| # | 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 | Flywire Corporation FLYW | $17.57 | — | $239M | 11.12% | 13.63M 13.63M | — |
| 2 | Sempra SRE | $92.71 | — | $189M | 8.77% | 2.04M 1.25M | +62.29% +782K 股 |
| 3 | Cellebrite Di Ltd CLBT | $14.6 | — | $167M | 7.76% | 11.44M 9.68M | +18.26% +1.77M 股 |
| 4 | Griffon Corp GFF | $97.53 | — | $148M | 6.87% | 1.52M 1.82M | -16.88% -308K 股 |
| 5 | Five9 Inc FIVN | $21.32 | — | $104M | 4.82% | 4.87M 5.83M | -16.48% -960K 股 |
| 6 | Sotera Health Co SHC | $17.75 | — | $103M | 4.8% | 5.83M 4.87M | +19.58% +954K 股 |
| 7 | Par Technology Corp PAR | $17.42 | — | $103M | 4.79% | 5.92M 4.88M | +21.41% +1.04M 股 |
| 8 | Choice Hotels Intl Inc CHH | $110.27 | — | $100M | 4.66% | 910K 968K | -5.94% -58K 股 |
| 9 | Sharkninja Inc SN | $152.27 | — | $96M | 4.45% | 630K 695K | -9.35% -65K 股 |
| 10 | United Parks & Resorts Inc PRKS | $47.74 | — | $80M | 3.7% | 1.67M 1.72M | -2.62% -45K 股 |
| 11 | Stride Inc LRN | $86.24 | — | $76M | 3.55% | 886K 850K | +4.19% +36K 股 |
| 12 | Centerspace CSR | $56.19 | — | $69M | 3.21% | 1.23M 801K | +53.51% +429K 股 |
| 13 | Teladoc Health Inc TDOC | $8.48 | — | $68M | 3.17% | 8.05M 4.20M | +91.59% +3.85M 股 |
| 14 | Titan Amer Sa | $18.66 | — | $55M | 2.53% | 2.92M 2.95M | -0.85% -25K 股 |
| 15 | Rackspace Technology Inc RXT | $6.53 | — | $50M | 2.3% | 7.59M | 新建仓 |
| 16 | Euronet Worldwide Inc EEFT | $73.19 | — | $49M | 2.29% | 675K 1.57M | -57.14% -900K 股 |
| 17 | Xponential Fitness Inc XPOF | $6.92 | — | $47M | 2.18% | 6.80M 6.46M | +5.22% +337K 股 |
| 18 | Versigent Plc | $42.01 | — | $42M | 1.96% | 1.01M | 新建仓 |
| 19 | Genius Sports Limited | $6.06 | — | $42M | 1.93% | 6.85M 13.07M | -47.61% -6.22M 股 |
| 20 | Park Hotels & Resorts Inc PK | $14.25 | — | $31M | 1.43% | 2.16M 1.65M | +30.91% +510K 股 |
| 21 | Avantor Inc AVTR | $9.9 | — | $26M | 1.22% | 2.65M 4.45M | -40.41% -1.80M 股 |
| 22 | Celsius Hldgs Inc CELH | $29.28 | — | $24M | 1.12% | 825K 1.21M | -31.54% -380K 股 |
| 23 | Uniqure Nv | $46.06 | — | $21M | 0.96% | 450K 605K | -25.56% -155K 股 |
| 24 | Phinia Inc PHIN | $82.37 | — | $20M | 0.93% | 243K 920K | -73.55% -677K 股 |
| 25 | Meta Platforms Inc METACall | $563.92 | — | $20M | 0.92% | 35K | 新建仓 |
| 26 | Visa Inc VCall | $343.09 | — | $19M | 0.88% | 55K | 新建仓 |
| 27 | Invesco Qqq Tr QQQPut | $736.4 | — | $17M | 0.77% | 23K | 新建仓 |
| 28 | Legacy Housing Corp LEGH | $26.27 | — | $16M | 0.73% | 597K 600K | — |
| 29 | Alphabet Inc GOOGLCall | $311.95 | — | $16M | 0.72% | 50K 18K | +185.71% +33K 股 |
| 30 | Eaton Corp Plc ETNCall | $426.12 | — | $14M | 0.66% | 33K | 新建仓 |
| 31 | Mastercard Incorporated MACall | $512.74 | — | $10M | 0.48% | 20K | 新建仓 |
| 32 | Reddit Inc RDDTCall | $173.58 | — | $10M | 0.48% | 59K | 新建仓 |
| 33 | Lgi Homes Inc LGIH | $63.68 | — | $8M | 0.37% | 125K 495K | -74.75% -370K 股 |
| 34 | Alta Equipment Group Inc ALTG | $6.47 | — | $8M | 0.35% | 1.18M 2.42M | -51.47% -1.25M 股 |
| 35 | Pg&e Corp PCGCall | $16.82 | — | $7M | 0.31% | 400K | 新建仓 |
| 36 | Servicenow Inc NOWCall | $99.28 | — | $6M | 0.28% | 60K 10K | +500% +50K 股 |
| 37 | Teladoc Health Inc TDOCCall | $8.48 | — | $6M | 0.28% | 700K 700K | — |
| 38 | Powell Inds Inc POWL | $286.36 | — | $6M | 0.27% | 20K 136K | -85.29% -116K 股 |
| 39 | Rein Therapeutics Inc RNTX | $1.04 | — | $5M | 0.25% | 5.26M 4.39M | +19.91% +874K 股 |
| 40 | Rackspace Technology Inc RXTCall | $6.53 | — | $5M | 0.24% | 800K | 新建仓 |
| 41 | Corebridge Finl Inc CRBGCall | $28.63 | — | $4M | 0.17% | 125K 125K | — |
| 42 | Century Communities Inc CCS | $71.66 | — | $3M | 0.15% | 45K 218K | -79.22% -172K 股 |
| 43 | Cellebrite Di Ltd CLBTCall | $14.6 | — | $3M | 0.14% | 200K 200K | — |
| 44 | N-able Inc NABLCall | $3.67 | — | $3M | 0.13% | 781K | 新建仓 |
| 45 | Actuate Therapeutics Inc ACTU | $1.53 | — | $3M | 0.12% | 1.73M 1.73M | — |
| 46 | Flywire Corporation FLYWCall | $17.57 | — | $3M | 0.12% | 150K 155K | -2.91% -5K 股 |
| 47 | Celsius Hldgs Inc CELHCall | $29.28 | — | $2M | 0.12% | 85K | 新建仓 |
| 48 | Kkr & Co Inc KKRSCall | $91.78 | — | $2M | 0.11% | 25K 100K | -75% -75K 股 |
| 49 | Adobe Inc ADBECall | $205.02 | — | $2M | 0.1% | 10K | 新建仓 |
| 50 | Pebblebrook Hotel Tr PEB | $19.41 | — | $2M | 0.09% | 100K 933K | -89.28% -833K 股 |
| 51 | Concentrix Corp CNXCCall | $22.04 | — | $1M | 0.06% | 60K | 新建仓 |
| 52 | Rigetti Computing Inc RGTICall | $19.32 | — | $1M | 0.04% | 50K | 新建仓 |
| 53 | Centerspace CSRCall | $56.19 | — | $1M | 0.04% | 15K | 新建仓 |
| 54 | Rapid7 Inc RPDCall | $8.1 | — | $1M | 0.04% | 100K | 新建仓 |
| 55 | Par Technology Corp PARCall | $17.42 | — | $1M | 0.04% | 46K 297K | -84.35% -250K 股 |
| 56 | Kyndryl Hldgs Inc KDCall | $11.31 | — | $1M | 0.03% | 49K | 新建仓 |
| 57 | Seer Inc SEER | $1.66 | — | $0M | 0.01% | 137K | 新建仓 |
| 58 | Roadzen Inc | $1.46 | — | $0M | 0.01% | 144K | 新建仓 |
| 59 | Cognition Therapeutics Inc CGTX | $1.15 | — | $0M | 0.01% | 175K 200K | -12.5% -25K 股 |