CIK: 0001787893
申报总市值
US$6.6亿
| # | 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 | DXC | Dxc Technology Co | 股票-科技 | 11.68% | — | +2.46% | |
| 2 | TMUS | T-mobile US INC | 股票-通信服务 | 9.98% | — | +26.37% | |
| 3 | VRT | Vertiv Holdings Co-a | 股票-工业 | 6.68% | -1.08% | EXIT | |
| 4 | CALY | Callaway Golf Company | 股票-其他 | 6.20% | -0.03% | -3.96% | |
| 5 | GDDY | Godaddy INC - Class A | 股票-科技 | 6.19% | — | +8.81% | |
| 6 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 5.96% | -2.72% | EXIT | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.89% | +0.16% | +2472.93% | |
| 8 | BYD | Boyd Gaming CORP | 股票-周期性消费 | 5.71% | +0.13% | +36.92% | |
| 9 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 5.65% | — | +13.54% | |
| 10 | PLNT | Planet Fitness INC - Cl A | 股票-周期性消费 | 5.58% | -2.98% | EXIT | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.74% | — | +12.34% | |
| 12 | SPT | Sprout Social INC - Class A | 股票-其他 | 3.59% | — | +48.20% | |
| 13 | JBI | Janus International Group In | 股票-其他 | 3.38% | — | -4.44% | |
| 14 | CROX | Crocs INC | 股票-周期性消费 | 3.34% | — | +121.95% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.31% | +5.10% | NEW | |
| 16 | AVPT | Avepoint INC | 股票-其他 | 2.94% | — | -10.42% | |
| 17 | FIVN | Five9 INC | 股票-科技 | 2.89% | — | — | |
| 18 | LM03 | Liberty Media Cor-siriusxm A | 股票-其他 | 2.86% | — | -18.67% | |
| 19 | LPRO | Open Lending CORP | 股票-其他 | 2.25% | — | +6.96% | |
| 20 | DOCN | Digitalocean Holdings INC | 股票-科技 | 2.18% | +1.81% | NEW |