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 | 26.48% | — | — | |
| 2 | SHOP | Shopify INC - Class A | 股票-科技 | 22.26% | — | -2.19% | |
| 3 | APPN | Appian Corp-a | 股票-其他 | 21.66% | -12.40% | EXIT | |
| 4 | ✓ | Mimecast LTD | 股票-其他 | 8.07% | — | — | |
| 5 | AXON | Axon Enterprise INC | 股票-工业 | 6.49% | — | — | |
| 6 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 6.33% | — | +27.37% | |
| 7 | FSLY | Fastly INC - Class A | 股票-科技 | 5.74% | — | +72.91% | |
| 8 | ZUOUSD | Zuora INC - Class A | 股票-其他 | 1.26% | — | — | |
| 9 | ZM | Zoom Communications INC | 股票-科技 | 1.23% | — | — | |
| 10 | CARG | Cargurus INC | 股票-周期性消费 | 0.48% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APPN | Appian Corp-a | +4.5% | -0.46% | 减仓 |
| 2 | FSLY | Fastly INC - Class A | +2.8% | +72.91% | 加仓 |
| 3 | ZUOUSD | Zuora INC - Class A | -0.1% | — | 不变 |
| 4 | CARG | Cargurus INC | -0.1% | — | 不变 |
| 5 | ZM | Zoom Communications INC | -0.3% | — | 不变 |
| 6 | SHOP | Shopify INC - Class A | -0.6% | -2.19% | 减仓 |
| 7 | SMARGBP | Smartsheet Inc-class A | -0.6% | +27.37% | 加仓 |
| 8 | AXON | Axon Enterprise INC | -1.2% | — | 不变 |
| 9 | AYXEUR | Alteryx INC - Class A | -1.5% | — | 不变 |
| 10 | ✓ | Mimecast LTD | -2.9% | — | 不变 |