CIK: 0001661191
申报总市值
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| # | 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 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 19.16% | — | -8.11% | |
| 2 | EA | Electronic Arts INC | 股票-通信服务 | 16.00% | — | — | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 15.19% | — | -44.23% | |
| 4 | VISN | Vistance Networks INC | 股票-科技 | 12.52% | — | +11.78% | |
| 5 | DATA | Tableau Software Inc-cl A | 股票-其他 | 10.27% | — | — | |
| 6 | RNG | Ringcentral Inc-class A | 股票-科技 | 10.19% | — | -32.04% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 10.07% | — | -22.83% | |
| 8 | LOGMEUR | Logmein INC | 股票-其他 | 6.60% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications Inc-a | +8.2% | -8.11% | 减仓 |
| 2 | EA | Electronic Arts INC | +7.2% | — | 不变 |
| 3 | VISN | Vistance Networks INC | +5.3% | +11.78% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +3% | -22.83% | 减仓 |
| 5 | RNG | Ringcentral Inc-class A | +2.4% | -32.04% | 减仓 |
| 6 | META | Meta Platforms Inc-class A | +0.1% | -44.23% | 减仓 |
| 7 | PFPT | Proofpoint INC | — | EXIT | 清仓 |
| 8 | CSOD | Cornerstone Ondemand INC | — | EXIT | 清仓 |
| 9 | EXPE | Expedia Group INC | — | EXIT | 清仓 |
| 10 | DATA | Tableau Software Inc-cl A | — | NEW | 新建仓 |
| 11 | PANW | Palo Alto Networks INC | — | EXIT | 清仓 |
| 12 | ZEN1EUR | Zendesk INC | — | EXIT | 清仓 |
| 13 | LOGMEUR | Logmein INC | — | NEW | 新建仓 |