| CCHIME FINLCHYM |
| 31.7% | 48% | $5.36亿 | 2,618.5万股 | $4.90亿 | 2,618.5万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 21.79% | 2.49% | $3.69亿 | 234.8万股 | $2,539.4万 | 13.6万股 | +221.2万股+1,626.00% | 加仓 |
 泛林集团LRCX |
| 11.05% | 10.23% | $1.87亿 | 43.1万股 | $1.04亿 | 48.9万股 | -5.8万股-11.81% | 减仓 |
 美光科技MU |
| 9.29% | 5.54% | $1.57亿 | 13.6万股 | $5,659.8万 | 16.8万股 | -3.1万股-18.70% | 减仓 |
 谷歌AGOOGL |
| 3.05% | 5.89% | $5,155.1万 | 14.4万股 | $6,022.9万 | 20.9万股 | -6.5万股-31.13% | 减仓 |
 NubankNU |
| 2.67% | 4.33% | $4,520.6万 | 338.4万股 | $4,429.4万 | 308.2万股 | +30.1万股+9.77% | 加仓 |
| NNETSKOPENTSK |
| 2.16% | 0.06% | $3,660.3万 | 334.6万股 | $63.7万 | 7.5万股 | +327.1万股+4,357.45% | 加仓 |
 DatadogDDOG |
| 2.04% | 2.53% | $3,448.6万 | 13.2万股 | $2,588.4万 | 21.9万股 | -8.7万股-39.59% | 减仓 |
 PALO ALTOPANW |
| 1.94% | 1.53% | $3,281.8万 | 9.6万股 | $1,566.2万 | 9.8万股 | -1,455股-1.49% | 减仓 |
| NNUTANIXNTNX |
| 1.79% | 2.47% | $3,022.3万 | 59.3万股 | $2,527.3万 | 66.5万股 | -7.2万股-10.80% | 减仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.7% | — | $2,882.8万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
| WWEAVE COMMUNICATIONS INC COMWEAV |
| 1.51% | 1.92% | $2,559.1万 | 427.2万股 | $1,962.0万 | 424.7万股 | +2.5万股+0.60% | 加仓 |
| II3 VERTICALSIIIV |
| 1.41% | 2.11% | $2,388.0万 | 111.8万股 | $2,160.0万 | 96.6万股 | +15.2万股+15.73% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.28% | 2.34% | $2,165.5万 | 1.3万股 | $2,394.3万 | 1.4万股 | -1,090股-7.87% | 减仓 |
| DDOORDASHDASH |
| 1.07% | 2.48% | $1,810.6万 | 9.8万股 | $2,537.4万 | 16.9万股 | -7.1万股-41.94% | 减仓 |
 英伟达NVDA |
| 0.99% | 2.15% | $1,676.0万 | 8.4万股 | $2,199.2万 | 12.6万股 | -4.2万股-33.58% | 减仓 |
 ZscalerZS |
| 0.91% | — | $1,532.7万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
| AAPPFOLIOAPPF |
| 0.88% | 1.1% | $1,496.7万 | 9.3万股 | $1,128.3万 | 7.1万股 | +2.2万股+30.56% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.84% | — | $1,426.4万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 相干公司COHR |
| 0.82% | — | $1,384.6万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 CrowdStrikeCRWD |
| 0.64% | 0.87% | $1,084.0万 | 1.4万股 | $886.8万 | 2.3万股 | -8,510股-37.46% | 减仓 |
 VeevaVEEV |
| 0.44% | 1.41% | $751.2万 | 4.2万股 | $1,438.0万 | 8.2万股 | -4.0万股-48.29% | 减仓 |
