| # | 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 | $174.4 | — | $3.15B | 12.38% | 18.09M 20.04M | -9.77% -1.96M 股 |
| 2 | Taiwan Semiconductor Manufac TSM | $337.95 | — | $1.98B | 7.77% | 5.86M 6.83M | -14.11% -963K 股 |
| 3 | Alphabet Inc GOOGL | $287.56 | — | $1.47B | 5.78% | 5.12M 4.94M | +3.75% +185K 股 |
| 4 | Amazon Com Inc AMZN | $208.27 | — | $1.40B | 5.49% | 6.72M 7.44M | -9.69% -721K 股 |
| 5 | Shopify Inc SHOP | $118.62 | — | $1.06B | 4.16% | 8.94M 9.51M | -6% -570K 股 |
| 6 | Netflix Inc. NFLX | $96.15 | — | $905M | 3.55% | 9.41M 10.02M | -6.07% -608K 股 |
| 7 | Spotify Technology S A SPOT | $484.91 | — | $870M | 3.41% | 1.79M 1.47M | +22.07% +324K 股 |
| 8 | Asml Hldg Nv ASML | $1320.83 | — | $845M | 3.32% | 640K 670K | -4.5% -30K 股 |
| 9 | Visa Inc V | $302.24 | — | $837M | 3.29% | 2.77M 3.09M | -10.35% -320K 股 |
| 10 | Mercadolibre Inc MLB1 | $1729.02 | — | $822M | 3.23% | 475K 510K | -6.71% -34K 股 |
| 11 | Cloudflare Inc NET | $206.34 | — | $756M | 2.96% | 3.66M 3.73M | -1.86% -70K 股 |
| 12 | Meta Platforms Inc META | $572.13 | — | $732M | 2.87% | 1.28M 1.25M | +1.93% +24K 股 |
| 13 | Intercontinental Exchange In ICE | $157.28 | — | $690M | 2.71% | 4.38M 5.50M | -20.33% -1.12M 股 |
| 14 | Carvana Co CVNA | $314.38 | — | $666M | 2.61% | 2.12M 2.44M | -13.32% -325K 股 |
| 15 | Axon Enterprise Inc AXON | $424.69 | — | $664M | 2.61% | 1.56M 1.61M | -2.79% -45K 股 |
| 16 | Intuitive Surgical Inc ISRG | $460.99 | — | $609M | 2.39% | 1.32M 1.38M | -4.04% -56K 股 |
| 17 | Doordash Inc DASH | $150.15 | — | $594M | 2.33% | 3.96M 4.50M | -12% -540K 股 |
| 18 | Microsoft Corp MSFT | $370.17 | — | $566M | 2.22% | 1.53M 2.47M | -38.07% -941K 股 |
| 19 | Samsara Inc IOT | $31.69 | — | $496M | 1.95% | 15.66M 19.12M | -18.12% -3.47M 股 |
| 20 | Nu Hldgs Ltd NU | $14.37 | — | $493M | 1.94% | 34.34M 44.42M | -22.69% -10.08M 股 |
| 21 | Broadcom Inc AVGO | $309.51 | — | $434M | 1.7% | 1.40M 2.11M | -33.66% -712K 股 |
| 22 | Sea Ltd SE | $82.81 | — | $392M | 1.54% | 4.73M 5.50M | -14.04% -772K 股 |
| 23 | Applovin Corp APP | $398 | — | $387M | 1.52% | 972K 1.46M | -33.61% -492K 股 |
| 24 | Quanta Svcs Inc PWR | $549.02 | — | $344M | 1.35% | 626K 577K | +8.57% +49K 股 |
| 25 | Block Inc XYZ | $60.18 | — | $332M | 1.3% | 5.51M 5.93M | -7.07% -419K 股 |
| 26 | Carpenter Technology Corp CRS | $394.15 | — | $324M | 1.27% | 823K 622K | +32.43% +202K 股 |
| 27 | Carlisle Cos Inc CSL | $333.62 | — | $307M | 1.2% | 920K 968K | -4.96% -48K 股 |
| 28 | Argenx Se ARGX | $730.25 | — | $248M | 0.97% | 340K 357K | -4.65% -17K 股 |
| 29 | Bloom Energy Corp BE | $135.49 | — | $241M | 0.95% | 1.78M | 新建仓 |
| 30 | Builders Firstsource Inc BLDR | $82.33 | — | $216M | 0.85% | 2.62M 2.76M | -4.96% -137K 股 |
| 31 | On Hldg Ag ONON | $34.02 | — | $215M | 0.84% | 6.33M 6.64M | -4.66% -310K 股 |
| 32 | Seagate Technology Hldngs Pl STX | $391.76 | — | $208M | 0.82% | 532K | 新建仓 |
| 33 | Flutter Entmt Plc FLUT | $101.95 | — | $203M | 0.8% | 1.99M 2.09M | -4.71% -98K 股 |
| 34 | Tetra Tech Inc New TTEK | $30.12 | — | $201M | 0.79% | 6.66M 7.01M | -4.97% -348K 股 |
| 35 | Mckesson Corp MCK | $865.36 | — | $174M | 0.68% | 201K 174K | +15.5% +27K 股 |
| 36 | Coupang Inc CPNG | $18.88 | — | $173M | 0.68% | 9.17M 10.32M | -11.12% -1.15M 股 |
| 37 | Datadog Inc DDOG | $118.05 | — | $166M | 0.65% | 1.41M 1.51M | -7.1% -107K 股 |
| 38 | Lam Research Corp LRCX | $213.66 | — | $161M | 0.63% | 755K | 新建仓 |
| 39 | Roblox Corp RBLX | $56.56 | — | $154M | 0.61% | 2.73M 3.18M | -14.35% -457K 股 |
| 40 | Liberty Media Corp Del FWONK | $85.02 | — | $133M | 0.52% | 1.56M 2.08M | -25.1% -523K 股 |
| 41 | Kaspi Kz Jsc KSPI | $74.07 | — | $117M | 0.46% | 1.59M 1.95M | -18.6% -362K 股 |
| 42 | Transdigm Group Inc TDG | $1158.96 | — | $109M | 0.43% | 94K 103K | -8.57% -9K 股 |
| 43 | Waste Connections Inc WCN | $162.44 | — | $103M | 0.4% | 635K 966K | -34.27% -331K 股 |
| 44 | Amphenol Corp APH | $126.35 | — | $102M | 0.4% | 806K 879K | -8.35% -73K 股 |
| 45 | Ferrari N V RACE | $338.45 | — | $97M | 0.38% | 288K 310K | -7.19% -22K 股 |
| 46 | Ultragenyx Pharmaceutical In RARE | $20.95 | — | $67M | 0.26% | 3.21M 3.49M | -7.78% -271K 股 |
| 47 | Boston Scientific Corp BSX | $62.75 | — | $46M | 0.18% | 736K 805K | -8.58% -69K 股 |
| 48 | Full Truck Alliance Co Ltd YMM | $8.3 | — | $41M | 0.16% | 4.97M 6.12M | -18.83% -1.15M 股 |
| 49 | Grab Holdings Limited GRAB | $3.66 | — | $33M | 0.13% | 9.12M 11.24M | -18.87% -2.12M 股 |
| 50 | Eli Lilly & Co LLY | $919.77 | — | $30M | 0.12% | 33K | 新建仓 |
| 51 | Linde Plc LIN | $495.76 | — | $27M | 0.11% | 55K 59K | -7.8% -5K 股 |
| 52 | Palo Alto Networks Inc PANW | $160.32 | — | $26M | 0.1% | 161K 163K | -1.16% -2K 股 |
| 53 | Hdfc Bank Ltd HDB | $24.88 | — | $23M | 0.09% | 908K 6.12M | -85.16% -5.21M 股 |
| 54 | Klaviyo Inc KVYO | $19.46 | — | $12M | 0.05% | 595K 929K | -35.92% -334K 股 |
| 55 | Stevanato Group S P A | $13.75 | — | $7M | 0.03% | 497K 493K | +0.87% +4K 股 |
| 56 | Figma Inc FIG | $21.14 | — | $4M | 0.02% | 188K 190K | -1.16% -2K 股 |
| 57 | Palantir Technologies Inc PLTR | $146.28 | — | $3M | 0.01% | 23K 20K | +15.52% +3K 股 |
| 58 | Servicenow Inc NOW | $104.55 | — | $3M | 0.01% | 32K 3.84M | -99.18% -3.81M 股 |
| 59 | Gitlab Inc GTLB | $21.64 | — | $3M | 0.01% | 127K 127K | — |
| 60 | Alibaba Group Hldg Ltd BABA | $125.46 | — | $1M | 0% | 8K 8K | +3.75% +282 股 |
| 61 | Atlassian Corporation TEAM1EUR | $68.25 | — | $1M | 0% | 14K 137K | -89.54% -122K 股 |
| 62 | Apple Inc AAPL | $253.79 | — | $1M | 0% | 3K | 新建仓 |
| 63 | Snowflake Inc SNOW | $150.82 | — | $1M | 0% | 4K 12K | -65.07% -8K 股 |
| 64 | Arista Networks Inc ANET | $122.78 | — | $0M | 0% | 3K | 新建仓 |
| 65 | Robinhood Mkts Inc HOOD | $69.3 | — | $0M | 0% | 4K | 新建仓 |
| 66 | Aerovironment Inc JPX | $183.05 | — | $0M | 0% | 1K | 新建仓 |
| 67 | Lumentum Hldgs Inc LITE | $702.76 | — | $0M | 0% | 312 | 新建仓 |