CIK: 0001578684
申报总市值
US$5204.5万
| # | 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 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 28.02% | — | -0.05% | |
| 2 | SHOP | Shopify INC - Class A | 股票-科技 | 22.83% | — | -24.91% | |
| 3 | APPN | Appian Corp-a | 股票-其他 | 17.21% | -12.40% | EXIT | |
| 4 | ✓ | Mimecast LTD | 股票-其他 | 11.01% | — | -14.43% | |
| 5 | AXON | Axon Enterprise INC | 股票-工业 | 7.64% | — | -12.35% | |
| 6 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 6.96% | — | — | |
| 7 | FSLY | Fastly INC - Class A | 股票-科技 | 2.92% | — | — | |
| 8 | ZM | Zoom Communications INC | 股票-科技 | 1.50% | — | — | |
| 9 | ZUOUSD | Zuora INC - Class A | 股票-其他 | 1.33% | — | — | |
| 10 | CARG | Cargurus INC | 股票-周期性消费 | 0.58% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AYXEUR | Alteryx INC - Class A | +1.7% | -0.05% | 减仓 |
| 2 | CARG | Cargurus INC | -0.2% | — | 不变 |
| 3 | ZUOUSD | Zuora INC - Class A | -0.8% | — | 不变 |
| 4 | AXON | Axon Enterprise INC | -1.4% | -12.35% | 减仓 |
| 5 | SHOP | Shopify INC - Class A | -2.8% | -24.91% | 减仓 |
| 6 | APPN | Appian Corp-a | -2.9% | — | 不变 |
| 7 | ✓ | Mimecast LTD | -5% | -14.43% | 减仓 |
| 8 | SMARGBP | Smartsheet Inc-class A | — | NEW | 新建仓 |
| 9 | FSLY | Fastly INC - Class A | — | NEW | 新建仓 |
| 10 | ZM | Zoom Communications INC | — | NEW | 新建仓 |