| 投資名稱 | 投資
(千股) | 比例 | 增減 |
投資名稱 | 投資
(千股) | 比例 | 增減 |
| NVIDIA CORP |
|
4.91 |
|
ADVANCED MICRO DEVICES |
|
1.25 |
|
| SNOWFLAKE INC-CLASS A |
|
4.62 |
|
CROWDSTRIKE HOLDINGS INC - A |
|
1.24 |
|
| ROBINHOOD MARKETS INC - A |
|
4.00 |
|
ZOOM COMMUNICATIONS INC |
|
1.23 |
|
| Oracle Corp |
|
3.76 |
|
Palo Alto Networks Inc |
|
1.20 |
|
| TAKE-TWO INTERACTIVE SOFTWRE |
|
3.68 |
|
APPLOVIN CORP-CLASS A |
|
1.14 |
|
| TESLA INC |
|
3.46 |
|
HubSpot Inc |
|
1.12 |
|
| BROADCOM INC |
|
3.44 |
|
CLOUDFLARE INC - CLASS A |
|
1.08 |
|
| ALPHABET INC-CL C |
|
3.25 |
|
Booking Holdings Inc |
|
1.05 |
|
| TAIWAN SEMICONDUCTOR-SP ADR |
|
3.24 |
|
PALANTIR TECHNOLOGIES INC-A |
|
1.01 |
|
| CREDO TECHNOLOGY GROUP HOLDI |
|
3.14 |
|
VICOR CORP |
|
1.01 |
|
| SHOPIFY INC - CLASS A |
|
3.10 |
|
REDDIT INC-CL A |
|
0.98 |
|
| META PLATFORMS INC-CLASS A |
|
2.95 |
|
NU HOLDINGS LTD/CAYMAN ISL-A |
|
0.91 |
|
| ServiceNow Inc |
|
2.87 |
|
CADENCE DESIGN SYS INC |
|
0.76 |
|
| LAM RESEARCH CORP |
|
2.44 |
|
DATADOG INC - CLASS A |
|
0.70 |
|
| ALIBABA GROUP HOLDING-SP ADR |
|
2.37 |
|
SERVICETITAN INC-A |
|
0.70 |
|
| Netflix Inc |
|
2.32 |
|
LEMONADE INC |
|
0.66 |
|
| Microsoft Corp |
|
2.24 |
|
FIGMA INC-CL A |
|
0.63 |
|
| CIENA CORP |
|
2.17 |
|
RIVIAN AUTOMOTIVE INC-A |
|
0.49 |
|
| SEA LTD-ADR |
|
2.08 |
|
FIRST SOLAR INC |
|
0.45 |
|
| INTUIT INC |
|
1.77 |
|
ALLEGRO MICROSYSTEMS INC |
|
0.33 |
|
| VEEVA SYSTEMS INC-CLASS A |
|
1.73 |
|
SYMBOTIC INC |
|
0.31 |
|
| AMAZON.COM INC |
|
1.63 |
|
ROBLOX CORP -CLASS A |
|
0.29 |
|
| SPOTIFY TECHNOLOGY SA |
|
1.48 |
|
FABRINET |
|
0.29 |
|
| ARISTA NETWORKS INC |
|
1.44 |
|
WARBY PARKER INC-CLASS A |
|
0.29 |
|
| TWILIO INC - A |
|
1.41 |
|
LUMEN TECHNOLOGIES INC |
|
0.28 |
|
| TEMPUS AI INC |
|
1.40 |
|
ARM HOLDINGS LTD-ADR |
|
0.28 |
|
| UBER TECHNOLOGIES INC |
|
1.36 |
|
SBA COMMUNICATIONS CORP |
|
0.25 |
|
| COINBASE GLOBAL INC -CLASS A |
|
1.33 |
|
TTM TECHNOLOGIES |
|
0.21 |
|
| Micron Technology Inc |
|
1.30 |
|
MACOM TECHNOLOGY SOLUTIONS H |
|
0.16 |
|
| ASML Holding NV-NY REG SHS |
|
1.29 |
|
ECHOSTAR CORP-A |
|
0.14 |
|
| MERCADOLIBRE INC |
|
1.26 |
|
|
|
|
|
