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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 14.24% | -10.12% | — | |
| 2 | RH | Rh | 股票-周期性消费 | 8.95% | — | +51.24% | |
| 3 | P | Everpure Inc-a | 股票-科技 | 7.47% | -4.65% | EXIT | |
| 4 | PYPL | Paypal Holdings INC | 股票-金融 | 6.55% | — | — | |
| 5 | BBWI | Bath & Body Works INC | 股票-周期性消费 | 5.43% | — | +71.62% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 4.67% | — | -77.24% | |
| 7 | XYZ | Block INC | 股票-金融 | 4.59% | — | +168.69% | |
| 8 | ACVA | Acv Auctions Inc-a | 股票-其他 | 4.54% | -0.39% | -0.25% | |
| 9 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 4.09% | — | +44.86% | |
| 10 | 8QR | Confluent Inc-class A | 股票-其他 | 3.63% | — | +4.60% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.49% | +2.03% | -17.00% | |
| 12 | SE | Sea Ltd-adr | 股票-通信服务 | 3.14% | -0.43% | EXIT | |
| 13 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 3.09% | — | -45.36% | |
| 14 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 2.93% | — | -34.22% | |
| 15 | MRVL | Marvell Technology INC | 股票-科技 | 2.47% | — | -68.83% | |
| 16 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 2.36% | — | +97.12% | |
| 17 | PLNT | Planet Fitness INC - Cl A | 股票-周期性消费 | 2.11% | — | — | |
| 18 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 2.03% | — | — | |
| 19 | MGM | Mgm Resorts International | 股票-周期性消费 | 2.01% | — | -30.09% | |
| 20 | MU | Micron Technology INC | 股票-科技 | 1.98% | +0.12% | +32.81% | |
| 21 | BILL | Bill Holdings INC | 股票-科技 | 1.75% | — | -40.39% | |
| 22 | W | Wayfair Inc- Class A | 股票-周期性消费 | 1.59% | +1.08% | -3.41% | |
| 23 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 1.57% | — | — | |
| 24 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.34% | — | — | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 1.25% | +0.47% | -59.65% | |
| 26 | FWONKUSD | Liberty Media Corp-liberty-c | 股票-其他 | 1.13% | — | -37.60% | |
| 27 | BC | Brunswick CORP | 股票-周期性消费 | 0.53% | — | +87.35% | |
| 28 | ✓ | Sonder Holdings INC | 股票-其他 | 0.28% | — | — | |
| 29 | JOBY | Joby Aviation, Inc. | 股票-工业 | 0.26% | — | — | |
| 30 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.23% | — | -35.56% | |
| 31 | AMPL | Amplitude Inc-class A | 股票-其他 | 0.21% | — | +289.29% | |
| 32 | TBLA | Taboola.com Ltd. | 股票-其他 | 0.06% | — | — |