 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 8.65% | 1.36% | $6,087.2万 | 22.4万股 | $795.1万 | 8.5万股 | +13.9万股+164.27% | 加仓 |
| AASTERA LABSALAB |
| 8.22% | — | $5,778.9万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 新思科技SNPS |
| 6.75% | — | $4,751.5万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 5.72% | 5.79% | $4,025.7万 | 10.6万股 | $3,391.3万 | 16.5万股 | -5.9万股-35.68% | 减仓 |
 AMD超威AMD |
| 5.71% | — | $4,019.9万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 安费诺APH |
| 5.34% | 5.69% | $3,759.1万 | 21.3万股 | $3,328.1万 | 26.3万股 | -5.0万股-19.06% | 减仓 |
 应用材料AMAT |
| 5.31% | — | $3,733.6万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 希捷STX |
| 4.8% | — | $3,377.5万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 4.41% | 3.5% | $3,101.2万 | 41.4万股 | $2,046.4万 | 59.2万股 | -17.8万股-30.09% | 减仓 |
| EEVERPURE CL AEVPR |
| 4.38% | — | $3,079.9万 | 39.1万股 | $0 | 0股 | +39.1万股 | 新买入 |
 VertivVRT |
| 4.26% | 5.11% | $2,996.2万 | 8.9万股 | $2,990.2万 | 11.9万股 | -3.0万股-25.01% | 减仓 |
 相干公司COHR |
| 4.06% | — | $2,856.0万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 LumentumLITE |
| 3.93% | 4.62% | $2,766.4万 | 3.2万股 | $2,701.9万 | 3.8万股 | -6,207股-16.14% | 减仓 |
| TTERADYNETER |
| 3.56% | — | $2,502.4万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 恩智浦NXPI |
| 3.39% | — | $2,383.1万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 美光科技MU |
| 3.24% | — | $2,281.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 3.14% | — | $2,210.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 阿斯麦ASML |
| 2.43% | 7.08% | $1,706.9万 | 8,580股 | $4,143.7万 | 3.1万股 | -2.3万股-72.65% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 2.37% | 3.66% | $1,669.7万 | 125.7万股 | $2,143.3万 | 266.6万股 | -140.9万股-52.84% | 减仓 |
| MMKSMKSI |
| 2.35% | 4.48% | $1,650.7万 | 3.7万股 | $2,620.1万 | 11.4万股 | -7.7万股-67.45% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.82% | — | $1,280.1万 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
| AALLEGRO MICROSYSTEMS COMALGM |
| 1.81% | 2.66% | $1,271.3万 | 18.3万股 | $1,555.0万 | 49.3万股 | -31.1万股-62.97% | 减仓 |
 摩托罗拉解决方案MSI |
| 1.57% | 3.53% | $1,103.0万 | 2.7万股 | $2,067.7万 | 4.8万股 | -2.1万股-44.25% | 减仓 |
| SSEMTECHSMTC |
| 1.41% | — | $992.1万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| NNUTANIXNTNX |
| 1.36% | — | $960.1万 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
