 Pdd Holdings Inc ADRPDD |
| 13.33% | — | $2,499.7万 | 32.8万股 | $0 | 0股 | +32.8万股 | 新买入 |
| B百度BIDU |
| 9.53% | 5.23% | $1,786.4万 | 15.6万股 | $719.3万 | 6.5万股 | +9.2万股+142.12% | 加仓 |
| SSANDISK COMSNDK |
| 8.97% | 9.77% | $1,682.6万 | 7,400股 | $1,343.1万 | 2.1万股 | -1.4万股-65.00% | 减仓 |
| SSTAAR SURGICALSTAA |
| 8.3% | 3.65% | $1,556.2万 | 54.2万股 | $501.3万 | 26.8万股 | +27.4万股+102.33% | 加仓 |
 JD COM INCJD |
| 6.93% | — | $1,299.2万 | 51.0万股 | $0 | 0股 | +51.0万股 | 新买入 |
 阿里巴巴BABA |
| 6.77% | 0.52% | $1,269.2万 | 13.2万股 | $71.5万 | 5,700股 | +12.7万股+2,219.93% | 加仓 |
| Q高通QCOM |
| 5.72% | — | $1,071.6万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 ATOUR LIFESTYLEATAT |
| 5.12% | 7.92% | $960.3万 | 30.2万股 | $1,088.4万 | 29.6万股 | +6,300股+2.13% | 加仓 |
 NEBIUSNBIS |
| 4.91% | — | $921.4万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 台积电TSM |
| 4.53% | 3.3% | $850.1万 | 1.8万股 | $453.0万 | 1.3万股 | +4,395股+32.79% | 加仓 |
| VVNET GROUPVNET |
| 4.4% | 3.75% | $825.3万 | 102.7万股 | $515.5万 | 61.4万股 | +41.2万股+67.07% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 3.7% | — | $693.4万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 英伟达NVDA |
| 3.65% | 5.04% | $684.3万 | 3.4万股 | $692.8万 | 4.0万股 | -5,525股-13.91% | 减仓 |
 美光科技MU |
| 3.26% | 9.19% | $611.8万 | 5,300股 | $1,263.0万 | 3.7万股 | -3.2万股-85.82% | 减仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 3.17% | — | $594.5万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 2.93% | — | $549.1万 | 41.4万股 | $0 | 0股 | +41.4万股 | 新买入 |
 AMD超威AMD |
| 2.35% | 8.28% | $441.5万 | 7,600股 | $1,137.2万 | 5.6万股 | -4.8万股-86.40% | 减仓 |
 TRIP COMTCOM |
| 2.16% | 3.43% | $405.6万 | 10.2万股 | $472.0万 | 9.5万股 | +7,010股+7.40% | 加仓 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.25% | — | $46.3万 | 7,400股 | $0 | 0股 | +7,400股 | 新买入 |
