| FFTAI AVIATIONFTAI |
| 7.69% | — | $2,741.5万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 LumentumLITE |
| 7.44% | — | $2,652.5万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 相干公司COHR |
| 7.11% | 5.44% | $2,533.8万 | 6.4万股 | $1,384.6万 | 5.8万股 | +6,109股+10.51% | 加仓 |
| WWEXWEX |
| 6.92% | 0.94% | $2,468.0万 | 17.5万股 | $239.7万 | 1.6万股 | +15.9万股+1,016.78% | 加仓 |
 亚马逊AMZN |
| 6.51% | 5.25% | $2,322.5万 | 9.7万股 | $1,335.7万 | 6.4万股 | +3.3万股+51.95% | 加仓 |
 Meta平台META |
| 6.19% | 5.83% | $2,208.7万 | 3.9万股 | $1,483.6万 | 2.6万股 | +1.3万股+51.21% | 加仓 |
| FFLEXFLEX |
| 5.83% | — | $2,079.6万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
| SSK TELECOM LTDSKM |
| 5.73% | — | $2,041.5万 | 63.5万股 | $0 | 0股 | +63.5万股 | 新买入 |
 ON SEMICONDUCTOR COMON |
| 5.57% | — | $1,984.4万 | 21.0万股 | $0 | 0股 | +21.0万股 | 新买入 |
 英伟达NVDA |
| 5.33% | — | $1,901.4万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
 VertivVRT |
| 5.28% | — | $1,881.1万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
| SSTONECOSTNE |
| 4.99% | 0.73% | $1,780.1万 | 164.2万股 | $185.6万 | 13.1万股 | +151.1万股+1,149.03% | 加仓 |
 Arista网络ANET |
| 4.91% | — | $1,749.0万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
 PAGSEGURO DIGITALPAGS |
| 4.25% | 0.66% | $1,514.9万 | 167.4万股 | $168.0万 | 16.8万股 | +150.6万股+898.35% | 加仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 4.2% | — | $1,496.5万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 4.16% | — | $1,483.5万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| TTALEN ENERGYTLN |
| 3.31% | — | $1,181.7万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 台积电TSM |
| 2.14% | — | $763.5万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 NVENT ELECTRICNVT |
| 1.68% | — | $599.2万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| PPOWER INTEGRATIONSPOWI |
| 0.76% | — | $272.2万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
