 台积电TSM |
| 19.08% | 14.96% | $4,224.1万 | 8.8万股 | $4,968.4万 | 14.7万股 | -5.9万股-39.84% | 减仓 |
 阿里巴巴BABA |
| 15.52% | 1.49% | $3,436.1万 | 35.8万股 | $495.6万 | 32.7万股 | +3.2万股+9.65% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 14.63% | — | $3,238.1万 | 42.5万股 | $0 | 0股 | +42.5万股 | 新买入 |
 美光科技MU |
| 13.16% | — | $2,913.4万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 泛林集团LRCX |
| 11.18% | — | $2,474.3万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| NNEW ORIENTAL EDUCATIONEDU |
| 9.11% | 1.67% | $2,017.7万 | 44.0万股 | $554.8万 | 9.8万股 | +34.2万股+348.65% | 加仓 |
 新思科技SNPS |
| 7.9% | 9.86% | $1,749.4万 | 3.9万股 | $3,273.7万 | 8.3万股 | -4.3万股-52.50% | 减仓 |
| HHUYAHUYA |
| 2.04% | 1.95% | $452.1万 | 196.6万股 | $648.7万 | 196.6万股 | 00.00% | 持仓不变 |
| SSEA SPONSORD ADSSE |
| 1.73% | 1% | $383.8万 | 4.0万股 | $331.7万 | 4.0万股 | 00.00% | 持仓不变 |
 NubankNU |
| 1.68% | 1.2% | $371.3万 | 27.8万股 | $399.3万 | 27.8万股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 1.54% | 1.12% | $340.7万 | 19.6万股 | $370.3万 | 19.6万股 | 00.00% | 持仓不变 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.5% | — | $110.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 迈威尔MRVL |
| 0.48% | — | $107.2万 | 3,600股 | $0 | 0股 | +3,600股 | 新买入 |
| MMKSMKSI |
| 0.4% | 0.24% | $89.0万 | 2,000股 | $79.7万 | 3,470股 | -1,470股-42.36% | 减仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.35% | 3.13% | $78.2万 | 3,000股 | $1,040.6万 | 5.9万股 | -5.6万股-94.94% | 减仓 |
 AMD超威AMD |
| 0.26% | — | $58.1万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| FFABRINETFN |
| 0.21% | 0.09% | $47.2万 | 840股 | $31.3万 | 600股 | +240股+40.00% | 加仓 |
| SSEMTECHSMTC |
| 0.2% | — | $45.3万 | 2,800股 | $0 | 0股 | +2,800股 | 新买入 |
