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 | 9.95% | — | +15.67% | |
| 2 | VTY | Verint Systems INC | 股票-其他 | 8.10% | — | +8.18% | |
| 3 | ✓ | Qlik Technologies INC | 股票-其他 | 7.93% | — | +1.99% | |
| 4 | ✓ | Pmc-sierra INC | 股票-其他 | 5.80% | — | +7.77% | |
| 5 | ✓ | Shire PLC | 股票-其他 | 4.97% | — | — | |
| 6 | ✓ | Linkedin CORP | 股票-其他 | 4.89% | — | +37.64% | |
| 7 | LBTYA | Liberty Global Ltd. | 股票-其他 | 3.60% | — | +52.03% | |
| 8 | MU | Micron Technology INC | 股票-科技 | 3.40% | — | +249.62% | |
| 9 | ✓ | 股票-其他 | 3.28% | — | -2.19% | ||
| 10 | SCOR1EUR | Comscore INC | 股票-其他 | 3.13% | — | +15.14% | |
| 11 | ✓ | Informatica CORP | 股票-其他 | 2.73% | — | +61.76% | |
| 12 | FFIV | F5 INC | 股票-科技 | 2.70% | — | -34.09% | |
| 13 | EQIX | Equinix INC Reit | 股票-房地产 | 2.67% | — | -16.94% | |
| 14 | ✓ | Yahoo INC | 股票-其他 | 2.32% | — | -12.17% | |
| 15 | IACIEUR | Iac/interactivecorp | 股票-其他 | 2.18% | — | — | |
| 16 | HCA | Hca Healthcare INC | 股票-医疗保健 | 1.95% | — | -4.54% | |
| 17 | LOGMEUR | Logmein INC | 股票-其他 | 1.66% | — | -3.69% | |
| 18 | ILMN | Illumina INC | 股票-医疗保健 | 1.57% | — | -41.60% | |
| 19 | ✓ | Solarwinds INC | 股票-其他 | 1.56% | — | -5.89% | |
| 20 | ✓ | Allergan INC | 股票-其他 | 1.45% | — | +51.22% | |
| 21 | ✓ | Infoblox INC | 股票-其他 | 1.44% | — | +52.32% | |
| 22 | ✓ | Rpx CORP | 股票-其他 | 1.33% | — | +31.01% | |
| 23 | RDWR | Radware Ltd. | 股票-其他 | 1.26% | — | -7.38% | |
| 24 | MCK | Mckesson CORP | 股票-医疗保健 | 1.15% | — | -17.96% | |
| 25 | ✓ | 股票-其他 | 1.09% | — | — | ||
| 26 | JACK | Jack In THE Box INC | 股票-其他 | 1.01% | — | +21.44% | |
| 27 | EFII | Electronics For Imaging | 股票-其他 | 0.97% | — | -2.43% | |
| 28 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.96% | — | +18.31% | |
| 29 | ✓ | 股票-其他 | 0.84% | — | -12.49% | ||
| 30 | NICE | Nice LTD - Spon Adr | 股票-科技 | 0.74% | — | +1444.44% | |
| 31 | AMGN | Amgen INC | 股票-医疗保健 | 0.74% | — | — | |
| 32 | ✓ | Invensense INC | 股票-其他 | 0.73% | — | -36.45% | |
| 33 | WDAY | Workday Inc-class A | 股票-科技 | 0.72% | — | +11.84% | |
| 34 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 0.66% | — | — | |
| 35 | PFPT | Proofpoint INC | 股票-其他 | 0.62% | — | +19.06% | |
| 36 | ✓ | Ixia Com | 股票-其他 | 0.61% | — | +410.21% | |
| 37 | VYX | Ncr Voyix CORP | 股票-科技 | 0.52% | — | -58.14% | |
| 38 | ✓ | Receptos, INC. | 股票-其他 | 0.44% | — | — | |
| 39 | ✓ | Ellie Mae INC Com | 股票-其他 | 0.42% | — | -19.77% | |
| 40 | ✓ | Salix Pharmaceuticals INC | 股票-其他 | 0.41% | — | -33.34% | |
| 41 | YELP | Yelp INC | 股票-其他 | 0.38% | — | -10.46% | |
| 42 | AAP | Advance Auto Parts INC | 股票-周期性消费 | 0.36% | — | +3.43% | |
| 43 | BC | Brunswick CORP | 股票-周期性消费 | 0.35% | — | +40.37% | |
| 44 | SAH | Sonic Automotive, Inc. | 股票-其他 | 0.33% | — | +16.23% | |
| 45 | PANW | Palo Alto Networks INC | 股票-科技 | 0.32% | +5.36% | NEW | |
| 46 | ALLT | Allot Ltd. | 股票-其他 | 0.29% | — | — | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.28% | — | — | |
| 48 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.28% | — | — | |
| 49 | HIVEEUR | Aerohive Networks INC | 股票-其他 | 0.28% | — | -11.74% | |
| 50 | STWD | Starwood Property Trust, Inc. | 股票-房地产 | 0.28% | — | +13.36% |
| # | 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% | +249.62% | 加仓 |
| 2 | ✓ | Linkedin CORP | +1.6% | +37.64% | 加仓 |
| 3 | LBTYA | Liberty Global Ltd. | +0.8% | +52.03% | 加仓 |
| 4 | ✓ | Informatica CORP | +0.7% | +61.76% | 加仓 |
| 5 | NICE | Nice LTD - Spon Adr | +0.7% | +1444.44% | 加仓 |
| 6 | VTY | Verint Systems INC | +0.6% | +8.18% | 加仓 |
| 7 | ✓ | Qlik Technologies INC | +0.6% | +1.99% | 加仓 |
| 8 | ✓ | Infoblox INC | +0.5% | +52.32% | 加仓 |
| 9 | ✓ | Altera CORP | +0.5% | +15.67% | 加仓 |
| 10 | ✓ | Ixia Com | +0.4% | +410.21% | 加仓 |
| 11 | ✓ | Allergan INC | +0.4% | +51.22% | 加仓 |
| 12 | JACK | Jack In THE Box INC | +0.2% | +21.44% | 加仓 |
| 13 | CMG | Chipotle Mexican Grill INC | +0.1% | +18.31% | 加仓 |
| 14 | SCOR1EUR | Comscore INC | +0.1% | +15.14% | 加仓 |
| 15 | HCA | Hca Healthcare INC | +0.1% | -4.54% | 减仓 |
| 16 | ✓ | -0.1% | -2.19% | 减仓 | |
| 17 | KEMUSD | Kemet CORP | -0.3% | -25.30% | 减仓 |
| 18 | LPSNUSD | Liveperson INC | -0.3% | -66.45% | 减仓 |
| 19 | PRGO | Perrigo Company plc | -0.4% | -61.83% | 减仓 |
| 20 | MCK | Mckesson CORP | -0.4% | -17.96% | 减仓 |
| 21 | ✓ | -0.4% | -12.49% | 减仓 | |
| 22 | ✓ | Pmc-sierra INC | -0.4% | +7.77% | 加仓 |
| 23 | ✓ | Invensense INC | -0.8% | -36.45% | 减仓 |
| 24 | EQIX | Equinix INC Reit | -0.9% | -16.94% | 减仓 |
| 25 | VYX | Ncr Voyix CORP | -1% | -58.14% | 减仓 |
| 26 | SFLY | Shutterfly LLC | -1.4% | -89.67% | 减仓 |
| 27 | FFIV | F5 INC | -1.7% | -34.09% | 减仓 |
| 28 | ✓ | Virnetx Hldg CORP | -1.7% | -96.92% | 减仓 |
| 29 | ILMN | Illumina INC | -1.8% | -41.60% | 减仓 |
| 30 | ✓ | Shire PLC | — | NEW | 新建仓 |
| 31 | IACIEUR | Iac/interactivecorp | — | NEW | 新建仓 |
| 32 | CELG | Celgene CORP | — | EXIT | 清仓 |
| 33 | PTC | Ptc INC | — | EXIT | 清仓 |
| 34 | ✓ | — | NEW | 新建仓 | |
| 35 | GPRE | Green Plains INC | — | EXIT | 清仓 |
| 36 | AMGN | Amgen INC | — | NEW | 新建仓 |
| 37 | ✓ | Commonwealth Reit | — | EXIT | 清仓 |
| 38 | VIPS | Vipshop Holdings LTD - Adr | — | NEW | 新建仓 |
| 39 | ✓ | Buffalo Wild Wings INC | — | EXIT | 清仓 |
| 40 | ✓ | Receptos, INC. | — | NEW | 新建仓 |
| 41 | ✓ | — | EXIT | 清仓 | |
| 42 | BIIB | Biogen INC | — | EXIT | 清仓 |
| 43 | ALLT | Allot Ltd. | — | NEW | 新建仓 |
| 44 | AMAT | Applied Materials INC | — | NEW | 新建仓 |
| 45 | VEEV | Veeva Systems Inc-class A | — | NEW | 新建仓 |
| 46 | DG | Dollar General CORP | — | EXIT | 清仓 |
| 47 | GRPNCHF | Groupon INC | — | NEW | 新建仓 |
| 48 | YUM | Yum! Brands INC | — | EXIT | 清仓 |
| 49 | ✓ | Dsw INC | — | NEW | 新建仓 |
| 50 | BLMN | Bloomin' Brands INC | — | NEW | 新建仓 |