| 序号 | 股票代码 | 股票简称 | 变动数量(股) | 变动市值(元) | 变动类型 |
| 1 | COHR | Coherent Corp | 27,500.00 | 45,327,432.54 | 新增 |
| 2 | TSEM | Tower半导体 | 30,000.00 | 42,259,908.60 | 仓增 |
| 3 | JP3684400009 | 50,000.00 | 40,568,352.00 | 新增 | |
| 4 | NVDA | 英伟达 | 35,000.00 | 39,632,821.60 | 仓增 |
| 5 | LITE | Lumentum Holdings Inc | 5,500.00 | 39,240,353.32 | 仓增 |
| 6 | TSM | 台积电 | 13,500.00 | 33,592,843.59 | 仓增 |
| 7 | AVGO | 博通 | 13,500.00 | 24,546,254.38 | 仓增 |
| 8 | 300308 | 中际旭创 | 45,000.00 | 23,999,850.00 | 仓增 |
| 9 | 300476 | 胜宏科技 | 100,000.00 | 22,356,500.00 | 仓增 |
| 10 | 300502 | 新易盛 | 45,000.00 | 20,585,600.00 | 仓增 |
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