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 | MELI | Mercadolibre INC | 股票-周期性消费 | 8.51% | -2.56% | +52.28% | |
| 2 | FIVN | Five9 INC | 股票-科技 | 7.92% | — | +3.59% | |
| 3 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 7.53% | — | — | |
| 4 | 0C3 | Endeavor Group Hold-class A | 股票-其他 | 7.38% | — | +34.11% | |
| 5 | S | Sentinelone INC -class A | 股票-科技 | 7.37% | — | +164.15% | |
| 6 | DLO | DLocal Limited | 股票-其他 | 6.92% | — | +128.79% | |
| 7 | U | Unity Software INC | 股票-科技 | 6.34% | +11.08% | — | |
| 8 | TWLO | Twilio INC - A | 股票-科技 | 5.85% | — | +101.08% | |
| 9 | FLT1EUR | Fleetcor Technologies INC | 股票-其他 | 5.12% | — | — | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 5.02% | -6.75% | EXIT | |
| 11 | PANW | Palo Alto Networks INC | 股票-科技 | 4.72% | — | — | |
| 12 | TOST | Toast Inc-class A | 股票-科技 | 4.59% | +1.22% | +13.29% | |
| 13 | UBER | Uber Technologies INC | 股票-工业 | 4.44% | — | -7.68% | |
| 14 | DT | Dynatrace INC | 股票-科技 | 4.17% | — | +3.16% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 3.87% | — | — | |
| 16 | ✓ | Cyberark Software LTD | 股票-其他 | 3.73% | — | — | |
| 17 | CCO | Clear Channel Outdoor Holdin | 股票-其他 | 2.54% | — | +90.21% | |
| 18 | DDOG | Datadog INC - Class A | 股票-科技 | 2.44% | — | — | |
| 19 | NXDR | Nextdoor Holdings INC | 股票-其他 | 1.55% | — | — |