 台积电TSM |
| 8.76% | 10.8% | $42.58亿 | 891.5万股 | $31.37亿 | 928.4万股 | -36.9万股-3.97% | 减仓 |
 泛林集团LRCX |
| 8.41% | 7.39% | $40.91亿 | 944.2万股 | $21.46亿 | 1,004.4万股 | -60.2万股-5.99% | 减仓 |
 美光科技MU |
| 7.46% | 0.19% | $36.27亿 | 314.2万股 | $5,605.8万 | 16.6万股 | +297.6万股+1,793.72% | 加仓 |
| SSpaceXSPCX |
| 6.52% | — | $31.71亿 | 1,856.2万股 | $0 | 0股 | +1,856.2万股 | 新买入 |
 应用材料AMAT |
| 6.26% | 6.17% | $30.46亿 | 421.3万股 | $17.94亿 | 524.8万股 | -103.5万股-19.72% | 减仓 |
 GE VernovaGEV |
| 6.18% | 7.73% | $30.05亿 | 255.8万股 | $22.45亿 | 257.2万股 | -1.4万股-0.55% | 减仓 |
 亚马逊AMZN |
| 5.8% | 5.68% | $28.21亿 | 1,183.5万股 | $16.52亿 | 793.1万股 | +390.4万股+49.23% | 加仓 |
 博通AVGO |
| 4.54% | 5.86% | $22.09亿 | 584.7万股 | $17.03亿 | 550.4万股 | +34.3万股+6.23% | 加仓 |
 伊顿ETN |
| 4.35% | 5.85% | $21.17亿 | 496.8万股 | $16.98亿 | 474.8万股 | +22.0万股+4.63% | 加仓 |
 谷歌AGOOGL |
| 3.57% | 4.27% | $17.35亿 | 485.6万股 | $12.40亿 | 431.3万股 | +54.3万股+12.58% | 加仓 |
 英特尔INTC |
| 3.47% | — | $16.87亿 | 1,208.4万股 | $0 | 0股 | +1,208.4万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 3.19% | — | $15.49亿 | 701.1万股 | $0 | 0股 | +701.1万股 | 新买入 |
 Meta平台META |
| 2.93% | 5.54% | $14.23亿 | 252.6万股 | $16.09亿 | 281.2万股 | -28.6万股-10.17% | 减仓 |
 EquinixEQIX |
| 2.73% | 3.68% | $13.28亿 | 127.4万股 | $10.69亿 | 109.1万股 | +18.3万股+16.74% | 加仓 |
 英伟达NVDA |
| 2.49% | 3.8% | $12.12亿 | 605.5万股 | $11.04亿 | 633.2万股 | -27.6万股-4.37% | 减仓 |
 星座能源CEG |
| 2.37% | 4.45% | $11.51亿 | 463.2万股 | $12.94亿 | 463.2万股 | 00.00% | 持仓不变 |
| FFORGENT POWER SOLUTIONSFPS |
| 2.35% | — | $11.45亿 | 2,050.1万股 | $0 | 0股 | +2,050.1万股 | 新买入 |
| HHUT 8HUT |
| 2.31% | — | $11.22亿 | 971.5万股 | $0 | 0股 | +971.5万股 | 新买入 |
 微软MSFT |
| 2.25% | 3.16% | $10.95亿 | 293.6万股 | $9.18亿 | 248.0万股 | +45.6万股+18.40% | 加仓 |
 NateraNTRA |
| 1.4% | 1.75% | $6.80亿 | 250.5万股 | $5.08亿 | 254.2万股 | -3.7万股-1.45% | 减仓 |
| AAPPLOVINAPP |
| 1.24% | 1.77% | $6.03亿 | 117.1万股 | $5.13亿 | 129.0万股 | -11.9万股-9.21% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.24% | 2.2% | $6.02亿 | 131.1万股 | $6.41亿 | 132.1万股 | -1.0万股-0.78% | 减仓 |
 阿斯麦ASML |
| 1.21% | 2.26% | $5.88亿 | 29.5万股 | $6.55亿 | 49.6万股 | -20.1万股-40.47% | 减仓 |
 REDDIT CL ARDDT |
| 1% | 1.29% | $4.84亿 | 279.0万股 | $3.76亿 | 279.0万股 | 00.00% | 持仓不变 |
 NubankNU |
| 0.81% | 1.45% | $3.92亿 | 2,933.4万股 | $4.22亿 | 2,933.4万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.69% | 2.28% | $3.36亿 | 471.0万股 | $6.63亿 | 689.4万股 | -218.3万股-31.67% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 1.1% | $3.21亿 | 90.8万股 | $3.20亿 | 111.6万股 | -20.7万股-18.59% | 减仓 |
 直觉外科ISRG |
| 0.65% | 1.36% | $3.16亿 | 79.4万股 | $3.94亿 | 85.5万股 | -6.2万股-7.19% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.6% | 0.9% | $2.90亿 | 13.9万股 | $2.63亿 | 13.9万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 0.56% | 0.85% | $2.70亿 | 80.7万股 | $2.46亿 | 98.2万股 | -17.5万股-17.83% | 减仓 |
| Q高通QCOM |
| 0.53% | 0.61% | $2.56亿 | 138.7万股 | $1.79亿 | 138.7万股 | 00.00% | 持仓不变 |
| CCARVANA CL ACVNA |
| 0.44% | 0.74% | $2.16亿 | 327.9万股 | $2.14亿 | 68.1万股 | +259.8万股+381.48% | 加仓 |
| MMASTECMTZ |
| 0.44% | 0.65% | $2.15亿 | 51.7万股 | $1.88亿 | 58.4万股 | -6.6万股-11.37% | 减仓 |
| CCARIS LIFE SCIENCES INC COMCAI |
| 0.36% | 0.6% | $1.75亿 | 982.0万股 | $1.76亿 | 982.0万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 0.29% | 1.04% | $1.42亿 | 31.7万股 | $3.02亿 | 76.2万股 | -44.4万股-58.32% | 减仓 |
 GeneracGNRC |
| 0.24% | 0.26% | $1.14亿 | 39.1万股 | $7,627.9万 | 39.1万股 | 00.00% | 持仓不变 |
 SPROUTS FMRS MKTSFM |
| 0.21% | 0.32% | $1.02亿 | 120.4万股 | $9,284.7万 | 120.4万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 0.2% | 0.29% | $9,684.0万 | 52.5万股 | $8,285.4万 | 55.2万股 | -2.7万股-4.90% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 0.16% | 0.21% | $7,666.4万 | 155.7万股 | $6,230.7万 | 164.8万股 | -9.1万股-5.52% | 减仓 |
| B博思艾伦BAH |
| 0.14% | — | $6,573.0万 | 108.3万股 | $0 | 0股 | +108.3万股 | 新买入 |
 AMD超威AMD |
| 0.11% | — | $5,576.0万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 PAYPAL COMPYPL |
| 0.11% | 0.19% | $5,369.8万 | 124.4万股 | $5,624.8万 | 124.4万股 | 00.00% | 持仓不变 |
| NNOVAVAXNVAX |
| 0.07% | 0.11% | $3,614.4万 | 383.7万股 | $3,123.3万 | 383.7万股 | 00.00% | 持仓不变 |
| CCOMFORT SYS USAFIX |
| 0.07% | — | $3,526.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| QQUANTUMSCAPEQS |
| 0.07% | 0.09% | $3,247.0万 | 429.5万股 | $2,740.2万 | 429.5万股 | 00.00% | 持仓不变 |
| UUpstart Holdings INC CORP COMMONUPST |
| 0.06% | 0.08% | $3,085.8万 | 87.1万股 | $2,234.0万 | 87.1万股 | 00.00% | 持仓不变 |
| AARGANAGX |
| 0.06% | — | $2,882.8万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 特斯拉TSLA |
| 0.05% | 0.08% | $2,522.0万 | 6.0万股 | $2,187.3万 | 5.9万股 | +1,125股+1.91% | 加仓 |
 PinterestPINS |
| 0.05% | 0.11% | $2,518.9万 | 119.8万股 | $3,078.9万 | 167.9万股 | -48.1万股-28.65% | 减仓 |
 The Trade DeskTTD |
| 0.05% | 0.11% | $2,507.9万 | 138.7万股 | $3,147.3万 | 138.7万股 | 00.00% | 持仓不变 |
