 英伟达NVDA |
| 19.83% | 23.69% | $1.06亿 | 25.0万股 | $1.69亿 | 40.0万股 | -15.0万股-37.50% | 减仓 |
 Meta平台META |
| 10.76% | 14.06% | $5,739.6万 | 20.0万股 | $1.00亿 | 35.0万股 | -15.0万股-42.86% | 减仓 |
 亚马逊AMZN |
| 9.78% | 7.3% | $5,214.4万 | 40.0万股 | $5,214.4万 | 40.0万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 9.41% | 10.53% | $5,016.0万 | 150.0万股 | $7,524.0万 | 225.0万股 | -75.0万股-33.33% | 减仓 |
 美光科技MU |
| 8.29% | 9.73% | $4,417.7万 | 70.0万股 | $6,952.2万 | 110.2万股 | -40.2万股-36.46% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 7.1% | 5.3% | $3,783.2万 | 40.0万股 | $3,783.2万 | 40.0万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 5.68% | 7.06% | $3,027.6万 | 30.0万股 | $5,046.0万 | 50.0万股 | -20.0万股-40.00% | 减仓 |
 ADOBE COMADBE |
| 4.59% | 3.42% | $2,445.0万 | 5.0万股 | $2,445.0万 | 5.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.47% | 3.34% | $2,383.8万 | 7.0万股 | $2,383.8万 | 7.0万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 3.69% | 2.75% | $1,966.9万 | 3.5万股 | $1,966.9万 | 3.5万股 | 00.00% | 持仓不变 |
 HubSpotHUBS |
| 2.99% | 2.23% | $1,596.3万 | 3.0万股 | $1,596.3万 | 3.0万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 2.68% | 2% | $1,431.6万 | 3.3万股 | $1,431.6万 | 3.3万股 | 00.00% | 持仓不变 |
 OKTA CLASS AOKTA |
| 2.6% | 1.94% | $1,387.0万 | 20.0万股 | $1,387.0万 | 20.0万股 | 00.00% | 持仓不变 |
 TENABLETENB |
| 2.45% | 1.83% | $1,306.5万 | 30.0万股 | $1,306.5万 | 30.0万股 | 00.00% | 持仓不变 |
| HHASHICORP INC COM CL AHCP2EUR |
| 2.21% | 1.65% | $1,178.1万 | 45.0万股 | $1,178.1万 | 45.0万股 | 00.00% | 持仓不变 |
 JFROGFROG |
| 1.56% | 1.16% | $831.0万 | 30.0万股 | $831.0万 | 30.0万股 | 00.00% | 持仓不变 |
 MATCH NEWMTCH |
| 1.18% | 0.88% | $627.8万 | 15.0万股 | $627.8万 | 15.0万股 | 00.00% | 持仓不变 |
| FFARFETCH LTD |
| 0.38% | 0.85% | $200.0万 | 100.0万股 | $604.0万 | 100.0万股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.36% | 0.27% | $193.0万 | 7.5万股 | $193.0万 | 7.5万股 | 00.00% | 持仓不变 |
