CIK: 0001512022
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 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 7.47% | +1.09% | — | |
| 2 | PEGA | Pegasystems INC | 股票-科技 | 6.12% | -1.42% | — | |
| 3 | RDWR | Radware Ltd. | 股票-其他 | 4.60% | — | — | |
| 4 | CEVA | Ceva INC | 股票-其他 | 4.14% | -0.11% | — | |
| 5 | DSGX | Descartes Systems Grp/the | 股票-科技 | 4.01% | -0.68% | — | |
| 6 | ✓ | Mellanox Technologies LTD | 股票-其他 | 3.55% | — | — | |
| 7 | WIFI | Boingo Wireless INC | 股票-其他 | 3.14% | — | — | |
| 8 | IPHI | Inphi CORP | 股票-其他 | 2.90% | — | — | |
| 9 | CALD | Callidus Software INC | 股票-其他 | 2.81% | — | +38.46% | |
| 10 | FIVN | Five9 INC | 股票-科技 | 2.72% | -0.18% | — | |
| 11 | AKTSQ | Akoustis Technologies INC | 股票-其他 | 2.38% | — | — | |
| 12 | VSAT | Viasat INC | 股票-科技 | 2.34% | — | — | |
| 13 | AMBRUSD | Amber Road INC | 股票-其他 | 2.19% | — | — | |
| 14 | FN | Fabrinet | 股票-科技 | 2.16% | +0.88% | — | |
| 15 | NTCT | Netscout Systems INC | 股票-其他 | 2.08% | — | — | |
| 16 | ✓ | Barracuda Networks INC | 股票-其他 | 1.95% | — | — | |
| 17 | ✓ | Web.com Group INC | 股票-其他 | 1.76% | — | — | |
| 18 | ✓ | Bankrate INC Del | 股票-其他 | 1.58% | — | — | |
| 19 | BCOVUSD | Brightcove | 股票-其他 | 1.53% | — | — | |
| 20 | EGHT | 8x8 INC | 股票-其他 | 1.50% | — | — | |
| 21 | HYGS | Hydrogenics CORP | 股票-其他 | 1.49% | — | — | |
| 22 | KRNT | Kornit Digital Ltd. | 股票-其他 | 1.40% | — | — | |
| 23 | ✓ | Hortonworks, Inc. | 股票-其他 | 1.29% | — | — | |
| 24 | JOBSUSD | 51job Inc-adr | 股票-其他 | 1.26% | — | — | |
| 25 | QLYS | Qualys INC | 股票-科技 | 1.21% | -0.46% | — | |
| 26 | ✓ | Orbotech LTD | 股票-其他 | 1.18% | — | — | |
| 27 | LPSNUSD | Liveperson INC | 股票-其他 | 1.12% | — | +80.00% | |
| 28 | YELP | Yelp INC | 股票-其他 | 1.08% | — | — | |
| 29 | SPSC | Sps Commerce INC | 股票-科技 | 1.07% | -0.28% | — | |
| 30 | ✓ | Mimecast LTD | 股票-其他 | 1.03% | — | — | |
| 31 | LTRX | Lantronix INC | 股票-其他 | 1.00% | — | — | |
| 32 | VRNS | Varonis Systems INC | 股票-科技 | 0.99% | -0.68% | — | |
| 33 | ✓ | Vasco Data Securit Usd 0.001 Com | 股票-其他 | 0.99% | — | — | |
| 34 | MEETEUR | Meet Group Inc/the | 股票-其他 | 0.97% | — | — | |
| 35 | 2663134D | Bitauto Holdings Ltd-adr | 股票-其他 | 0.94% | — | — | |
| 36 | AAPL | Apple INC | 股票-科技 | 0.93% | — | — | |
| 37 | SILC | Silicom Ltd. | 股票-其他 | 0.91% | — | — | |
| 38 | RDS | Radisys CORP | 股票-其他 | 0.89% | — | +32.93% | |
| 39 | ✓ | Attunity Ltd | 股票-其他 | 0.85% | — | — | |
| 40 | RNG | Ringcentral Inc-class A | 股票-科技 | 0.78% | — | — | |
| 41 | DL | China Distance Education-adr | 股票-其他 | 0.77% | — | — | |
| 42 | ✓ | Imperva INC | 股票-其他 | 0.75% | — | — | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.30% | +45.71% | |
| 44 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 0.73% | +1.30% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | -0.03% | +45.06% | |
| 46 | ✓ | Zhaopin LTD | 股票-其他 | 0.72% | — | — | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | — | — | |
| 48 | ✓ | Chipmos Technologies | 股票-其他 | 0.64% | — | — | |
| 49 | EPAYEUR | Bottomline Technologies (de) | 股票-其他 | 0.58% | — | — | |
| 50 | ✓ | Energous CORP | 股票-其他 | 0.57% | — | -20.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CALD | Callidus Software INC | +0.9% | +38.46% | 加仓 |
| 2 | LTRX | Lantronix INC | +0.5% | — | 不变 |
| 3 | HYGS | Hydrogenics CORP | +0.4% | — | 不变 |
| 4 | KRNT | Kornit Digital Ltd. | +0.3% | — | 不变 |
| 5 | LPSNUSD | Liveperson INC | +0.3% | +80.00% | 加仓 |
| 6 | PEGA | Pegasystems INC | +0.2% | — | 不变 |
| 7 | ✓ | Mellanox Technologies LTD | +0.2% | — | 不变 |
| 8 | MSFT | Microsoft CORP | +0.2% | +45.71% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +45.06% | 加仓 |
| 10 | 2663134D | Bitauto Holdings Ltd-adr | +0.1% | — | 不变 |
| 11 | RNG | Ringcentral Inc-class A | +0.1% | — | 不变 |
| 12 | ✓ | Attunity Ltd | +0.1% | — | 不变 |
| 13 | AAPL | Apple INC | +0.1% | — | 不变 |
| 14 | NTCT | Netscout Systems INC | 0% | — | 不变 |
| 15 | QLYS | Qualys INC | 0% | — | 不变 |
| 16 | SILC | Silicom Ltd. | 0% | — | 不变 |
| 17 | RDS | Radisys CORP | 0% | +32.93% | 加仓 |
| 18 | VRNS | Varonis Systems INC | 0% | — | 不变 |
| 19 | FIVN | Five9 INC | 0% | — | 不变 |
| 20 | IPHI | Inphi CORP | -0.2% | — | 不变 |
| 21 | FFIV | F5 INC | -0.3% | -46.67% | 减仓 |
| 22 | RDWR | Radware Ltd. | -0.3% | — | 不变 |
| 23 | ✓ | Energous CORP | -0.3% | -20.00% | 减仓 |
| 24 | WIFI | Boingo Wireless INC | -0.3% | — | 不变 |
| 25 | DSGX | Descartes Systems Grp/the | -0.4% | — | 不变 |
| 26 | YELP | Yelp INC | -0.4% | — | 不变 |
| 27 | SPSC | Sps Commerce INC | -0.4% | — | 不变 |
| 28 | CEVA | Ceva INC | -0.5% | — | 不变 |
| 29 | ✓ | Web.com Group INC | -0.5% | — | 不变 |
| 30 | SIMO | Silicon Motion Technol-adr | -0.5% | — | 不变 |
| 31 | ✓ | Bankrate INC Del | -0.6% | — | 不变 |
| 32 | ✓ | Mentor Graphics CORP | — | EXIT | 清仓 |
| 33 | AKTSQ | Akoustis Technologies INC | — | NEW | 新建仓 |
| 34 | AMBRUSD | Amber Road INC | — | NEW | 新建仓 |
| 35 | ✓ | Hortonworks, Inc. | — | NEW | 新建仓 |
| 36 | ✓ | Mimecast LTD | — | NEW | 新建仓 |
| 37 | ✓ | Nimble Storage, Inc. | — | EXIT | 清仓 |
| 38 | MEETEUR | Meet Group Inc/the | — | NEW | 新建仓 |
| 39 | TSEM | Tower Semiconductor Ltd. | — | NEW | 新建仓 |
| 40 | IOTSEUR | Adesto Technologies CORP | — | NEW | 新建仓 |
| 41 | MRAM | Everspin Technologies INC | — | NEW | 新建仓 |
| 42 | ✓ | Mrv Communications INC | — | NEW | 新建仓 |
| 43 | ✓ | Keyw Hldg CORP | — | EXIT | 清仓 |
| 44 | RPD | Rapid7 INC | — | NEW | 新建仓 |
| 45 | ✓ | Novadaq Technologies INC Common | — | EXIT | 清仓 |
| 46 | AXTI | Axt INC | — | NEW | 新建仓 |
| 47 | TGEN | Tecogen Inc/waltham Ma | — | NEW | 新建仓 |
| 48 | ✓ | Ultimate Software Group INC | — | EXIT | 清仓 |
| 49 | CTXSEUR | Citrix Systems INC | — | EXIT | 清仓 |
| 50 | ✓ | Mosys INC | — | EXIT | 清仓 |