CIK: 0001859388
申报总市值
US$2.3亿
| # | 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 | PDD | Pdd Holdings INC | 股票-周期性消费 | 44.42% | -7.45% | -19.28% | |
| 2 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 8.87% | — | -23.74% | |
| 3 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 7.09% | — | +125.20% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.29% | +11.56% | +22.82% | |
| 5 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 4.78% | — | — | |
| 6 | DDOG | Datadog INC - Class A | 股票-科技 | 4.32% | — | +33.54% | |
| 7 | ENPH | Enphase Energy INC | 股票-科技 | 4.22% | — | — | |
| 8 | TSLA | Tesla INC | 股票-周期性消费 | 3.27% | +0.50% | +117.78% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.14% | — | +33.58% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | — | — | |
| 11 | QCOM | Qualcomm INC | 股票-科技 | 2.66% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.48% | +2.81% | NEW | |
| 13 | GTM | Zoominfo Technologies INC | 股票-科技 | 2.36% | — | -11.43% | |
| 14 | UBER | Uber Technologies INC | 股票-工业 | 2.25% | — | — | |
| 15 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.76% | — | — |