CIK: 0001846503
申报总市值
US$1.2亿
| # | 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 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 16.38% | +0.83% | — | |
| 2 | GLBE | Global-E Online Ltd. | 股票-其他 | 14.34% | +0.10% | +28.97% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 13.99% | +2.61% | — | |
| 4 | INTC | Intel CORP | 股票-科技 | 13.79% | +3.79% | — | |
| 5 | SHOP | Shopify INC - Class A | 股票-科技 | 11.58% | -0.40% | — | |
| 6 | DUOL | Duolingo | 股票-科技 | 6.45% | -2.22% | — | |
| 7 | SNOW | Snowflake INC | 股票-科技 | 6.04% | -0.72% | — | |
| 8 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 5.34% | -1.27% | — | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 4.03% | — | — | |
| 10 | MDB | Mongodb INC | 股票-科技 | 3.42% | -1.61% | — | |
| 11 | COUR | Coursera INC | 股票-其他 | 2.69% | — | — | |
| 12 | QS | Quantumscape CORP | 股票-周期性消费 | 1.94% | -1.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GLBE | Global-E Online Ltd. | +10.6% | +28.97% | 加仓 |
| 2 | AMZN | Amazon.com INC | +5.4% | — | 加仓 |
| 3 | CRWD | Crowdstrike Holdings INC - A | +5.3% | — | 减仓 |
| 4 | SHOP | Shopify INC - Class A | +2.8% | — | 加仓 |
| 5 | MDB | Mongodb INC | -1.4% | — | 不变 |
| 6 | QS | Quantumscape CORP | -2.3% | — | 加仓 |
| 7 | COUR | Coursera INC | -2.6% | — | 加仓 |
| 8 | TTD | Trade Desk Inc/the -class A | -7.2% | — | 减仓 |
| 9 | TWLO | Twilio INC - A | — | EXIT | 清仓 |
| 10 | INTC | Intel CORP | — | NEW | 新建仓 |
| 11 | META | Meta Platforms Inc-class A | — | EXIT | 清仓 |
| 12 | DOCU | Docusign INC | — | EXIT | 清仓 |
| 13 | VOO | Vanguard S&P 500 ETF | — | EXIT | 清仓 |
| 14 | DUOL | Duolingo | — | NEW | 新建仓 |
| 15 | SNOW | Snowflake INC | — | NEW | 新建仓 |
| 16 | NFLX | Netflix INC | — | EXIT | 清仓 |
| 17 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | 新建仓 |
| 18 | MA | Mastercard INC - A | — | EXIT | 清仓 |
| 19 | V | Visa Inc-class A Shares | — | EXIT | 清仓 |
| 20 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清仓 |