CIK: 0001594585
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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.35% | — | +9.76% | |
| 2 | ADBE | Adobe INC | 股票-科技 | 7.74% | — | -0.06% | |
| 3 | CRM | Salesforce INC | 股票-科技 | 7.06% | — | -15.13% | |
| 4 | EA | Electronic Arts INC | 股票-通信服务 | 6.63% | — | +111.27% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 6.45% | — | -1.71% | |
| 6 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 5.79% | — | — | |
| 7 | ✓ | Gigamon INC | 股票-其他 | 5.42% | — | — | |
| 8 | FNSR | Finisar Corporation | 股票-其他 | 5.17% | — | +12.71% | |
| 9 | FLEX | Flex Ltd. | 股票-科技 | 4.99% | — | — | |
| 10 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 4.88% | — | +39.57% | |
| 11 | ✓ | Yahoo INC | 股票-其他 | 4.37% | — | -48.49% | |
| 12 | INTC | Intel CORP | 股票-科技 | 4.09% | — | — | |
| 13 | T | At&t INC | 股票-通信服务 | 3.68% | — | — | |
| 14 | LITE | Lumentum Holdings INC | 股票-科技 | 3.65% | — | -31.09% | |
| 15 | ✓ | Broadsoft INC | 股票-其他 | 3.56% | — | -5.89% | |
| 16 | OLED | Universal Display CORP | 股票-科技 | 3.37% | — | +80.95% | |
| 17 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.83% | — | — | |
| 18 | AMAT | Applied Materials INC | 股票-科技 | 2.83% | — | — | |
| 19 | ANETEUR | Arista Networks INC | 股票-其他 | 2.63% | — | +1.30% | |
| 20 | CIEN | Ciena CORP | 股票-科技 | 2.25% | — | -37.68% | |
| 21 | CRUS | Cirrus Logic INC | 股票-科技 | 2.10% | — | — | |
| 22 | ✓ | 股票-其他 | 1.40% | — | — | ||
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | — | — | |
| 24 | ACIA | Acacia Communications INC | 股票-其他 | 0.21% | — | — | |
| 25 | FITEUR | Fitbit INC - A | 股票-其他 | 0.07% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EA | Electronic Arts INC | +3.9% | +111.27% | 加仓 |
| 2 | OLED | Universal Display CORP | +1.9% | +80.95% | 加仓 |
| 3 | TTWO | Take-two Interactive Softwre | +1.4% | +39.57% | 加仓 |
| 4 | AMZN | Amazon.com INC | +1% | -1.71% | 减仓 |
| 5 | META | Meta Platforms Inc-class A | +0.7% | +9.76% | 加仓 |
| 6 | FNSR | Finisar Corporation | +0.4% | +12.71% | 加仓 |
| 7 | ADBE | Adobe INC | +0.1% | -0.06% | 减仓 |
| 8 | ANETEUR | Arista Networks INC | +0.1% | +1.30% | 加仓 |
| 9 | ✓ | Broadsoft INC | -0.2% | -5.89% | 减仓 |
| 10 | CRM | Salesforce INC | -0.8% | -15.13% | 减仓 |
| 11 | CIEN | Ciena CORP | -1.5% | -37.68% | 减仓 |
| 12 | LITE | Lumentum Holdings INC | -2.3% | -31.09% | 减仓 |
| 13 | ✓ | Yahoo INC | -4% | -48.49% | 减仓 |
| 14 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清仓 |
| 15 | CHTR | Charter Communications Inc-a | — | NEW | 新建仓 |
| 16 | ✓ | Gigamon INC | — | NEW | 新建仓 |
| 17 | FLEX | Flex Ltd. | — | NEW | 新建仓 |
| 18 | BKNG | Booking Hldgs INC | — | EXIT | 清仓 |
| 19 | INTC | Intel CORP | — | NEW | 新建仓 |
| 20 | CTRPUSD | Ctrip.com International-adr | — | EXIT | 清仓 |
| 21 | T | At&t INC | — | NEW | 新建仓 |
| 22 | NFLX | Netflix INC | — | EXIT | 清仓 |
| 23 | JNP | Juniper Networks INC | — | EXIT | 清仓 |
| 24 | CMCSA | Comcast Corp-class A | — | NEW | 新建仓 |
| 25 | AMAT | Applied Materials INC | — | NEW | 新建仓 |
| 26 | WDAY | Workday Inc-class A | — | EXIT | 清仓 |
| 27 | CRUS | Cirrus Logic INC | — | NEW | 新建仓 |
| 28 | WUBAUSD | 58.com Inc-adr | — | EXIT | 清仓 |
| 29 | ✓ | — | NEW | 新建仓 | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 31 | ACIA | Acacia Communications INC | — | NEW | 新建仓 |
| 32 | FITEUR | Fitbit INC - A | — | NEW | 新建仓 |
| 33 | TEAM | Atlassian Corporation | — | EXIT | 清仓 |