 英伟达NVDA |
| 19.16% | 28.57% | $18.84亿 | 941.4万股 | $16.28亿 | 933.6万股 | +7.8万股+0.83% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 16.24% | — | $15.97亿 | 722.5万股 | $0 | 0股 | +722.5万股 | 新买入 |
 Meta平台META |
| 7.76% | 19.61% | $7.63亿 | 135.5万股 | $11.18亿 | 195.3万股 | -59.8万股-30.63% | 减仓 |
 台积电TSM |
| 6.94% | 8.1% | $6.83亿 | 142.9万股 | $4.62亿 | 136.6万股 | +6.4万股+4.66% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 6.15% | 6.12% | $6.05亿 | 607.4万股 | $3.49亿 | 449.9万股 | +157.5万股+35.00% | 加仓 |
 Arm控股ARM |
| 5.92% | 4.55% | $5.82亿 | 164.2万股 | $2.60亿 | 171.5万股 | -7.3万股-4.28% | 减仓 |
 亚马逊AMZN |
| 5.88% | 7.64% | $5.78亿 | 242.5万股 | $4.35亿 | 209.0万股 | +33.6万股+16.07% | 加仓 |
 优步UBER |
| 5.41% | 10.06% | $5.32亿 | 737.2万股 | $5.73亿 | 797.2万股 | -59.9万股-7.52% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 4.99% | 5.1% | $4.90亿 | 192.6万股 | $2.91亿 | 192.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.81% | 7.69% | $4.73亿 | 126.8万股 | $4.38亿 | 118.4万股 | +8.4万股+7.13% | 加仓 |
| Q高通QCOM |
| 3.54% | — | $3.48亿 | 188.2万股 | $0 | 0股 | +188.2万股 | 新买入 |
| SSpaceXSPCX |
| 3.09% | — | $3.04亿 | 177.6万股 | $0 | 0股 | +177.6万股 | 新买入 |
 美光科技MU |
| 2.46% | — | $2.42亿 | 21.0万股 | $0 | 0股 | +21.0万股 | 新买入 |
 应用材料AMAT |
| 1.93% | — | $1.89亿 | 26.2万股 | $0 | 0股 | +26.2万股 | 新买入 |
 科磊KLAC |
| 1.77% | — | $1.74亿 | 57.8万股 | $0 | 0股 | +57.8万股 | 新买入 |
 泛林集团LRCX |
| 1.74% | — | $1.71亿 | 39.4万股 | $0 | 0股 | +39.4万股 | 新买入 |
 RobinhoodHOOD |
| 0.92% | 1.09% | $9,022.1万 | 90.0万股 | $6,234.9万 | 90.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.64% | — | $6,260.4万 | 17.5万股 | $0 | 0股 | +17.5万股 | 新买入 |
 新思科技SNPS |
| 0.64% | — | $6,260.3万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
| GGRAB LIMITED |
| <0.01% | — | $15.1万 | 350.2万股 | $0 | 0股 | +350.2万股 | 新买入 |
