45% -97K 股 |
| 14 | Micron Technology Inc MU | $1154.29 | — | $608M | 2.26% | 527K | 新建仓 |
| 15 | Carvana Co CVNA | $65.82 | — | $557M | 2.07% | 8.46M 2.12M | +299.71% +6.35M 股 |
| 16 | Meta Platforms Inc META | $563.29 | — | $546M | 2.03% | 970K 1.28M | -24.18% -309K 股 |
| 17 | Quanta Svcs Inc PWR | $720.04 | — | $540M | 2.01% | 750K 626K | +19.82% +124K 股 |
| 18 | Intercontinental Exchange In ICE | $123.11 | — | $499M | 1.85% | 4.06M 4.38M | -7.49% -329K 股 |
| 19 | Intuitive Surgical Inc ISRG | $397.68 | — | $498M | 1.85% | 1.25M 1.32M | -5.21% -69K 股 |
| 20 | Lam Research Corp LRCX | $433.33 | — | $491M | 1.82% | 1.13M 755K | +50.15% +379K 股 |
| 21 | Microsoft Corp MSFT | $373.02 | — | $488M | 1.81% | 1.31M 1.53M | -14.44% -221K 股 |
| 22 | Carpenter Technology Corp CRS | $616.84 | — | $485M | 1.8% | 786K 823K | -4.51% -37K 股 |
| 23 | Doordash Inc DASH | $184.53 | — | $429M | 1.59% | 2.33M 3.96M | -41.22% -1.63M 股 |
| 24 | Applovin Corp APP | $515.23 | — | $429M | 1.59% | 832K 972K | -14.4% -140K 股 |
| 25 | Block Inc XYZ | $76 | — | $428M | 1.59% | 5.63M 5.51M | +2.21% +122K 股 |
| 26 | Broadcom Inc AVGO | $377.75 | — | $426M | 1.58% | 1.13M 1.40M | -19.67% -276K 股 |
| 27 | Advanced Micro Devices Inc AMD | $580.91 | — | $391M | 1.45% | 673K | 新建仓 |
| 28 | Space Exploration Techn Corp SPCX | $170.86 | — | $389M | 1.44% | 2.28M | 新建仓 |
| 29 | Netflix Inc. NFLX | $71.4 | — | $381M | 1.42% | 5.34M 9.41M | -43.32% -4.08M 股 |
| 30 | Samsara Inc IOT | $32.43 | — | $368M | 1.37% | 11.35M 15.66M | -27.52% -4.31M 股 |
| 31 | Sandisk Corp SNDK | $2273.73 | — | $348M | 1.29% | 153K | 新建仓 |
| 32 | Carlisle Cos Inc CSL | $362.75 | — | $290M | 1.08% | 800K 920K | -13.02% -120K 股 |
| 33 | Sea Ltd SE | $95.83 | — | $287M | 1.07% | 3.00M 4.73M | -36.59% -1.73M 股 |
| 34 | Argenx Se ARGX | $927.77 | — | $277M | 1.03% | 299K 340K | -12.25% -42K 股 |
| 35 | On Hldg Ag ONON | $35.42 | — | $265M | 0.98% | 7.49M 6.33M | +18.33% +1.16M 股 |
| 36 | Datadog Inc DDOG | $260.36 | — | $260M | 0.97% | 1000K 1.41M | -28.91% -407K 股 |
| 37 | Sphere Entertainment Co SPHR | $173.03 | — | $235M | 0.87% | 1.36M | 新建仓 |
| 38 | Arm Holdings Plc ARM | $354.57 | — | $228M | 0.85% | 643K | 新建仓 |
| 39 | Builders Firstsource Inc BLDR | $89.48 | — | $204M | 0.76% | 2.28M 2.62M | -12.89% -338K 股 |
| 40 | Nu Hldgs Ltd NU | $13.36 | — | $167M | 0.62% | 12.48M 34.34M | -63.67% -21.87M 股 |
| 41 | Liberty Media Corp Del FWONK | $95.14 | — | $144M | 0.53% | 1.51M 1.56M | -3.24% -51K 股 |
| 42 | Mckesson Corp MCK | $755.6 | — | $139M | 0.51% | 184K 201K | -8.82% -18K 股 |
| 43 | Amphenol Corp APH | $176.32 | — | $135M | 0.5% | 764K 806K | -5.17% -42K 股 |
| 44 | Kaspi Kz Jsc KSPI | $86.64 | — | $133M | 0.49% | 1.53M 1.59M | -3.49% -55K 股 |
| 45 | Coupang Inc CPNG | $17.37 | — | $131M | 0.49% | 7.56M 9.17M | -17.59% -1.61M 股 |
| 46 | Transdigm Group Inc TDG | $1332.04 | — | $119M | 0.44% | 90K 94K | -4.95% -5K 股 |
| 47 | Ultragenyx Pharmaceutical In RARE | $33.39 | — | $105M | 0.39% | 3.16M 3.21M | -1.75% -56K 股 |
| 48 | Ferrari N V RACE | $372.29 | — | $104M | 0.39% | 280K 288K | -2.64% -8K 股 |
| 49 | Waste Connections Inc WCN | $166.69 | — | $102M | 0.38% | 610K 635K | -3.97% -25K 股 |
| 50 | Woodward Inc WWD | $425.44 | — | $65M | 0.24% | 154K | 新建仓 |
| 51 | Grab Holdings Limited GRAB | $3.77 | — | $62M | 0.23% | 16.39M 9.12M | +79.62% +7.26M 股 |
| 52 | Eli Lilly & Co LLY | $1199.43 | — | $54M | 0.2% | 45K 33K | +37.84% +12K 股 |
| 53 | Full Truck Alliance Co Ltd YMM | $8.12 | — | $35M | 0.13% | 4.29M 4.97M | -13.6% -676K 股 |
| 54 | Linde Plc LIN | $518.94 | — | $28M | 0.11% | 55K 55K | — |
| 55 | Hdfc Bank Ltd HDB | $25.83 | — | $22M | 0.08% | 866K 908K | -4.6% -42K 股 |
| 56 | Apple Inc AAPL | $289.36 | — | $13M | 0.05% | 46K 3K | >+999% +42K 股 |
| 57 | Palo Alto Networks Inc PANW | $341.02 | — | $11M | 0.04% | 31K 161K | -80.56% -130K 股 |
| 58 | Stevanato Group S P A | $18.07 | — | $9M | 0.04% | 524K 497K | +5.46% +27K 股 |
| 59 | Crowdstrike Hldgs Inc CRWD | $763.14 | — | $8M | 0.03% | 10K | 新建仓 |
| 60 | Intel Corp INTC | $139.63 | — | $5M | 0.02% | 39K | 新建仓 |
| 61 | Robinhood Mkts Inc HOOD | $100.28 | — | $5M | 0.02% | 53K 4K | >+999% +49K 股 |
| 62 | Ttm Technologies Inc TTMI | $187.02 | — | $4M | 0.02% | 24K | 新建仓 |
| 63 | Gitlab Inc GTLB | $30.53 | — | $4M | 0.01% | 127K 127K | — |
| 64 | Aerovironment Inc JPX | $165.07 | — | $3M | 0.01% | 19K 1K | >+999% +18K 股 |
| 65 | Klaviyo Inc KVYO | $15.1 | — | $3M | 0.01% | 199K 595K | -66.6% -396K 股 |
| 66 | Ishares Tr IWF | $124.17 | — | $3M | 0.01% | 22K | 新建仓 |
| 67 | Lumentum Hldgs Inc LITE | $858.06 | — | $3M | 0.01% | 3K 312 | +849.04% +3K 股 |
| 68 | Cerebras Systems Inc CBRS | $221 | — | $3M | 0.01% | 11K | 新建仓 |
| 69 | Palantir Technologies Inc PLTR | $116.67 | — | $2M | 0.01% | 18K 23K | -21.71% -5K 股 |
| 70 | Alibaba Group Hldg Ltd BABA | $95.98 | — | $1M | 0% | 7K 8K | -10.82% -843 股 |
| 71 | Bbb Foods Inc TBBB | $41.67 | — | $0M | 0% | 6K | 新建仓 |