CIK: 0001423686
申报总市值
US$8.2亿
| # | 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 | ✓ | Altera CORP | 股票-其他 | 8.12% | — | -8.90% | |
| 2 | VYX | Ncr Voyix CORP | 股票-科技 | 6.31% | — | +16.28% | |
| 3 | EQIX | Equinix INC Reit | 股票-房地产 | 5.96% | — | +8.40% | |
| 4 | ✓ | 股票-其他 | 5.82% | — | -2.24% | ||
| 5 | VTY | Verint Systems INC | 股票-其他 | 5.46% | — | -2.72% | |
| 6 | ✓ | Pmc-sierra INC | 股票-其他 | 4.92% | — | -3.16% | |
| 7 | ✓ | Qlik Technologies INC | 股票-其他 | 4.18% | — | +59.76% | |
| 8 | TSLA | Tesla INC | 股票-周期性消费 | 4.03% | — | +72.22% | |
| 9 | FFIV | F5 INC | 股票-科技 | 3.65% | — | -39.52% | |
| 10 | ✓ | Yahoo INC | 股票-其他 | 3.61% | — | +162.48% | |
| 11 | MU | Micron Technology INC | 股票-科技 | 3.60% | — | +167.69% | |
| 12 | GPRE | Green Plains INC | 股票-其他 | 3.57% | — | +6.77% | |
| 13 | SCOR1EUR | Comscore INC | 股票-其他 | 2.73% | — | -5.01% | |
| 14 | LBTYA | Liberty Global Ltd. | 股票-其他 | 2.42% | — | +102.55% | |
| 15 | ✓ | Informatica CORP | 股票-其他 | 2.06% | — | +32.68% | |
| 16 | LOGMEUR | Logmein INC | 股票-其他 | 1.97% | — | -19.19% | |
| 17 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.90% | — | -11.68% | |
| 18 | RDWR | Radware Ltd. | 股票-其他 | 1.59% | — | +3.81% | |
| 19 | PTC | Ptc INC | 股票-科技 | 1.59% | — | -29.31% | |
| 20 | ✓ | Allergan INC | 股票-其他 | 1.36% | — | +76.00% | |
| 21 | ✓ | General Cable INC Com | 股票-其他 | 1.20% | — | -61.27% | |
| 22 | ✓ | Invensense INC | 股票-其他 | 1.18% | — | -28.68% | |
| 23 | HCA | Hca Healthcare INC | 股票-医疗保健 | 1.18% | — | +62.66% | |
| 24 | ILMN | Illumina INC | 股票-医疗保健 | 1.17% | — | — | |
| 25 | ✓ | 股票-其他 | 1.07% | — | — | ||
| 26 | MCK | Mckesson CORP | 股票-医疗保健 | 1.01% | — | +31.00% | |
| 27 | ✓ | Rpx CORP | 股票-其他 | 1.01% | — | +77.65% | |
| 28 | BC | Brunswick CORP | 股票-周期性消费 | 0.99% | — | +111.72% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.97% | — | +20.87% | |
| 30 | SFLY | Shutterfly LLC | 股票-其他 | 0.85% | — | — | |
| 31 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.81% | — | +39.83% | |
| 32 | EFII | Electronics For Imaging | 股票-其他 | 0.77% | — | -15.29% | |
| 33 | ✓ | Buffalo Wild Wings INC | 股票-其他 | 0.69% | — | — | |
| 34 | TWTRUSD | Twitter INC | 股票-其他 | 0.66% | — | — | |
| 35 | WDAY | Workday Inc-class A | 股票-科技 | 0.64% | — | — | |
| 36 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 0.60% | — | -23.38% | |
| 37 | BIIB | Biogen INC | 股票-医疗保健 | 0.59% | — | -2.88% | |
| 38 | ✓ | Virnetx Hldg CORP | 股票-其他 | 0.58% | — | +17.90% | |
| 39 | KEMUSD | Kemet CORP | 股票-其他 | 0.54% | — | -7.22% | |
| 40 | SBH | Sally Beauty Holdings INC | 股票-其他 | 0.50% | — | +131.76% | |
| 41 | AAP | Advance Auto Parts INC | 股票-周期性消费 | 0.47% | — | -6.20% | |
| 42 | CELG | Celgene CORP | 股票-其他 | 0.45% | — | -35.21% | |
| 43 | ✓ | Ixia Com | 股票-其他 | 0.43% | — | — | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.39% | — | -9.73% | |
| 45 | AZO | Autozone INC | 股票-周期性消费 | 0.39% | — | — | |
| 46 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.38% | — | — | |
| 47 | EAT | Brinker International INC | 股票-周期性消费 | 0.38% | — | -17.92% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.36% | — | — | |
| 49 | JACK | Jack In THE Box INC | 股票-其他 | 0.31% | — | -16.63% | |
| 50 | ✓ | 股票-其他 | 0.30% | — | -0.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology INC | +2.3% | +167.69% | 加仓 |
| 2 | TSLA | Tesla INC | +2.3% | +72.22% | 加仓 |
| 3 | ✓ | Yahoo INC | +2% | +162.48% | 加仓 |
| 4 | ✓ | Qlik Technologies INC | +1.5% | +59.76% | 加仓 |
| 5 | GPRE | Green Plains INC | +1.3% | +6.77% | 加仓 |
| 6 | VYX | Ncr Voyix CORP | +1.1% | +16.28% | 加仓 |
| 7 | ✓ | Allergan INC | +0.7% | +76.00% | 加仓 |
| 8 | EQIX | Equinix INC Reit | +0.5% | +8.40% | 加仓 |
| 9 | HCA | Hca Healthcare INC | +0.5% | +62.66% | 加仓 |
| 10 | BC | Brunswick CORP | +0.5% | +111.72% | 加仓 |
| 11 | ✓ | Pmc-sierra INC | +0.5% | -3.16% | 减仓 |
| 12 | ✓ | Rpx CORP | +0.4% | +77.65% | 加仓 |
| 13 | ✓ | Informatica CORP | +0.3% | +32.68% | 加仓 |
| 14 | MCK | Mckesson CORP | +0.3% | +31.00% | 加仓 |
| 15 | ✓ | +0.2% | -2.24% | 减仓 | |
| 16 | VTY | Verint Systems INC | +0.2% | -2.72% | 减仓 |
| 17 | ✓ | Invensense INC | -0.3% | -28.68% | 减仓 |
| 18 | ✓ | Dsw INC | -0.4% | -79.17% | 减仓 |
| 19 | CELG | Celgene CORP | -0.4% | -35.21% | 减仓 |
| 20 | PTC | Ptc INC | -0.7% | -29.31% | 减仓 |
| 21 | FFIV | F5 INC | -1.7% | -39.52% | 减仓 |
| 22 | VMWEUR | Vmware Inc-class A | -1.7% | -87.70% | 减仓 |
| 23 | ✓ | General Cable INC Com | -2.5% | -61.27% | 减仓 |
| 24 | ON | On Semiconductor | — | EXIT | 清仓 |
| 25 | ADT | ADT Inc. | — | EXIT | 清仓 |
| 26 | ILMN | Illumina INC | — | NEW | 新建仓 |
| 27 | ✓ | — | NEW | 新建仓 | |
| 28 | PWR | Quanta Services INC | — | EXIT | 清仓 |
| 29 | ✓ | Sodastream Intl F | — | EXIT | 清仓 |
| 30 | SFLY | Shutterfly LLC | — | NEW | 新建仓 |
| 31 | ✓ | — | EXIT | 清仓 | |
| 32 | ✓ | Buffalo Wild Wings INC | — | NEW | 新建仓 |
| 33 | TWTRUSD | Twitter INC | — | NEW | 新建仓 |
| 34 | ZBH | Zimmer Biomet Holdings INC | — | EXIT | 清仓 |
| 35 | WDAY | Workday Inc-class A | — | NEW | 新建仓 |
| 36 | UHS | Universal Health Services-b | — | EXIT | 清仓 |
| 37 | TRMB | Trimble INC | — | EXIT | 清仓 |
| 38 | RL | Ralph Lauren CORP | — | EXIT | 清仓 |
| 39 | PANW | Palo Alto Networks INC | — | EXIT | 清仓 |
| 40 | ✓ | Ixia Com | — | NEW | 新建仓 |
| 41 | AZO | Autozone INC | — | NEW | 新建仓 |
| 42 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | 新建仓 |
| 43 | BMY | Bristol-myers Squibb Co | — | NEW | 新建仓 |
| 44 | WUBAUSD | 58.com Inc-adr | — | EXIT | 清仓 |
| 45 | GOOG | Alphabet A | — | EXIT | 清仓 |
| 46 | WOO | Foot Locker INC | — | EXIT | 清仓 |
| 47 | ✓ | Salix Pharmaceuticals INC | — | NEW | 新建仓 |
| 48 | DLTR | Dollar Tree INC | — | NEW | 新建仓 |
| 49 | LOW | Lowe's Cos INC | — | EXIT | 清仓 |
| 50 | CTXSEUR | Citrix Systems INC | — | EXIT | 清仓 |