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 | INTC | Intel CORP | 股票-科技 | 10.36% | — | — | |
| 2 | MU | Micron Technology INC | 股票-科技 | 7.55% | -0.71% | EXIT | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.12% | — | +215.44% | |
| 4 | MPWR | Monolithic Power Systems INC | 股票-科技 | 5.80% | — | -14.43% | |
| 5 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 5.49% | +10.74% | +98.05% | |
| 6 | FIVN | Five9 INC | 股票-科技 | 5.30% | — | — | |
| 7 | EXPE | Expedia Group INC | 股票-周期性消费 | 5.26% | — | — | |
| 8 | LYFT | Lyft Inc-a | 股票-科技 | 4.90% | — | -35.28% | |
| 9 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 4.60% | — | +6.54% | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 3.79% | — | +53.22% | |
| 11 | PANW | Palo Alto Networks INC | 股票-科技 | 3.76% | — | -53.75% | |
| 12 | RNG | Ringcentral Inc-class A | 股票-科技 | 3.70% | — | -36.85% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.59% | — | -55.17% | |
| 14 | TWTRUSD | Twitter INC | 股票-其他 | 3.35% | — | — | |
| 15 | NOW | Servicenow INC | 股票-科技 | 2.79% | — | — | |
| 16 | CIEN | Ciena CORP | 股票-科技 | 2.78% | — | +54.92% | |
| 17 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 2.75% | — | — | |
| 18 | DT | Dynatrace INC | 股票-科技 | 2.46% | — | +15.97% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.37% | — | — | |
| 20 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 2.25% | — | — | |
| 21 | WDC | Western Digital CORP | 股票-科技 | 2.07% | -4.63% | — | |
| 22 | ZEN1EUR | Zendesk INC | 股票-其他 | 1.82% | — | -63.13% | |
| 23 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.76% | — | -66.72% | |
| 24 | ROKU | Roku INC | 股票-通信服务 | 1.68% | — | -50.04% | |
| 25 | CNK | Cinemark Holdings INC | 股票-其他 | 1.54% | — | -35.32% | |
| 26 | POWI | Power Integrations INC | 股票-科技 | 1.16% | — | — | |
| 27 | ZUOUSD | Zuora INC - Class A | 股票-其他 | 0.58% | — | +5.51% | |
| 28 | TXN | Texas Instruments INC | 股票-科技 | 0.13% | +1.49% | -93.95% | |
| 29 | MCHP | Microchip Technology INC | 股票-科技 | 0.11% | — | -97.39% | |
| 30 | MTCH | Match Group INC | 股票-通信服务 | 0.05% | — | — | |
| 31 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 0.03% | — | — | |
| 32 | REZI | Resideo Technologies INC | 股票-工业 | 0.02% | — | — | |
| 33 | VNT | Vontier CORP | 股票-科技 | 0.02% | — | — | |
| 34 | AMRC | Ameresco Inc-cl A | 股票-其他 | 0.02% | — | — | |
| 35 | GNRC | Generac Holdings INC | 股票-工业 | 0.02% | — | — | |
| 36 | TPICQ | Tpi Composites INC | 股票-其他 | 0.02% | — | — | |
| 37 | ALTO | Alto Ingredients INC | 股票-其他 | 0.01% | — | — |