CIK: 0001861705
申报总市值
US$1.4亿
| # | 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 | AFRM | Affirm Holdings INC | 股票-金融 | 14.08% | — | — | |
| 2 | MELI | Mercadolibre INC | 股票-周期性消费 | 10.17% | -2.56% | — | |
| 3 | CZR | Caesars Entertainment INC | 股票-周期性消费 | 9.81% | — | — | |
| 4 | UBER | Uber Technologies INC | 股票-工业 | 9.63% | — | — | |
| 5 | FIVN | Five9 INC | 股票-科技 | 9.01% | — | — | |
| 6 | RBLX | Roblox CORP -class A | 股票-通信服务 | 6.37% | — | — | |
| 7 | TWLO | Twilio INC - A | 股票-科技 | 6.24% | — | — | |
| 8 | S | Sentinelone INC -class A | 股票-科技 | 6.14% | — | — | |
| 9 | GTM | Zoominfo Technologies INC | 股票-科技 | 6.01% | — | — | |
| 10 | MGM | Mgm Resorts International | 股票-周期性消费 | 5.54% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | — | — | |
| 12 | SHOP | Shopify INC - Class A | 股票-科技 | 3.68% | — | — | |
| 13 | TOST | Toast Inc-class A | 股票-科技 | 2.56% | +1.22% | — | |
| 14 | HUBS | Hubspot INC | 股票-科技 | 2.54% | — | — | |
| 15 | ALB | Albemarle CORP | 股票-原材料 | 2.42% | — | — | |
| 16 | DOCU | Docusign INC | 股票-科技 | 1.08% | — | — | |
| 17 | FRSH | Freshworks Inc-cl A | 股票-其他 | 0.94% | — | — |