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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 23.26% | — | +354.49% | |
| 2 | TGT | Target CORP | 股票-周期性消费 | 9.24% | — | +486.29% | |
| 3 | UBER | Uber Technologies INC | 股票-工业 | 5.97% | — | +82.49% | |
| 4 | DISH | Dish Network Corp-a | 股票-其他 | 4.38% | — | +470.50% | |
| 5 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 4.07% | — | — | |
| 6 | AEO | American Eagle Outfitters | 股票-周期性消费 | 3.54% | — | -41.38% | |
| 7 | SNAP | Snap INC - A | 股票-通信服务 | 3.37% | — | -16.86% | |
| 8 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.26% | — | -60.28% | |
| 9 | FISV | Fiserv INC | 股票-其他 | 3.26% | — | -7.21% | |
| 10 | TREE | Lendingtree INC | 股票-其他 | 2.99% | — | — | |
| 11 | Z | Zillow Group INC - C | 股票-通信服务 | 2.38% | — | +299.71% | |
| 12 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 2.37% | — | +40.84% | |
| 13 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 2.27% | — | -17.55% | |
| 14 | ZEN1EUR | Zendesk INC | 股票-其他 | 1.97% | — | +6.75% | |
| 15 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 1.81% | — | — | |
| 16 | CARG | Cargurus INC | 股票-周期性消费 | 1.78% | — | — | |
| 17 | MU | Micron Technology INC | 股票-科技 | 1.75% | +0.12% | -58.45% | |
| 18 | PAGS | PagSeguro Digital Ltd. | 股票-其他 | 1.59% | — | — | |
| 19 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 1.59% | — | — | |
| 20 | DT | Dynatrace INC | 股票-科技 | 1.57% | — | — | |
| 21 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.55% | — | — | |
| 22 | SAM | Boston Beer Company Inc-a | 股票-非周期性消费 | 1.54% | — | -23.92% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 1.40% | +0.47% | — | |
| 24 | XYZ | Block INC | 股票-金融 | 1.39% | — | -48.60% | |
| 25 | PAR | Par Technology Corp/del | 股票-其他 | 1.36% | — | -22.48% | |
| 26 | ROKU | Roku INC | 股票-通信服务 | 1.32% | — | +1.79% | |
| 27 | WH | Wyndham Hotels & Resorts INC | 股票-周期性消费 | 1.26% | — | — | |
| 28 | LYFT | Lyft Inc-a | 股票-科技 | 1.13% | — | — | |
| 29 | RDFN | Redfin CORP | 股票-其他 | 1.02% | — | +48.20% | |
| 30 | RSI | Rush Street Interactive INC | 股票-其他 | 0.95% | — | — | |
| 31 | FTCHQ | Farfetch Ltd-class A | 股票-其他 | 0.92% | — | — | |
| 32 | SONO | Sonos INC | 股票-其他 | 0.77% | — | +0.25% | |
| 33 | RVLV | Revolve Group INC | 股票-其他 | 0.77% | — | — | |
| 34 | NET | Cloudflare INC - Class A | 股票-科技 | 0.68% | — | -3.46% | |
| 35 | ANF | Abercrombie & Fitch Co-cl A | 股票-周期性消费 | 0.65% | — | — | |
| 36 | TWLO | Twilio INC - A | 股票-科技 | 0.64% | +1.07% | +18.54% | |
| 37 | ✓ | Altimeter Growth CORP | 股票-其他 | 0.23% | — | — |