 英伟达NVDA |
| 10.66% | 16.52% | $5.88亿 | 293.7万股 | $4.61亿 | 162.5万股 | +131.2万股+80.78% | 加仓 |
 亚马逊AMZN |
| 7.37% | — | $4.06亿 | 170.5万股 | $0 | 0股 | +170.5万股 | 新买入 |
 阿斯麦ASML |
| 5.5% | 0.71% | $3.03亿 | 15.3万股 | $1,981.2万 | 1.5万股 | +13.8万股+916.67% | 加仓 |
 VanEck ETF信托SMH |
| 5.47% | — | $3.02亿 | 46.0万股 | $0 | 0股 | +46.0万股 | 新买入 |
 微软MSFT |
| 5.13% | — | $2.83亿 | 75.8万股 | $0 | 0股 | +75.8万股 | 新买入 |
 德州仪器TXN |
| 4.66% | — | $2.57亿 | 86.2万股 | $0 | 0股 | +86.2万股 | 新买入 |
| SSpaceXSPCX |
| 4.58% | — | $2.53亿 | 147.9万股 | $0 | 0股 | +147.9万股 | 新买入 |
 VisaV |
| 3.47% | 3.68% | $1.91亿 | 55.7万股 | $1.03亿 | 16.0万股 | +39.7万股+248.30% | 加仓 |
 天弘CLS |
| 3.15% | 2.08% | $1.74亿 | 47.6万股 | $5,802.6万 | 14.9万股 | +32.7万股+219.51% | 加仓 |
| TTTM TECHNOLOGIESTTMI |
| 3.04% | — | $1.68亿 | 89.6万股 | $0 | 0股 | +89.6万股 | 新买入 |
| V先锋领航指数基金VOO |
| 2.94% | — | $1.62亿 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
| LLATTICE SEMICONDUCTORLSCC |
| 2.88% | — | $1.59亿 | 103.8万股 | $0 | 0股 | +103.8万股 | 新买入 |
 福克斯FOXA |
| 2.83% | — | $1.56亿 | 299.3万股 | $0 | 0股 | +299.3万股 | 新买入 |
 Live NationLYV |
| 2.71% | 4.03% | $1.50亿 | 81.7万股 | $1.13亿 | 61.8万股 | +19.9万股+32.17% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.7% | — | $1.49亿 | 58.6万股 | $0 | 0股 | +58.6万股 | 新买入 |
 NateraNTRA |
| 2.69% | 4.86% | $1.48亿 | 54.7万股 | $1.36亿 | 47.5万股 | +7.2万股+15.19% | 加仓 |
 AMD超威AMD |
| 2.25% | 3.51% | $1.24亿 | 21.4万股 | $9,805.3万 | 30.2万股 | -8.8万股-29.12% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.87% | — | $1.03亿 | 37.9万股 | $0 | 0股 | +37.9万股 | 新买入 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 1.62% | — | $8,932.0万 | 88.0万股 | $0 | 0股 | +88.0万股 | 新买入 |
| EENTEGRISENTG |
| 1.52% | 0.65% | $8,363.5万 | 46.5万股 | $1,817.2万 | 15.5万股 | +31.0万股+200.00% | 加仓 |
 新思科技SNPS |
| 1.49% | 1.75% | $8,207.7万 | 18.4万股 | $4,876.7万 | 12.3万股 | +6.1万股+49.59% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 1.39% | — | $7,672.2万 | 97.9万股 | $0 | 0股 | +97.9万股 | 新买入 |
| MMASTECMTZ |
| 1.27% | — | $7,023.1万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
 相干公司COHR |
| 1.14% | 5.08% | $6,311.5万 | 16.0万股 | $1.42亿 | 50.5万股 | -34.5万股-68.31% | 减仓 |
 DatadogDDOG |
| 1.07% | — | $5,910.2万 | 22.7万股 | $0 | 0股 | +22.7万股 | 新买入 |
| FFTAI AVIATIONFTAI |
| 1.07% | — | $5,875.9万 | 21.7万股 | $0 | 0股 | +21.7万股 | 新买入 |
 美光科技MU |
| 1.05% | 3.67% | $5,771.5万 | 5.0万股 | $1.03亿 | 20.9万股 | -15.9万股-76.07% | 减仓 |
 VertivVRT |
| 0.97% | 0.18% | $5,357.1万 | 16.0万股 | $501.2万 | 8,021股 | +15.2万股+1,894.76% | 加仓 |
| SSANDISK COMSNDK |
| 0.95% | — | $5,229.6万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 0.91% | — | $5,031.9万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 摩托罗拉解决方案MSI |
| 0.9% | — | $4,983.5万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 谷歌AGOOGL |
| 0.78% | 3.71% | $4,288.4万 | 12.0万股 | $1.04亿 | 21.6万股 | -9.6万股-44.41% | 减仓 |
| TTALEN ENERGYTLN |
| 0.77% | — | $4,272.7万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.77% | — | $4,240.0万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 WILLIAMS SONOMAWSM |
| 0.68% | — | $3,729.6万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
| LLIONSGATE STUDIOSLION |
| 0.64% | — | $3,530.2万 | 230.6万股 | $0 | 0股 | +230.6万股 | 新买入 |
| DDOORDASHDASH |
| 0.62% | — | $3,432.3万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.53% | — | $2,917.2万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
| CCARVANA CL ACVNA |
| 0.53% | — | $2,896.1万 | 44.0万股 | $0 | 0股 | +44.0万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.51% | — | $2,789.7万 | 37.3万股 | $0 | 0股 | +37.3万股 | 新买入 |
 台积电TSM |
| 0.48% | 10% | $2,660.1万 | 5.6万股 | $2.79亿 | 40.6万股 | -35.0万股-86.27% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.48% | 4.03% | $2,624.8万 | 27.4万股 | $1.12亿 | 96.8万股 | -69.4万股-71.70% | 减仓 |
 希捷STX |
| 0.44% | — | $2,412.6万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 ROKU COM CL AROKU |
| 0.4% | 0.24% | $2,210.2万 | 16.0万股 | $671.8万 | 7.1万股 | +8.9万股+125.35% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 0.39% | — | $2,133.2万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| TTERAWULF COMWULF |
| 0.35% | — | $1,926.6万 | 78.0万股 | $0 | 0股 | +78.0万股 | 新买入 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.32% | 1.17% | $1,787.5万 | 32.0万股 | $3,267.3万 | 111.6万股 | -79.6万股-71.33% | 减仓 |
 CompassCOMP |
| 0.31% | — | $1,713.9万 | 139.0万股 | $0 | 0股 | +139.0万股 | 新买入 |
 自由媒体FWONK |
| 0.29% | 0.52% | $1,621.2万 | 17.0万股 | $1,458.1万 | 17.2万股 | -1,100股-0.64% | 减仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.25% | — | $1,357.2万 | 51.8万股 | $0 | 0股 | +51.8万股 | 新买入 |
