| SSANDISK COMSNDK |
| 10.86% | 5.16% | $1.19亿 | 5.2万股 | $3,312.2万 | 5.2万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 7.97% | 5.34% | $8,701.8万 | 13.6万股 | $3,423.9万 | 12.7万股 | +9,655股+7.63% | 加仓 |
 迈威尔MRVL |
| 5.84% | 3.09% | $6,370.8万 | 21.4万股 | $1,981.0万 | 20.0万股 | +1.4万股+6.93% | 加仓 |
 应用材料AMAT |
| 5.53% | 5.41% | $6,040.0万 | 8.4万股 | $3,469.5万 | 10.2万股 | -1.8万股-17.70% | 减仓 |
| TTERADYNETER |
| 5.35% | 4.32% | $5,843.8万 | 12.1万股 | $2,773.0万 | 9.4万股 | +2.7万股+29.13% | 加仓 |
 AMD超威AMD |
| 5.27% | — | $5,752.0万 | 9.9万股 | $0 | 0股 | +9.9万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 5.14% | — | $5,605.6万 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 PALO ALTOPANW |
| 5.02% | 4.01% | $5,475.2万 | 16.1万股 | $2,574.0万 | 16.1万股 | 00.00% | 持仓不变 |
 CompassCOMP |
| 4.37% | 3.86% | $4,769.1万 | 386.8万股 | $2,475.5万 | 338.7万股 | +48.1万股+14.22% | 加仓 |
 NubankNU |
| 4.17% | 6.92% | $4,545.6万 | 340.2万股 | $4,443.3万 | 309.2万股 | +31.0万股+10.04% | 加仓 |
| SSEMTECHSMTC |
| 3.83% | — | $4,174.7万 | 25.8万股 | $0 | 0股 | +25.8万股 | 新买入 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 3.56% | — | $3,883.2万 | 47.1万股 | $0 | 0股 | +47.1万股 | 新买入 |
 阿斯麦ASML |
| 3.52% | 4.34% | $3,841.6万 | 1.9万股 | $2,786.7万 | 2.1万股 | -1,788股-8.47% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 3.48% | — | $3,796.8万 | 50.7万股 | $0 | 0股 | +50.7万股 | 新买入 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 3.13% | 4.15% | $3,420.0万 | 13.1万股 | $2,661.4万 | 15.2万股 | -2.0万股-13.48% | 减仓 |
 英伟达NVDA |
| 2.89% | 4.96% | $3,157.8万 | 15.8万股 | $3,183.9万 | 18.3万股 | -2.5万股-13.55% | 减仓 |
| SSentinelone INC CLASS A CORP COMMONS |
| 2.78% | 3.32% | $3,036.7万 | 178.9万股 | $2,132.1万 | 165.5万股 | +13.4万股+8.10% | 加仓 |
| DDPC HOLDINGS PLCDPC |
| 2.63% | — | $2,865.5万 | 58.4万股 | $0 | 0股 | +58.4万股 | 新买入 |
 DatadogDDOG |
| 2.22% | — | $2,419.1万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 2.21% | — | $2,416.9万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
 Meta平台META |
| 2.18% | 3.5% | $2,378.8万 | 4.2万股 | $2,247.6万 | 3.9万股 | +2,945股+7.50% | 加仓 |
 NETFLIXNFLX |
| 2.02% | 7.44% | $2,209.9万 | 31.0万股 | $4,776.6万 | 49.7万股 | -18.7万股-37.70% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.26% | 2.31% | $1,370.6万 | 8,075股 | $1,479.9万 | 8,559股 | -484股-5.65% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 1.23% | — | $1,340.6万 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
 相干公司COHR |
| 1.19% | 3.49% | $1,300.4万 | 3.3万股 | $2,240.7万 | 9.4万股 | -6.1万股-64.95% | 减仓 |
 自由媒体FWONK |
| 1.17% | — | $1,281.5万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
 OKTA CLASS AOKTA |
| 1.17% | — | $1,281.3万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
