 新思科技SNPS |
| 14.96% | 15.35% | $13.88亿 | 311.3万股 | $10.59亿 | 267.1万股 | +44.2万股+16.56% | 加仓 |
| Q高通QCOM |
| 12.67% | — | $11.75亿 | 636.0万股 | $0 | 0股 | +636.0万股 | 新买入 |
| MMKSMKSI |
| 8.73% | 5.13% | $8.10亿 | 182.0万股 | $3.54亿 | 153.9万股 | +28.2万股+18.30% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 8.54% | 7.97% | $7.92亿 | 796.0万股 | $5.50亿 | 709.8万股 | +86.3万股+12.15% | 加仓 |
| CCARVANA CL ACVNA |
| 7.73% | 8.29% | $7.17亿 | 1,089.2万股 | $5.72亿 | 181.9万股 | +907.3万股+498.76% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 7.12% | 4.39% | $6.61亿 | 3,802.9万股 | $3.03亿 | 1,603.8万股 | +2,199.1万股+137.12% | 加仓 |
| SSEA SPONSORD ADSSE |
| 5.03% | 5.85% | $4.67亿 | 487.0万股 | $4.03亿 | 487.0万股 | 00.00% | 持仓不变 |
| FFUTU SPON ADS CL AFUTU |
| 4.62% | 9.07% | $4.29亿 | 457.3万股 | $6.25亿 | 457.3万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 4.07% | 5.02% | $3.77亿 | 147.7万股 | $3.46亿 | 254.5万股 | -106.7万股-41.94% | 减仓 |
| TTERADYNETER |
| 3.29% | 2.18% | $3.06亿 | 63.2万股 | $1.50亿 | 50.6万股 | +12.6万股+24.87% | 加仓 |
 高通QCOM |
| 3.19% | — | $2.96亿 | 160.0万股 | $0 | 0股 | +160.0万股 | 新买入 |
 AMER SPORTS INC COM SHSAS |
| 3.02% | 3.95% | $2.80亿 | 826.9万股 | $2.72亿 | 826.9万股 | 00.00% | 持仓不变 |
| IINNIO NVINIO |
| 2.92% | — | $2.71亿 | 685.2万股 | $0 | 0股 | +685.2万股 | 新买入 |
 NubankNU |
| 2.35% | — | $2.18亿 | 1,629.0万股 | $0 | 0股 | +1,629.0万股 | 新买入 |
| NNEW ORIENTAL EDUCATIONEDU |
| 2.24% | 3.72% | $2.08亿 | 452.4万股 | $2.57亿 | 453.3万股 | -9,091股-0.20% | 减仓 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 2.21% | 3.15% | $2.05亿 | 5,433.4万股 | $2.17亿 | 5,930.4万股 | -497.0万股-8.38% | 减仓 |
 福特F |
| 1.78% | — | $1.65亿 | 1,188.9万股 | $0 | 0股 | +1,188.9万股 | 新买入 |
| GGRAB LIMITED |
| 1.2% | <0.01% | $1.11亿 | 2,948.3万股 | $2,279 | 2,948.3万股 | 00.00% | 持仓不变 |
| QQFIN HOLDINGS INC AMERICAN DEPQFIN |
| 1.09% | 1.2% | $1.02亿 | 642.3万股 | $8,291.5万 | 642.3万股 | 00.00% | 持仓不变 |
 TRIP COMTCOM |
| 1% | 1.68% | $9,279.9万 | 232.9万股 | $1.16亿 | 232.9万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 0.81% | 2.08% | $7,485.5万 | 8.7万股 | $1.43亿 | 20.4万股 | -11.7万股-57.22% | 减仓 |
 NIO INC FNIO |
| 0.72% | 1.15% | $6,649.7万 | 1,314.2万股 | $7,924.4万 | 1,314.2万股 | 00.00% | 持仓不变 |
| PPONY AI INC SPONSORED ADSPONY |
| 0.31% | 0.57% | $2,877.6万 | 414.0万股 | $3,908.6万 | 414.0万股 | 00.00% | 持仓不变 |
 NetEase, Inc. ADRNTES |
| 0.2% | 0.24% | $1,892.1万 | 14.8万股 | $1,652.9万 | 14.8万股 | 00.00% | 持仓不变 |
| RRLX TECHNOLOGYRLX |
| 0.16% | 0.25% | $1,501.2万 | 790.1万股 | $1,738.3万 | 790.1万股 | 00.00% | 持仓不变 |
| LLANVIN LIMITE |
| 0.07% | 0.1% | $655.8万 | 449.2万股 | $679.5万 | 450.0万股 | -8,314股-0.18% | 减仓 |
| PPRENETICS GLOBAL |
| <0.01% | <0.01% | $1.5万 | 116.7万股 | $2.1万 | 116.7万股 | 00.00% | 持仓不变 |
