CIK: 0001777813
申报总市值
US$50.0亿
| # | 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 | DIS | Walt Disney Co/the | 股票-通信服务 | 12.13% | — | +172.62% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.88% | — | — | |
| 3 | AEO | American Eagle Outfitters | 股票-周期性消费 | 9.62% | — | — | |
| 4 | FISV | Fiserv INC | 股票-其他 | 6.85% | — | — | |
| 5 | MU | Micron Technology INC | 股票-科技 | 5.67% | +0.12% | +54.35% | |
| 6 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 5.18% | — | +7.47% | |
| 7 | UBER | Uber Technologies INC | 股票-工业 | 5.05% | — | — | |
| 8 | SNAP | Snap INC - A | 股票-通信服务 | 4.55% | — | — | |
| 9 | XYZ | Block INC | 股票-金融 | 4.34% | — | -51.50% | |
| 10 | SAM | Boston Beer Company Inc-a | 股票-非周期性消费 | 3.88% | — | -8.48% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 3.05% | -8.01% | -1.81% | |
| 12 | TGT | Target CORP | 股票-周期性消费 | 3.03% | — | +29.12% | |
| 13 | ZEN1EUR | Zendesk INC | 股票-其他 | 2.87% | — | — | |
| 14 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 2.78% | — | — | |
| 15 | INTC | Intel CORP | 股票-科技 | 2.58% | +0.36% | +24.12% | |
| 16 | PAR | Par Technology Corp/del | 股票-其他 | 2.44% | — | -22.04% | |
| 17 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.90% | — | — | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 1.84% | +0.47% | +146.44% | |
| 19 | ROKU | Roku INC | 股票-通信服务 | 1.59% | — | -69.83% | |
| 20 | DISH | Dish Network Corp-a | 股票-其他 | 1.49% | — | — | |
| 21 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-周期性消费 | 1.27% | — | — | |
| 22 | SONO | Sonos INC | 股票-其他 | 1.08% | — | +8.06% | |
| 23 | RDFN | Redfin CORP | 股票-其他 | 1.08% | — | -78.26% | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.05% | — | — | |
| 25 | Z | Zillow Group INC - C | 股票-通信服务 | 1.00% | — | — | |
| 26 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.90% | — | — | |
| 27 | TWLO | Twilio INC - A | 股票-科技 | 0.84% | +1.07% | -24.14% | |
| 28 | NET | Cloudflare INC - Class A | 股票-科技 | 0.82% | — | — | |
| 29 | TDOC | Teladoc Health INC | 股票-医疗保健 | 0.67% | — | — | |
| 30 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.59% | — | -83.97% |