 LumentumLITE |
| 16.11% | 22.55% | $2,683.6万 | 3.1万股 | $3,724.6万 | 5.3万股 | -2.2万股-40.99% | 减仓 |
| SSANDISK COMSNDK |
| 12.64% | 12.31% | $2,105.5万 | 9,260股 | $2,033.1万 | 3.2万股 | -2.3万股-71.06% | 减仓 |
 美光科技MU |
| 11.78% | 4.3% | $1,962.3万 | 1.7万股 | $709.5万 | 2.1万股 | -4,000股-19.05% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 11.4% | — | $1,899.0万 | 143.0万股 | $0 | 0股 | +143.0万股 | 新买入 |
 康宁GLW |
| 7.94% | 4.28% | $1,323.1万 | 5.2万股 | $707.0万 | 5.2万股 | -200股-0.38% | 减仓 |
| FFORMFACTORFORM |
| 7.17% | — | $1,193.9万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 西部数据WDC |
| 6.14% | 5.9% | $1,022.0万 | 1.6万股 | $973.8万 | 3.6万股 | -2.0万股-55.56% | 减仓 |
 相干公司COHR |
| 5.2% | 4.33% | $865.9万 | 2.2万股 | $714.6万 | 3.0万股 | -8,050股-26.83% | 减仓 |
| TTERADYNETER |
| 4.36% | — | $725.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 泛林集团LRCX |
| 3.9% | 5.82% | $650.0万 | 1.5万股 | $961.5万 | 4.5万股 | -3.0万股-66.67% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 3.7% | — | $616.9万 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
| VVISHAY INTERTECHNOLOGYVSH |
| 3.34% | — | $556.1万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 3.28% | 1.53% | $546.1万 | 2.9万股 | $253.3万 | 2.6万股 | +3,200股+12.31% | 加仓 |
 Bloom EnergyBE |
| 1.82% | 3.69% | $302.7万 | 1.0万股 | $609.7万 | 4.5万股 | -3.5万股-77.78% | 减仓 |
 英伟达NVDA |
| 1.21% | 3.81% | $202.1万 | 1.0万股 | $629.6万 | 3.6万股 | -2.6万股-72.02% | 减仓 |
