| NNAVANNAVN |
| 46.15% | 33.39% | $1.34亿 | 587.4万股 | $7,777.5万 | 587.4万股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 36.16% | 31.23% | $1.05亿 | 105.0万股 | $7,275.1万 | 105.0万股 | 00.00% | 持仓不变 |
| BBILLIONTOONEBLLN |
| 9.62% | 7.91% | $2,799.5万 | 23.3万股 | $1,841.9万 | 23.3万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 1.74% | 5.35% | $505.7万 | 1.2万股 | $1,246.6万 | 5.8万股 | -4.7万股-80.00% | 减仓 |
 台积电TSM |
| 1.32% | 5.86% | $385.7万 | 8,077股 | $1,364.7万 | 4.0万股 | -3.2万股-80.00% | 减仓 |
| BBICARA THERAPEUTICSBCAX |
| 1.16% | 0.97% | $337.8万 | 11.4万股 | $226.3万 | 11.4万股 | 00.00% | 持仓不变 |
 ON SEMICONDUCTOR COMON |
| 0.83% | 3.39% | $241.5万 | 2.6万股 | $790.8万 | 12.8万股 | -10.2万股-80.00% | 减仓 |
 英伟达NVDA |
| 0.58% | 0.63% | $168.4万 | 8,418股 | $146.8万 | 8,418股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.52% | 4.47% | $152.3万 | 3,860股 | $1,042.0万 | 4.4万股 | -4.0万股-91.18% | 减仓 |
 Bloom EnergyBE |
| 0.39% | 1.09% | $113.8万 | 3,761股 | $254.8万 | 1.9万股 | -1.5万股-80.00% | 减仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 0.37% | 0.65% | $108.2万 | 2.7万股 | $151.9万 | 2.7万股 | 00.00% | 持仓不变 |
| CCHIME FINLCHYM |
| 0.35% | 0.1% | $102.8万 | 5.0万股 | $22.2万 | 1.2万股 | +3.8万股+322.50% | 加仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.31% | 1.3% | $89.8万 | 5,868股 | $302.4万 | 3.3万股 | -2.7万股-82.00% | 减仓 |
 新思科技SNPS |
| 0.23% | 1.27% | $66.4万 | 1,488股 | $295.1万 | 7,442股 | -5,954股-80.01% | 减仓 |
 Arista网络ANET |
| 0.14% | 1.74% | $41.3万 | 2,434股 | $405.6万 | 3.3万股 | -3.1万股-92.63% | 减仓 |
 博通AVGO |
| 0.13% | 0.65% | $37.2万 | 985股 | $152.5万 | 4,927股 | -3,942股-80.01% | 减仓 |
