 英伟达NVDA |
| 36.1% | 33.78% | $4,004.8万 | 20.0万股 | $3,490.6万 | 20.0万股 | 00.00% | 持仓不变 |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 20.11% | 14.64% | $2,231.8万 | 41.9万股 | $1,512.5万 | 40.6万股 | +1.3万股+3.25% | 加仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 10.51% | 15.84% | $1,165.9万 | 30.1万股 | $1,637.1万 | 26.7万股 | +3.4万股+12.82% | 加仓 |
| GGENPACT LIMITEDG |
| 9.4% | 8.53% | $1,043.1万 | 37.9万股 | $881.0万 | 23.7万股 | +14.3万股+60.37% | 加仓 |
| TTASKUS INC CLASS A COMTASK |
| 8.97% | 9.86% | $995.5万 | 212.7万股 | $1,018.4万 | 151.8万股 | +60.9万股+40.15% | 加仓 |
| SSEA SPONSORD ADSSE |
| 3.85% | 4.57% | $427.4万 | 4.5万股 | $472.0万 | 5.7万股 | -1.2万股-21.75% | 减仓 |
 Arista网络ANET |
| 2.65% | 2.06% | $293.9万 | 1.7万股 | $212.4万 | 1.7万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 1.47% | 1.83% | $163.0万 | 4,100股 | $189.0万 | 4,100股 | 00.00% | 持仓不变 |
| CCHORD ENERGYCHRD |
| 1.37% | 1.83% | $151.8万 | 1.3万股 | $188.8万 | 1.3万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 1.25% | 0.93% | $139.0万 | 2,910股 | $95.6万 | 2,830股 | +80股+2.83% | 加仓 |
| FFRESHWORKSFRSH |
| 1.23% | 1.05% | $136.1万 | 13.5万股 | $108.0万 | 13.5万股 | 00.00% | 持仓不变 |
| EEPSILON ENERGY LTD COMEPSN |
| 1.22% | 1.49% | $135.3万 | 25.0万股 | $154.0万 | 25.0万股 | 00.00% | 持仓不变 |
| SSHINHAN FINANCIAL LSHG |
| 0.82% | 0.81% | $90.4万 | 1.4万股 | $84.0万 | 1.4万股 | +600股+4.38% | 加仓 |
| KKOSMOS ENERGYKOS |
| 0.48% | 0.67% | $52.8万 | 25.0万股 | $69.5万 | 25.0万股 | 00.00% | 持仓不变 |
| AAMPLIFY ENERGY CORPORATION NEWAMPY |
| 0.32% | 0.54% | $35.6万 | 8.9万股 | $55.8万 | 8.9万股 | 00.00% | 持仓不变 |
 KENVUE COMKVUE |
| 0.26% | 0.25% | $28.7万 | 1.5万股 | $25.9万 | 1.5万股 | 00.00% | 持仓不变 |
