| SSANDISK COMSNDK |
| 11.11% | 11.03% | $5.61亿 | 24.7万股 | $5.27亿 | 82.9万股 | -58.2万股-70.20% | 减仓 |
 希捷STX |
| 10.78% | 4.02% | $5.45亿 | 56.5万股 | $1.92亿 | 49.0万股 | +7.5万股+15.30% | 加仓 |
 西部数据WDC |
| 9.91% | 4.63% | $5.01亿 | 78.4万股 | $2.21亿 | 81.7万股 | -3.2万股-3.98% | 减仓 |
 美光科技MU |
| 9.81% | 5.55% | $4.96亿 | 42.9万股 | $2.65亿 | 78.4万股 | -35.4万股-45.22% | 减仓 |
 LumentumLITE |
| 9.79% | 20.32% | $4.95亿 | 57.7万股 | $9.70亿 | 138.0万股 | -80.4万股-58.23% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 8.53% | — | $4.31亿 | 575.6万股 | $0 | 0股 | +575.6万股 | 新买入 |
| TTERADYNETER |
| 6.32% | 3.44% | $3.19亿 | 66.0万股 | $1.64亿 | 55.3万股 | +10.7万股+19.34% | 加仓 |
 应用材料AMAT |
| 5.32% | — | $2.69亿 | 37.2万股 | $0 | 0股 | +37.2万股 | 新买入 |
 台积电TSM |
| 4.32% | — | $2.18亿 | 45.7万股 | $0 | 0股 | +45.7万股 | 新买入 |
 泛林集团LRCX |
| 4.23% | — | $2.14亿 | 49.3万股 | $0 | 0股 | +49.3万股 | 新买入 |
 阿斯麦ASML |
| 4.15% | 3.38% | $2.10亿 | 10.5万股 | $1.62亿 | 12.2万股 | -1.7万股-13.87% | 减仓 |
 英特尔INTC |
| 3.22% | — | $1.63亿 | 116.7万股 | $0 | 0股 | +116.7万股 | 新买入 |
| SSpaceXSPCX |
| 2.58% | — | $1.30亿 | 76.2万股 | $0 | 0股 | +76.2万股 | 新买入 |
 REDDIT CL ARDDT |
| 2.27% | 0.6% | $1.15亿 | 66.1万股 | $2,872.1万 | 21.3万股 | +44.8万股+209.98% | 加仓 |
| AASTERA LABSALAB |
| 1.71% | — | $8,632.1万 | 17.9万股 | $0 | 0股 | +17.9万股 | 新买入 |
| FFORMFACTORFORM |
| 1.69% | — | $8,548.1万 | 53.4万股 | $0 | 0股 | +53.4万股 | 新买入 |
| MMODINE MFGMOD |
| 1.55% | 5.28% | $7,841.2万 | 29.4万股 | $2.52亿 | 116.3万股 | -86.9万股-74.75% | 减仓 |
| AAPPLOVINAPP |
| 1.45% | 0.68% | $7,305.9万 | 14.2万股 | $3,231.8万 | 8.1万股 | +6.1万股+74.63% | 加仓 |
 AMER SPORTS INC COM SHSAS |
| 0.74% | 1.33% | $3,760.8万 | 111.1万股 | $6,349.4万 | 192.9万股 | -81.7万股-42.38% | 减仓 |
| SSea(冬海集团)SFTI |
| 0.18% | 0.19% | $916.3万 | 925.8万股 | $905.4万 | 925.8万股 | 00.00% | 持仓不变 |
| UUnityU |
| 0.11% | 0.99% | $569.8万 | 19.9万股 | $4,719.3万 | 215.1万股 | -195.2万股-90.73% | 减仓 |
 ROBLOX CL ARBLX |
| 0.1% | — | $498.6万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
| KKEBEKE |
| 0.07% | — | $369.7万 | 25.4万股 | $0 | 0股 | +25.4万股 | 新买入 |
| TTRIP COMTRPCF |
| 0.01% | 0.02% | $68.8万 | 69.9万股 | $71.8万 | 69.9万股 | 00.00% | 持仓不变 |
| LLIFTOFF MOBILE INC COMLFTO |
| 0.01% | — | $48.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 甲骨文ORCL |
| 0.01% | 0.01% | $45.0万 | 1.0万股 | $45.0万 | 1.0万股 | 00.00% | 持仓不变 |
 CoinbaseCOIN |
| 0.01% | 0.01% | $44.9万 | 50.0万股 | $46.7万 | 50.0万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.01% | 0.01% | $40.9万 | 34.7万股 | $47.3万 | 34.7万股 | 00.00% | 持仓不变 |
| QQFIN |
| <0.01% | <0.01% | $22.2万 | 25.0万股 | $21.2万 | 25.0万股 | 00.00% | 持仓不变 |
