| # | 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 | $644.06 | — | $1.10B | 10.7% | 1.71M 2.28M | -24.9% -567K 股 |
| 2 | Doordash Inc DASH | $184.53 | — | $767M | 7.46% | 4.15M 4.28M | -2.85% -122K 股 |
| 3 | Qnity Electronics Inc Q | $163.31 | — | $744M | 7.23% | 4.55M 5.09M | -10.51% -535K 股 |
| 4 | Ferguson Enterprises Inc FERG | $237.33 | — | $707M | 6.88% | 2.98M 2.19M | +35.94% +788K 股 |
| 5 | Mercadolibre Inc MLB1 | $1697.39 | — | $524M | 5.1% | 309K 351K | -12.02% -42K 股 |
| 6 | Api Group Corp APG | $42.35 | — | $514M | 5% | 12.13M 14.78M | -17.89% -2.64M 股 |
| 7 | Xpo Inc XPO | $205.29 | — | $498M | 4.84% | 2.42M 2.94M | -17.41% -511K 股 |
| 8 | Carvana Co CVNA | $65.82 | — | $442M | 4.3% | 6.72M 996K | +574.96% +5.73M 股 |
| 9 | Madison Air Solutions Corp MAIR | $39 | — | $398M | 3.87% | 10.20M | 新建仓 |
| 10 | Twilio Inc TWLO | $206.33 | — | $381M | 3.7% | 1.85M | 新建仓 |
| 11 | Affirm Hldgs Inc AFRM | $81.55 | — | $361M | 3.51% | 4.43M 5.65M | -21.67% -1.22M 股 |
| 12 | Fabrinet FN | $562.08 | — | $339M | 3.3% | 603K 216K | +178.72% +387K 股 |
| 13 | Privia Health Group Inc PRVA | $25.73 | — | $299M | 2.91% | 11.64M 12.09M | -3.74% -452K 股 |
| 14 | Ul Solutions Inc ULS | $101.86 | — | $299M | 2.91% | 2.94M 3.29M | -10.76% -354K 股 |
| 15 | Crh Plc CRH | $107 | — | $285M | 2.77% | 2.67M 1.48M | +80.36% +1.19M 股 |
| 16 | Shopify Inc SHOP | $114.18 | — | $267M | 2.59% | 2.34M 972K | +140.34% +1.36M 股 |
| 17 | Clean Harbors Inc CLH | $298.75 | — | $267M | 2.59% | 892K 1.05M | -15.09% -159K 股 |
| 18 | Rocket Cos Inc RKT | $15.75 | — | $260M | 2.53% | 16.49M 19.31M | -14.59% -2.82M 股 |
| 19 | Vse Corp VSEC | $228.5 | — | $224M | 2.18% | 980K 1.40M | -30.22% -424K 股 |
| 20 | Flowserve Corp FLS | $74.16 | — | $216M | 2.1% | 2.91M 952K | +205.84% +1.96M 股 |
| 21 | Shift4 Pmts Inc FOUR | $48.64 | — | $215M | 2.09% | 4.42M 6.17M | -28.26% -1.74M 股 |
| 22 | Warby Parker Inc WRBY | $30.34 | — | $194M | 1.89% | 6.40M 6.40M | — |
| 23 | Option Care Health Inc OPCH | $20.97 | — | $129M | 1.26% | 6.16M 8.99M | -31.45% -2.83M 股 |
| 24 | Medline Inc MDLN | $39.44 | — | $104M | 1.01% | 2.63M 7.27M | -63.84% -4.64M 股 |
| 25 | Xometry Inc XMTR | $96.52 | — | $98M | 0.95% | 1.01M 55K | >+999% +960K 股 |
| 26 | Wix Com Ltd WIX | $45.37 | — | $93M | 0.9% | 2.04M 2.04M | — |
| 27 | Goosehead Ins Inc GSHD | $48.5 | — | $89M | 0.87% | 1.84M 1.56M | +17.54% +274K 股 |
| 28 | Aurora Innovation Inc AUROW | $6.82 | — | $74M | 0.72% | 10.89M 1.49M | +632.78% +9.40M 股 |
| 29 | Coupang Inc CPNG | $17.37 | — | $67M | 0.66% | 3.88M 12.87M | -69.83% -8.98M 股 |
| 30 | Andersen Group Inc ANDG | $37.72 | — | $63M | 0.61% | 1.67M 1.67M | — |
| 31 | Applied Indl Technologies In AIT | $338.15 | — | $55M | 0.53% | 162K 297K | -45.36% -135K 股 |
| 32 | Entegris Inc ENQ | $179.86 | — | $53M | 0.51% | 293K 972K | -69.83% -679K 股 |
| 33 | Rollins Inc ROL | $41.74 | — | $49M | 0.47% | 1.17M | 新建仓 |
| 34 | Agilon Health Inc AGL | $107.18 | — | $47M | 0.46% | 441K | 新建仓 |
| 35 | Bio-techne Corp TECH | $70.65 | — | $35M | 0.34% | 502K 4.46M | -88.74% -3.95M 股 |
| 36 | Acuity Inc AYI | $376.66 | — | $26M | 0.25% | 69K 356K | -80.7% -287K 股 |