CIK: 0001926959
申报总市值
US$1.0亿
| # | 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 | UBER | Uber Technologies INC | 股票-工业 | 29.43% | — | +1.67% | |
| 2 | LU | Lufax Holding Ltd | 股票-其他 | 15.43% | — | — | |
| 3 | KC | Kingsoft Cloud Holdings-adr | 股票-其他 | 5.37% | — | +42.09% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.15% | — | — | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.65% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.62% | — | +1807.89% | |
| 7 | TPL | Texas Pacific Land CORP | 股票-能源 | 2.56% | — | — | |
| 8 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 2.21% | — | — | |
| 9 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 2.21% | — | — | |
| 10 | BP | Bp Plc-spons Adr | 股票-能源 | 1.83% | — | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.83% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.63% | — | — | |
| 13 | FAST | Fastenal Co | 股票-工业 | 1.51% | — | — | |
| 14 | ✓ | Boxed INC Com | 股票-其他 | 1.49% | — | — | |
| 15 | OSCR | Oscar Health INC - Class A | 股票-医疗保健 | 1.41% | — | — | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.35% | — | — | |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.35% | — | — | |
| 18 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 1.33% | — | — | |
| 19 | NET | Cloudflare INC - Class A | 股票-科技 | 1.16% | — | — | |
| 20 | NEE | Nextera Energy INC | 股票-公用事业 | 1.15% | — | — | |
| 21 | PYPL | Paypal Holdings INC | 股票-金融 | 1.13% | — | +2669.23% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.11% | — | — | |
| 23 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.11% | — | — | |
| 24 | EBAY | Ebay INC | 股票-周期性消费 | 1.08% | — | — | |
| 25 | CSGP | Costar Group INC | 股票-房地产 | 1.08% | — | — | |
| 26 | UPWK | Upwork INC | 股票-其他 | 1.04% | — | — | |
| 27 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 1.00% | — | — | |
| 28 | WIX | Wix.com Ltd. | 股票-科技 | 0.99% | — | — | |
| 29 | HEI-A | Heico Corp-class A | 股票-其他 | 0.96% | — | — | |
| 30 | POSHEUR | Poshmark Inc-class A | 股票-其他 | 0.92% | — | — | |
| 31 | UHAL | U-haul Holding Co | 股票-其他 | 0.78% | — | — | |
| 32 | AVDX | Avidxchange Holdings INC | 股票-其他 | 0.75% | — | — | |
| 33 | MU | Micron Technology INC | 股票-科技 | 0.66% | — | — | |
| 34 | 628 | Semrush Holdings Inc-a | 股票-其他 | 0.47% | — | — | |
| 35 | DOCN | Digitalocean Holdings INC | 股票-科技 | 0.39% | — | — | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.31% | — | +103.88% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.24% | — | +71.43% | |
| 38 | RANI | Rani Therapeutics Holdings-a | 股票-其他 | 0.19% | — | — | |
| 39 | SNOW | Snowflake INC | 股票-科技 | 0.18% | — | +632.13% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.16% | — | — | |
| 41 | WCC | Wesco International INC | 股票-工业 | 0.16% | — | — | |
| 42 | ZEN1EUR | Zendesk INC | 股票-其他 | 0.15% | — | — | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.15% | — | +125.00% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.15% | — | — | |
| 45 | DDOG | Datadog INC - Class A | 股票-科技 | 0.14% | — | +142.86% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.13% | — | — | |
| 47 | MRVL | Marvell Technology INC | 股票-科技 | 0.13% | — | +160.00% | |
| 48 | PH | Parker Hannifin CORP | 股票-工业 | 0.13% | — | — | |
| 49 | NSC | Norfolk Southern CORP | 股票-工业 | 0.12% | — | — | |
| 50 | SE | Sea Ltd-adr | 股票-通信服务 | 0.12% | — | +35.71% |