| SSANDISK COMSNDK |
| 10.89% | 6.56% | $13.56亿 | 59.7万股 | $5.08亿 | 80.0万股 | -20.3万股-25.39% | 减仓 |
 AMD超威AMD |
| 7.04% | 0.18% | $8.77亿 | 151.0万股 | $1,408.0万 | 6.9万股 | +144.0万股+2,081.23% | 加仓 |
 谷歌AGOOGL |
| 6.88% | 9.92% | $8.56亿 | 239.6万股 | $7.68亿 | 267.2万股 | -27.5万股-10.31% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 6.35% | 4.42% | $7.91亿 | 423.1万股 | $3.42亿 | 351.5万股 | +71.6万股+20.37% | 加仓 |
| AASTERA LABSALAB |
| 6.08% | — | $7.57亿 | 156.8万股 | $0 | 0股 | +156.8万股 | 新买入 |
 亚马逊AMZN |
| 4.68% | 4.89% | $5.83亿 | 244.8万股 | $3.79亿 | 181.9万股 | +62.8万股+34.53% | 加仓 |
 康宁GLW |
| 4.58% | 4.03% | $5.71亿 | 223.4万股 | $3.12亿 | 229.7万股 | -6.3万股-2.76% | 减仓 |
| MMKSMKSI |
| 4.54% | 3.88% | $5.66亿 | 127.1万股 | $3.00亿 | 130.7万股 | -3.5万股-2.71% | 减仓 |
 天弘CLS |
| 4.32% | 5.52% | $5.39亿 | 147.6万股 | $4.28亿 | 151.8万股 | -4.2万股-2.75% | 减仓 |
 Bloom EnergyBE |
| 3.91% | 2.89% | $4.87亿 | 160.8万股 | $2.24亿 | 165.4万股 | -4.5万股-2.75% | 减仓 |
 相干公司COHR |
| 3.87% | 3% | $4.82亿 | 122.2万股 | $2.32亿 | 97.5万股 | +24.7万股+25.33% | 加仓 |
| FFABRINETFN |
| 3.36% | 4.12% | $4.19亿 | 74.5万股 | $3.19亿 | 61.1万股 | +13.3万股+21.84% | 加仓 |
 SITIMESITM |
| 3.36% | 2.57% | $4.18亿 | 56.1万股 | $1.99亿 | 57.7万股 | -1.6万股-2.81% | 减仓 |
 JFROGFROG |
| 3.25% | 3.65% | $4.05亿 | 445.8万股 | $2.83亿 | 602.0万股 | -156.1万股-25.94% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 3.02% | 3.37% | $3.76亿 | 98.9万股 | $2.61亿 | 117.5万股 | -18.6万股-15.85% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 2.64% | 1.49% | $3.28亿 | 687.6万股 | $1.16亿 | 347.3万股 | +340.3万股+97.97% | 加仓 |
 泛林集团LRCX |
| 2.58% | 2.64% | $3.22亿 | 74.3万股 | $2.05亿 | 95.8万股 | -21.5万股-22.47% | 减仓 |
 台积电TSM |
| 2.26% | 3.58% | $2.82亿 | 59.0万股 | $2.77亿 | 81.9万股 | -23.0万股-28.01% | 减仓 |
| CCARVANA CL ACVNA |
| 2.25% | 3.56% | $2.81亿 | 426.7万股 | $2.76亿 | 87.8万股 | +339.0万股+386.25% | 加仓 |
 Meta平台META |
| 2.06% | 3.79% | $2.57亿 | 45.6万股 | $2.93亿 | 51.3万股 | -5.7万股-11.04% | 减仓 |
 西部数据WDC |
| 2.05% | 1.44% | $2.56亿 | 40.1万股 | $1.11亿 | 41.2万股 | -1.1万股-2.75% | 减仓 |
| AAPPLOVINAPP |
| 1.91% | 3.58% | $2.38亿 | 46.2万股 | $2.77亿 | 69.6万股 | -23.4万股-33.63% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.81% | — | $2.25亿 | 88.5万股 | $0 | 0股 | +88.5万股 | 新买入 |
 TwilioTWLO |
| 1.36% | — | $1.70亿 | 82.2万股 | $0 | 0股 | +82.2万股 | 新买入 |
 希捷STX |
| 1.15% | — | $1.43亿 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
| KKLAVIYOKVYO |
| 0.67% | 1.72% | $8,347.5万 | 552.8万股 | $1.33亿 | 682.5万股 | -129.7万股-19.00% | 减仓 |
 英伟达NVDA |
| 0.61% | 2.35% | $7,547.5万 | 37.7万股 | $1.82亿 | 104.1万股 | -66.4万股-63.77% | 减仓 |
 MONGODB CL AMDB |
| 0.61% | 0.71% | $7,545.9万 | 22.5万股 | $5,498.7万 | 22.5万股 | 00.00% | 持仓不变 |
| IIMPINJPI |
| 0.47% | 0.54% | $5,804.3万 | 40.5万股 | $4,161.9万 | 40.5万股 | 00.00% | 持仓不变 |
| DDUOLINGODUOL |
| 0.44% | 0.6% | $5,426.2万 | 47.2万股 | $4,650.2万 | 47.2万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.29% | — | $3,629.0万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 苹果AAPL |
| 0.23% | 0.32% | $2,886.8万 | 10.0万股 | $2,451.9万 | 9.7万股 | +3,153股+3.26% | 加仓 |
| SSpaceXSPCX |
| 0.21% | — | $2,605.9万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
 博通AVGO |
| 0.18% | 2.95% | $2,258.2万 | 6.0万股 | $2.28亿 | 73.7万股 | -67.7万股-91.89% | 减仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.09% | — | $1,120.4万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
