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 | GLBE | Global-E Online Ltd. | 股票-其他 | 18.36% | +0.10% | +8.74% | |
| 2 | SHOP | Shopify INC - Class A | 股票-科技 | 15.09% | -0.40% | -14.89% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 13.98% | +2.61% | -12.02% | |
| 4 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 11.43% | +0.83% | -9.82% | |
| 5 | SNOW | Snowflake INC | 股票-科技 | 9.18% | -0.72% | — | |
| 6 | DUOL | Duolingo | 股票-科技 | 9.05% | -2.22% | +37.58% | |
| 7 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 7.57% | -1.27% | — | |
| 8 | QS | Quantumscape CORP | 股票-周期性消费 | 6.63% | -1.11% | — | |
| 9 | MDB | Mongodb INC | 股票-科技 | 5.95% | -1.61% | — | |
| 10 | INTC | Intel CORP | 股票-科技 | 2.77% | +3.79% | -87.86% |
| # | 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. | +4% | +8.74% | 加仓 |
| 2 | QS | Quantumscape CORP | +3.4% | — | 不变 |
| 3 | SHOP | Shopify INC - Class A | +2.6% | -14.89% | 减仓 |
| 4 | MDB | Mongodb INC | +2.3% | — | 不变 |
| 5 | DUOL | Duolingo | +1.4% | +37.58% | 加仓 |
| 6 | SNOW | Snowflake INC | +0.9% | — | 不变 |
| 7 | AMZN | Amazon.com INC | -0.4% | -12.02% | 减仓 |
| 8 | CRWD | Crowdstrike Holdings INC - A | -0.5% | -9.82% | 减仓 |
| 9 | TTD | Trade Desk Inc/the -class A | -2.5% | — | 不变 |
| 10 | INTC | Intel CORP | -11.1% | -87.86% | 减仓 |