CIK: 0001761435
申报总市值
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| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 29.84% | — | — | |
| 2 | WWEUSD | World Wrestling Entertain-a | 股票-其他 | 10.49% | — | — | |
| 3 | TWLO | Twilio INC - A | 股票-科技 | 9.22% | — | +82.56% | |
| 4 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 9.03% | — | +24.54% | |
| 5 | DOCU | Docusign INC | 股票-科技 | 8.19% | — | +65.45% | |
| 6 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 8.04% | — | +43.53% | |
| 7 | FTDR | Frontdoor INC | 股票-周期性消费 | 7.43% | — | +5.85% | |
| 8 | EFT | Techtarget | 股票-其他 | 5.87% | — | +7.55% | |
| 9 | UPWK | Upwork INC | 股票-其他 | 5.49% | — | -8.55% | |
| 10 | ETSY | Etsy INC | 股票-周期性消费 | 3.42% | — | -40.12% | |
| 11 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 2.59% | — | -56.93% | |
| 12 | UVXY | ProShares Ultra VIX Short-Term Futures ETF | ETF-其他 | 0.39% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DOCU | Docusign INC | +3.8% | +65.45% | 加仓 |
| 2 | TWLO | Twilio INC - A | +3.2% | +82.56% | 加仓 |
| 3 | AYXEUR | Alteryx INC - Class A | +1.6% | +43.53% | 加仓 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1.6% | — | 不变 |
| 5 | IQV | Iqvia Holdings INC | +1.6% | +24.54% | 加仓 |
| 6 | EFT | Techtarget | +0.9% | +7.55% | 加仓 |
| 7 | FTDR | Frontdoor INC | -0.2% | +5.85% | 加仓 |
| 8 | UVXY | ProShares Ultra VIX Short-Term Futures ETF | -0.5% | — | 不变 |
| 9 | UPWK | Upwork INC | -2.5% | -8.55% | 减仓 |
| 10 | SMARGBP | Smartsheet Inc-class A | -2.6% | -56.93% | 减仓 |
| 11 | ETSY | Etsy INC | -4.4% | -40.12% | 减仓 |
| 12 | WWEUSD | World Wrestling Entertain-a | — | NEW | 新建仓 |
| 13 | YEXT | Yext INC | — | EXIT | 清仓 |
| 14 | ALGN | Align Technology INC | — | EXIT | 清仓 |