| CCARVANA CL ACVNA |
| 13.67% | 15.34% | $5,101.1万 | 77.5万股 | $4,322.7万 | 13.8万股 | +63.8万股+463.64% | 加仓 |
| AAPPLOVINAPP |
| 13.11% | 13.42% | $4,894.7万 | 9.5万股 | $3,781.0万 | 9.5万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 10.4% | — | $3,883.1万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 英特尔INTC |
| 9.35% | — | $3,490.8万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 谷歌AGOOGL |
| 8.62% | 11.48% | $3,216.3万 | 9.0万股 | $3,235.1万 | 11.3万股 | -2.3万股-20.00% | 减仓 |
 Meta平台META |
| 7.55% | 21.32% | $2,816.5万 | 5.0万股 | $6,007.4万 | 10.5万股 | -5.5万股-52.38% | 减仓 |
| SSANDISK COMSNDK |
| 5.48% | — | $2,046.4万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
 NEBIUSNBIS |
| 4.81% | — | $1,795.1万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 4.55% | 10.74% | $1,697.4万 | 1.0万股 | $3,025.8万 | 1.8万股 | -7,500股-42.86% | 减仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 4.42% | — | $1,648.2万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 德州仪器TXN |
| 4.39% | — | $1,639.4万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 台积电TSM |
| 3.2% | 3% | $1,193.9万 | 2.5万股 | $844.9万 | 2.5万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 2.91% | 4.25% | $1,084.5万 | 1.5万股 | $1,196.3万 | 3.5万股 | -2.0万股-57.14% | 减仓 |
| DDIGITALOCEANDOCN |
| 2.31% | — | $863.7万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 阿里巴巴BABA |
| 1.93% | 6.68% | $719.9万 | 7.5万股 | $1,881.9万 | 15.0万股 | -7.5万股-50.00% | 减仓 |
| SSEA SPONSORD ADSSE |
| 1.93% | — | $718.7万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 0.82% | — | $306.3万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 福克斯FOXA |
| 0.56% | — | $208.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
