 应用材料AMAT |
| 7.74% | 6.07% | $4,922.3万 | 6.8万股 | $3,413.6万 | 10.0万股 | -3.2万股-31.83% | 减仓 |
 希捷STX |
| 7.44% | — | $4,728.5万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 德州仪器TXN |
| 5.86% | 6.08% | $3,725.9万 | 12.5万股 | $3,415.8万 | 17.6万股 | -5.1万股-28.95% | 减仓 |
 美光科技MU |
| 4.54% | — | $2,885.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 4.19% | 1.65% | $2,666.1万 | 35.6万股 | $928.4万 | 26.9万股 | +8.7万股+32.48% | 加仓 |
 VisaV |
| 3.94% | 7.22% | $2,507.6万 | 7.3万股 | $4,056.6万 | 13.4万股 | -6.1万股-45.54% | 减仓 |
 泛林集团LRCX |
| 3.41% | — | $2,166.7万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 赛富时CRM |
| 2.46% | 1.52% | $1,566.6万 | 10.0万股 | $855.6万 | 4.6万股 | +5.4万股+118.17% | 加仓 |
| AAT&TT |
| 2.41% | 4.21% | $1,530.1万 | 73.9万股 | $2,366.0万 | 81.6万股 | -7.7万股-9.43% | 减仓 |
| FFLEXFLEX |
| 2.4% | — | $1,523.3万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 AMD超威AMD |
| 2.38% | — | $1,510.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 DatadogDDOG |
| 2.27% | 0.97% | $1,443.4万 | 5.5万股 | $545.0万 | 4.6万股 | +9,268股+20.07% | 加仓 |
| SSPDR道富系列信托XOP |
| 2.19% | — | $1,395.3万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 飞塔FTNT |
| 2.17% | 1.49% | $1,382.6万 | 9.0万股 | $836.2万 | 10.2万股 | -1.2万股-12.04% | 减仓 |
 GLOBAL PMTS COMGPN |
| 2.06% | — | $1,306.5万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
 Meta平台META |
| 2.04% | — | $1,295.6万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| MMACOM TECH SOLUTIONS IMTSI |
| 1.8% | — | $1,146.8万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 亚马逊AMZN |
| 1.8% | 2.8% | $1,144.0万 | 4.8万股 | $1,573.7万 | 7.6万股 | -2.8万股-36.48% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 1.71% | 1.84% | $1,084.9万 | 81.7万股 | $1,034.7万 | 128.7万股 | -47.0万股-36.52% | 减仓 |
| MMKSMKSI |
| 1.71% | — | $1,083.9万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 1.68% | 0.69% | $1,068.9万 | 4.2万股 | $386.3万 | 2.6万股 | +1.6万股+63.97% | 加仓 |
 CrowdStrikeCRWD |
| 1.61% | 1.66% | $1,022.6万 | 1.3万股 | $933.5万 | 2.4万股 | -1.1万股-43.96% | 减仓 |
 Arista网络ANET |
| 1.52% | — | $968.3万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| B百度BIDU |
| 1.44% | 1.77% | $914.3万 | 8.0万股 | $996.4万 | 8.9万股 | -9,428股-10.54% | 减仓 |
 AFFIRM COM CL AAFRM |
| 1.43% | — | $912.1万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
 英伟达NVDA |
| 1.42% | 1.81% | $900.4万 | 4.5万股 | $1,017.4万 | 5.8万股 | -1.3万股-22.86% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.32% | — | $838.7万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 F5FFIV |
| 1.3% | 0.33% | $829.3万 | 2.0万股 | $184.7万 | 6,383股 | +1.4万股+212.35% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.27% | 0.41% | $805.7万 | 3.2万股 | $232.8万 | 1.2万股 | +2.0万股+173.41% | 加仓 |
 相干公司COHR |
| 1.18% | — | $749.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| AATLASSIAN CL ATEAM |
| 1.15% | — | $731.2万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 慧与HPEHPE |
| 1.14% | — | $721.8万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
 AIRBNB COM CL AABNB |
| 1.13% | — | $715.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 OKTA CLASS AOKTA |
| 1.12% | — | $709.5万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 WAYFAIRW |
| 1.11% | — | $702.9万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 BlockXYZ |
| 1.08% | 1.64% | $684.0万 | 9.0万股 | $923.9万 | 15.4万股 | -6.4万股-41.37% | 减仓 |
 RobinhoodHOOD |
| 1.04% | 0.9% | $659.7万 | 6.6万股 | $505.2万 | 7.3万股 | -7,114股-9.76% | 减仓 |
 ExpediaEXPE |
| 0.99% | — | $629.9万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 JFROGFROG |
| 0.94% | — | $599.8万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 NEBIUSNBIS |
| 0.85% | 0.81% | $538.0万 | 1.9万股 | $452.9万 | 4.4万股 | -2.4万股-55.37% | 减仓 |
 HubSpotHUBS |
| 0.8% | 1.31% | $511.0万 | 2.8万股 | $737.4万 | 3.0万股 | -2,209股-7.31% | 减仓 |
 康宁GLW |
| 0.8% | 1.92% | $510.9万 | 2.0万股 | $1,079.8万 | 7.9万股 | -5.9万股-74.82% | 减仓 |
 阿里巴巴BABA |
| 0.75% | 1.71% | $479.9万 | 5.0万股 | $962.8万 | 7.7万股 | -2.7万股-34.85% | 减仓 |
 JD COM INCJD |
| 0.74% | — | $470.8万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
 沃尔玛WMT |
| 0.7% | — | $446.8万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| AASTERA LABSALAB |
| 0.68% | — | $434.7万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.67% | — | $426.0万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.63% | — | $401.9万 | 8,753股 | $0 | 0股 | +8,753股 | 新买入 |
| UUnityU |
| 0.61% | 1.09% | $388.7万 | 13.6万股 | $614.0万 | 28.0万股 | -14.4万股-51.41% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.6% | — | $383.3万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
