| CCEREBRAS SYS INC CLASS ACBRS |
| 24.46% | — | $3,999.1万 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
 台积电TSM |
| 9.55% | 9.35% | $1,560.9万 | 3.3万股 | $732.7万 | 2.2万股 | +1.1万股+50.75% | 加仓 |
 泛林集团LRCX |
| 8.99% | 5.11% | $1,469.6万 | 3.4万股 | $400.5万 | 1.9万股 | +1.5万股+80.90% | 加仓 |
 英伟达NVDA |
| 8.31% | 17.06% | $1,357.8万 | 6.8万股 | $1,337.0万 | 7.7万股 | -8,806股-11.49% | 减仓 |
 AMD超威AMD |
| 7.78% | 10.96% | $1,271.7万 | 2.2万股 | $859.2万 | 4.2万股 | -2.0万股-48.17% | 减仓 |
| TTERADYNETER |
| 6.52% | 7.78% | $1,066.0万 | 2.2万股 | $609.7万 | 2.1万股 | +1,465股+7.12% | 加仓 |
 美光科技MU |
| 5.51% | 0.95% | $900.3万 | 7,800股 | $74.6万 | 2,208股 | +5,592股+253.26% | 加仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 5.04% | 4.15% | $824.0万 | 5.4万股 | $325.0万 | 3.5万股 | +1.9万股+53.76% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 4.78% | — | $782.1万 | 58.9万股 | $0 | 0股 | +58.9万股 | 新买入 |
 迈威尔MRVL |
| 4.75% | 5.66% | $775.7万 | 2.6万股 | $443.2万 | 4.5万股 | -1.9万股-41.81% | 减仓 |
 标普全球SPGI |
| 4.71% | 6.34% | $770.1万 | 1.9万股 | $496.9万 | 1.2万股 | +7,227股+61.86% | 加仓 |
 GE VernovaGEV |
| 2.69% | 0.8% | $439.4万 | 3,740股 | $62.4万 | 715股 | +3,025股+423.08% | 加仓 |
| AAMKOR TECHNOLOGYAMKR |
| 1.91% | — | $312.1万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 ON SEMICONDUCTOR COMON |
| 1.62% | 10.72% | $264.3万 | 2.8万股 | $840.2万 | 13.6万股 | -10.8万股-79.40% | 减仓 |
 西部数据WDC |
| 1.19% | — | $194.9万 | 3,052股 | $0 | 0股 | +3,052股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.05% | 7.78% | $172.0万 | 3,746股 | $609.8万 | 1.3万股 | -8,830股-70.21% | 减仓 |
 Bloom EnergyBE |
| 0.66% | — | $108.5万 | 3,585股 | $0 | 0股 | +3,585股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.48% | 5.93% | $78.3万 | 3,131股 | $464.6万 | 2.4万股 | -2.0万股-86.69% | 减仓 |
