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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.88% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.47% | — | — | |
| 3 | CIEN | Ciena CORP | 股票-科技 | 4.53% | -0.44% | +74.24% | |
| 4 | LITE | Lumentum Holdings INC | 股票-科技 | 4.51% | -0.07% | -15.25% | |
| 5 | NPTNEUR | Neophotonics CORP | 股票-其他 | 3.83% | -9.70% | EXIT | |
| 6 | SPLKCHF | Splunk INC | 股票-其他 | 3.24% | -1.52% | EXIT | |
| 7 | FEYECHF | Mandiant INC | 股票-其他 | 2.80% | -0.31% | EXIT | |
| 8 | UBER | Uber Technologies INC | 股票-工业 | 2.78% | +0.08% | +1640.06% | |
| 9 | BNFTEUR | Benefitfocus INC | 股票-其他 | 2.77% | — | +63.99% | |
| 10 | MU | Micron Technology INC | 股票-科技 | 2.70% | +4.65% | NEW | |
| 11 | VIAV | Viavi Solutions INC | 股票-科技 | 2.69% | -0.21% | -8.60% | |
| 12 | ✓ | 股票-其他 | 2.56% | — | +782.35% | ||
| 13 | GLW | Corning INC | 股票-科技 | 2.31% | — | -9.32% | |
| 14 | NOK | Nokia Corp-spon Adr | 股票-科技 | 2.28% | — | +10.90% | |
| 15 | PANW | Palo Alto Networks INC | 股票-科技 | 2.14% | -2.00% | EXIT | |
| 16 | TWTRUSD | Twitter INC | 股票-其他 | 1.95% | — | — | |
| 17 | BAND | Bandwidth Inc-class A | 股票-其他 | 1.91% | +1.31% | — | |
| 18 | WDC | Western Digital CORP | 股票-科技 | 1.90% | +2.15% | NEW | |
| 19 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 1.84% | -0.70% | — | |
| 20 | SNAP | Snap INC - A | 股票-通信服务 | 1.83% | +0.98% | NEW | |
| 21 | ROG | Rogers CORP | 股票-其他 | 1.69% | — | +98.92% | |
| 22 | NFLX | Netflix INC | 股票-通信服务 | 1.69% | -0.90% | EXIT | |
| 23 | MTSI | Macom Technology Solutions H | 股票-科技 | 1.64% | — | -3.33% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.56% | — | -40.79% | |
| 25 | IPHI | Inphi CORP | 股票-其他 | 1.54% | — | -45.42% | |
| 26 | DELL | Dell Technologies -c | 股票-科技 | 1.43% | — | — | |
| 27 | NEWREUR | New Relic INC | 股票-其他 | 1.29% | — | — | |
| 28 | PLANUSD | Anaplan INC | 股票-其他 | 1.19% | — | — | |
| 29 | AKTSQ | Akoustis Technologies INC | 股票-其他 | 1.16% | -1.22% | +25.83% | |
| 30 | ROKU | Roku INC | 股票-通信服务 | 1.07% | — | — | |
| 31 | DBX | Dropbox Inc-class A | 股票-科技 | 1.06% | — | — | |
| 32 | HMTVUSD | Hemisphere Media Group INC | 股票-其他 | 1.05% | -0.66% | +2.63% | |
| 33 | MX | Magnachip Semiconductor CORP | 股票-其他 | 0.99% | — | -7.48% | |
| 34 | ✓ | Intelsat | 股票-其他 | 0.98% | — | +35.81% | |
| 35 | AKAM | Akamai Technologies INC | 股票-科技 | 0.86% | — | -28.00% | |
| 36 | CLDR | Cloudera INC | 股票-其他 | 0.86% | — | -54.00% | |
| 37 | ✓ | 股票-其他 | 0.73% | — | — | ||
| 38 | HLIT | Harmonic INC | 股票-其他 | 0.59% | +0.62% | — | |
| 39 | P | Everpure Inc-a | 股票-科技 | 0.50% | — | -87.59% | |
| 40 | DZSIEUR | Dasan Zhone Solutions INC | 股票-其他 | 0.50% | — | +5.03% | |
| 41 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 0.40% | — | -57.76% | |
| 42 | RESNUSD | Resonant INC | 股票-其他 | 0.40% | — | +17.82% | |
| 43 | MIXTUSD | Mix Telematics Ltd-sp Adr | 股票-其他 | 0.34% | — | — | |
| 44 | ✓ | Gordon Pointe Acquisition Co | 股票-其他 | 0.28% | — | — | |
| 45 | COHR | Coherent Corp. | 股票-科技 | 0.28% | +0.58% | -87.54% | |
| 46 | FN | Fabrinet | 股票-科技 | 0.28% | — | — | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.26% | — | — | |
| 48 | DDOG | Datadog INC - Class A | 股票-科技 | 0.24% | — | — | |
| 49 | UCTT | Ultra Clean Holdings INC | 股票-其他 | 0.15% | — | -77.78% | |
| 50 | TNAVEUR | Telenav INC | 股票-其他 | 0.05% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies INC | +2.4% | +1640.06% | 加仓 |
| 2 | ✓ | +1.5% | +782.35% | 加仓 | |
| 3 | SNAP | Snap INC - A | +1.1% | +266.67% | 加仓 |
| 4 | CIEN | Ciena CORP | +0.3% | +74.24% | 加仓 |
| 5 | ROG | Rogers CORP | 0% | +98.92% | 加仓 |
| 6 | ✓ | Intelsat | 0% | +35.81% | 加仓 |
| 7 | AKTSQ | Akoustis Technologies INC | 0% | +25.83% | 加仓 |
| 8 | BNFTEUR | Benefitfocus INC | -0.2% | +63.99% | 加仓 |
| 9 | MTSI | Macom Technology Solutions H | -0.2% | -3.33% | 减仓 |
| 10 | PANW | Palo Alto Networks INC | -0.3% | +33.33% | 加仓 |
| 11 | DZSIEUR | Dasan Zhone Solutions INC | -0.6% | +5.03% | 加仓 |
| 12 | AKAM | Akamai Technologies INC | -0.8% | -28.00% | 减仓 |
| 13 | TSEM | Tower Semiconductor Ltd. | -0.8% | -57.76% | 减仓 |
| 14 | CLDR | Cloudera INC | -0.9% | -54.00% | 减仓 |
| 15 | UCTT | Ultra Clean Holdings INC | -0.9% | -77.78% | 减仓 |
| 16 | NOK | Nokia Corp-spon Adr | -0.9% | +10.90% | 加仓 |
| 17 | NPTNEUR | Neophotonics CORP | -0.9% | -13.70% | 减仓 |
| 18 | FEYECHF | Mandiant INC | -1.3% | +17.85% | 加仓 |
| 19 | IPHI | Inphi CORP | -2% | -45.42% | 减仓 |
| 20 | GLW | Corning INC | -2.3% | -9.32% | 减仓 |
| 21 | BABA | Alibaba Group Holding-sp Adr | -2.6% | -40.79% | 减仓 |
| 22 | COHR | Coherent Corp. | -3.3% | -87.54% | 减仓 |
| 23 | LITE | Lumentum Holdings INC | -3.7% | -15.25% | 减仓 |
| 24 | P | Everpure Inc-a | -5.2% | -87.59% | 减仓 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 27 | DIS | Walt Disney Co/the | — | EXIT | 清仓 |
| 28 | SPLKCHF | Splunk INC | — | NEW | 新建仓 |
| 29 | TSLA | Tesla INC | — | EXIT | 清仓 |
| 30 | MU | Micron Technology INC | — | NEW | 新建仓 |
| 31 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 32 | ANETEUR | Arista Networks INC | — | EXIT | 清仓 |
| 33 | TWTRUSD | Twitter INC | — | NEW | 新建仓 |
| 34 | BAND | Bandwidth Inc-class A | — | NEW | 新建仓 |
| 35 | WDC | Western Digital CORP | — | NEW | 新建仓 |
| 36 | PTON | Peloton Interactive Inc-a | — | NEW | 新建仓 |
| 37 | ACIA | Acacia Communications INC | — | EXIT | 清仓 |
| 38 | DELL | Dell Technologies -c | — | NEW | 新建仓 |
| 39 | NEWREUR | New Relic INC | — | NEW | 新建仓 |
| 40 | PLANUSD | Anaplan INC | — | NEW | 新建仓 |
| 41 | ROKU | Roku INC | — | NEW | 新建仓 |
| 42 | DBX | Dropbox Inc-class A | — | NEW | 新建仓 |
| 43 | ✓ | Carbon Black INC | — | EXIT | 清仓 |
| 44 | HLIT | Harmonic INC | — | NEW | 新建仓 |
| 45 | MIXTUSD | Mix Telematics Ltd-sp Adr | — | NEW | 新建仓 |
| 46 | INFNEUR | Infinera CORP | — | EXIT | 清仓 |
| 47 | FN | Fabrinet | — | NEW | 新建仓 |
| 48 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 49 | DDOG | Datadog INC - Class A | — | NEW | 新建仓 |
| 50 | ITIEUR | Iteris INC | — | EXIT | 清仓 |