 英伟达NVDA |
| 5.56% | 1.57% | $3,298.9万 | 16.5万股 | $598.2万 | 3.4万股 | +13.1万股+380.67% | 加仓 |
 Guardant HealthGH |
| 5.28% | — | $3,132.9万 | 20.9万股 | $0 | 0股 | +20.9万股 | 新买入 |
 苹果AAPL |
| 5.12% | 0.82% | $3,037.8万 | 10.5万股 | $314.7万 | 1.2万股 | +9.3万股+746.65% | 加仓 |
 NateraNTRA |
| 5.03% | 5.22% | $2,982.7万 | 11.0万股 | $1,994.5万 | 10.0万股 | +1.0万股+10.18% | 加仓 |
 相干公司COHR |
| 4.97% | 5.5% | $2,947.7万 | 7.5万股 | $2,102.0万 | 8.8万股 | -1.4万股-15.32% | 减仓 |
 泛林集团LRCX |
| 4.74% | 6.08% | $2,812.9万 | 6.5万股 | $2,322.5万 | 10.9万股 | -4.4万股-40.28% | 减仓 |
| PPLANET LABS PBC CLASS APL |
| 4.61% | 4.23% | $2,732.3万 | 82.5万股 | $1,615.1万 | 57.8万股 | +24.7万股+42.73% | 加仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 4.41% | — | $2,614.2万 | 46.8万股 | $0 | 0股 | +46.8万股 | 新买入 |
 Bloom EnergyBE |
| 4.35% | 5.38% | $2,579.3万 | 8.5万股 | $2,057.4万 | 15.2万股 | -6.7万股-43.89% | 减仓 |
| AAEHR TEST SYSAEHR |
| 4.03% | — | $2,391.9万 | 24.9万股 | $0 | 0股 | +24.9万股 | 新买入 |
 礼来LLY |
| 3.95% | — | $2,344.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| SSPIRE GLOBAL INC COM CL A NEWSPIR |
| 3.63% | — | $2,152.7万 | 115.7万股 | $0 | 0股 | +115.7万股 | 新买入 |
 SITIMESITM |
| 3.51% | 0.67% | $2,082.0万 | 2.8万股 | $255.6万 | 7,400股 | +2.1万股+277.36% | 加仓 |
 微软MSFT |
| 3.17% | — | $1,883.2万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 AXSOME THERAPEUTICSAXSM |
| 3.01% | — | $1,787.8万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 LumentumLITE |
| 2.6% | 6.94% | $1,545.5万 | 1.8万股 | $2,650.8万 | 3.8万股 | -2.0万股-52.25% | 减仓 |
| TTERAWULF COMWULF |
| 2.27% | — | $1,348.6万 | 54.6万股 | $0 | 0股 | +54.6万股 | 新买入 |
 NeurocrineNBIX |
| 2.26% | — | $1,343.6万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| TTWIST BIOSCIENCETWST |
| 2.24% | — | $1,329.5万 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 2.07% | — | $1,228.4万 | 17.6万股 | $0 | 0股 | +17.6万股 | 新买入 |
 博通AVGO |
| 2.05% | 0.74% | $1,214.5万 | 3.2万股 | $283.2万 | 9,150股 | +2.3万股+251.38% | 加仓 |
 康宁GLW |
| 1.78% | 0.58% | $1,059.0万 | 4.1万股 | $222.9万 | 1.6万股 | +2.5万股+152.91% | 加仓 |
 美光科技MU |
| 1.57% | 1.49% | $930.6万 | 8,062股 | $570.9万 | 1.7万股 | -8,838股-52.30% | 减仓 |
| DDPC HOLDINGS PLCDPC |
| 1.31% | — | $779.2万 | 15.9万股 | $0 | 0股 | +15.9万股 | 新买入 |
 GE VernovaGEV |
| 1.31% | 0.43% | $775.4万 | 6,600股 | $165.9万 | 1,900股 | +4,700股+247.37% | 加仓 |
| TT1 ENERGYTE |
| 1.24% | — | $734.8万 | 77.5万股 | $0 | 0股 | +77.5万股 | 新买入 |
 GENEDXWGS |
| 1.23% | 4.05% | $730.3万 | 10.6万股 | $1,549.0万 | 24.1万股 | -13.5万股-55.89% | 减仓 |
 AMD超威AMD |
| 1.14% | — | $677.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 联合健康UNH |
| 1.02% | — | $606.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 MOLINA HEALTHCAREMOH |
| 0.85% | — | $506.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 英特尔INTC |
| 0.74% | — | $438.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 应用材料AMAT |
| 0.69% | 1.93% | $409.9万 | 5,670股 | $736.6万 | 2.2万股 | -1.6万股-73.69% | 减仓 |
| SSpaceXSPCX |
| 0.62% | — | $365.6万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 思科CSCO |
| 0.56% | 0.49% | $331.9万 | 2.8万股 | $187.8万 | 2.4万股 | +4,054股+16.75% | 加仓 |
 科磊KLAC |
| 0.48% | — | $282.7万 | 9,369股 | $0 | 0股 | +9,369股 | 新买入 |
 PALO ALTOPANW |
| 0.33% | — | $198.2万 | 5,813股 | $0 | 0股 | +5,813股 | 新买入 |
 德州仪器TXN |
| 0.33% | — | $194.0万 | 6,510股 | $0 | 0股 | +6,510股 | 新买入 |
| IIBMIBM |
| 0.32% | — | $188.8万 | 6,713股 | $0 | 0股 | +6,713股 | 新买入 |
 帕兰提尔PLTR |
| 0.31% | 1.96% | $181.7万 | 1.6万股 | $749.9万 | 5.1万股 | -3.6万股-69.61% | 减仓 |
 迈威尔MRVL |
| 0.31% | — | $181.5万 | 6,092股 | $0 | 0股 | +6,092股 | 新买入 |
 甲骨文ORCL |
| 0.3% | — | $180.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 西部数据WDC |
| 0.27% | — | $158.1万 | 2,475股 | $0 | 0股 | +2,475股 | 新买入 |
 安费诺APH |
| 0.26% | — | $155.0万 | 8,791股 | $0 | 0股 | +8,791股 | 新买入 |
 希捷STX |
| 0.25% | 0.74% | $149.0万 | 1,544股 | $283.6万 | 7,240股 | -5,696股-78.67% | 减仓 |
| Q高通QCOM |
| 0.24% | — | $141.0万 | 7,630股 | $0 | 0股 | +7,630股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.23% | 1.32% | $138.4万 | 3,484股 | $505.9万 | 1.6万股 | -1.2万股-78.09% | 减仓 |
 CrowdStrikeCRWD |
| 0.23% | — | $135.2万 | 1,771股 | $0 | 0股 | +1,771股 | 新买入 |
 Arista网络ANET |
| 0.22% | — | $129.5万 | 7,625股 | $0 | 0股 | +7,625股 | 新买入 |
 ShopifySHOP |
| 0.17% | — | $100.4万 | 8,780股 | $0 | 0股 | +8,780股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.16% | — | $93.0万 | 2,155股 | $0 | 0股 | +2,155股 | 新买入 |
