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 | 25.78% | +10.18% | +5.38% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 19.89% | — | +13.40% | |
| 3 | GWRE | Guidewire Software INC | 股票-科技 | 14.09% | -22.88% | +12.36% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 10.44% | — | -12.46% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.00% | — | — | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 7.14% | — | — | |
| 7 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 6.86% | — | -40.50% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.81% | — | -35.70% |