| UUnityU |
| 13.88% | 11.77% | $7,553.0万 | 264.3万股 | $5,798.2万 | 264.3万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 10.52% | 11.62% | $5,722.9万 | 15.2万股 | $5,725.9万 | 18.5万股 | -3.4万股-18.11% | 减仓 |
 甲骨文ORCL |
| 9.35% | 10.36% | $5,085.3万 | 34.7万股 | $5,104.7万 | 34.7万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 8.98% | 10.49% | $4,884.9万 | 5.7万股 | $5,170.9万 | 7.4万股 | -1.7万股-22.63% | 减仓 |
 英伟达NVDA |
| 8.09% | 11.43% | $4,399.8万 | 22.0万股 | $5,629.5万 | 32.3万股 | -10.3万股-31.88% | 减仓 |
 相干公司COHR |
| 7.56% | 5.43% | $4,114.3万 | 10.4万股 | $2,675.1万 | 11.2万股 | -8,000股-7.12% | 减仓 |
 Bloom EnergyBE |
| 6.02% | 2.78% | $3,277.4万 | 10.8万股 | $1,368.4万 | 10.1万股 | +7,273股+7.20% | 加仓 |
| RRiot PlatformsRIOT |
| 5.28% | 3.64% | $2,873.5万 | 105.0万股 | $1,792.2万 | 145.0万股 | -40.1万股-27.62% | 减仓 |
 ATOUR LIFESTYLEATAT |
| 4.71% | 6.02% | $2,563.1万 | 80.6万股 | $2,966.9万 | 80.6万股 | 00.00% | 持仓不变 |
 HESAIHSAI |
| 4.52% | 3.36% | $2,457.9万 | 134.9万股 | $1,653.9万 | 86.5万股 | +48.4万股+55.95% | 加仓 |
 天弘CLS |
| 4.25% | 5.34% | $2,312.8万 | 6.3万股 | $2,630.9万 | 9.3万股 | -3.0万股-32.12% | 减仓 |
| GGDSGDS |
| 4.21% | 3.64% | $2,291.4万 | 76.3万股 | $1,793.1万 | 44.5万股 | +31.8万股+71.45% | 加仓 |
| VV FVFC |
| 3.69% | 0.61% | $2,009.9万 | 120.5万股 | $300.7万 | 17.7万股 | +102.8万股+580.79% | 加仓 |
 PALO ALTOPANW |
| 3.45% | — | $1,875.6万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 JOYYJOYY |
| 2.51% | 2.06% | $1,366.0万 | 20.7万股 | $1,016.0万 | 17.4万股 | +3.3万股+18.97% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.91% | — | $493.4万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 雷诺士LII |
| 0.44% | — | $240.6万 | 4,200股 | $0 | 0股 | +4,200股 | 新买入 |
 特灵科技TT |
| 0.42% | — | $230.8万 | 4,700股 | $0 | 0股 | +4,700股 | 新买入 |
 CARRIER GLOBALCARR |
| 0.42% | — | $230.3万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 江森自控JCI |
| 0.41% | — | $225.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| AAAONAAON |
| 0.37% | — | $201.7万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
