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 | 24.63% | +10.18% | -40.38% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 21.64% | — | — | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 20.89% | — | +15.47% | |
| 4 | GWRE | Guidewire Software INC | 股票-科技 | 14.82% | -22.88% | — | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 10.12% | — | -8.86% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.90% | — | -27.72% |