 迈威尔MRVL |
| 13.75% | 6.69% | $1.16亿 | 39.1万股 | $5,097.1万 | 51.5万股 | -12.4万股-24.03% | 减仓 |
 亚马逊AMZN |
| 9.16% | 10.31% | $7,752.6万 | 32.5万股 | $7,857.5万 | 37.7万股 | -5.2万股-13.78% | 减仓 |
 泛林集团LRCX |
| 7.31% | — | $6,188.0万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 5.88% | 4.27% | $4,975.6万 | 19.1万股 | $3,253.4万 | 18.5万股 | +5,500股+2.97% | 加仓 |
| AAEVA TECHNOLOGIESAEVA |
| 5.59% | 2.07% | $4,737.2万 | 164.9万股 | $1,579.2万 | 120.0万股 | +44.9万股+37.45% | 加仓 |
| WWOLFSPEEDWOLF |
| 5.14% | — | $4,352.6万 | 90.2万股 | $0 | 0股 | +90.2万股 | 新买入 |
| VVISHAY INTERTECHNOLOGYVSH |
| 5.05% | — | $4,273.4万 | 79.5万股 | $0 | 0股 | +79.5万股 | 新买入 |
 ROCKET COS COM CL ARKT |
| 4.84% | 3.8% | $4,099.3万 | 260.3万股 | $2,894.9万 | 203.2万股 | +57.1万股+28.12% | 加仓 |
 布鲁克BRKR |
| 4.59% | 2.61% | $3,884.0万 | 64.5万股 | $1,986.6万 | 55.0万股 | +9.5万股+17.35% | 加仓 |
| B百度BIDU |
| 4.55% | — | $3,852.2万 | 33.7万股 | $0 | 0股 | +33.7万股 | 新买入 |
 ICICI BANK LIMITEDIBN |
| 4.43% | 4.39% | $3,751.3万 | 129.2万股 | $3,346.8万 | 129.2万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 4.17% | — | $3,533.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 3.67% | 4.15% | $3,106.2万 | 1.8万股 | $3,164.1万 | 1.8万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 3.63% | 5.27% | $3,076.2万 | 32.1万股 | $4,021.0万 | 32.1万股 | 00.00% | 持仓不变 |
| LLUMEXA IMAGINGLMRI |
| 3.41% | — | $2,887.1万 | 256.0万股 | $0 | 0股 | +256.0万股 | 新买入 |
| CCIRCLE INTERNET COM CL ACRCL |
| 3.25% | 4.56% | $2,755.7万 | 44.0万股 | $3,479.6万 | 36.5万股 | +7.5万股+20.65% | 加仓 |
| FFUTU SPON ADS CL AFUTU |
| 2.53% | 4.1% | $2,143.8万 | 22.9万股 | $3,127.7万 | 22.9万股 | 00.00% | 持仓不变 |
 ATOUR LIFESTYLEATAT |
| 2.01% | 4.33% | $1,705.4万 | 53.6万股 | $3,303.7万 | 89.8万股 | -36.1万股-40.25% | 减仓 |
| FFIGURE TECHNOLOGY SOLUTIOFIGR |
| 2% | — | $1,690.3万 | 55.0万股 | $0 | 0股 | +55.0万股 | 新买入 |
| TTASKUS INC CLASS A COMTASK |
| 1.94% | 3.29% | $1,643.7万 | 351.2万股 | $2,506.0万 | 373.5万股 | -22.3万股-5.96% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 1.91% | — | $1,617.7万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
| SSHAKE SHACKSHAK |
| 1.18% | 2.07% | $997.7万 | 17.8万股 | $1,575.7万 | 17.8万股 | 00.00% | 持仓不变 |
