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 | NET | Cloudflare INC - Class A | 股票-科技 | 8.69% | — | -36.87% | |
| 2 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 7.89% | — | -13.39% | |
| 3 | QTWO | Q2 Holdings INC | 股票-科技 | 7.81% | — | -6.27% | |
| 4 | DT | Dynatrace INC | 股票-科技 | 7.56% | — | +11.31% | |
| 5 | TDOC | Teladoc Health INC | 股票-医疗保健 | 7.52% | — | — | |
| 6 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 7.51% | — | -14.46% | |
| 7 | RNG | Ringcentral Inc-class A | 股票-科技 | 7.47% | — | -24.27% | |
| 8 | BILL | Bill Holdings INC | 股票-科技 | 7.44% | — | -25.03% | |
| 9 | ZEN1EUR | Zendesk INC | 股票-其他 | 7.28% | — | -10.83% | |
| 10 | ZS | Zscaler INC | 股票-科技 | 7.11% | — | -11.83% | |
| 11 | DOCU | Docusign INC | 股票-科技 | 6.99% | — | -3.31% | |
| 12 | EVBGEUR | Everbridge INC | 股票-其他 | 6.27% | — | -13.75% | |
| 13 | AVLRUSD | Avalara INC | 股票-其他 | 6.07% | — | -13.45% | |
| 14 | BLIUSD | Berkeley Lights INC | 股票-其他 | 4.37% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QTWO | Q2 Holdings INC | +1.2% | -6.27% | 减仓 |
| 2 | ZS | Zscaler INC | +0.8% | -11.83% | 减仓 |
| 3 | ZEN1EUR | Zendesk INC | +0.8% | -10.83% | 减仓 |
| 4 | SMARGBP | Smartsheet Inc-class A | +0.7% | -13.39% | 减仓 |
| 5 | NET | Cloudflare INC - Class A | +0.5% | -36.87% | 减仓 |
| 6 | DT | Dynatrace INC | +0.4% | +11.31% | 加仓 |
| 7 | VOO | Vanguard S&P 500 ETF | +0.3% | -14.46% | 减仓 |
| 8 | BLIUSD | Berkeley Lights INC | +0.2% | — | 不变 |
| 9 | AVLRUSD | Avalara INC | +0.1% | -13.45% | 减仓 |
| 10 | RNG | Ringcentral Inc-class A | -0.5% | -24.27% | 减仓 |
| 11 | EVBGEUR | Everbridge INC | -0.5% | -13.75% | 减仓 |
| 12 | BILL | Bill Holdings INC | -0.6% | -25.03% | 减仓 |
| 13 | DOCU | Docusign INC | -0.8% | -3.31% | 减仓 |
| 14 | LVGO | Livongo Health INC | — | EXIT | 清仓 |
| 15 | TDOC | Teladoc Health INC | — | NEW | 新建仓 |