CIK: 0001697748
申报总市值
US$128.6亿
| # | 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 | SSYS | Stratasys Ltd. | 股票-其他 | 4.85% | — | +75.21% | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 4.17% | -0.52% | +123.83% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.92% | — | +23.09% | |
| 4 | TWTRUSD | Twitter INC | 股票-其他 | 3.89% | — | +21.72% | |
| 5 | NTLA | Intellia Therapeutics INC | 股票-其他 | 3.77% | +0.60% | +162.01% | |
| 6 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 3.57% | -0.03% | +113.76% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.49% | -0.15% | +92.50% | |
| 8 | ✓ | Athenahealth INC | 股票-其他 | 3.48% | — | +29.24% | |
| 9 | ILMN | Illumina INC | 股票-医疗保健 | 2.95% | -0.26% | +51.47% | |
| 10 | NFLX | Netflix INC | 股票-通信服务 | 2.71% | — | +32.65% | |
| 11 | EDIT | Editas Medicine INC | 股票-其他 | 2.67% | — | +45.59% | |
| 12 | XYZ | Block INC | 股票-金融 | 2.66% | -0.01% | +61.13% | |
| 13 | JD | Jd.com Inc-adr | 股票-周期性消费 | 2.34% | — | +71.59% | |
| 14 | MDSOEUR | Medidata Solutions INC | 股票-其他 | 2.22% | — | +118.34% | |
| 15 | AAPL | Apple INC | 股票-科技 | 2.08% | — | +107.46% | |
| 16 | LCEUR | Happen INC | 股票-其他 | 2.07% | — | +105.30% | |
| 17 | XLNXEUR | Xilinx INC | 股票-其他 | 1.95% | — | +92.95% | |
| 18 | ✓ | 股票-其他 | 1.92% | — | +25.22% | ||
| 19 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 1.85% | — | +64.31% | |
| 20 | CRM | Salesforce INC | 股票-科技 | 1.79% | — | +35.91% | |
| 21 | RDFN | Redfin CORP | 股票-其他 | 1.68% | — | +159.40% | |
| 22 | ✓ | 股票-其他 | 1.67% | — | +62.52% | ||
| 23 | NVTA1EUR | Invitae CORP | 股票-其他 | 1.61% | — | +229.12% | |
| 24 | SPLKCHF | Splunk INC | 股票-其他 | 1.59% | — | +33.57% | |
| 25 | RHT1EUR | Red Hat INC | 股票-其他 | 1.57% | — | +35.68% | |
| 26 | CERS | Cerus CORP | 股票-其他 | 1.43% | — | +47.35% | |
| 27 | APTV | Aptiv PLC | 股票-周期性消费 | 1.38% | — | +107.41% | |
| 28 | ✓ | Hortonworks, Inc. | 股票-其他 | 1.38% | — | +47.72% | |
| 29 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.33% | — | +52.56% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.23% | -0.62% | +32.10% | |
| 31 | TER | Teradyne INC | 股票-科技 | 1.20% | -0.16% | +72.80% | |
| 32 | PYPL | Paypal Holdings INC | 股票-金融 | 1.07% | — | +87.63% | |
| 33 | ADSK | Autodesk INC | 股票-科技 | 1.04% | — | +29.86% | |
| 34 | SYRSEUR | Syros Pharmaceuticals INC | 股票-其他 | 0.97% | — | +80.28% | |
| 35 | PRLB | Proto Labs INC | 股票-其他 | 0.95% | — | -3.53% | |
| 36 | NTDOY | Nintendo Co Ltd-unspons Adr | 股票-其他 | 0.91% | — | +45.85% | |
| 37 | ✓ | 股票-其他 | 0.89% | — | +764.60% | ||
| 38 | ✓ | Compugen LTD | 股票-其他 | 0.88% | — | +77.23% | |
| 39 | MCRB1EUR | Seres Therapeutics INC | 股票-其他 | 0.88% | — | +48.06% | |
| 40 | SFTBY | Softbank Group Corp-unsp Adr | 股票-其他 | 0.86% | — | -4.74% | |
| 41 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.84% | — | +30.05% | |
| 42 | NSTGEUR | Nanostring Technologies INC | 股票-其他 | 0.83% | — | +96.20% | |
| 43 | VCYT | Veracyte INC | 股票-其他 | 0.78% | -0.33% | +100.48% | |
| 44 | IONS | Ionis Pharmaceuticals INC | 股票-医疗保健 | 0.77% | — | -5.10% | |
| 45 | MTLS | Materialise Nv-adr | 股票-其他 | 0.72% | — | +67.88% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | +0.47% | -48.84% | |
| 47 | XONECHF | Exone Co/the | 股票-其他 | 0.60% | — | +32.74% | |
| 48 | ✓ | Organovo Hldgs INC | 股票-其他 | 0.58% | — | +90.88% | |
| 49 | HUBS | Hubspot INC | 股票-科技 | 0.55% | — | +81.72% | |
| 50 | TREE | Lendingtree INC | 股票-其他 | 0.47% | — | -33.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NTLA | Intellia Therapeutics INC | +1.7% | +162.01% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.1% | +92.50% | 加仓 |
| 3 | XYZ | Block INC | +0.8% | +61.13% | 加仓 |
| 4 | BIDU | Baidu INC - Spon Adr | +0.8% | +113.76% | 加仓 |
| 5 | TSLA | Tesla INC | +0.7% | +123.83% | 加仓 |
| 6 | NFLX | Netflix INC | +0.6% | +32.65% | 加仓 |
| 7 | MDSOEUR | Medidata Solutions INC | +0.6% | +118.34% | 加仓 |
| 8 | ✓ | +0.5% | +764.60% | 加仓 | |
| 9 | CERS | Cerus CORP | +0.5% | +47.35% | 加仓 |
| 10 | SSYS | Stratasys Ltd. | +0.5% | +75.21% | 加仓 |
| 11 | AAPL | Apple INC | +0.5% | +107.46% | 加仓 |
| 12 | XLNXEUR | Xilinx INC | +0.4% | +92.95% | 加仓 |
| 13 | ✓ | Compugen LTD | +0.4% | +77.23% | 加仓 |
| 14 | PACB | Pacific Biosciences Of Calif | +0.4% | +1902.97% | 加仓 |
| 15 | SYRSEUR | Syros Pharmaceuticals INC | +0.3% | +80.28% | 加仓 |
| 16 | APTV | Aptiv PLC | +0.3% | +107.41% | 加仓 |
| 17 | RDFN | Redfin CORP | +0.3% | +159.40% | 加仓 |
| 18 | MSFT | Microsoft CORP | +0.2% | +304.48% | 加仓 |
| 19 | PYPL | Paypal Holdings INC | +0.2% | +87.63% | 加仓 |
| 20 | TER | Teradyne INC | +0.2% | +72.80% | 加仓 |
| 21 | SHOP | Shopify INC - Class A | +0.2% | +102.15% | 加仓 |
| 22 | LCEUR | Happen INC | +0.2% | +105.30% | 加仓 |
| 23 | NSTGEUR | Nanostring Technologies INC | +0.2% | +96.20% | 加仓 |
| 24 | HUBS | Hubspot INC | +0.2% | +81.72% | 加仓 |
| 25 | JD | Jd.com Inc-adr | +0.1% | +71.59% | 加仓 |
| 26 | NTDOY | Nintendo Co Ltd-unspons Adr | +0.1% | +45.85% | 加仓 |
| 27 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.1% | +64.31% | 加仓 |
| 28 | NVTA1EUR | Invitae CORP | +0.1% | +229.12% | 加仓 |
| 29 | RHT1EUR | Red Hat INC | +0.1% | +35.68% | 加仓 |
| 30 | ILMN | Illumina INC | +0.1% | +51.47% | 加仓 |
| 31 | VCYT | Veracyte INC | +0.1% | +100.48% | 加仓 |
| 32 | ✓ | 0% | +25.22% | 加仓 | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 0% | +52.56% | 加仓 |
| 34 | SPLKCHF | Splunk INC | 0% | +33.57% | 加仓 |
| 35 | MTLS | Materialise Nv-adr | 0% | +67.88% | 加仓 |
| 36 | ADSK | Autodesk INC | 0% | +29.86% | 加仓 |
| 37 | EDIT | Editas Medicine INC | -0.1% | +45.59% | 加仓 |
| 38 | ✓ | -0.1% | +62.52% | 加仓 | |
| 39 | CRM | Salesforce INC | -0.1% | +35.91% | 加仓 |
| 40 | MELI | Mercadolibre INC | -0.1% | +30.05% | 加仓 |
| 41 | ✓ | Hortonworks, Inc. | -0.1% | +47.72% | 加仓 |
| 42 | AMZN | Amazon.com INC | -0.2% | +23.09% | 加仓 |
| 43 | TWTRUSD | Twitter INC | -0.4% | +21.72% | 加仓 |
| 44 | CTRPUSD | Ctrip.com International-adr | -0.5% | -98.72% | 减仓 |
| 45 | ✓ | Athenahealth INC | -0.5% | +29.24% | 加仓 |
| 46 | TREE | Lendingtree INC | -0.7% | -33.14% | 减仓 |
| 47 | ✓ | Foundation Medicine INC | -1.1% | -66.20% | 减仓 |
| 48 | GOOG | Alphabet Inc-cl C | -1.6% | -48.84% | 减仓 |
| 49 | ✓ | Juno Therapeutics | — | EXIT | 清仓 |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |