 希捷STX |
| 33.92% | 25.95% | $5.53亿 | 57.3万股 | $2.82亿 | 71.9万股 | -14.6万股-20.28% | 减仓 |
 万事达MA |
| 13.44% | 10.81% | $2.19亿 | 42.7万股 | $1.17亿 | 23.5万股 | +19.2万股+81.82% | 加仓 |
| TTTM TECHNOLOGIESTTMI |
| 11.61% | 6.9% | $1.89亿 | 101.2万股 | $7,484.7万 | 76.8万股 | +24.4万股+31.70% | 加仓 |
 康宁GLW |
| 9.36% | — | $1.53亿 | 59.7万股 | $0 | 0股 | +59.7万股 | 新买入 |
 TransDigmTDG |
| 7.15% | 9.03% | $1.17亿 | 8.8万股 | $9,793.2万 | 8.5万股 | +3,030股+3.59% | 加仓 |
 US FOODSUSFD |
| 6.83% | 8.93% | $1.11亿 | 108.9万股 | $9,691.3万 | 105.1万股 | +3.8万股+3.57% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 6.75% | 10.26% | $1.10亿 | 24.0万股 | $1.11亿 | 23.0万股 | +9,950股+4.33% | 加仓 |
 安费诺APH |
| 5.87% | 11.21% | $9,576.8万 | 54.3万股 | $1.22亿 | 96.2万股 | -41.9万股-43.57% | 减仓 |
| HHEALTHEQUITYHQY |
| 5.07% | 6.81% | $8,266.7万 | 91.5万股 | $7,384.8万 | 88.4万股 | +3.2万股+3.58% | 加仓 |
