CIK: 0001660531
申报总市值
US$7.2亿
| # | 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 | ON | On Semiconductor | 股票-科技 | 30.19% | — | — | |
| 2 | LEGN | Legend Biotech Corp-adr | 股票-其他 | 25.01% | — | +7.36% | |
| 3 | MRVL | Marvell Technology INC | 股票-科技 | 8.81% | -0.19% | EXIT | |
| 4 | ALGM | Allegro Microsystems INC | 股票-其他 | 7.25% | — | — | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 5.49% | +2.11% | +14.47% | |
| 6 | SE | Sea Ltd-adr | 股票-通信服务 | 5.23% | +0.10% | — | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.04% | — | — | |
| 8 | XLNXEUR | Xilinx INC | 股票-其他 | 3.98% | — | -75.73% | |
| 9 | SHOP | Shopify INC - Class A | 股票-科技 | 3.92% | — | — | |
| 10 | DOCU | Docusign INC | 股票-科技 | 2.53% | — | — | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.12% | -0.21% | -41.51% | |
| 12 | EDU | New Oriental Education & Technology Group Inc. | 股票-非周期性消费 | 1.43% | — | -72.63% |