CIK: 0001933952
申报总市值
US$1.4亿
| # | 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 | PDD | Pdd Holdings INC | 股票-周期性消费 | 24.84% | -3.57% | EXIT | |
| 2 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 12.04% | -9.51% | — | |
| 3 | ONTO | Onto Innovation INC | 股票-科技 | 8.11% | — | — | |
| 4 | ATAT | Atour Lifestyle Holdings-adr | 股票-其他 | 6.31% | +1.38% | +13.18% | |
| 5 | HTZ | Hertz Global Hldgs INC | 股票-其他 | 6.22% | — | — | |
| 6 | OLED | Universal Display CORP | 股票-科技 | 5.74% | -2.21% | EXIT | |
| 7 | AAOI | Applied Optoelectronics INC | 股票-科技 | 5.25% | — | — | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 4.21% | +0.52% | NEW | |
| 9 | VNET | Vnet Group Inc-adr | 股票-其他 | 4.06% | -0.59% | — | |
| 10 | INTC | Intel CORP | 股票-科技 | 3.96% | -4.25% | EXIT | |
| 11 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 3.96% | -3.65% | +793.45% | |
| 12 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 3.76% | — | — | |
| 13 | LITE | Lumentum Holdings INC | 股票-科技 | 2.03% | +18.58% | NEW | |
| 14 | CLS | Celestica INC | 股票-科技 | 1.95% | — | — | |
| 15 | AMKR | Amkor Technology INC | 股票-科技 | 1.92% | -4.50% | EXIT | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.89% | -0.97% | — | |
| 17 | JBL | Jabil INC | 股票-科技 | 1.83% | — | — | |
| 18 | HTHT | H World Group Ltd-adr | 股票-其他 | 1.21% | — | — | |
| 19 | IQ | Iqiyi Inc-adr | 股票-其他 | 0.38% | -1.79% | EXIT | |
| 20 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 0.33% | -0.72% | — |