 AMD超威AMD |
| 12.89% | — | $5,809.1万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 DANAHER DEL COMDHR |
| 8.46% | — | $3,809.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 美光科技MU |
| 6.4% | 3.44% | $2,885.7万 | 2.5万股 | $1,351.4万 | 4.0万股 | -1.5万股-37.50% | 减仓 |
 FERRARI COMRACE |
| 4.96% | — | $2,233.7万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 CienaCIEN |
| 4.36% | — | $1,962.2万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 4.2% | — | $1,892.3万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 4.16% | — | $1,872.3万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
| CCITIZENS INC CL ACIA |
| 4.15% | 3.49% | $1,871.2万 | 326.0万股 | $1,368.9万 | 253.5万股 | +72.5万股+28.60% | 加仓 |
| EENERSYSENS |
| 4.15% | — | $1,870.6万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 CloudflareNET |
| 4.08% | — | $1,839.6万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 4.08% | — | $1,836.5万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 英特尔INTC |
| 3.87% | — | $1,745.4万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 康宁GLW |
| 3.68% | 2.77% | $1,660.3万 | 6.5万股 | $1,087.8万 | 8.0万股 | -1.5万股-18.75% | 减仓 |
| MMASTECMTZ |
| 3.23% | 5.74% | $1,456.2万 | 3.5万股 | $2,252.2万 | 7.0万股 | -3.5万股-50.00% | 减仓 |
 英伟达NVDA |
| 2.89% | — | $1,300.6万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 TURNING PT BRANDSTPB |
| 2.82% | 3.32% | $1,272.2万 | 15.0万股 | $1,301.9万 | 15.0万股 | 00.00% | 持仓不变 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 2.72% | — | $1,224.8万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| SSANDISK COMSNDK |
| 2.52% | — | $1,136.9万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 QUANTA SVCSPWR |
| 2.4% | — | $1,080.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| EENTEGRISENTG |
| 2.4% | — | $1,079.2万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| AAMKOR TECHNOLOGYAMKR |
| 2.3% | — | $1,034.8万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 2.16% | — | $973.4万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.96% | — | $884.0万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| HHUT 8HUT |
| 1.79% | — | $808.1万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 亚马逊AMZN |
| 1.59% | — | $715.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| HHIGHPEAK ENERGY INCHPK |
| 1.16% | 2.68% | $524.3万 | 75.0万股 | $1,050.9万 | 155.0万股 | -80.0万股-51.61% | 减仓 |
| PPOWERLAW CORPPWRL |
| 0.62% | — | $278.9万 | 19.0万股 | $0 | 0股 | +19.0万股 | 新买入 |
