| AAlphabet Inc Class CGOOG |
| 7.71% | 7.28% | $2.97亿 | 84.1万股 | $2.18亿 | 76.1万股 | +8.0万股+10.57% | 加仓 |
 泛林集团LRCX |
| 6.01% | 4.09% | $2.32亿 | 53.5万股 | $1.23亿 | 57.4万股 | -3.9万股-6.77% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 4.91% | 4.89% | $1.89亿 | 50.5万股 | $1.47亿 | 52.7万股 | -2.3万股-4.29% | 减仓 |
 安费诺APH |
| 4.68% | 3.2% | $1.81亿 | 102.4万股 | $9,589.6万 | 75.9万股 | +26.5万股+34.96% | 加仓 |
 英伟达NVDA |
| 4.21% | 2% | $1.62亿 | 81.1万股 | $6,003.5万 | 34.4万股 | +46.7万股+135.60% | 加仓 |
 德州仪器TXN |
| 3.83% | 3.46% | $1.48亿 | 49.5万股 | $1.04亿 | 53.4万股 | -3.8万股-7.20% | 减仓 |
 科磊KLAC |
| 3.1% | 2.12% | $1.19亿 | 39.6万股 | $6,357.1万 | 4.3万股 | +35.2万股+816.38% | 加仓 |
 Roper科技ROP |
| 2.8% | 3.41% | $1.08亿 | 31.9万股 | $1.02亿 | 28.9万股 | +3.0万股+10.30% | 加仓 |
 PROGRESSIVEPGR |
| 2.74% | 3.17% | $1.06亿 | 48.4万股 | $9,510.7万 | 48.0万股 | +4,662股+0.97% | 加仓 |
 特灵科技TT |
| 2.54% | 2.74% | $9,777.2万 | 19.9万股 | $8,218.0万 | 19.7万股 | +1,866股+0.95% | 加仓 |
 UNITED RENTALSURI |
| 2.53% | 2.24% | $9,735.9万 | 8.6万股 | $6,725.5万 | 9.2万股 | -6,373股-6.90% | 减仓 |
 林德LIN |
| 2.45% | 3.81% | $9,451.7万 | 18.2万股 | $1.14亿 | 23.0万股 | -4.8万股-20.87% | 减仓 |
 DANAHER DEL COMDHR |
| 2.36% | 3.53% | $9,095.5万 | 47.8万股 | $1.06亿 | 55.8万股 | -8.1万股-14.49% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 2.32% | 2.67% | $8,944.3万 | 39.0万股 | $7,991.0万 | 36.9万股 | +2.1万股+5.60% | 加仓 |
 直觉外科ISRG |
| 2.25% | 2.45% | $8,678.9万 | 21.8万股 | $7,334.6万 | 15.9万股 | +5.9万股+37.17% | 加仓 |
 QUANTA SVCSPWR |
| 2.24% | 1.78% | $8,622.2万 | 12.0万股 | $5,347.8万 | 9.7万股 | +2.2万股+22.93% | 加仓 |
 史赛克SYK |
| 2.11% | 2.55% | $8,142.7万 | 25.9万股 | $7,660.1万 | 23.3万股 | +2.6万股+10.94% | 加仓 |
 Arm控股ARM |
| 2.11% | 2.36% | $8,133.1万 | 22.9万股 | $7,069.4万 | 46.7万股 | -23.8万股-50.91% | 减仓 |
 ShopifySHOP |
| 2.08% | 2.18% | $8,035.5万 | 70.4万股 | $6,528.7万 | 55.0万股 | +15.3万股+27.86% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.97% | 1.67% | $7,611.1万 | 29.9万股 | $5,004.0万 | 33.2万股 | -3.3万股-9.86% | 减仓 |
 迈威尔MRVL |
| 1.89% | 1.53% | $7,281.4万 | 24.4万股 | $4,588.7万 | 46.3万股 | -21.9万股-47.24% | 减仓 |
| DDOORDASHDASH |
| 1.74% | 1.19% | $6,718.3万 | 36.4万股 | $3,574.3万 | 23.8万股 | +12.6万股+52.94% | 加仓 |
 INGERSOLL RAND COMIR |
| 1.68% | 2.43% | $6,488.4万 | 79.1万股 | $7,273.9万 | 90.8万股 | -11.7万股-12.83% | 减仓 |
 AXON ENTERPRISEAXON |
| 1.66% | 1.05% | $6,412.6万 | 11.4万股 | $3,145.6万 | 7.4万股 | +4.0万股+54.43% | 加仓 |
 WorkdayWDAY |
| 1.58% | 2.31% | $6,095.0万 | 49.8万股 | $6,913.6万 | 53.2万股 | -3.4万股-6.44% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.52% | 1.72% | $5,850.7万 | 3.4万股 | $5,144.5万 | 3.0万股 | +4,715股+15.85% | 加仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 1.42% | 1.75% | $5,468.6万 | 35.8万股 | $5,232.0万 | 56.4万股 | -20.7万股-36.61% | 减仓 |
 HEICOHEI |
| 1.41% | 1.49% | $5,450.5万 | 15.3万股 | $4,454.7万 | 16.2万股 | -9,439股-5.81% | 减仓 |
 HEICO NEW CL AHEI |
| 1.38% | 1.44% | $5,311.1万 | 20.6万股 | $4,305.0万 | 20.4万股 | +1,985股+0.97% | 加仓 |
 苹果AAPL |
| 1.27% | 1.56% | $4,887.4万 | 16.9万股 | $4,683.4万 | 18.5万股 | -1.6万股-8.47% | 减仓 |
| TTyler科技TYL |
| 1.24% | 2.27% | $4,773.4万 | 16.3万股 | $6,795.0万 | 19.8万股 | -3.5万股-17.76% | 减仓 |
| TTOAST CL ATOST |
| 1.16% | 1.3% | $4,479.9万 | 161.0万股 | $3,911.6万 | 147.6万股 | +13.5万股+9.14% | 加仓 |
| GGLOBAL E ONLINEGLBE |
| 1.03% | 1.01% | $3,981.8万 | 114.7万股 | $3,021.2万 | 97.9万股 | +16.7万股+17.07% | 加仓 |
 JFROGFROG |
| 1.02% | 0.85% | $3,939.7万 | 43.4万股 | $2,537.1万 | 54.1万股 | -10.7万股-19.81% | 减仓 |
 NubankNU |
| 1.01% | 1.51% | $3,878.3万 | 290.3万股 | $4,512.9万 | 314.0万股 | -23.8万股-7.57% | 减仓 |
 优步UBER |
| 0.98% | 1.78% | $3,766.5万 | 52.2万股 | $5,347.4万 | 74.3万股 | -22.1万股-29.79% | 减仓 |
| SSAILPOINT COMSAIL |
| 0.96% | 1.02% | $3,704.6万 | 253.0万股 | $3,057.2万 | 230.9万股 | +22.1万股+9.59% | 加仓 |
 CrowdStrikeCRWD |
| 0.94% | 0.13% | $3,641.1万 | 4.8万股 | $402.7万 | 1.0万股 | +3.7万股+362.50% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.92% | 0.97% | $3,529.0万 | 2.6万股 | $2,916.9万 | 2.7万股 | -1,150股-4.31% | 减仓 |
 CloudflareNET |
| 0.87% | 0.94% | $3,350.1万 | 13.7万股 | $2,829.0万 | 13.7万股 | -520股-0.38% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 0.82% | — | $3,172.1万 | 33.6万股 | $0 | 0股 | +33.6万股 | 新买入 |
| AATLASSIAN CL ATEAM |
| 0.82% | 0.83% | $3,157.1万 | 40.6万股 | $2,500.0万 | 36.6万股 | +4.0万股+10.80% | 加仓 |
| RREPLIGENRGEN |
| 0.73% | 0.8% | $2,800.5万 | 20.5万股 | $2,394.4万 | 20.3万股 | +2,032股+1.00% | 加仓 |
 DESCARTES SYSDSGX |
| 0.72% | — | $2,762.3万 | 39.9万股 | $0 | 0股 | +39.9万股 | 新买入 |
 DatadogDDOG |
| 0.6% | — | $2,322.4万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.6% | 0.75% | $2,314.2万 | 5.8万股 | $2,235.7万 | 7.0万股 | -1.2万股-17.09% | 减仓 |
 REDDIT CL ARDDT |
| 0.57% | 0.43% | $2,186.0万 | 12.6万股 | $1,292.9万 | 9.6万股 | +3.0万股+31.16% | 加仓 |
 LumentumLITE |
| 0.51% | — | $1,948.0万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| HHEARTFLOWHTFL |
| 0.5% | 0.24% | $1,924.7万 | 65.6万股 | $705.9万 | 29.0万股 | +36.6万股+126.11% | 加仓 |
 微软MSFT |
| 0.49% | 0.93% | $1,892.5万 | 5.1万股 | $2,796.6万 | 7.6万股 | -2.5万股-32.85% | 减仓 |
