CIK: 0001702973
申报总市值
US$9109.7万
| # | 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 | V | Visa Inc-class A Shares | 股票-金融 | 8.37% | — | — | |
| 2 | ASML | ASML Holding N.V. | 股票-科技 | 6.33% | — | — | |
| 3 | AMAT | Applied Materials INC | 股票-科技 | 6.21% | — | — | |
| 4 | DXC | Dxc Technology Co | 股票-科技 | 5.77% | — | — | |
| 5 | MA | Mastercard INC - A | 股票-金融 | 5.72% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.09% | — | — | |
| 7 | RP | Realpage INC | 股票-其他 | 5.07% | — | — | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 4.88% | — | — | |
| 9 | FISV | Fiserv INC | 股票-其他 | 4.87% | — | — | |
| 10 | CDW | Cdw Corp/de | 股票-科技 | 4.83% | — | — | |
| 11 | LRCXEUR | Lam Research CORP | 股票-科技 | 4.81% | — | — | |
| 12 | ADSK | Autodesk INC | 股票-科技 | 4.48% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.43% | — | — | |
| 14 | TSS | Total System Services INC | 股票-其他 | 3.50% | — | — | |
| 15 | CYEUR | Cypress Semiconductor CORP | 股票-其他 | 3.48% | — | — | |
| 16 | CSCO | Cisco Systems INC | 股票-科技 | 3.43% | — | — | |
| 17 | MRVL | Marvell Technology, Inc. | 股票-科技 | 3.31% | — | — | |
| 18 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 3.14% | — | — | |
| 19 | ADBE | Adobe INC | 股票-科技 | 2.92% | — | — | |
| 20 | MU | Micron Technology INC | 股票-科技 | 2.89% | — | — | |
| 21 | VMWEUR | Vmware Inc-class A | 股票-其他 | 2.56% | — | — | |
| 22 | ON | On Semiconductor | 股票-科技 | 1.99% | — | — | |
| 23 | QRVO | Qorvo INC | 股票-科技 | 1.92% | — | — |