 MONGODB CL AMDB |
| 5.74% | 4.3% | $672.0万 | 2.0万股 | $391.5万 | 1.6万股 | +4,004股+25.03% | 加仓 |
 应用材料AMAT |
| 4.68% | 2.82% | $548.0万 | 7,580股 | $256.3万 | 7,500股 | +80股+1.07% | 加仓 |
| MMKSMKSI |
| 4.41% | — | $516.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| MMACOM TECH SOLUTIONS IMTSI |
| 3.79% | 3.48% | $443.5万 | 1.2万股 | $316.7万 | 1.4万股 | -2,600股-18.23% | 减仓 |
 康宁GLW |
| 3.72% | 2.27% | $435.3万 | 1.7万股 | $206.3万 | 1.5万股 | +1,881股+12.40% | 加仓 |
| DDOORDASHDASH |
| 3.61% | 2.59% | $422.6万 | 2.3万股 | $235.7万 | 1.6万股 | +7,200股+45.86% | 加仓 |
| BBILLBILL |
| 3.45% | 4.56% | $403.7万 | 466.0万股 | $415.6万 | 466.0万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 3.11% | 3.24% | $363.5万 | 8,150股 | $294.6万 | 7,430股 | +720股+9.69% | 加仓 |
 阿斯麦ASML |
| 2.89% | — | $338.2万 | 1,700股 | $0 | 0股 | +1,700股 | 新买入 |
 CloudflareNET |
| 2.89% | — | $338.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 TwilioTWLO |
| 2.64% | — | $309.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 2.61% | 1.19% | $305.4万 | 1.2万股 | $108.6万 | 7,200股 | +4,800股+66.67% | 加仓 |
 甲骨文ORCL |
| 2.51% | — | $294.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 Meta平台META |
| 2.41% | — | $281.5万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 GLOBALSTARGSAT |
| 2.33% | — | $272.3万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 TELEPHONE & DATA SYSTDS |
| 2.23% | 3.26% | $261.3万 | 7.1万股 | $297.2万 | 7.1万股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 2.2% | — | $257.5万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 安费诺APH |
| 2.18% | 2.01% | $255.7万 | 1.5万股 | $183.2万 | 1.5万股 | 00.00% | 持仓不变 |
 SnowflakeSNOW |
| 2.16% | — | $253.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 2.15% | 1.24% | $251.2万 | 2.6万股 | $112.7万 | 1.4万股 | +1.3万股+92.55% | 加仓 |
 VisaV |
| 2.14% | 2.42% | $250.5万 | 7,300股 | $220.6万 | 7,300股 | 00.00% | 持仓不变 |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 2.1% | — | $246.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 亚马逊AMZN |
| 2.1% | — | $245.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 2.04% | 0.84% | $238.3万 | 6,000股 | $76.4万 | 2,400股 | +3,600股+150.00% | 加仓 |
 RobloxRBLX |
| 1.85% | — | $216.0万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| UUnityU |
| 1.68% | 2.14% | $196.8万 | 200.0万股 | $194.6万 | 200.0万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 1.51% | — | $176.7万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 EquinixEQIX |
| 1.47% | 2.24% | $171.5万 | 1,645股 | $204.4万 | 2,085股 | -440股-21.10% | 减仓 |
| NNUTANIXNTNX |
| 1.43% | 1.37% | $167.6万 | 3.3万股 | $125.0万 | 3.3万股 | 00.00% | 持仓不变 |
 AMERICAN TOWER COMAMT |
| 1.39% | 1.88% | $162.2万 | 9,914股 | $171.1万 | 9,914股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.32% | 0.89% | $154.0万 | 1.1万股 | $80.9万 | 5,500股 | +5,000股+90.91% | 加仓 |
 CienaCIEN |
| 1.27% | — | $149.1万 | 3,040股 | $0 | 0股 | +3,040股 | 新买入 |
 希捷STX |
| 1.22% | — | $142.8万 | 1,480股 | $0 | 0股 | +1,480股 | 新买入 |
 Super Micro Computer, Inc.SMCI |
| 1.19% | 0.88% | $138.7万 | 150.0万股 | $80.0万 | 100.0万股 | +50.0万股+50.00% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.13% | 2.5% | $132.2万 | 7,932股 | $227.8万 | 1.3万股 | -5,200股-39.60% | 减仓 |
 JOYYJOYY |
| 1.05% | 1.2% | $123.4万 | 1.9万股 | $109.2万 | 1.9万股 | 00.00% | 持仓不变 |
| TTERADYNETER |
| 0.96% | — | $112.3万 | 2,320股 | $0 | 0股 | +2,320股 | 新买入 |
 ServiceNowNOW |
| 0.95% | 0.92% | $111.5万 | 1.1万股 | $83.9万 | 8,030股 | +3,200股+39.85% | 加仓 |
 科磊KLAC |
| 0.91% | 1.55% | $106.8万 | 3,540股 | $141.4万 | 960股 | +2,580股+268.75% | 加仓 |
 TwilioTWLO |
| 0.91% | 1.6% | $106.6万 | 5,166股 | $145.5万 | 1.2万股 | -6,400股-55.33% | 减仓 |
 TRIP COMTCOM |
| 0.9% | 0.53% | $104.8万 | 2.6万股 | $48.3万 | 9,700股 | +1.7万股+171.13% | 加仓 |
| SSONY SPONSORED ADRSONY |
| 0.85% | 1.13% | $99.5万 | 5.0万股 | $102.7万 | 5.0万股 | 00.00% | 持仓不变 |
 CloudflareNET |
| 0.85% | — | $99.4万 | 4,046股 | $0 | 0股 | +4,046股 | 新买入 |
 相干公司COHR |
| 0.81% | — | $94.7万 | 2,400股 | $0 | 0股 | +2,400股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.81% | 1.21% | $94.3万 | 2,560股 | $110.2万 | 2,560股 | 00.00% | 持仓不变 |
 EtsyETSY |
| 0.8% | 0.66% | $93.8万 | 1.3万股 | $60.0万 | 1.3万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.7% | 0.94% | $82.1万 | 7,190股 | $85.3万 | 7,190股 | 00.00% | 持仓不变 |
 UNIVERSAL DISPLAYOLED |
| 0.68% | 0.93% | $79.8万 | 9,217股 | $84.5万 | 9,217股 | 00.00% | 持仓不变 |
 AIRBNB COM CL AABNB |
| 0.61% | 2.32% | $71.6万 | 5,000股 | $210.9万 | 1.7万股 | -1.2万股-70.06% | 减仓 |
 SBA通信SBAC |
| 0.6% | — | $70.6万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
