 泛林集团LRCX |
| 13.98% | 13.11% | $4.41亿 | 101.7万股 | $2.76亿 | 129.1万股 | -27.4万股-21.20% | 减仓 |
 应用材料AMAT |
| 13.75% | — | $4.33亿 | 60.0万股 | $0 | 0股 | +60.0万股 | 新买入 |
 英伟达NVDA |
| 10.31% | 13.08% | $3.25亿 | 162.4万股 | $2.75亿 | 157.7万股 | +4.8万股+3.02% | 加仓 |
| SSANDISK COMSNDK |
| 7.05% | 3.46% | $2.22亿 | 9.8万股 | $7,281.3万 | 11.5万股 | -1.7万股-14.79% | 减仓 |
 博通AVGO |
| 6.36% | 6.47% | $2.00亿 | 53.0万股 | $1.36亿 | 43.9万股 | +9.1万股+20.70% | 加仓 |
 LumentumLITE |
| 5.04% | 7.09% | $1.59亿 | 18.5万股 | $1.49亿 | 21.2万股 | -2.7万股-12.75% | 减仓 |
 VertivVRT |
| 4.47% | 5.44% | $1.41亿 | 42.1万股 | $1.14亿 | 45.6万股 | -3.6万股-7.84% | 减仓 |
 谷歌AGOOGL |
| 4.34% | 1.59% | $1.37亿 | 38.3万股 | $3,337.0万 | 11.6万股 | +26.7万股+230.02% | 加仓 |
| MMODINE MFGMOD |
| 3.93% | — | $1.24亿 | 46.3万股 | $0 | 0股 | +46.3万股 | 新买入 |
 礼来LLY |
| 3.42% | 3.86% | $1.08亿 | 9.0万股 | $8,110.3万 | 8.8万股 | +1,807股+2.05% | 加仓 |
 希捷STX |
| 3.34% | 1.44% | $1.05亿 | 10.9万股 | $3,019.5万 | 7.7万股 | +3.2万股+41.71% | 加仓 |
| AAPPLOVINAPP |
| 2.68% | 2.82% | $8,434.0万 | 16.4万股 | $5,934.2万 | 14.9万股 | +1.5万股+9.79% | 加仓 |
| QQXOQXO |
| 2.64% | 1.7% | $8,318.6万 | 481.4万股 | $3,580.5万 | 184.4万股 | +297.0万股+161.10% | 加仓 |
 霍尼韦尔HON |
| 2.34% | 4.62% | $7,385.1万 | 33.0万股 | $9,709.1万 | 43.0万股 | -10.0万股-23.21% | 减仓 |
 纽蒙特NEM |
| 2.34% | 3.95% | $7,362.5万 | 78.8万股 | $8,297.0万 | 76.6万股 | +2.2万股+2.84% | 加仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 2.33% | — | $7,341.1万 | 33.2万股 | $0 | 0股 | +33.2万股 | 新买入 |
 摩托罗拉解决方案MSI |
| 1.89% | 7.86% | $5,946.7万 | 14.3万股 | $1.65亿 | 38.1万股 | -23.8万股-62.40% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.85% | 2.28% | $5,827.9万 | 67.0万股 | $4,790.0万 | 71.4万股 | -4.5万股-6.25% | 减仓 |
 优步UBER |
| 1.36% | 2.68% | $4,287.1万 | 59.4万股 | $5,628.6万 | 78.3万股 | -18.8万股-24.08% | 减仓 |
 FICOFICO |
| 1.2% | 1.61% | $3,780.9万 | 3.2万股 | $3,385.0万 | 3.2万股 | -63股-0.20% | 减仓 |
 WASTE MGMT DELWM |
| 1.12% | 2.23% | $3,515.3万 | 15.8万股 | $4,679.1万 | 20.4万股 | -4.6万股-22.54% | 减仓 |
 嘉信理财SCHW |
| 1% | 1.49% | $3,159.3万 | 34.2万股 | $3,130.9万 | 33.3万股 | +9,250股+2.78% | 加仓 |
| RREPLIGENRGEN |
| 0.77% | 2.26% | $2,433.8万 | 17.8万股 | $4,762.3万 | 40.4万股 | -22.6万股-55.87% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.72% | 1.18% | $2,262.9万 | 19.1万股 | $2,488.5万 | 22.3万股 | -3.2万股-14.36% | 减仓 |
 Ares管理ARES |
| 0.69% | 0.97% | $2,166.7万 | 19.5万股 | $2,032.3万 | 18.6万股 | +8,376股+4.50% | 加仓 |
 DANAHER DEL COMDHR |
| 0.56% | 1.39% | $1,750.8万 | 9.2万股 | $2,917.3万 | 15.4万股 | -6.2万股-40.26% | 减仓 |
 雅保ALB |
| 0.52% | — | $1,651.0万 | 12.2万股 | $0 | 0股 | +12.2万股 | 新买入 |
