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 | 20.84% | +0.10% | — | |
| 2 | SHOP | Shopify INC - Class A | 股票-科技 | 15.46% | -0.40% | -8.38% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 13.59% | +2.61% | -10.41% | |
| 4 | DUOL | Duolingo | 股票-科技 | 8.60% | -2.22% | +68.85% | |
| 5 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 8.21% | +0.83% | -27.23% | |
| 6 | SNOW | Snowflake INC | 股票-科技 | 7.89% | -0.72% | -14.35% | |
| 7 | MDB | Mongodb INC | 股票-科技 | 7.04% | -1.61% | -15.23% | |
| 8 | INTC | Intel CORP | 股票-科技 | 6.53% | +3.79% | +107.69% | |
| 9 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 6.05% | -1.27% | — | |
| 10 | QS | Quantumscape CORP | 股票-周期性消费 | 5.79% | -1.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +3.8% | +107.69% | 加仓 |
| 2 | GLBE | Global-E Online Ltd. | +2.5% | — | 不变 |
| 3 | MDB | Mongodb INC | +1.1% | -15.23% | 减仓 |
| 4 | SHOP | Shopify INC - Class A | +0.4% | -8.38% | 减仓 |
| 5 | AMZN | Amazon.com INC | -0.4% | -10.41% | 减仓 |
| 6 | DUOL | Duolingo | -0.5% | +68.85% | 加仓 |
| 7 | QS | Quantumscape CORP | -0.8% | — | 不变 |
| 8 | SNOW | Snowflake INC | -1.3% | -14.35% | 减仓 |
| 9 | TTD | Trade Desk Inc/the -class A | -1.5% | — | 不变 |
| 10 | CRWD | Crowdstrike Holdings INC - A | -3.2% | -27.23% | 减仓 |