CIK: 0001801577
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 | DOCU | Docusign INC | 股票-科技 | 13.39% | — | -22.27% | |
| 2 | RNG | Ringcentral Inc-class A | 股票-科技 | 11.22% | — | -18.41% | |
| 3 | ZS | Zscaler INC | 股票-科技 | 10.50% | — | +2.33% | |
| 4 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 10.21% | — | -9.58% | |
| 5 | EVBGEUR | Everbridge INC | 股票-其他 | 8.59% | — | -35.45% | |
| 6 | ZEN1EUR | Zendesk INC | 股票-其他 | 8.50% | — | +14.21% | |
| 7 | MDB | Mongodb INC | 股票-科技 | 8.12% | — | -30.69% | |
| 8 | QTWO | Q2 Holdings INC | 股票-科技 | 8.07% | — | +29.06% | |
| 9 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 7.86% | — | +20.14% | |
| 10 | DT | Dynatrace INC | 股票-科技 | 7.81% | — | — | |
| 11 | OKTA | Okta INC | 股票-科技 | 5.73% | — | -22.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZS | Zscaler INC | +3.5% | +2.33% | 加仓 |
| 2 | RNG | Ringcentral Inc-class A | +1.4% | -18.41% | 减仓 |
| 3 | VOO | Vanguard S&P 500 ETF | +1.1% | +20.14% | 加仓 |
| 4 | DOCU | Docusign INC | +1% | -22.27% | 减仓 |
| 5 | ZEN1EUR | Zendesk INC | +0.5% | +14.21% | 加仓 |
| 6 | QTWO | Q2 Holdings INC | +0.4% | +29.06% | 加仓 |
| 7 | EVBGEUR | Everbridge INC | -0.2% | -35.45% | 减仓 |
| 8 | OKTA | Okta INC | -0.6% | -22.98% | 减仓 |
| 9 | SMARGBP | Smartsheet Inc-class A | -0.8% | -9.58% | 减仓 |
| 10 | MDB | Mongodb INC | -2% | -30.69% | 减仓 |
| 11 | DT | Dynatrace INC | — | NEW | 新建仓 |
| 12 | DBX | Dropbox Inc-class A | — | EXIT | 清仓 |
| 13 | YEXT | Yext INC | — | EXIT | 清仓 |
| 14 | UBER | Uber Technologies INC | — | EXIT | 清仓 |