CIK: 0001782126
申报总市值
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| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 12.41% | — | — | |
| 2 | NFLX | Netflix INC | 股票-通信服务 | 11.21% | — | +27.59% | |
| 3 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 9.95% | — | +164.57% | |
| 4 | JD | Jd.com Inc-adr | 股票-周期性消费 | 8.08% | — | +38.86% | |
| 5 | CAR | Avis Budget Group INC | 股票-其他 | 7.01% | — | +15.37% | |
| 6 | SIXEUR | Six Flags Entertainment CORP | 股票-其他 | 6.84% | — | — | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 6.69% | — | +24.00% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.74% | — | — | |
| 9 | DASH | Doordash INC - A | 股票-周期性消费 | 5.22% | — | — | |
| 10 | AFRM | Affirm Holdings INC | 股票-金融 | 4.87% | — | -29.97% | |
| 11 | EDU | New Oriental Educatio-sp Adr | 股票-非周期性消费 | 4.74% | — | -4.35% | |
| 12 | TMUS | T-mobile US INC | 股票-通信服务 | 4.56% | — | -19.13% | |
| 13 | WSM | Williams-sonoma INC | 股票-周期性消费 | 4.52% | — | — | |
| 14 | ZG | Zillow Group INC - A | 股票-通信服务 | 4.46% | — | +19.36% | |
| 15 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 3.70% | — | — |