 英伟达NVDA |
| 16.12% | 16.06% | $9.41亿 | 470.3万股 | $9.08亿 | 520.8万股 | -50.5万股-9.70% | 减仓 |
 谷歌AGOOGL |
| 9.36% | 8.96% | $5.46亿 | 152.9万股 | $5.07亿 | 176.2万股 | -23.3万股-13.24% | 减仓 |
 博通AVGO |
| 9.15% | 8.84% | $5.34亿 | 141.5万股 | $5.00亿 | 161.5万股 | -20.0万股-12.41% | 减仓 |
 Arista网络ANET |
| 7.66% | 5.83% | $4.47亿 | 263.2万股 | $3.30亿 | 268.7万股 | -5.5万股-2.03% | 减仓 |
 微软MSFT |
| 5.42% | 10.09% | $3.16亿 | 84.8万股 | $5.71亿 | 154.2万股 | -69.4万股-45.01% | 减仓 |
 亚马逊AMZN |
| 5.41% | 7.2% | $3.16亿 | 132.5万股 | $4.07亿 | 195.6万股 | -63.2万股-32.28% | 减仓 |
 Meta平台META |
| 5.29% | 5.07% | $3.09亿 | 54.9万股 | $2.87亿 | 50.1万股 | +4.8万股+9.49% | 加仓 |
 GE VernovaGEV |
| 3.86% | 3.64% | $2.26亿 | 19.2万股 | $2.06亿 | 23.6万股 | -4.4万股-18.56% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 2.98% | 3.14% | $1.74亿 | 64.7万股 | $1.77亿 | 77.0万股 | -12.3万股-15.99% | 减仓 |
 REDDIT CL ARDDT |
| 2.45% | 2.02% | $1.43亿 | 82.5万股 | $1.14亿 | 84.8万股 | -2.3万股-2.73% | 减仓 |
| EEVERPURE CL AEVPR |
| 2.29% | 1.23% | $1.34亿 | 169.5万股 | $6,935.9万 | 117.5万股 | +52.0万股+44.31% | 加仓 |
 安费诺APH |
| 2.14% | — | $1.25亿 | 71.0万股 | $0 | 0股 | +71.0万股 | 新买入 |
 GE航空GE |
| 2.14% | 1.89% | $1.25亿 | 33.4万股 | $1.07亿 | 37.6万股 | -4.3万股-11.31% | 减仓 |
 优步UBER |
| 1.93% | 2.73% | $1.13亿 | 156.4万股 | $1.55亿 | 215.1万股 | -58.7万股-27.28% | 减仓 |
 甲骨文ORCL |
| 1.8% | 2.02% | $1.05亿 | 71.5万股 | $1.14亿 | 77.7万股 | -6.2万股-7.94% | 减仓 |
| TTERADYNETER |
| 1.63% | 0.55% | $9,530.0万 | 19.7万股 | $3,137.7万 | 10.6万股 | +9.1万股+86.10% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.61% | 1.34% | $9,386.9万 | 25.0万股 | $7,554.1万 | 27.2万股 | -2.2万股-8.00% | 减仓 |
 BOOKING COMBKNG |
| 1.6% | 1.7% | $9,326.3万 | 52.3万股 | $9,598.3万 | 2.3万股 | +50.0万股+2,195.23% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.59% | — | $9,284.1万 | 26.5万股 | $0 | 0股 | +26.5万股 | 新买入 |
 德康医疗DXCM |
| 1.57% | 2.14% | $9,153.8万 | 135.9万股 | $1.21亿 | 192.4万股 | -56.5万股-29.35% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.56% | — | $9,136.3万 | 21.2万股 | $0 | 0股 | +21.2万股 | 新买入 |
 NETFLIXNFLX |
| 1.52% | 2.35% | $8,849.1万 | 123.9万股 | $1.33亿 | 138.4万股 | -14.5万股-10.46% | 减仓 |
| AATIATI |
| 1.49% | — | $8,693.1万 | 44.1万股 | $0 | 0股 | +44.1万股 | 新买入 |
| EENTEGRISENTG |
| 1.49% | 0.74% | $8,683.6万 | 48.3万股 | $4,168.3万 | 35.6万股 | +12.7万股+35.79% | 加仓 |
 台积电TSM |
| 1.3% | 0.25% | $7,566.5万 | 15.8万股 | $1,428.4万 | 4.2万股 | +11.6万股+274.86% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.29% | 1.24% | $7,504.1万 | 16.3万股 | $6,998.7万 | 14.4万股 | +1.9万股+13.24% | 加仓 |
 相干公司COHR |
| 1.21% | — | $7,091.9万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
 欧特克ADSK |
| 1.1% | 1.83% | $6,425.6万 | 33.1万股 | $1.04亿 | 43.2万股 | -10.2万股-23.56% | 减仓 |
 ServiceNowNOW |
| 1.02% | 0.88% | $5,944.0万 | 59.9万股 | $4,967.7万 | 47.5万股 | +12.4万股+26.00% | 加仓 |
 NetAppNTAP |
| 0.7% | — | $4,064.9万 | 26.3万股 | $0 | 0股 | +26.3万股 | 新买入 |
 BOSTON SCIENTIFIC COMBSX |
| 0.37% | 0.63% | $2,185.1万 | 51.2万股 | $3,541.3万 | 56.4万股 | -5.2万股-9.28% | 减仓 |
 万事达MA |
| 0.3% | 1.86% | $1,758.4万 | 3.4万股 | $1.05亿 | 21.1万股 | -17.7万股-83.78% | 减仓 |
 阿斯麦ASML |
| 0.15% | 0.08% | $885.1万 | 4,449股 | $433.5万 | 3,282股 | +1,167股+35.56% | 加仓 |
 史赛克SYK |
| 0.14% | 0.17% | $804.2万 | 2.6万股 | $950.5万 | 2.9万股 | -3,383股-11.69% | 减仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.09% | 0.06% | $496.4万 | 1.9万股 | $334.6万 | 1.9万股 | -22股-0.12% | 减仓 |
 VisaV |
| 0.08% | 2.43% | $469.6万 | 1.4万股 | $1.38亿 | 45.5万股 | -44.2万股-96.99% | 减仓 |
 迈威尔MRVL |
| 0.02% | <0.01% | $87.6万 | 2,941股 | $22.9万 | 2,313股 | +628股+27.15% | 加仓 |
 AMD超威AMD |
| 0.01% | — | $73.4万 | 1,263股 | $0 | 0股 | +1,263股 | 新买入 |
 英特尔INTC |
| 0.01% | <0.01% | $68.9万 | 4,931股 | $25.3万 | 5,724股 | -793股-13.85% | 减仓 |
 Arm控股ARM |
| 0.01% | 0.01% | $68.8万 | 1,940股 | $41.3万 | 2,730股 | -790股-28.94% | 减仓 |
| AASTERA LABSALAB |
| 0.01% | — | $59.4万 | 1,229股 | $0 | 0股 | +1,229股 | 新买入 |
 DatadogDDOG |
| 0.01% | — | $54.3万 | 2,086股 | $0 | 0股 | +2,086股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.01% | <0.01% | $54.0万 | 1,529股 | $20.6万 | 717股 | +812股+113.25% | 加仓 |
 帕兰提尔PLTR |
| 0.01% | 0.01% | $52.1万 | 4,462股 | $50.1万 | 3,425股 | +1,037股+30.28% | 加仓 |
 ShopifySHOP |
| 0.01% | 0.01% | $47.0万 | 4,112股 | $39.3万 | 3,313股 | +799股+24.12% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.01% | — | $42.9万 | 1,576股 | $0 | 0股 | +1,576股 | 新买入 |
 HEICOHEI |
| 0.01% | <0.01% | $41.1万 | 1,155股 | $22.1万 | 807股 | +348股+43.12% | 加仓 |
 LumentumLITE |
| 0.01% | — | $40.3万 | 470股 | $0 | 0股 | +470股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.01% | 0.1% | $38.9万 | 3,131股 | $549.9万 | 1.3万股 | -9,766股-75.72% | 减仓 |
 MONGODB CL AMDB |
| 0.01% | — | $33.7万 | 1,002股 | $0 | 0股 | +1,002股 | 新买入 |
