CIK: 0001846445
申报总市值
US$5020.2万
| # | 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 | PYPL | Paypal Holdings INC | 股票-金融 | 3.21% | — | +3.23% | |
| 2 | XYZ | Block INC | 股票-金融 | 2.79% | — | +8.02% | |
| 3 | SEDG | Solaredge Technologies INC | 股票-科技 | 2.40% | — | +107.75% | |
| 4 | SWAVUSD | Shockwave Medical INC | 股票-其他 | 2.18% | — | -2.51% | |
| 5 | RUN | Sunrun INC | 股票-科技 | 1.93% | — | +101.75% | |
| 6 | GH | Guardant Health INC | 股票-医疗保健 | 1.85% | — | -35.27% | |
| 7 | IPOAGBP | Virgin Galactic Holdings INC | 股票-其他 | 1.77% | — | -0.18% | |
| 8 | ENPH | Enphase Energy INC | 股票-科技 | 1.71% | — | +85.30% | |
| 9 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 1.68% | — | -1.34% | |
| 10 | FTNT | Fortinet INC | 股票-科技 | 1.67% | — | -5.07% | |
| 11 | SPWRQ | Sunpower CORP | 股票-其他 | 1.65% | — | +78.77% | |
| 12 | NET | Cloudflare INC - Class A | 股票-科技 | 1.62% | — | -2.02% | |
| 13 | PODD | Insulet CORP | 股票-医疗保健 | 1.56% | — | -3.74% | |
| 14 | INTU | Intuit INC | 股票-科技 | 1.47% | — | +6.36% | |
| 15 | BNTX | Biontech Se-adr | 股票-其他 | 1.46% | — | +24.63% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.42% | — | -2.15% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 1.40% | — | +81.44% | |
| 18 | TPICQ | Tpi Composites INC | 股票-其他 | 1.40% | — | +180.68% | |
| 19 | RIOT | Riot Platforms INC | 股票-金融 | 1.39% | — | +38.22% | |
| 20 | BYND | Beyond Meat INC | 股票-非周期性消费 | 1.37% | — | +130.23% | |
| 21 | NIO | Nio INC - Adr | 股票-周期性消费 | 1.36% | — | +44.46% | |
| 22 | MRNA | Moderna INC | 股票-医疗保健 | 1.34% | — | -37.08% | |
| 23 | MRVL | Marvell Technology INC | 股票-科技 | 1.32% | — | — | |
| 24 | SDGR | Schrodinger INC | 股票-其他 | 1.26% | — | +22.34% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.26% | — | -4.26% | |
| 26 | MU | Micron Technology INC | 股票-科技 | 1.24% | — | -4.54% | |
| 27 | EVBGEUR | Everbridge INC | 股票-其他 | 1.22% | — | -1.55% | |
| 28 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.21% | — | — | |
| 29 | SICP | Silvergate Capital Corp-cl A | 股票-其他 | 1.20% | — | +48.05% | |
| 30 | ABMDEUR | Abiomed INC | 股票-其他 | 1.17% | — | -3.22% | |
| 31 | NTLA | Intellia Therapeutics INC | 股票-其他 | 1.17% | — | +76.78% | |
| 32 | DXCM | Dexcom INC | 股票-医疗保健 | 1.16% | — | +58.40% | |
| 33 | TWLO | Twilio INC - A | 股票-科技 | 1.16% | — | +0.94% | |
| 34 | ZS | Zscaler INC | 股票-科技 | 1.14% | — | -2.13% | |
| 35 | QTRX | Quanterix CORP | 股票-其他 | 1.10% | — | — | |
| 36 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.10% | — | +1.30% | |
| 37 | TER | Teradyne INC | 股票-科技 | 1.09% | — | -1.66% | |
| 38 | ✓ | Cree INC | 股票-其他 | 1.08% | — | +136.10% | |
| 39 | BKIEUR | Black Knight INC | 股票-其他 | 1.08% | — | +6.06% | |
| 40 | UPST | Upstart Holdings INC | 股票-金融 | 1.07% | — | +43.76% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.05% | — | -2.88% | |
| 42 | A | Agilent Technologies INC | 股票-医疗保健 | 1.02% | — | -2.02% | |
| 43 | XYL | Xylem INC | 股票-工业 | 1.02% | — | +125.33% | |
| 44 | DDD | 3d Systems CORP | 股票-其他 | 1.01% | — | +169.13% | |
| 45 | PANW | Palo Alto Networks INC | 股票-科技 | 0.99% | — | -4.72% | |
| 46 | TDOC | Teladoc Health INC | 股票-医疗保健 | 0.98% | — | +2.88% | |
| 47 | SOFI | Sofi Technologies INC | 股票-金融 | 0.97% | — | — | |
| 48 | GPN | Global Payments INC | 股票-工业 | 0.97% | — | -2.86% | |
| 49 | ALRM | Alarm.com Holdings INC | 股票-其他 | 0.94% | — | -4.69% | |
| 50 | TXG | 10x Genomics Inc-class A | 股票-其他 | 0.94% | — | +2.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SEDG | Solaredge Technologies INC | +0.9% | +107.75% | 加仓 |
| 2 | BNTX | Biontech Se-adr | +0.8% | +24.63% | 加仓 |
| 3 | BYND | Beyond Meat INC | +0.8% | +130.23% | 加仓 |
| 4 | NTLA | Intellia Therapeutics INC | +0.8% | +76.78% | 加仓 |
| 5 | ENPH | Enphase Energy INC | +0.7% | +85.30% | 加仓 |
| 6 | DDD | 3d Systems CORP | +0.7% | +169.13% | 加仓 |
| 7 | TPICQ | Tpi Composites INC | +0.7% | +180.68% | 加仓 |
| 8 | RUN | Sunrun INC | +0.7% | +101.75% | 加仓 |
| 9 | XYL | Xylem INC | +0.5% | +125.33% | 加仓 |
| 10 | NIO | Nio INC - Adr | +0.5% | +44.46% | 加仓 |
| 11 | TSLA | Tesla INC | +0.5% | +81.44% | 加仓 |
| 12 | ✓ | Cree INC | +0.5% | +136.10% | 加仓 |
| 13 | ECL | Ecolab INC | +0.4% | +127.92% | 加仓 |
| 14 | DXCM | Dexcom INC | +0.4% | +58.40% | 加仓 |
| 15 | FSLR | First Solar INC | +0.4% | +134.38% | 加仓 |
| 16 | SPWRQ | Sunpower CORP | +0.4% | +78.77% | 加仓 |
| 17 | PACB | Pacific Biosciences Of Calif | +0.3% | +115.54% | 加仓 |
| 18 | IPOAGBP | Virgin Galactic Holdings INC | +0.3% | -0.18% | 减仓 |
| 19 | SWAVUSD | Shockwave Medical INC | +0.3% | -2.51% | 减仓 |
| 20 | TTEK | Tetra Tech INC | +0.3% | +131.39% | 加仓 |
| 21 | NET | Cloudflare INC - Class A | +0.3% | -2.02% | 减仓 |
| 22 | INTU | Intuit INC | +0.2% | +6.36% | 加仓 |
| 23 | CRWD | Crowdstrike Holdings INC - A | +0.1% | -2.15% | 减仓 |
| 24 | UPST | Upstart Holdings INC | +0.1% | +43.76% | 加仓 |
| 25 | PYPL | Paypal Holdings INC | +0.1% | +3.23% | 加仓 |
| 26 | LSCC | Lattice Semiconductor CORP | 0% | -1.34% | 减仓 |
| 27 | FTNT | Fortinet INC | 0% | -5.07% | 减仓 |
| 28 | XYZ | Block INC | -0.1% | +8.02% | 加仓 |
| 29 | RARE | Ultragenyx Pharmaceutical In | -0.7% | -51.63% | 减仓 |
| 30 | ALNY | Alnylam Pharmaceuticals INC | -0.8% | -59.94% | 减仓 |
| 31 | NBIX | Neurocrine Biosciences INC | -0.8% | -61.63% | 减仓 |
| 32 | NVDA | Nvidia CORP | -1.1% | -2.21% | 减仓 |
| 33 | GH | Guardant Health INC | -2.4% | -35.27% | 减仓 |
| 34 | MRVL | Marvell Technology INC | — | NEW | 新建仓 |
| 35 | TCEHY | Tencent Holdings Ltd-uns Adr | — | EXIT | 清仓 |
| 36 | VEEV | Veeva Systems Inc-class A | — | NEW | 新建仓 |
| 37 | QTRX | Quanterix CORP | — | NEW | 新建仓 |
| 38 | VRTX | Vertex Pharmaceuticals INC | — | EXIT | 清仓 |
| 39 | SOFI | Sofi Technologies INC | — | NEW | 新建仓 |
| 40 | SHOP | Shopify INC - Class A | — | NEW | 新建仓 |
| 41 | ILMN | Illumina INC | — | EXIT | 清仓 |
| 42 | TENB | Tenable Holdings INC | — | NEW | 新建仓 |
| 43 | CTLTEUR | Catalent INC | — | NEW | 新建仓 |
| 44 | RGNX | Regenxbio INC | — | EXIT | 清仓 |
| 45 | KYMR | Kymera Therapeutics INC | — | NEW | 新建仓 |
| 46 | PFPT | Proofpoint INC | — | EXIT | 清仓 |
| 47 | XLRN | Acceleron Pharma INC | — | NEW | 新建仓 |
| 48 | ADPT | Adaptive Biotechnologies | — | NEW | 新建仓 |
| 49 | REGN | Regeneron Pharmaceuticals | — | EXIT | 清仓 |
| 50 | IONS | Ionis Pharmaceuticals INC | — | EXIT | 清仓 |