CIK: 0001602987
申报总市值
US$6008.5万
| # | 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 | AVGO | Broadcom Inc. | 股票-科技 | 9.38% | — | -9.14% | |
| 2 | LITE | Lumentum Holdings INC | 股票-科技 | 6.81% | -0.07% | +3.17% | |
| 3 | ICHR | Ichor Holdings, Ltd. | 股票-其他 | 5.92% | — | +142.55% | |
| 4 | MU | Micron Technology INC | 股票-科技 | 5.12% | +4.65% | NEW | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 4.42% | — | -33.33% | |
| 6 | AMAT | Applied Materials INC | 股票-科技 | 4.27% | — | -34.48% | |
| 7 | ✓ | Ellie Mae INC Com | 股票-其他 | 3.83% | — | -49.74% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.64% | — | — | |
| 9 | WDC | Western Digital CORP | 股票-科技 | 3.38% | +2.15% | NEW | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 3.35% | — | +42.56% | |
| 11 | BNFTEUR | Benefitfocus INC | 股票-其他 | 3.32% | — | +156.53% | |
| 12 | BBBY | Bed Bath & Beyond INC | 股票-其他 | 3.17% | — | — | |
| 13 | CIEN | Ciena CORP | 股票-科技 | 2.97% | -0.44% | -50.00% | |
| 14 | FEYECHF | Mandiant INC | 股票-其他 | 2.87% | -0.31% | EXIT | |
| 15 | ✓ | Oclaro INC | 股票-其他 | 2.39% | — | +1.13% | |
| 16 | T | At&t INC | 股票-通信服务 | 2.18% | — | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.89% | — | — | |
| 18 | ✓ | Pandora Media INC | 股票-其他 | 1.89% | — | -17.63% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.89% | — | — | |
| 20 | DATA | Tableau Software Inc-cl A | 股票-其他 | 1.84% | — | -70.13% | |
| 21 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.63% | — | — | |
| 22 | INFNEUR | Infinera CORP | 股票-其他 | 1.61% | — | +5.77% | |
| 23 | PRO | Pros Holdings INC | 股票-其他 | 1.58% | — | — | |
| 24 | MSTR | Strategy INC | 股票-科技 | 1.43% | — | -3.96% | |
| 25 | PANW | Palo Alto Networks INC | 股票-科技 | 1.41% | -2.00% | EXIT | |
| 26 | CYEUR | Cypress Semiconductor CORP | 股票-其他 | 1.38% | — | -61.35% | |
| 27 | MRVL | Marvell Technology, Inc. | 股票-科技 | 1.37% | — | — | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.17% | — | -76.14% | |
| 29 | SPLKCHF | Splunk INC | 股票-其他 | 1.16% | -1.52% | EXIT | |
| 30 | MULEUSD | Mulesoft INC -a | 股票-其他 | 1.14% | — | -56.34% | |
| 31 | HMTVUSD | Hemisphere Media Group INC | 股票-其他 | 1.13% | -0.66% | -4.05% | |
| 32 | KN | Knowles CORP | 股票-其他 | 1.04% | — | -80.00% | |
| 33 | MDB | Mongodb INC | 股票-科技 | 0.93% | — | — | |
| 34 | GLW | Corning INC | 股票-科技 | 0.91% | — | — | |
| 35 | FTNT | Fortinet INC | 股票-科技 | 0.88% | — | -53.33% | |
| 36 | MX | Magnachip Semiconductor CORP | 股票-其他 | 0.87% | — | -22.24% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.82% | -0.90% | EXIT | |
| 38 | AKAM | Akamai Technologies INC | 股票-科技 | 0.67% | — | -74.21% | |
| 39 | P | Everpure Inc-a | 股票-科技 | 0.56% | — | — | |
| 40 | NXST | Nexstar Media Group INC | 股票-通信服务 | 0.55% | — | -65.75% | |
| 41 | CTLEUR | Centurylink INC | 股票-其他 | 0.47% | — | — | |
| 42 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 0.44% | -0.84% | EXIT | |
| 43 | GLUU | Glu Mobile INC | 股票-其他 | 0.44% | — | -43.33% | |
| 44 | ✓ | 股票-其他 | 0.42% | — | -60.00% | ||
| 45 | AMBRUSD | Amber Road INC | 股票-其他 | 0.40% | — | +111.11% | |
| 46 | ✓ | Cyberark Software LTD | 股票-其他 | 0.38% | — | -67.95% | |
| 47 | MVIS | Microvision INC | 股票-其他 | 0.31% | — | -39.60% | |
| 48 | PPDFEUR | Finvolution Group-adr | 股票-其他 | 0.15% | — | — | |
| 49 | ✓ | Form Hldgs CORP | 股票-其他 | 0.14% | — | — | |
| 50 | AKTSQ | Akoustis Technologies INC | 股票-其他 | 0.09% | -1.22% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ICHR | Ichor Holdings, Ltd. | +4% | +142.55% | 加仓 |
| 2 | MU | Micron Technology INC | +2.2% | +18.74% | 加仓 |
| 3 | BNFTEUR | Benefitfocus INC | +2% | +156.53% | 加仓 |
| 4 | LITE | Lumentum Holdings INC | +1.6% | +3.17% | 加仓 |
| 5 | FEYECHF | Mandiant INC | +1.3% | +66.64% | 加仓 |
| 6 | ✓ | Oclaro INC | +0.3% | +1.13% | 加仓 |
| 7 | INFNEUR | Infinera CORP | +0.1% | +5.77% | 加仓 |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 0% | -33.33% | 减仓 |
| 9 | SPLKCHF | Splunk INC | 0% | -38.37% | 减仓 |
| 10 | MVIS | Microvision INC | -0.3% | -39.60% | 减仓 |
| 11 | FTNT | Fortinet INC | -0.3% | -53.33% | 减仓 |
| 12 | NXST | Nexstar Media Group INC | -0.4% | -65.75% | 减仓 |
| 13 | AMAT | Applied Materials INC | -0.4% | -34.48% | 减仓 |
| 14 | MULEUSD | Mulesoft INC -a | -0.5% | -56.34% | 减仓 |
| 15 | ✓ | Cyberark Software LTD | -0.6% | -67.95% | 减仓 |
| 16 | ✓ | Pandora Media INC | -0.7% | -17.63% | 减仓 |
| 17 | AKAM | Akamai Technologies INC | -0.7% | -74.21% | 减仓 |
| 18 | CYEUR | Cypress Semiconductor CORP | -1.1% | -61.35% | 减仓 |
| 19 | ✓ | Ellie Mae INC Com | -1.3% | -49.74% | 减仓 |
| 20 | PANW | Palo Alto Networks INC | -1.4% | -64.17% | 减仓 |
| 21 | CIEN | Ciena CORP | -1.4% | -50.00% | 减仓 |
| 22 | BABA | Alibaba Group Holding-sp Adr | -2.3% | -76.14% | 减仓 |
| 23 | DATA | Tableau Software Inc-cl A | -3.2% | -70.13% | 减仓 |
| 24 | HIMX | Himax Technologies Inc-adr | -4% | -92.61% | 减仓 |
| 25 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清仓 |
| 26 | AAPL | Apple INC | — | EXIT | 清仓 |
| 27 | XLNXEUR | Xilinx INC | — | EXIT | 清仓 |
| 28 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 29 | WDC | Western Digital CORP | — | NEW | 新建仓 |
| 30 | BBBY | Bed Bath & Beyond INC | — | NEW | 新建仓 |
| 31 | BKNG | Booking Hldgs INC | — | EXIT | 清仓 |
| 32 | FXI | Ishares China Large-cap ETF | — | EXIT | 清仓 |
| 33 | T | At&t INC | — | NEW | 新建仓 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 35 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 36 | TTWO | Take-two Interactive Softwre | — | NEW | 新建仓 |
| 37 | PRO | Pros Holdings INC | — | NEW | 新建仓 |
| 38 | ZEN1EUR | Zendesk INC | — | EXIT | 清仓 |
| 39 | MRVL | Marvell Technology, Inc. | — | NEW | 新建仓 |
| 40 | TWTRUSD | Twitter INC | — | EXIT | 清仓 |
| 41 | ✓ | Sigma Design INC | — | EXIT | 清仓 |
| 42 | MDB | Mongodb INC | — | NEW | 新建仓 |
| 43 | GLW | Corning INC | — | NEW | 新建仓 |
| 44 | NFLX | Netflix INC | — | NEW | 新建仓 |
| 45 | TER | Teradyne INC | — | EXIT | 清仓 |
| 46 | NUANEUR | Nuance Communications INC | — | EXIT | 清仓 |
| 47 | LCEUR | Happen INC | — | EXIT | 清仓 |
| 48 | ROKU | Roku INC | — | EXIT | 清仓 |
| 49 | ✓ | — | EXIT | 清仓 | |
| 50 | P | Everpure Inc-a | — | NEW | 新建仓 |