CIK: 0001720745
申报总市值
US$1632.5万
| # | 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 | ✓ | Avita Medical Ltd-spons Adr | 股票-其他 | 29.28% | — | -5.85% | |
| 2 | AXNX* | Axonics INC | 股票-其他 | 17.43% | — | +66.37% | |
| 3 | WIX | Wix.com Ltd. | 股票-科技 | 15.64% | — | +60.35% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 11.82% | — | -1.61% | |
| 5 | NICE | Nice LTD - Spon Adr | 股票-科技 | 8.77% | — | -19.33% | |
| 6 | BHVN | Biohaven Ltd. | 股票-其他 | 8.33% | — | -0.01% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 4.86% | — | +25.13% | |
| 8 | PROF | Profound Medical CORP | 股票-其他 | 1.98% | — | — | |
| 9 | TAK | Takeda Pharmaceutic-sp Adr | 股票-医疗保健 | 1.88% | — | -21.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +10.8% | -1.61% | 减仓 |
| 2 | AXNX* | Axonics INC | +7.5% | +66.37% | 加仓 |
| 3 | WIX | Wix.com Ltd. | +5.3% | +60.35% | 加仓 |
| 4 | V | Visa Inc-class A Shares | +0.9% | +25.13% | 加仓 |
| 5 | TAK | Takeda Pharmaceutic-sp Adr | -0.8% | -21.57% | 减仓 |
| 6 | NICE | Nice LTD - Spon Adr | -1.5% | -19.33% | 减仓 |
| 7 | BHVN | Biohaven Ltd. | -3.3% | -0.01% | 减仓 |
| 8 | ✓ | Avita Medical Ltd-spons Adr | -10.6% | -5.85% | 减仓 |
| 9 | TSCO | Tractor Supply Company | — | EXIT | 清仓 |
| 10 | CC | Chemours Co/the | — | EXIT | 清仓 |
| 11 | PROF | Profound Medical CORP | — | NEW | 新建仓 |