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 | SHOP | Shopify INC - Class A | 股票-科技 | 23.50% | — | -18.71% | |
| 2 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 22.29% | — | -11.21% | |
| 3 | APPN | Appian Corp-a | 股票-其他 | 17.73% | -12.40% | EXIT | |
| 4 | ✓ | Mimecast LTD | 股票-其他 | 9.99% | — | — | |
| 5 | AXON | Axon Enterprise INC | 股票-工业 | 8.52% | — | — | |
| 6 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 8.12% | — | +1.01% | |
| 7 | FSLY | Fastly INC - Class A | 股票-科技 | 4.94% | — | +1.03% | |
| 8 | ZM | Zoom Communications INC | 股票-科技 | 4.55% | — | +306.53% | |
| 9 | BILL | Bill Holdings INC | 股票-科技 | 0.36% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZM | Zoom Communications INC | +3.3% | +306.53% | 加仓 |
| 2 | AXON | Axon Enterprise INC | +2% | — | 不变 |
| 3 | ✓ | Mimecast LTD | +1.9% | — | 不变 |
| 4 | SMARGBP | Smartsheet Inc-class A | +1.8% | +1.01% | 加仓 |
| 5 | SHOP | Shopify INC - Class A | +1.2% | -18.71% | 减仓 |
| 6 | FSLY | Fastly INC - Class A | -0.8% | +1.03% | 加仓 |
| 7 | APPN | Appian Corp-a | -3.9% | — | 不变 |
| 8 | AYXEUR | Alteryx INC - Class A | -4.2% | -11.21% | 减仓 |
| 9 | ZUOUSD | Zuora INC - Class A | — | EXIT | 清仓 |
| 10 | CARG | Cargurus INC | — | EXIT | 清仓 |
| 11 | BILL | Bill Holdings INC | — | NEW | 新建仓 |