| AAlphabet Inc Class CGOOG |
| 22.48% | 30.5% | $3.71亿 | 105.0万股 | $3.46亿 | 120.5万股 | -15.5万股-12.88% | 减仓 |
 英特尔INTC |
| 15.65% | — | $2.58亿 | 184.9万股 | $0 | 0股 | +184.9万股 | 新买入 |
 英伟达NVDA |
| 13.15% | 19.79% | $2.17亿 | 108.4万股 | $2.24亿 | 128.6万股 | -20.2万股-15.70% | 减仓 |
| SSANDISK COMSNDK |
| 10.65% | — | $1.76亿 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 美光科技MU |
| 10.33% | 2.18% | $1.70亿 | 14.8万股 | $2,467.2万 | 7.3万股 | +7.5万股+102.09% | 加仓 |
 AMD超威AMD |
| 8.85% | — | $1.46亿 | 25.1万股 | $0 | 0股 | +25.1万股 | 新买入 |
 迈威尔MRVL |
| 7.93% | — | $1.31亿 | 43.9万股 | $0 | 0股 | +43.9万股 | 新买入 |
 台积电TSM |
| 3.97% | 6.25% | $6,556.5万 | 13.7万股 | $7,087.5万 | 21.0万股 | -7.2万股-34.54% | 减仓 |
 Arm控股ARM |
| 3.24% | — | $5,338.9万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
 博通AVGO |
| 1.51% | — | $2,491.1万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 LumentumLITE |
| 1.36% | — | $2,241.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 亚马逊AMZN |
| 0.87% | 3.34% | $1,427.6万 | 6.0万股 | $3,780.9万 | 18.2万股 | -12.2万股-67.01% | 减仓 |
 Meta平台META |
| 0.01% | 6.91% | $13.6万 | 241股 | $7,825.1万 | 13.7万股 | -13.7万股-99.82% | 减仓 |
