CIK: 0001964171
申报总市值
US$1.6亿
| # | 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 | XYZ | Block INC | 股票-金融 | 6.25% | — | +5.48% | |
| 2 | NU | Nu Holdings Ltd. | 股票-金融 | 5.96% | -0.08% | -19.19% | |
| 3 | RH | Rh | 股票-周期性消费 | 5.71% | — | +8.72% | |
| 4 | PGNY | Progyny INC | 股票-其他 | 5.65% | — | +24.06% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.62% | -3.21% | EXIT | |
| 6 | ACVA | Acv Auctions Inc-a | 股票-其他 | 5.59% | — | -7.17% | |
| 7 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 5.50% | — | -18.00% | |
| 8 | ALGN | Align Technology INC | 股票-医疗保健 | 5.45% | — | -9.93% | |
| 9 | MELI | Mercadolibre INC | 股票-周期性消费 | 5.36% | -1.43% | +14.45% | |
| 10 | CPNG | Coupang INC | 股票-周期性消费 | 5.30% | — | -2.50% | |
| 11 | FIVE | Five Below | 股票-周期性消费 | 5.17% | — | +21.84% | |
| 12 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 5.15% | -0.81% | +23.66% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.11% | +0.47% | +18.53% | |
| 14 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 5.02% | -1.17% | -8.82% | |
| 15 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 4.99% | — | +36.23% | |
| 16 | FRPT | Freshpet INC | 股票-非周期性消费 | 4.99% | -2.82% | EXIT | |
| 17 | ETSY | Etsy INC | 股票-周期性消费 | 4.54% | — | +8.63% | |
| 18 | FWRG | First Watch Restaurant Group | 股票-其他 | 3.83% | -2.53% | EXIT | |
| 19 | MU | Micron Technology INC | 股票-科技 | 0.64% | +0.14% | — | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.62% | +0.42% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | — | |
| 22 | ONTO | Onto Innovation INC | 股票-科技 | 0.60% | — | — | |
| 23 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.60% | +2.29% | — | |
| 24 | CIEN | Ciena CORP | 股票-科技 | 0.60% | — | — | |
| 25 | U | Unity Software INC | 股票-科技 | 0.58% | — | +515.46% | |
| 26 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.54% | +1.49% | — |