| SSpaceXSPCX |
| 49.2% | — | $29.01亿 | 1,698.1万股 | $0 | 0股 | +1,698.1万股 | 新买入 |
 英伟达NVDA |
| 8.06% | 16.03% | $4.75亿 | 237.5万股 | $5.29亿 | 303.4万股 | -65.9万股-21.73% | 减仓 |
 谷歌AGOOGL |
| 6.75% | 13.97% | $3.98亿 | 111.4万股 | $4.61亿 | 160.3万股 | -48.9万股-30.49% | 减仓 |
 亚马逊AMZN |
| 4.36% | 7.44% | $2.57亿 | 108.0万股 | $2.45亿 | 117.9万股 | -9.9万股-8.41% | 减仓 |
 微软MSFT |
| 4.01% | 8.56% | $2.36亿 | 63.3万股 | $2.82亿 | 76.3万股 | -13.0万股-16.99% | 减仓 |
 阿斯麦ASML |
| 3.6% | 5.49% | $2.12亿 | 10.7万股 | $1.81亿 | 13.7万股 | -3.1万股-22.23% | 减仓 |
 博通AVGO |
| 3.12% | 7.44% | $1.84亿 | 48.6万股 | $2.45亿 | 79.3万股 | -30.6万股-38.64% | 减仓 |
| SSANDISK COMSNDK |
| 2.92% | 1.21% | $1.72亿 | 7.6万股 | $3,996.3万 | 6.3万股 | +1.3万股+20.51% | 加仓 |
| SSEA SPONSORD ADSSE |
| 2.88% | 4.45% | $1.70亿 | 177.5万股 | $1.47亿 | 177.5万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 2.2% | 4.19% | $1.30亿 | 30.9万股 | $1.38亿 | 37.2万股 | -6.3万股-16.90% | 减仓 |
 Meta平台META |
| 2.13% | 4.45% | $1.25亿 | 22.3万股 | $1.47亿 | 25.7万股 | -3.4万股-13.32% | 减仓 |
 ServiceNowNOW |
| 1.91% | 3.6% | $1.13亿 | 113.5万股 | $1.19亿 | 113.5万股 | 00.00% | 持仓不变 |
| KKLARNAKLAR |
| 1.81% | 2.09% | $1.07亿 | 526.7万股 | $6,893.9万 | 526.7万股 | 00.00% | 持仓不变 |
| SSERVICETITAN INC SHS CL ATTAN |
| 1.47% | 2.36% | $8,692.3万 | 122.9万股 | $7,801.0万 | 122.9万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 1.4% | 7.25% | $8,260.0万 | 44.8万股 | $2.39亿 | 159.4万股 | -114.6万股-71.92% | 减仓 |
 AMD超威AMD |
| 1.1% | — | $6,477.1万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 0.87% | 2.45% | $5,120.5万 | 20.1万股 | $8,068.9万 | 53.5万股 | -33.4万股-62.39% | 减仓 |
 CienaCIEN |
| 0.74% | — | $4,366.0万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 0.62% | — | $3,627.2万 | 208.8万股 | $0 | 0股 | +208.8万股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 0.43% | — | $2,529.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 CloudflareNET |
| 0.42% | — | $2,472.4万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
