CIK: 0001484165
申报总市值
US$2227.5万
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 21.25% | — | +9.84% | |
| 2 | MPWR | Monolithic Power Systems INC | 股票-科技 | 18.01% | — | +78.51% | |
| 3 | CRM | Salesforce INC | 股票-科技 | 14.78% | — | — | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 9.01% | — | -3.11% | |
| 5 | TWTRUSD | Twitter INC | 股票-其他 | 8.75% | — | -37.50% | |
| 6 | INTC | Intel CORP | 股票-科技 | 6.07% | — | -54.58% | |
| 7 | OKTA | Okta INC | 股票-科技 | 5.64% | — | -37.35% | |
| 8 | LITE | Lumentum Holdings INC | 股票-科技 | 5.34% | -0.24% | — | |
| 9 | STX | Seagate Technology Holdings plc | 股票-科技 | 4.22% | — | -36.22% | |
| 10 | MX | Magnachip Semiconductor CORP | 股票-其他 | 3.73% | — | +120.66% | |
| 11 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 3.13% | — | — | |
| 12 | TERPEUR | Terraform Power INC - A | 股票-其他 | 0.06% | — | — | |
| 13 | VQKA | Emeren Group LTD | 股票-其他 | 0.02% | — | -9.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MPWR | Monolithic Power Systems INC | +12.1% | +78.51% | 加仓 |
| 2 | MSFT | Microsoft CORP | +9.2% | +9.84% | 加仓 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +2.8% | -3.11% | 减仓 |
| 4 | MX | Magnachip Semiconductor CORP | +2.7% | +120.66% | 加仓 |
| 5 | TWTRUSD | Twitter INC | +2.5% | -37.50% | 减仓 |
| 6 | OKTA | Okta INC | +0.9% | -37.35% | 减仓 |
| 7 | VQKA | Emeren Group LTD | 0% | -9.64% | 减仓 |
| 8 | STX | Seagate Technology Holdings plc | -0.4% | -36.22% | 减仓 |
| 9 | INTC | Intel CORP | -3.4% | -54.58% | 减仓 |
| 10 | CRM | Salesforce INC | — | NEW | 新建仓 |
| 11 | MU | Micron Technology INC | — | EXIT | 清仓 |
| 12 | WDC | Western Digital CORP | — | EXIT | 清仓 |
| 13 | NTNX | Nutanix INC - A | — | EXIT | 清仓 |
| 14 | ✓ | Integrated Device Technology INC | — | EXIT | 清仓 |
| 15 | TXN | Texas Instruments INC | — | EXIT | 清仓 |
| 16 | TWXCHF | Time Warner INC | — | EXIT | 清仓 |
| 17 | LITE | Lumentum Holdings INC | — | NEW | 新建仓 |
| 18 | NPTNEUR | Neophotonics CORP | — | EXIT | 清仓 |
| 19 | SIMO | Silicon Motion Technol-adr | — | NEW | 新建仓 |
| 20 | SONY | Sony Group CORP - Sp Adr | — | EXIT | 清仓 |
| 21 | QLYS | Qualys INC | — | EXIT | 清仓 |
| 22 | FSLR | First Solar INC | — | EXIT | 清仓 |
| 23 | TERPEUR | Terraform Power INC - A | — | NEW | 新建仓 |
| 24 | PEIXEUR | Pacific Ethanol INC | — | EXIT | 清仓 |
| 25 | VSLR | Vivint Solar INC | — | EXIT | 清仓 |