| AASTERA LABSALAB |
| 11.11% | 3.78% | $3,236.6万 | 6.7万股 | $507.3万 | 4.6万股 | +2.1万股+44.78% | 加仓 |
 科磊KLAC |
| 8.81% | 7.55% | $2,565.3万 | 8.5万股 | $1,014.0万 | 6,887股 | +7.8万股+1,134.56% | 加仓 |
 相干公司COHR |
| 8.43% | 9.17% | $2,455.7万 | 6.2万股 | $1,231.8万 | 5.2万股 | +1.1万股+20.38% | 加仓 |
 Arm控股ARM |
| 7.29% | — | $2,122.5万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| MMKSMKSI |
| 6.79% | 6.1% | $1,979.0万 | 4.4万股 | $819.3万 | 3.6万股 | +8,840股+24.80% | 加仓 |
 CloudflareNET |
| 6.73% | 0.41% | $1,959.4万 | 8.0万股 | $55.3万 | 2,679股 | +7.7万股+2,881.90% | 加仓 |
 泛林集团LRCX |
| 5.03% | 5.07% | $1,465.4万 | 3.4万股 | $681.3万 | 3.2万股 | +1,930股+6.05% | 加仓 |
| TTERAWULF COMWULF |
| 4.73% | 7.24% | $1,377.6万 | 55.8万股 | $972.9万 | 67.4万股 | -11.6万股-17.28% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 4.71% | — | $1,372.6万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 迈威尔MRVL |
| 4.27% | 2.64% | $1,242.6万 | 4.2万股 | $354.6万 | 3.6万股 | +5,910股+16.51% | 加仓 |
| AAPPLIED DIGITALAPLD |
| 3.85% | 4.45% | $1,122.3万 | 30.1万股 | $598.0万 | 25.2万股 | +4.9万股+19.46% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 3.57% | — | $1,041.2万 | 78.4万股 | $0 | 0股 | +78.4万股 | 新买入 |
 LumentumLITE |
| 3.26% | 3.4% | $950.7万 | 1.1万股 | $456.8万 | 6,500股 | +4,580股+70.46% | 加仓 |
 英伟达NVDA |
| 3.17% | 6.04% | $923.3万 | 4.6万股 | $811.3万 | 4.7万股 | -377股-0.81% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 3.07% | 1.84% | $893.8万 | 3.3万股 | $247.3万 | 2.6万股 | +6,520股+24.75% | 加仓 |
| RROCKET LAB COMRKLB |
| 2.8% | 3.74% | $814.7万 | 8.0万股 | $502.4万 | 7.8万股 | +1,921股+2.46% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 2.74% | 4.28% | $799.2万 | 9.0万股 | $574.3万 | 6.9万股 | +2.1万股+29.77% | 加仓 |
| TTERADYNETER |
| 2.43% | 2.79% | $708.8万 | 1.5万股 | $374.7万 | 1.3万股 | +2,012股+15.92% | 加仓 |
 INTUITIVE MACHS INC CLASS ALUNR |
| 2.12% | 3.2% | $617.3万 | 28.9万股 | $429.1万 | 23.1万股 | +5.7万股+24.83% | 加仓 |
 IRENIREN |
| 1.76% | — | $513.8万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
 Arista网络ANET |
| 1.58% | 4.02% | $460.6万 | 2.7万股 | $539.2万 | 4.4万股 | -1.7万股-38.26% | 减仓 |
 CienaCIEN |
| 0.82% | 1.14% | $240.3万 | 4,898股 | $152.9万 | 3,938股 | +960股+24.38% | 加仓 |
 AMD超威AMD |
| 0.57% | 0.35% | $167.1万 | 2,876股 | $47.1万 | 2,316股 | +560股+24.18% | 加仓 |
 CrowdStrikeCRWD |
| 0.28% | 0.25% | $80.2万 | 1,051股 | $33.2万 | 851股 | +200股+23.50% | 加仓 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.06% | 4.7% | $16.5万 | 3,303股 | $630.6万 | 8.9万股 | -8.6万股-96.31% | 减仓 |
| KKARMANKRMN |
| 0.02% | 7.63% | $6.5万 | 1,304股 | $1,024.4万 | 12.8万股 | -12.7万股-98.98% | 减仓 |
 星座能源CEG |
| <0.01% | <0.01% | $3,974 | 16股 | $4,468 | 16股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| <0.01% | <0.01% | $509 | 2股 | $302 | 2股 | 00.00% | 持仓不变 |
