| SSANDISK COMSNDK |
| 40.5% | 20.72% | $2.27亿 | 10.0万股 | $2,373.8万 | 10.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 14.26% | — | $8,003.6万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 AMD超威AMD |
| 10.35% | 28.04% | $5,809.1万 | 10.0万股 | $3,212.4万 | 15.0万股 | -5.0万股-33.33% | 减仓 |
 REDDIT CL ARDDT |
| 6.18% | — | $3,471.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 VertivVRT |
| 5.96% | 14.14% | $3,348.2万 | 10.0万股 | $1,620.1万 | 10.0万股 | 00.00% | 持仓不变 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 5.94% | — | $3,333.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 Bloom EnergyBE |
| 5.39% | 7.58% | $3,027.0万 | 10.0万股 | $868.9万 | 10.0万股 | 00.00% | 持仓不变 |
| VVIAVI SOLUTIONSVIAV |
| 4.25% | 3.11% | $2,387.5万 | 50.0万股 | $356.4万 | 20.0万股 | +30.0万股+150.00% | 加仓 |
| VVICTORIAS SECRETVSXY |
| 2.97% | — | $1,669.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 阿里巴巴BABA |
| 1.71% | 19.19% | $959.8万 | 10.0万股 | $2,198.7万 | 15.0万股 | -5.0万股-33.33% | 减仓 |
| LLEMONADELMND |
| 1.16% | 6.21% | $650.5万 | 10.0万股 | $711.8万 | 10.0万股 | 00.00% | 持仓不变 |
| BBANDWIDTH INC COM CL ABAND |
| 1.13% | — | $633.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| SSOUND GROUP INCSOGP |
| 0.2% | 1.01% | $112.3万 | 10.0万股 | $116.2万 | 10.0万股 | 00.00% | 持仓不变 |
