 希捷STX |
| 8.38% | 7.14% | $2.27亿 | 23.6万股 | $1.49亿 | 37.9万股 | -14.4万股-37.93% | 减仓 |
 亚马逊AMZN |
| 7.36% | 11.83% | $2.00亿 | 83.7万股 | $2.46亿 | 118.2万股 | -34.5万股-29.16% | 减仓 |
 LumentumLITE |
| 5.76% | 6.82% | $1.56亿 | 18.2万股 | $1.42亿 | 20.2万股 | -2.0万股-9.90% | 减仓 |
| HHUT 8HUT |
| 5.33% | 0.81% | $1.45亿 | 125.3万股 | $1,683.6万 | 35.9万股 | +89.4万股+249.00% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 4.75% | — | $1.29亿 | 50.6万股 | $0 | 0股 | +50.6万股 | 新买入 |
 NateraNTRA |
| 4.6% | 1.46% | $1.25亿 | 46.0万股 | $3,041.8万 | 15.2万股 | +30.8万股+202.43% | 加仓 |
 西部数据WDC |
| 4.45% | 2.46% | $1.21亿 | 18.9万股 | $5,115.0万 | 18.9万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 4.42% | 6.76% | $1.20亿 | 25.1万股 | $1.41亿 | 41.6万股 | -16.6万股-39.77% | 减仓 |
 AMER SPORTS INC COM SHSAS |
| 4.27% | 6.89% | $1.16亿 | 342.2万股 | $1.43亿 | 435.6万股 | -93.3万股-21.42% | 减仓 |
 DatadogDDOG |
| 4.01% | — | $1.09亿 | 41.7万股 | $0 | 0股 | +41.7万股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 3.99% | — | $1.08亿 | 441.3万股 | $0 | 0股 | +441.3万股 | 新买入 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 3.98% | 6% | $1.08亿 | 137.5万股 | $1.25亿 | 168.9万股 | -31.3万股-18.56% | 减仓 |
 英伟达NVDA |
| 3.82% | 9.43% | $1.04亿 | 51.8万股 | $1.96亿 | 112.6万股 | -60.8万股-54.02% | 减仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 3.75% | — | $1.02亿 | 397.5万股 | $0 | 0股 | +397.5万股 | 新买入 |
 CompassCOMP |
| 3.32% | 0.74% | $8,990.6万 | 729.2万股 | $1,540.9万 | 210.8万股 | +518.4万股+245.90% | 加仓 |
 Bloom EnergyBE |
| 3.16% | — | $8,566.4万 | 28.3万股 | $0 | 0股 | +28.3万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 2.59% | 4.76% | $7,034.8万 | 51.7万股 | $9,912.3万 | 107.7万股 | -55.9万股-51.95% | 减仓 |
 AMD超威AMD |
| 2.54% | — | $6,883.8万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
 纽柯钢铁NUE |
| 2.52% | — | $6,841.9万 | 30.7万股 | $0 | 0股 | +30.7万股 | 新买入 |
| UUnityU |
| 2.31% | — | $6,252.2万 | 218.8万股 | $0 | 0股 | +218.8万股 | 新买入 |
| AARGANAGX |
| 2.25% | — | $6,108.9万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
| CCLEVELAND-CLIFFS NEWCLF |
| 2.15% | — | $5,832.5万 | 621.1万股 | $0 | 0股 | +621.1万股 | 新买入 |
| FFORGENT POWER SOLUTIONSFPS |
| 2.02% | — | $5,478.7万 | 98.1万股 | $0 | 0股 | +98.1万股 | 新买入 |
 波音BA |
| 1.62% | 3.93% | $4,406.1万 | 20.4万股 | $8,187.0万 | 41.1万股 | -20.8万股-50.52% | 减仓 |
 英特尔INTC |
| 1.42% | — | $3,849.6万 | 27.6万股 | $0 | 0股 | +27.6万股 | 新买入 |
| BBITDEER TECHNOLOGIESBTDR |
| 1.35% | — | $3,664.5万 | 230.9万股 | $0 | 0股 | +230.9万股 | 新买入 |
| SSpaceXSPCX |
| 1.26% | — | $3,417.2万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| LLIONSGATE STUDIOSLION |
| 1.01% | — | $2,735.7万 | 178.7万股 | $0 | 0股 | +178.7万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.87% | — | $2,371.3万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
 MONGODB CL AMDB |
| 0.75% | 3.16% | $2,022.1万 | 6.0万股 | $6,586.1万 | 26.9万股 | -20.9万股-77.63% | 减仓 |
