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 | FNSR | Finisar Corporation | 股票-其他 | 10.58% | — | +15.97% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 7.40% | — | — | |
| 3 | ✓ | Gigamon INC | 股票-其他 | 5.65% | — | -31.47% | |
| 4 | EA | Electronic Arts INC | 股票-通信服务 | 5.26% | — | -32.17% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.06% | — | -47.92% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.85% | — | -38.08% | |
| 7 | TMUS | T-mobile US INC | 股票-通信服务 | 4.74% | — | — | |
| 8 | NTES | Netease Inc-adr | 股票-通信服务 | 4.56% | — | — | |
| 9 | LITE | Lumentum Holdings INC | 股票-科技 | 4.47% | — | -31.68% | |
| 10 | ADBE | Adobe INC | 股票-科技 | 4.27% | — | -53.11% | |
| 11 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 3.85% | — | -36.06% | |
| 12 | IPHI | Inphi CORP | 股票-其他 | 3.78% | — | — | |
| 13 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 3.74% | — | -47.36% | |
| 14 | ZEN1EUR | Zendesk INC | 股票-其他 | 3.66% | — | — | |
| 15 | MTCHEUR | Match Group INC | 股票-其他 | 3.49% | — | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 3.05% | — | — | |
| 17 | AMAT | Applied Materials INC | 股票-科技 | 2.99% | — | -19.02% | |
| 18 | LOGMEUR | Logmein INC | 股票-其他 | 2.93% | — | — | |
| 19 | FLEX | Flex Ltd. | 股票-科技 | 2.62% | — | -56.14% | |
| 20 | SYMCEUR | Symantec CORP | 股票-其他 | 2.58% | — | — | |
| 21 | ✓ | 股票-其他 | 2.44% | — | +21.24% | ||
| 22 | INTC | Intel CORP | 股票-科技 | 1.87% | — | -61.60% | |
| 23 | 2663134D | Bitauto Holdings Ltd-adr | 股票-其他 | 1.76% | — | — | |
| 24 | ✓ | Pandora Media INC | 股票-其他 | 1.62% | — | — | |
| 25 | ANETEUR | Arista Networks INC | 股票-其他 | 1.37% | — | -61.99% | |
| 26 | WDAY | Workday Inc-class A | 股票-科技 | 1.25% | — | — | |
| 27 | NTNX | Nutanix INC - A | 股票-科技 | 0.15% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FNSR | Finisar Corporation | +5.4% | +15.97% | 加仓 |
| 2 | ✓ | +1% | +21.24% | 加仓 | |
| 3 | LITE | Lumentum Holdings INC | +0.8% | -31.68% | 减仓 |
| 4 | ✓ | Gigamon INC | +0.2% | -31.47% | 减仓 |
| 5 | AMAT | Applied Materials INC | +0.2% | -19.02% | 减仓 |
| 6 | TTWO | Take-two Interactive Softwre | -1% | -36.06% | 减仓 |
| 7 | ANETEUR | Arista Networks INC | -1.3% | -61.99% | 减仓 |
| 8 | EA | Electronic Arts INC | -1.4% | -32.17% | 减仓 |
| 9 | AMZN | Amazon.com INC | -1.6% | -38.08% | 减仓 |
| 10 | CHTR | Charter Communications Inc-a | -2.1% | -47.36% | 减仓 |
| 11 | INTC | Intel CORP | -2.2% | -61.60% | 减仓 |
| 12 | FLEX | Flex Ltd. | -2.4% | -56.14% | 减仓 |
| 13 | META | Meta Platforms Inc-class A | -3.3% | -47.92% | 减仓 |
| 14 | ADBE | Adobe INC | -3.5% | -53.11% | 减仓 |
| 15 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建仓 |
| 16 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 17 | TMUS | T-mobile US INC | — | NEW | 新建仓 |
| 18 | NTES | Netease Inc-adr | — | NEW | 新建仓 |
| 19 | ✓ | Yahoo INC | — | EXIT | 清仓 |
| 20 | T | At&t INC | — | EXIT | 清仓 |
| 21 | IPHI | Inphi CORP | — | NEW | 新建仓 |
| 22 | ✓ | Broadsoft INC | — | EXIT | 清仓 |
| 23 | ZEN1EUR | Zendesk INC | — | NEW | 新建仓 |
| 24 | OLED | Universal Display CORP | — | EXIT | 清仓 |
| 25 | MTCHEUR | Match Group INC | — | NEW | 新建仓 |
| 26 | AAPL | Apple INC | — | NEW | 新建仓 |
| 27 | CMCSA | Comcast Corp-class A | — | EXIT | 清仓 |
| 28 | LOGMEUR | Logmein INC | — | NEW | 新建仓 |
| 29 | SYMCEUR | Symantec CORP | — | NEW | 新建仓 |
| 30 | CIEN | Ciena CORP | — | EXIT | 清仓 |
| 31 | CRUS | Cirrus Logic INC | — | EXIT | 清仓 |
| 32 | 2663134D | Bitauto Holdings Ltd-adr | — | NEW | 新建仓 |
| 33 | ✓ | Pandora Media INC | — | NEW | 新建仓 |
| 34 | WDAY | Workday Inc-class A | — | NEW | 新建仓 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清仓 |
| 36 | ACIA | Acacia Communications INC | — | EXIT | 清仓 |
| 37 | NTNX | Nutanix INC - A | — | NEW | 新建仓 |
| 38 | FITEUR | Fitbit INC - A | — | EXIT | 清仓 |