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 | TWTRUSD | Twitter INC | 股票-其他 | 9.69% | — | +21.66% | |
| 2 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 9.13% | — | +11.61% | |
| 3 | UBER | Uber Technologies INC | 股票-工业 | 8.75% | — | +309.23% | |
| 4 | PENN | Penn Entertainment INC | 股票-周期性消费 | 8.28% | — | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.27% | — | -45.08% | |
| 6 | AEO | American Eagle Outfitters | 股票-周期性消费 | 5.25% | — | +2.85% | |
| 7 | DISH | Dish Network Corp-a | 股票-其他 | 4.78% | — | +6.33% | |
| 8 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.19% | — | -20.56% | |
| 9 | TWLO | Twilio INC - A | 股票-科技 | 3.02% | +1.07% | +423.07% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.98% | +2.03% | -45.61% | |
| 11 | MTCH | Match Group INC | 股票-通信服务 | 2.86% | — | — | |
| 12 | PLANUSD | Anaplan INC | 股票-其他 | 2.75% | — | — | |
| 13 | MGM | Mgm Resorts International | 股票-周期性消费 | 2.71% | — | +217.65% | |
| 14 | COIN | Coinbase Global INC -class A | 股票-金融 | 2.48% | — | +10.34% | |
| 15 | EA | Electronic Arts INC | 股票-通信服务 | 2.41% | — | -22.62% | |
| 16 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 2.35% | — | +16.15% | |
| 17 | GDRX | Goodrx Holdings Inc-class A | 股票-其他 | 2.24% | — | -32.57% | |
| 18 | COHR | Coherent Corp. | 股票-科技 | 2.16% | — | -0.15% | |
| 19 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.95% | — | — | |
| 20 | TGT | Target CORP | 股票-周期性消费 | 1.95% | — | -17.67% | |
| 21 | DT | Dynatrace INC | 股票-科技 | 1.92% | — | -7.87% | |
| 22 | W | Wayfair Inc- Class A | 股票-周期性消费 | 1.82% | +1.08% | +2.03% | |
| 23 | FWONKUSD | Liberty Media Corp-liberty-c | 股票-其他 | 1.82% | — | -0.16% | |
| 24 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 1.79% | — | -17.01% | |
| 25 | CZR | Caesars Entertainment INC | 股票-周期性消费 | 1.75% | — | — | |
| 26 | MU | Micron Technology INC | 股票-科技 | 1.19% | +0.12% | -27.82% | |
| 27 | Z | Zillow Group INC - C | 股票-通信服务 | 0.99% | — | -2.77% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.83% | +0.47% | — | |
| 29 | ACVA | Acv Auctions Inc-a | 股票-其他 | 0.79% | -0.39% | +444.28% | |
| 30 | SAM | Boston Beer Company Inc-a | 股票-非周期性消费 | 0.60% | — | -71.04% | |
| 31 | ROKU | Roku INC | 股票-通信服务 | 0.46% | — | — | |
| 32 | JOBY | Joby Aviation, Inc. | 股票-工业 | 0.24% | — | — | |
| 33 | TBLA | Taboola.com Ltd. | 股票-其他 | 0.14% | — | — | |
| 34 | ✓ | Catalyst Partnrs Acquisitn C | 股票-其他 | 0.12% | — | — | |
| 35 | OLPX | Olaplex Holdings INC | 股票-其他 | 0.12% | — | — | |
| 36 | ✓ | Altimeter Growth CORP | 股票-其他 | 0.10% | — | — | |
| 37 | MRVL | Marvell Technology INC | 股票-科技 | 0.07% | — | — | |
| 38 | OWLT | Owlet, Inc. | 股票-其他 | 0.07% | — | — |