 美光科技MU |
| 20.78% | 13.55% | $3.13亿 | 27.1万股 | $7,880.1万 | 23.3万股 | +3.8万股+16.27% | 加仓 |
 英特尔INTC |
| 13.17% | 11.2% | $1.98亿 | 142.1万股 | $6,513.6万 | 147.6万股 | -5.5万股-3.72% | 减仓 |
 迈威尔MRVL |
| 12.06% | 8.78% | $1.82亿 | 61.0万股 | $5,105.0万 | 51.5万股 | +9.4万股+18.29% | 加仓 |
| Q高通QCOM |
| 9.78% | — | $1.47亿 | 79.7万股 | $0 | 0股 | +79.7万股 | 新买入 |
 新思科技SNPS |
| 6.22% | 6.29% | $9,367.5万 | 21.0万股 | $3,656.3万 | 9.2万股 | +11.8万股+127.72% | 加仓 |
| TTERADYNETER |
| 5.72% | 9.05% | $8,621.0万 | 17.8万股 | $5,262.3万 | 17.8万股 | +673股+0.38% | 加仓 |
 VanEck ETF信托SMH |
| 5.22% | — | $7,870.7万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 博通AVGO |
| 5.01% | — | $7,555.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 Arm控股ARM |
| 3.63% | 7.53% | $5,465.4万 | 15.4万股 | $4,379.0万 | 28.9万股 | -13.5万股-46.75% | 减仓 |
 阿斯麦ASML |
| 3.12% | 5.23% | $4,697.9万 | 2.4万股 | $3,039.8万 | 2.3万股 | +600股+2.61% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.85% | 4.8% | $4,297.4万 | 11.5万股 | $2,792.6万 | 10.1万股 | +1.4万股+13.93% | 加仓 |
 谷歌AGOOGL |
| 2.71% | 2.38% | $4,088.3万 | 11.4万股 | $1,385.3万 | 4.8万股 | +6.6万股+137.47% | 加仓 |
| PPTC COMPTC |
| 2.53% | 6.86% | $3,807.5万 | 33.5万股 | $3,988.4万 | 28.0万股 | +5.5万股+19.73% | 加仓 |
| EENTEGRISENTG |
| 1.95% | 2.6% | $2,933.5万 | 16.3万股 | $1,513.6万 | 12.9万股 | +3.4万股+26.34% | 加仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 1.62% | 2.48% | $2,440.5万 | 16.0万股 | $1,442.9万 | 15.6万股 | +4,000股+2.57% | 加仓 |
| AASTERA LABSALAB |
| 1.6% | 4.3% | $2,415.1万 | 5.0万股 | $2,503.3万 | 22.8万股 | -17.8万股-78.11% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 1.58% | 0.37% | $2,387.5万 | 50.0万股 | $215.0万 | 6.5万股 | +43.5万股+673.99% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.44% | — | $663.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
