 英伟达NVDA |
| 11.22% | 13.06% | $1,391.1万 | 7.0万股 | $1,221.6万 | 7.0万股 | -521股-0.74% | 减仓 |
 美光科技MU |
| 9.74% | 4.17% | $1,208.4万 | 1.0万股 | $390.3万 | 1.2万股 | -1,084股-9.38% | 减仓 |
| TTERADYNETER |
| 8.36% | 9.31% | $1,036.8万 | 2.1万股 | $870.9万 | 2.9万股 | -7,946股-27.05% | 减仓 |
 直觉外科ISRG |
| 6.98% | 5.32% | $865.3万 | 2.2万股 | $497.7万 | 1.1万股 | +1.1万股+101.53% | 加仓 |
 AMD超威AMD |
| 6.4% | 5.18% | $793.3万 | 1.4万股 | $484.9万 | 2.4万股 | -1.0万股-42.70% | 减仓 |
 新思科技SNPS |
| 6.32% | 6.97% | $783.8万 | 1.8万股 | $651.8万 | 1.6万股 | +1,132股+6.89% | 加仓 |
 DatadogDDOG |
| 5.84% | 4.27% | $724.2万 | 2.8万股 | $399.2万 | 3.4万股 | -5,997股-17.74% | 减仓 |
 迈威尔MRVL |
| 5.31% | 0.77% | $658.2万 | 2.2万股 | $71.9万 | 7,258股 | +1.5万股+204.45% | 加仓 |
| RRUBRIK INC CLASS ARBRK |
| 5.1% | 5.1% | $632.5万 | 7.9万股 | $477.3万 | 9.7万股 | -1.9万股-19.17% | 减仓 |
 博通AVGO |
| 4.88% | 4.89% | $605.1万 | 1.6万股 | $457.5万 | 1.5万股 | +1,238股+8.38% | 加仓 |
 Arm控股ARM |
| 4.38% | 4.62% | $543.1万 | 1.5万股 | $432.3万 | 2.9万股 | -1.3万股-46.40% | 减仓 |
 PALO ALTOPANW |
| 4.24% | 4.67% | $526.3万 | 1.5万股 | $436.3万 | 2.7万股 | -1.2万股-43.29% | 减仓 |
 台积电TSM |
| 3.34% | 3.18% | $413.9万 | 8,666股 | $297.4万 | 8,801股 | -135股-1.53% | 减仓 |
 CloudflareNET |
| 2.92% | 3.38% | $362.0万 | 1.5万股 | $316.3万 | 1.5万股 | -569股-3.71% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.8% | 2.81% | $347.5万 | 9,260股 | $262.7万 | 9,455股 | -195股-2.06% | 减仓 |
 相干公司COHR |
| 2.69% | — | $333.4万 | 8,453股 | $0 | 0股 | +8,453股 | 新买入 |
 英特尔INTC |
| 2.21% | — | $273.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 AMETEK COMAME |
| 2.09% | 3.53% | $259.4万 | 1.1万股 | $330.1万 | 1.5万股 | -4,680股-30.39% | 减仓 |
 PROCEPT BIOROBOTICSPRCT |
| 1.78% | 2.68% | $221.3万 | 9.8万股 | $250.3万 | 10.0万股 | -2,055股-2.05% | 减仓 |
 特斯拉TSLA |
| 1.78% | 2.14% | $220.9万 | 5,251股 | $199.8万 | 5,375股 | -124股-2.31% | 减仓 |
 LumentumLITE |
| 1.52% | — | $189.0万 | 2,203股 | $0 | 0股 | +2,203股 | 新买入 |
 CrowdStrikeCRWD |
| 0.09% | 3.05% | $11.7万 | 153股 | $285.1万 | 7,302股 | -7,149股-97.90% | 减仓 |
