CIK: 0001844103
申报总市值
US$7671.8万
| # | 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 | TDG | Transdigm Group INC | 股票-工业 | 21.55% | +10.18% | — | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 15.51% | — | — | |
| 3 | GWRE | Guidewire Software INC | 股票-科技 | 11.78% | -22.88% | — | |
| 4 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 11.09% | — | -33.92% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 9.86% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.59% | — | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.45% | — | — | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 6.59% | — | — | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 6.58% | — | -26.93% |