CIK: 0001675688
申报总市值
US$1944.2万
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 13.26% | — | +88.89% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 12.35% | — | -31.43% | |
| 3 | AABAUSD | Altaba INC | 股票-其他 | 12.06% | — | — | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 10.03% | — | -25.00% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 6.75% | — | +225.00% | |
| 6 | EXPE | Expedia Group INC | 股票-周期性消费 | 6.59% | — | — | |
| 7 | ✓ | Cbs CORP New | 股票-其他 | 3.53% | — | +66.67% | |
| 8 | CCI | Crown Castle INC | 股票-房地产 | 3.33% | — | +50.00% | |
| 9 | EQIX | Equinix INC | 股票-房地产 | 3.32% | — | — | |
| 10 | FWONKUSD | Liberty Media Corp-liberty-c | 股票-其他 | 3.24% | — | — | |
| 11 | ADBE | Adobe INC | 股票-科技 | 3.13% | — | — | |
| 12 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 2.88% | — | — | |
| 13 | XXI | Twenty One Capital, Inc. | 股票-其他 | 2.29% | — | +21.67% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | — | -57.14% | |
| 15 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 1.86% | +65.51% | NEW | |
| 16 | AMAT | Applied Materials INC | 股票-科技 | 1.83% | — | — | |
| 17 | VISN | Vistance Networks INC | 股票-科技 | 1.68% | — | — | |
| 18 | TMUS | T-mobile US INC | 股票-通信服务 | 1.34% | — | -33.33% | |
| 19 | MOMOUSD | Momo Inc-spon Adr | 股票-其他 | 1.23% | — | — | |
| 20 | TWTRUSD | Twitter INC | 股票-其他 | 1.09% | — | — | |
| 21 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.07% | — | — | |
| 22 | AZO | Autozone INC | 股票-周期性消费 | 1.06% | — | — | |
| 23 | AMC | AMC Entertainment Holdings, Inc. | 股票-其他 | 1.01% | — | — | |
| 24 | YELP | Yelp INC | 股票-其他 | 1.00% | — | — | |
| 25 | FTNT | Fortinet INC | 股票-科技 | 0.83% | — | — | |
| 26 | AAP | Advance Auto Parts INC | 股票-周期性消费 | 0.52% | — | — | |
| 27 | ✓ | Mindbody INC | 股票-其他 | 0.45% | — | — |