CIK: 0001843115
申报总市值
—
| # | 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 | VRT | Vertiv Holdings Co-a | 股票-工业 | 19.52% | — | — | |
| 2 | APLD | Applied Digital CORP | 股票-科技 | 15.10% | — | — | |
| 3 | FN | Fabrinet | 股票-科技 | 14.84% | — | — | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 13.04% | — | — | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 9.17% | — | — | |
| 6 | GTLB | Gitlab Inc-cl A | 股票-科技 | 8.05% | — | — | |
| 7 | AAOI | Applied Optoelectronics INC | 股票-科技 | 6.22% | — | — | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 4.71% | — | — | |
| 9 | AMKR | Amkor Technology INC | 股票-科技 | 4.45% | — | — | |
| 10 | LITE | Lumentum Holdings INC | 股票-科技 | 2.23% | — | — | |
| 11 | APPS | Digital Turbine INC | 股票-其他 | 1.83% | — | +50.67% | |
| 12 | ANETEUR | Arista Networks INC | 股票-其他 | 0.83% | — | — |