 科磊KLAC |
| 39.2% | 34.14% | $9.21亿 | 305.4万股 | $4.58亿 | 31.1万股 | +274.3万股+882.73% | 加仓 |
 泛林集团LRCX |
| 38% | 35.86% | $8.93亿 | 206.1万股 | $4.81亿 | 224.9万股 | -18.8万股-8.37% | 减仓 |
 ANALOG DEVICES COMADI |
| 7.88% | 11.07% | $1.85亿 | 46.6万股 | $1.48亿 | 46.6万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 5.83% | 8.38% | $1.37亿 | 36.3万股 | $1.12亿 | 36.3万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.4% | 1.6% | $5,635.7万 | 13.1万股 | $2,143.8万 | 13.1万股 | 00.00% | 持仓不变 |
 ASPEN AEROGELS INC COMASPN |
| 1.39% | 1.32% | $3,276.9万 | 516.9万股 | $1,767.7万 | 516.9万股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 1.18% | 2.17% | $2,765.7万 | 48.0万股 | $2,911.1万 | 48.0万股 | 00.00% | 持仓不变 |
| CCEVACEVA |
| 0.9% | 0.62% | $2,105.1万 | 44.6万股 | $833.8万 | 44.6万股 | 00.00% | 持仓不变 |
 PinterestPINS |
| 0.85% | 1.16% | $1,997.9万 | 95.0万股 | $1,558.9万 | 85.0万股 | +10.0万股+11.76% | 加仓 |
| PPROGRESS SOFTWAREPRGS |
| 0.73% | 0.97% | $1,707.9万 | 50.9万股 | $1,304.6万 | 50.9万股 | 00.00% | 持仓不变 |
| EEGAIN CORP COM NEWEGAN |
| 0.72% | 1.57% | $1,683.3万 | 267.2万股 | $2,108.1万 | 267.2万股 | 00.00% | 持仓不变 |
| GGARMIN SHSGRMN |
| 0.49% | 0.83% | $1,140.2万 | 4.8万股 | $1,113.6万 | 4.8万股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 0.3% | 0.23% | $709.1万 | 2.0万股 | $302.6万 | 2.0万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.14% | 0.08% | $321.3万 | 2.3万股 | $101.5万 | 2.3万股 | 00.00% | 持仓不变 |
