CIK: 0001840129
申报总市值
US$8.4亿
| # | 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 | BZ | Kanzhun LTD - Adr | 股票-其他 | 23.22% | — | +37.50% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 20.71% | — | — | |
| 3 | MRVL | Marvell Technology INC | 股票-科技 | 11.36% | — | — | |
| 4 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 8.12% | — | +424.56% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 7.36% | — | -68.46% | |
| 6 | XPEV | Xpeng INC - Adr | 股票-其他 | 6.17% | — | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.45% | — | — | |
| 8 | NET | Cloudflare INC - Class A | 股票-科技 | 3.32% | +0.39% | NEW | |
| 9 | PDD | Pdd Holdings INC | 股票-周期性消费 | 2.77% | -1.18% | EXIT | |
| 10 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 2.72% | — | — | |
| 11 | HSAI | Hesai Group | 股票-其他 | 2.34% | — | — | |
| 12 | TER | Teradyne INC | 股票-科技 | 2.03% | -0.82% | EXIT | |
| 13 | MPWR | Monolithic Power Systems INC | 股票-科技 | 1.56% | — | — | |
| 14 | ✓ | 股票-其他 | 1.47% | — | — | ||
| 15 | API | Agora Inc-adr | 股票-其他 | 0.96% | — | -27.29% | |
| 16 | EM | Smart Share Global LTD - Adr | 股票-其他 | 0.86% | — | — | |
| 17 | SES | Ses Ai CORP | 股票-其他 | 0.73% | — | — | |
| 18 | D0A | Dada Nexus Ltd-adr | 股票-其他 | 0.37% | — | -69.60% | |
| 19 | VNET | Vnet Group Inc-adr | 股票-其他 | 0.26% | -1.01% | EXIT | |
| 20 | WDAY | Workday Inc-class A | 股票-科技 | 0.12% | — | — | |
| 21 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.09% | — | — |