| SSANDISK COMSNDK |
| 28.03% | 8.14% | $56.74亿 | 249.5万股 | $11.13亿 | 175.2万股 | +74.3万股+42.43% | 加仓 |
 美光科技MU |
| 27.54% | 7.4% | $55.74亿 | 482.9万股 | $10.12亿 | 299.5万股 | +183.4万股+61.22% | 加仓 |
 Bloom EnergyBE |
| 9.6% | 6.83% | $19.43亿 | 641.9万股 | $9.34亿 | 689.4万股 | -47.5万股-6.89% | 减仓 |
 台积电TSM |
| 6.37% | 6.56% | $12.89亿 | 269.9万股 | $8.98亿 | 265.6万股 | +4.3万股+1.63% | 加仓 |
 NEBIUSNBIS |
| 6.09% | — | $12.33亿 | 446.4万股 | $0 | 0股 | +446.4万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 3.68% | 5.09% | $7.45亿 | 748.0万股 | $6.97亿 | 899.2万股 | -151.3万股-16.82% | 减仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 3.29% | 2.84% | $6.66亿 | 2,600.8万股 | $3.89亿 | 2,600.8万股 | 00.00% | 持仓不变 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 2.89% | — | $5.84亿 | 780.3万股 | $0 | 0股 | +780.3万股 | 新买入 |
| AAPPLIED DIGITALAPLD |
| 2.32% | 2.34% | $4.69亿 | 1,538.5万股 | $3.20亿 | 1,347.8万股 | +190.6万股+14.14% | 加仓 |
| RRiot PlatformsRIOT |
| 2.31% | 1.04% | $4.68亿 | 1,710.0万股 | $1.42亿 | 1,150.2万股 | +559.8万股+48.67% | 加仓 |
| SSHARONAISHAZ |
| 2.26% | 0.13% | $4.57亿 | 539.6万股 | $1,809.6万 | 79.6万股 | +460.0万股+577.81% | 加仓 |
 IRENIREN |
| 2.14% | 2.93% | $4.33亿 | 947.4万股 | $4.01亿 | 1,169.9万股 | -222.5万股-19.02% | 减仓 |
| CCleanSparkCLSK |
| 0.88% | 0.76% | $1.79亿 | 1,227.6万股 | $1.04亿 | 1,227.6万股 | 00.00% | 持仓不变 |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 0.75% | — | $1.52亿 | 2,645.1万股 | $0 | 0股 | +2,645.1万股 | 新买入 |
| SSOLARIS ENERGY INFRASSEI |
| 0.45% | 0.46% | $9,088.9万 | 113.0万股 | $6,247.5万 | 110.6万股 | +2.4万股+2.18% | 加仓 |
| WWHITEFIBERWYFI |
| 0.34% | 0.15% | $6,828.3万 | 175.8万股 | $2,093.3万 | 175.8万股 | 00.00% | 持仓不变 |
| BBITDEER TECHNOLOGIESBTDR |
| 0.27% | 0.22% | $5,458.4万 | 343.9万股 | $2,975.1万 | 343.9万股 | 00.00% | 持仓不变 |
| TT1 ENERGYTE |
| 0.23% | 0.32% | $4,645.2万 | 490.0万股 | $4,390.0万 | 1,000.0万股 | -510.0万股-51.00% | 减仓 |
| HHIVE DIGITAL TECHNOLOGIES LTD COM NHIVE |
| 0.16% | 0.05% | $3,324.7万 | 913.4万股 | $644.4万 | 339.2万股 | +574.2万股+169.31% | 加仓 |
| BBABCOCK & WILCOX ENTERPRISESBW |
| 0.14% | 0.15% | $2,858.7万 | 202.7万股 | $1,988.9万 | 135.4万股 | +67.4万股+49.75% | 加仓 |
| PPROPETROPUMP |
| 0.14% | 0.1% | $2,811.2万 | 196.0万股 | $1,311.7万 | 91.0万股 | +105.0万股+115.36% | 加仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.1% | — | $2,016.8万 | 37.5万股 | $0 | 0股 | +37.5万股 | 新买入 |
 印孚瑟斯INFY |
| 0.03% | 0.05% | $524.5万 | 50.0万股 | $675.5万 | 50.0万股 | 00.00% | 持仓不变 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.01% | — | $221.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
