| SSEMTECHSMTC |
| 18.72% | 12.89% | $3,175.2万 | 19.6万股 | $1,507.0万 | 19.6万股 | 00.00% | 持仓不变 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 13.45% | 19.51% | $2,281.2万 | 13.0万股 | $2,281.2万 | 13.0万股 | 00.00% | 持仓不变 |
| VVICORVICR |
| 12.32% | 7.57% | $2,090.0万 | 5.5万股 | $885.5万 | 5.5万股 | 00.00% | 持仓不变 |
| OONTO INNOVATIONONTO |
| 9.43% | 13.68% | $1,599.5万 | 7.8万股 | $1,599.5万 | 7.8万股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 9.12% | 3.69% | $1,546.3万 | 6,800股 | $432.0万 | 6,800股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 7.54% | 3.83% | $1,278.2万 | 2.2万股 | $447.5万 | 2.2万股 | 00.00% | 持仓不变 |
 APPLIED OPTOELECTRONICSAAOI |
| 6.68% | 9.69% | $1,133.5万 | 13.4万股 | $1,133.5万 | 13.4万股 | 00.00% | 持仓不变 |
| TTERADYNETER |
| 6.47% | 9.38% | $1,096.9万 | 3.7万股 | $1,096.9万 | 3.7万股 | 00.00% | 持仓不变 |
| FFABRINETFN |
| 4.61% | 6.69% | $782.3万 | 1.5万股 | $782.3万 | 1.5万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 4.56% | 6.61% | $773.0万 | 1.1万股 | $773.0万 | 1.1万股 | 00.00% | 持仓不变 |
| NNLIGHTLASR |
| 3.03% | 4.39% | $513.2万 | 9.0万股 | $513.2万 | 9.0万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 2.72% | 1.16% | $461.6万 | 4,000股 | $135.1万 | 4,000股 | 00.00% | 持仓不变 |
 SITIMESITM |
| 1.36% | 0.92% | $231.3万 | 3,100股 | $107.1万 | 3,100股 | 00.00% | 持仓不变 |
