| SSANDISK COMSNDK |
| 8.42% | 1.73% | $2,694.4万 | 1.2万股 | $284.0万 | 4,470股 | +7,380股+165.10% | 加仓 |
 西部数据WDC |
| 5.99% | — | $1,917.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 美光科技MU |
| 5.79% | — | $1,852.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 5.49% | — | $1,757.3万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 希捷STX |
| 5.39% | — | $1,724.6万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 4.85% | — | $1,552.2万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 台积电TSM |
| 4.79% | 6.74% | $1,533.2万 | 3.2万股 | $1,104.5万 | 3.3万股 | -577股-1.77% | 减仓 |
 VertivVRT |
| 3.64% | 3.59% | $1,164.5万 | 3.5万股 | $588.1万 | 2.3万股 | +1.1万股+48.19% | 加仓 |
 迈威尔MRVL |
| 3.58% | — | $1,147.3万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 SITIMESITM |
| 3.35% | — | $1,071.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 高盛GS |
| 3.13% | — | $1,000.2万 | 9,890股 | $0 | 0股 | +9,890股 | 新买入 |
 康宁GLW |
| 3.01% | 7.72% | $964.6万 | 3.8万股 | $1,265.0万 | 9.3万股 | -5.5万股-59.41% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 2.79% | — | $892.6万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 VanEck ETF信托SMH |
| 2.69% | — | $861.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 PALO ALTOPANW |
| 2.56% | — | $820.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 Bloom EnergyBE |
| 2.55% | — | $817.6万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 2.54% | — | $813.8万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
 英伟达NVDA |
| 2.47% | 3.4% | $790.9万 | 4.0万股 | $556.5万 | 3.2万股 | +7,620股+23.88% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.39% | — | $766.5万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 CrowdStrikeCRWD |
| 2.32% | — | $741.8万 | 9,720股 | $0 | 0股 | +9,720股 | 新买入 |
 DatadogDDOG |
| 2.27% | — | $726.9万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 Arm控股ARM |
| 2.24% | — | $716.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| IiShares安硕信托IGM |
| 2.13% | 5.14% | $682.5万 | 4.2万股 | $841.7万 | 7.1万股 | -2.9万股-41.25% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.05% | — | $656.1万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 AMD超威AMD |
| 2.04% | — | $653.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 相干公司COHR |
| 1.98% | 7.39% | $632.3万 | 1.6万股 | $1,210.1万 | 5.1万股 | -3.5万股-68.45% | 减仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.72% | 4.41% | $551.8万 | 3.4万股 | $722.2万 | 6.3万股 | -2.9万股-46.01% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.58% | — | $505.6万 | 7,890股 | $0 | 0股 | +7,890股 | 新买入 |
| TTERADYNETER |
| 1.5% | 3.16% | $481.5万 | 9,951股 | $517.9万 | 1.7万股 | -7,520股-43.04% | 减仓 |
| AAMKOR TECHNOLOGYAMKR |
| 1.43% | — | $457.4万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 1.43% | 4.72% | $457.0万 | 2,306股 | $772.6万 | 5,603股 | -3,297股-58.84% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.22% | — | $392.0万 | 9,086股 | $0 | 0股 | +9,086股 | 新买入 |
| AARGANAGX |
| 0.66% | — | $210.2万 | 2,632股 | $0 | 0股 | +2,632股 | 新买入 |
