| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 8.91% | 16.88% | $9,980.8万 | 38.3万股 | $8,848.4万 | 50.4万股 | -12.1万股-24.06% | 减仓 |
| FFLEXFLEX |
| 5.49% | 3.89% | $6,156.0万 | 38.0万股 | $2,037.3万 | 31.1万股 | +6.9万股+22.05% | 加仓 |
 AMD超威AMD |
| 5.48% | — | $6,143.2万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
| IINTERDIGITALIDCC |
| 4.66% | 3.12% | $5,220.6万 | 18.4万股 | $1,633.9万 | 5.4万股 | +13.0万股+240.80% | 加仓 |
 天弘CLS |
| 4.56% | 2.88% | $5,105.9万 | 14.0万股 | $1,506.8万 | 5.3万股 | +8.6万股+161.64% | 加仓 |
 相干公司COHR |
| 4.55% | 4% | $5,099.8万 | 12.9万股 | $2,094.0万 | 8.8万股 | +4.1万股+47.07% | 加仓 |
| HHINGE HEALTHHNGE |
| 4.16% | 3.07% | $4,658.2万 | 56.1万股 | $1,608.7万 | 41.7万股 | +14.4万股+34.53% | 加仓 |
| EEXTREME NETWORKSEXTR |
| 4.11% | 3.78% | $4,609.8万 | 142.4万股 | $1,980.1万 | 131.3万股 | +11.1万股+8.46% | 加仓 |
| KKULICKE & SOFFA INDSKLIC |
| 4% | — | $4,478.0万 | 33.5万股 | $0 | 0股 | +33.5万股 | 新买入 |
 TwilioTWLO |
| 3.71% | — | $4,154.5万 | 20.1万股 | $0 | 0股 | +20.1万股 | 新买入 |
 CienaCIEN |
| 3.56% | — | $3,988.2万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 Live NationLYV |
| 3.53% | 8.57% | $3,955.9万 | 21.6万股 | $4,489.9万 | 29.4万股 | -7.8万股-26.62% | 减仓 |
| RRAMBUS DELRMBS |
| 3.46% | 5.48% | $3,872.2万 | 29.2万股 | $2,871.8万 | 33.4万股 | -4.2万股-12.61% | 减仓 |
| QQUANTINUUM INCQNT |
| 3.42% | — | $3,836.5万 | 46.9万股 | $0 | 0股 | +46.9万股 | 新买入 |
| UUNIVERSAL TECHNICAL INSTUTI |
| 3.4% | — | $3,807.0万 | 89.0万股 | $0 | 0股 | +89.0万股 | 新买入 |
 AIRBNB COM CL AABNB |
| 3.17% | 5.95% | $3,546.5万 | 24.8万股 | $3,119.2万 | 24.7万股 | +830股+0.34% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 3.08% | — | $3,450.4万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
| OOUSTEROUST |
| 2.51% | — | $2,808.8万 | 44.9万股 | $0 | 0股 | +44.9万股 | 新买入 |
| PPDF SOLUTIONSPDFS |
| 2.34% | — | $2,617.6万 | 37.0万股 | $0 | 0股 | +37.0万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 2.26% | — | $2,532.4万 | 190.7万股 | $0 | 0股 | +190.7万股 | 新买入 |
 ALLIENTALNT |
| 2.02% | — | $2,266.9万 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
| RROCKET LAB COMRKLB |
| 2.01% | — | $2,247.9万 | 22.1万股 | $0 | 0股 | +22.1万股 | 新买入 |
 F5FFIV |
| 1.9% | 2.77% | $2,132.1万 | 5.1万股 | $1,452.3万 | 5.0万股 | +1,062股+2.12% | 加仓 |
| DDYCOM INDSDY |
| 1.78% | — | $1,995.7万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 1.46% | — | $1,636.4万 | 66.8万股 | $0 | 0股 | +66.8万股 | 新买入 |
| LLIONSGATE STUDIOSLION |
| 1.44% | 1.9% | $1,608.2万 | 105.0万股 | $998.3万 | 104.1万股 | +9,511股+0.91% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.42% | 1.03% | $1,594.0万 | 8.9万股 | $537.7万 | 3.0万股 | +5.9万股+197.49% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.24% | 1.79% | $1,393.3万 | 11.3万股 | $940.2万 | 6.3万股 | +5.0万股+80.12% | 加仓 |
 SPHERE ENTERTAINMENTSPHR |
| 1.14% | 1.64% | $1,278.3万 | 7.4万股 | $861.1万 | 7.3万股 | +533股+0.73% | 加仓 |
| GGLOBAL E ONLINEGLBE |
| 1.09% | — | $1,226.7万 | 35.3万股 | $0 | 0股 | +35.3万股 | 新买入 |
| AAMPRIUS TECHNOLOGIESAMPX |
| 1.04% | — | $1,162.7万 | 83.9万股 | $0 | 0股 | +83.9万股 | 新买入 |
| AAPPLIED DIGITALAPLD |
| 0.88% | — | $990.2万 | 26.5万股 | $0 | 0股 | +26.5万股 | 新买入 |
 CloudflareNET |
| 0.52% | — | $578.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| AAMKOR TECHNOLOGYAMKR |
| 0.51% | — | $568.2万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 美光科技MU |
| 0.46% | — | $517.6万 | 4,484股 | $0 | 0股 | +4,484股 | 新买入 |
| BBABCOCK & WILCOX ENTERPRISESBW |
| 0.42% | — | $469.7万 | 33.3万股 | $0 | 0股 | +33.3万股 | 新买入 |
| MMAXLINEARMXL |
| 0.31% | — | $350.5万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
