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 | AMZN | Amazon.com INC | 股票-周期性消费 | 10.15% | +2.03% | +153.77% | |
| 2 | INTC | Intel CORP | 股票-科技 | 6.70% | +0.36% | — | |
| 3 | AEO | American Eagle Outfitters | 股票-周期性消费 | 5.98% | — | -12.27% | |
| 4 | OKTA | Okta INC | 股票-科技 | 5.46% | — | — | |
| 5 | TWLO | Twilio INC - A | 股票-科技 | 5.43% | +1.07% | +64.36% | |
| 6 | DISH | Dish Network Corp-a | 股票-其他 | 5.26% | — | +11.32% | |
| 7 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 4.63% | — | -60.06% | |
| 8 | XYZ | Block INC | 股票-金融 | 4.51% | — | — | |
| 9 | UBER | Uber Technologies INC | 股票-工业 | 4.49% | — | -58.54% | |
| 10 | MU | Micron Technology INC | 股票-科技 | 4.28% | +0.12% | +106.47% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.27% | — | -52.53% | |
| 12 | ROKU | Roku INC | 股票-通信服务 | 3.85% | — | +773.84% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 3.78% | — | — | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.55% | — | -8.02% | |
| 15 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 3.15% | — | +30.81% | |
| 16 | TGT | Target CORP | 股票-周期性消费 | 2.97% | — | +13.89% | |
| 17 | CZR | Caesars Entertainment INC | 股票-周期性消费 | 2.96% | — | +53.88% | |
| 18 | MGM | Mgm Resorts International | 股票-周期性消费 | 2.86% | — | -23.07% | |
| 19 | COIN | Coinbase Global INC -class A | 股票-金融 | 2.18% | — | -40.01% | |
| 20 | FWONKUSD | Liberty Media Corp-liberty-c | 股票-其他 | 1.98% | — | -33.01% | |
| 21 | W | Wayfair Inc- Class A | 股票-周期性消费 | 1.86% | +1.08% | +3.54% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 1.64% | +0.47% | +9.94% | |
| 23 | DLO | DLocal Limited | 股票-其他 | 1.39% | — | — | |
| 24 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 1.23% | — | -52.31% | |
| 25 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.21% | — | -59.32% | |
| 26 | FIVN | Five9 INC | 股票-科技 | 1.18% | — | — | |
| 27 | ACVA | Acv Auctions Inc-a | 股票-其他 | 1.15% | -0.39% | +4.73% | |
| 28 | GRAB | Grab Holdings Limited | 股票-科技 | 0.66% | — | — | |
| 29 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 0.36% | — | — | |
| 30 | JOBY | Joby Aviation, Inc. | 股票-工业 | 0.23% | — | — | |
| 31 | HCP2EUR | Hashicorp Inc-cl A | 股票-其他 | 0.21% | — | — | |
| 32 | TBLA | Taboola.com Ltd. | 股票-其他 | 0.18% | — | — | |
| 33 | ✓ | Catalyst Partnrs Acquisitn C | 股票-其他 | 0.17% | — | +5.85% | |
| 34 | BBIO | BridgeBio Pharma, Inc. | 股票-医疗保健 | 0.04% | — | — | |
| 35 | OWLT | Owlet, Inc. | 股票-其他 | 0.04% | — | — | |
| 36 | GRAB | Grab Holdings Limited | 股票-科技 | 0.01% | — | — |