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 | 14.23% | — | -2.93% | |
| 2 | MU | Micron Technology INC | 股票-科技 | 10.15% | — | +165.98% | |
| 3 | ✓ | Pmc-sierra INC | 股票-其他 | 8.00% | — | +7.00% | |
| 4 | ✓ | Qlik Technologies INC | 股票-其他 | 6.93% | — | -9.99% | |
| 5 | LBTYA | Liberty Global Ltd. | 股票-其他 | 5.82% | — | +5.27% | |
| 6 | VTY | Verint Systems INC | 股票-其他 | 4.88% | — | -44.53% | |
| 7 | IACIEUR | Iac/interactivecorp | 股票-其他 | 4.06% | — | -27.47% | |
| 8 | ✓ | Infoblox INC | 股票-其他 | 3.01% | — | -8.94% | |
| 9 | EFII | Electronics For Imaging | 股票-其他 | 2.71% | — | +120.96% | |
| 10 | GRPNCHF | Groupon INC | 股票-其他 | 2.30% | — | +95.57% | |
| 11 | LOGMEUR | Logmein INC | 股票-其他 | 2.14% | — | +2.49% | |
| 12 | ✓ | Shire PLC | 股票-其他 | 2.06% | — | -20.02% | |
| 13 | LTRPAUSD | Liberty Tripadvisor Hdg-a | 股票-其他 | 2.05% | — | +79.67% | |
| 14 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 1.98% | — | +101.42% | |
| 15 | TRIP | Tripadvisor INC | 股票-其他 | 1.88% | — | +136.48% | |
| 16 | CP | Canadian Pacific Kansa F | 股票-工业 | 1.45% | — | +321.79% | |
| 17 | ILMN | Illumina INC | 股票-医疗保健 | 1.44% | — | -20.82% | |
| 18 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 1.09% | — | +51.16% | |
| 19 | RDWR | Radware Ltd. | 股票-其他 | 1.09% | — | +26.14% | |
| 20 | ✓ | Mylan N V | 股票-其他 | 1.04% | — | — | |
| 21 | WK | Workiva INC | 股票-科技 | 0.98% | — | +459.40% | |
| 22 | PRGO | Perrigo Company plc | 股票-医疗保健 | 0.96% | — | +7.50% | |
| 23 | MSTR | Strategy INC | 股票-科技 | 0.96% | — | — | |
| 24 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.94% | — | — | |
| 25 | ✓ | 股票-其他 | 0.93% | — | — | ||
| 26 | BC | Brunswick CORP | 股票-周期性消费 | 0.76% | — | +20.56% | |
| 27 | EQIX | Equinix INC | 股票-房地产 | 0.72% | — | — | |
| 28 | PEGA | Pegasystems INC | 股票-科技 | 0.69% | +0.62% | NEW | |
| 29 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.69% | — | — | |
| 30 | JACK | Jack In THE Box INC | 股票-其他 | 0.62% | — | +103.31% | |
| 31 | ✓ | Ixia Com | 股票-其他 | 0.58% | — | -52.85% | |
| 32 | BIIB | Biogen INC | 股票-医疗保健 | 0.57% | — | +25.00% | |
| 33 | WBC1EUR | Wabco Holdings INC | 股票-其他 | 0.56% | — | — | |
| 34 | ✓ | Cvent INC Com Added | 股票-其他 | 0.56% | — | -7.86% | |
| 35 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.55% | — | +27.36% | |
| 36 | VMC | Vulcan Materials Co | 股票-原材料 | 0.55% | — | +60.67% | |
| 37 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.52% | — | +70.03% | |
| 38 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.51% | — | — | |
| 39 | SCOR1EUR | Comscore INC | 股票-其他 | 0.48% | — | -80.60% | |
| 40 | RRGB | Red Robin Gourmet Burgers | 股票-其他 | 0.47% | — | -16.53% | |
| 41 | ✓ | 股票-其他 | 0.44% | — | -83.23% | ||
| 42 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-周期性消费 | 0.43% | — | — | |
| 43 | ✓ | Rpx CORP | 股票-其他 | 0.42% | — | -75.97% | |
| 44 | ✓ | Dsw INC | 股票-其他 | 0.41% | — | -16.10% | |
| 45 | DG | Dollar General CORP | 股票-非周期性消费 | 0.40% | — | — | |
| 46 | ✓ | 股票-其他 | 0.39% | — | — | ||
| 47 | AVAZ | 2x Avalanche ETF | ETF-其他 | 0.36% | — | +455.56% | |
| 48 | ✓ | Anacor Pharmaceuticals INC | 股票-其他 | 0.34% | — | -12.00% | |
| 49 | HPE | Hewlett-Packard Company | 股票-科技 | 0.34% | — | — | |
| 50 | GNMK | Genmark Diagnostics INC | 股票-其他 | 0.33% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology INC | +5.6% | +165.98% | 加仓 |
| 2 | ✓ | Altera CORP | +2.4% | -2.93% | 减仓 |
| 3 | EFII | Electronics For Imaging | +1.5% | +120.96% | 加仓 |
| 4 | VIPS | Vipshop Holdings LTD - Adr | +1.4% | +101.42% | 加仓 |
| 5 | TRIP | Tripadvisor INC | +1.2% | +136.48% | 加仓 |
| 6 | LTRPAUSD | Liberty Tripadvisor Hdg-a | +1.2% | +79.67% | 加仓 |
| 7 | CP | Canadian Pacific Kansa F | +1.1% | +321.79% | 加仓 |
| 8 | ✓ | Pmc-sierra INC | +1.1% | +7.00% | 加仓 |
| 9 | GRPNCHF | Groupon INC | +1% | +95.57% | 加仓 |
| 10 | WK | Workiva INC | +0.8% | +459.40% | 加仓 |
| 11 | LBTYA | Liberty Global Ltd. | +0.8% | +5.27% | 加仓 |
| 12 | BMRN | Biomarin Pharmaceutical INC | +0.6% | +51.16% | 加仓 |
| 13 | JACK | Jack In THE Box INC | +0.4% | +103.31% | 加仓 |
| 14 | ✓ | Qlik Technologies INC | -0.2% | -9.99% | 减仓 |
| 15 | ILMN | Illumina INC | -0.3% | -20.82% | 减仓 |
| 16 | BLMN | Bloomin' Brands INC | -0.4% | -58.55% | 减仓 |
| 17 | ✓ | Ixia Com | -0.5% | -52.85% | 减仓 |
| 18 | IACIEUR | Iac/interactivecorp | -0.7% | -27.47% | 减仓 |
| 19 | ✓ | Rpx CORP | -1.1% | -75.97% | 减仓 |
| 20 | SCOR1EUR | Comscore INC | -1.6% | -80.60% | 减仓 |
| 21 | ✓ | -2.4% | -83.23% | 减仓 | |
| 22 | VTY | Verint Systems INC | -2.9% | -44.53% | 减仓 |
| 23 | ✓ | Linkedin CORP | — | EXIT | 清仓 |
| 24 | ✓ | Informatica CORP | — | EXIT | 清仓 |
| 25 | FFIV | F5 INC | — | EXIT | 清仓 |
| 26 | ✓ | — | EXIT | 清仓 | |
| 27 | NICE | Nice LTD - Spon Adr | — | EXIT | 清仓 |
| 28 | ✓ | Mylan N V | — | NEW | 新建仓 |
| 29 | MSTR | Strategy INC | — | NEW | 新建仓 |
| 30 | ORLY | O'reilly Automotive INC | — | NEW | 新建仓 |
| 31 | ✓ | — | NEW | 新建仓 | |
| 32 | SFLY | Shutterfly LLC | — | EXIT | 清仓 |
| 33 | WDAY | Workday Inc-class A | — | EXIT | 清仓 |
| 34 | HCA | Hca Healthcare INC | — | EXIT | 清仓 |
| 35 | ✓ | Receptos, INC. | — | EXIT | 清仓 |
| 36 | EQIX | Equinix INC | — | NEW | 新建仓 |
| 37 | ✓ | Invensense INC | — | EXIT | 清仓 |
| 38 | UTHR | United Therapeutics CORP | — | NEW | 新建仓 |
| 39 | WBC1EUR | Wabco Holdings INC | — | NEW | 新建仓 |
| 40 | JAZZ | Jazz Pharmaceuticals plc | — | NEW | 新建仓 |
| 41 | CMG | Chipotle Mexican Grill INC | — | EXIT | 清仓 |
| 42 | EAT | Brinker International INC | — | EXIT | 清仓 |
| 43 | ANETEUR | Arista Networks INC | — | EXIT | 清仓 |
| 44 | PFPT | Proofpoint INC | — | EXIT | 清仓 |
| 45 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | 新建仓 |
| 46 | DG | Dollar General CORP | — | NEW | 新建仓 |
| 47 | ✓ | Aruba Networks INC | — | EXIT | 清仓 |
| 48 | ✓ | — | NEW | 新建仓 | |
| 49 | ✓ | Salix Pharmaceuticals INC | — | EXIT | 清仓 |
| 50 | WOO | Foot Locker INC | — | EXIT | 清仓 |