| # | 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 | Rbc Bearings Inc RBC | $543.12 | — | $1.24B | 12.72% | 2.28M 2.34M | -2.95% -69K 股 |
| 2 | Doordash Inc DASH | $150.15 | — | $642M | 6.61% | 4.28M 3.58M | +19.48% +697K 股 |
| 3 | Mercadolibre Inc MLB1 | $1729.02 | — | $607M | 6.24% | 351K 308K | +13.94% +43K 股 |
| 4 | Api Group Corp APG | $40.52 | — | $599M | 6.16% | 14.78M 15.02M | -1.61% -242K 股 |
| 5 | Qnity Electronics Inc Q | $115.38 | — | $587M | 6.04% | 5.09M 2.80M | +81.66% +2.29M 股 |
| 6 | Xpo Inc XPO | $194.55 | — | $571M | 5.88% | 2.94M 3.95M | -25.66% -1.01M 股 |
| 7 | Ferguson Enterprises Inc FERG | $233.26 | — | $511M | 5.26% | 2.19M 1.56M | +40.39% +631K 股 |
| 8 | Medline Inc MDLN | $44.5 | — | $323M | 3.33% | 7.27M 6.90M | +5.3% +366K 股 |
| 9 | Carvana Co CVNA | $314.38 | — | $313M | 3.22% | 996K 925K | +7.64% +71K 股 |
| 10 | Clean Harbors Inc CLH | $286.73 | — | $301M | 3.1% | 1.05M 835K | +25.9% +216K 股 |
| 11 | Ul Solutions Inc ULS | $85.71 | — | $282M | 2.9% | 3.29M 2.56M | +28.4% +728K 股 |
| 12 | Rocket Cos Inc RKT | $14.25 | — | $275M | 2.83% | 19.31M 17.47M | +10.51% +1.84M 股 |
| 13 | Shift4 Pmts Inc FOUR | $43.73 | — | $270M | 2.78% | 6.17M 6.61M | -6.68% -441K 股 |
| 14 | Vse Corp VSEC | $184.4 | — | $259M | 2.67% | 1.40M 879K | +59.77% +526K 股 |
| 15 | Affirm Hldgs Inc AFRM | $45.82 | — | $259M | 2.66% | 5.65M 3.68M | +53.47% +1.97M 股 |
| 16 | Ishares Tr IWM | $248 | — | $255M | 2.62% | 1.03M 97K | +961.85% +931K 股 |
| 17 | Privia Health Group Inc PRVA | $20.57 | — | $249M | 2.56% | 12.09M 12.09M | — |
| 18 | Coupang Inc CPNG | $18.88 | — | $243M | 2.5% | 12.87M 24.45M | -47.38% -11.59M 股 |
| 19 | Option Care Health Inc OPCH | $26.92 | — | $242M | 2.49% | 8.99M 8.99M | — |
| 20 | Bio-techne Corp TECH | $52.26 | — | $233M | 2.4% | 4.46M 2.09M | +113.32% +2.37M 股 |
| 21 | Wix Com Ltd WIX | $90.07 | — | $184M | 1.89% | 2.04M | 新建仓 |
| 22 | Crh Plc CRH | $105.12 | — | $155M | 1.6% | 1.48M | 新建仓 |
| 23 | Clear Secure Inc YOU | $48.41 | — | $144M | 1.48% | 2.97M 3.46M | -14.15% -490K 股 |
| 24 | Warby Parker Inc WRBY | $21.07 | — | $135M | 1.39% | 6.40M 7.31M | -12.5% -914K 股 |
| 25 | Shopify Inc SHOP | $118.62 | — | $115M | 1.19% | 972K 2.04M | -52.44% -1.07M 股 |
| 26 | Entegris Inc ENQ | $117.24 | — | $114M | 1.17% | 972K | 新建仓 |
| 27 | Fabrinet FN | $521.52 | — | $113M | 1.16% | 216K | 新建仓 |
| 28 | Acuity Inc AYI | $280.22 | — | $100M | 1.03% | 356K 815K | -56.37% -460K 股 |
| 29 | Colliers Intl Group Inc CIGI | $106.89 | — | $89M | 0.91% | 829K 3.37M | -75.4% -2.54M 股 |
| 30 | Applied Indl Technologies In AIT | $265.32 | — | $79M | 0.81% | 297K | 新建仓 |
| 31 | Flowserve Corp FLS | $73.51 | — | $70M | 0.72% | 952K | 新建仓 |
| 32 | Goosehead Ins Inc GSHD | $42.66 | — | $67M | 0.69% | 1.56M 1.56M | — |
| 33 | Andersen Group Inc ANDG | $27.2 | — | $45M | 0.47% | 1.67M 1.67M | — |
| 34 | Roblox Corp RBLX | $56.56 | — | $37M | 0.38% | 646K 1.16M | -44.4% -516K 股 |
| 35 | Aurora Innovation Inc AUROW | $4.12 | — | $6M | 0.06% | 1.49M 6.77M | -78.05% -5.28M 股 |
| 36 | Esab Corporation ESAB | $96.66 | — | $3M | 0.03% | 34K | 新建仓 |
| 37 | Xometry Inc XMTR | $40.84 | — | $2M | 0.02% | 55K | 新建仓 |