 SterisSTE |
| 41.74% | 50.8% | $5,424.1万 | 25.8万股 | $5,696.2万 | 25.8万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 5.81% | 3.63% | $755.2万 | 1.3万股 | $406.9万 | 2.0万股 | -7,000股-35.00% | 减仓 |
 NEBIUSNBIS |
| 5.53% | 3.7% | $718.0万 | 2.6万股 | $415.0万 | 4.0万股 | -1.4万股-35.00% | 减仓 |
 LumentumLITE |
| 4.29% | 6.27% | $557.7万 | 6,500股 | $702.8万 | 1.0万股 | -3,500股-35.00% | 减仓 |
| AAMKOR TECHNOLOGYAMKR |
| 3.98% | 2.41% | $517.4万 | 6.0万股 | $270.2万 | 6.0万股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 3.95% | 4.25% | $512.8万 | 1.3万股 | $476.4万 | 2.0万股 | -7,000股-35.00% | 减仓 |
| SSEMTECHSMTC |
| 3.6% | 1.49% | $467.3万 | 2.9万股 | $166.7万 | 2.2万股 | +7,200股+33.22% | 加仓 |
| UULTRA CLEANUCTT |
| 2.96% | 1.5% | $385.0万 | 2.7万股 | $167.9万 | 2.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.92% | 2.96% | $379.0万 | 1.3万股 | $332.4万 | 1.3万股 | 00.00% | 持仓不变 |
| IICHORICHR |
| 2.81% | 1.25% | $365.2万 | 3.3万股 | $139.8万 | 3.0万股 | +2,522股+8.41% | 加仓 |
 EAST WEST BANCORPEWBC |
| 2.34% | 1.89% | $304.5万 | 2.0万股 | $211.8万 | 2.0万股 | 00.00% | 持仓不变 |
| NNAVITAS SEMICONDUCTORNVTS |
| 2.12% | — | $275.2万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
 JFROGFROG |
| 2.1% | 1.26% | $272.6万 | 3.0万股 | $140.8万 | 3.0万股 | 00.00% | 持仓不变 |
| EENTEGRISENTG |
| 1.38% | — | $179.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| RROCKET LAB COMRKLB |
| 1.1% | 0.4% | $142.3万 | 1.4万股 | $45.0万 | 7,000股 | +7,000股+100.00% | 加仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.01% | — | $131.6万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 F5FFIV |
| 0.94% | — | $122.5万 | 2,944股 | $0 | 0股 | +2,944股 | 新买入 |
 微软MSFT |
| 0.92% | 1.08% | $120.0万 | 3,218股 | $120.8万 | 3,263股 | -45股-1.38% | 减仓 |
| TTHREDUPTDUP |
| 0.85% | 0.47% | $110.0万 | 16.1万股 | $52.7万 | 16.1万股 | 00.00% | 持仓不变 |
| TTOLL BROTHERSTOL |
| 0.81% | 0.78% | $105.4万 | 6,400股 | $87.3万 | 6,400股 | 00.00% | 持仓不变 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.77% | 0.69% | $99.5万 | 1.0万股 | $77.5万 | 1.0万股 | 00.00% | 持仓不变 |
 AFFIRM COM CL AAFRM |
| 0.63% | — | $81.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| AANIKA THERAPEUTICS INC COMANIK |
| 0.6% | 0.69% | $78.5万 | 5.4万股 | $77.8万 | 5.4万股 | 00.00% | 持仓不变 |
| BBIOVENTUS INC COM CL ABVS |
| 0.55% | 0.61% | $70.9万 | 7.5万股 | $68.6万 | 7.5万股 | 00.00% | 持仓不变 |
 通用汽车GM |
| 0.53% | 0.6% | $69.4万 | 9,000股 | $67.1万 | 9,000股 | 00.00% | 持仓不变 |
 LANTHEUSLNTH |
| 0.49% | 0.56% | $63.5万 | 5,722股 | $62.4万 | 8,222股 | -2,500股-30.41% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.41% | — | $53.8万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.41% | 0.44% | $53.3万 | 6,000股 | $49.7万 | 6,000股 | 00.00% | 持仓不变 |
| PPULSE BIOSCIENCESPLSE |
| 0.41% | 0.37% | $52.7万 | 1.9万股 | $41.0万 | 1.9万股 | 00.00% | 持仓不变 |
| AARS PHARMACEUTICALSSPRY |
| 0.4% | 0.24% | $52.5万 | 6.6万股 | $26.9万 | 3.4万股 | +3.2万股+95.50% | 加仓 |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.38% | 0.4% | $49.5万 | 7,000股 | $44.4万 | 7,000股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.37% | 0.38% | $47.6万 | 2,941股 | $42.7万 | 2,941股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.32% | 0.44% | $41.9万 | 1,137股 | $48.9万 | 1,137股 | 00.00% | 持仓不变 |
 D R HORTONDHI |
| 0.31% | 0.31% | $40.7万 | 2,498股 | $34.3万 | 2,498股 | 00.00% | 持仓不变 |
 CloudflareNET |
| 0.28% | — | $36.8万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 雪佛龙CVX |
| 0.28% | 0.4% | $36.1万 | 2,176股 | $45.0万 | 2,176股 | 00.00% | 持仓不变 |
 阿卡迈AKAM |
| 0.27% | — | $35.5万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
 AMERICAN EAGLE OUTFITTERS INAEO |
| 0.26% | 0.3% | $34.4万 | 2.0万股 | $33.4万 | 2.0万股 | 00.00% | 持仓不变 |
| AARTIVIONAORT |
| 0.23% | 0.44% | $30.3万 | 1.4万股 | $49.4万 | 1.4万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.23% | 0.25% | $29.4万 | 1,156股 | $28.3万 | 1,156股 | 00.00% | 持仓不变 |
| BBIRKENSTOCK HOLDING COM SHSBIRK |
| 0.22% | 0.21% | $28.8万 | 6,700股 | $24.0万 | 6,700股 | 00.00% | 持仓不变 |
| FFastlyFSLY |
| 0.17% | — | $22.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| T赛默飞世尔TMO |
| 0.15% | — | $20.1万 | 400股 | $0 | 0股 | +400股 | 新买入 |
 VANDA PHARMACEUTICALSVNDA |
| 0.1% | 0.13% | $13.4万 | 2.2万股 | $15.1万 | 2.2万股 | 00.00% | 持仓不变 |
| LLEXICON PHARMACEUTICALS INC COM NEWLXRX |
| 0.04% | 0.03% | $4.8万 | 2.0万股 | $3.1万 | 2.0万股 | 00.00% | 持仓不变 |
| JJASPER THERAPEUTICS INC COM NEWJSPRW |
| 0.01% | 0.03% | $1.5万 | 3.5万股 | $3.1万 | 3.5万股 | 00.00% | 持仓不变 |
