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 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 11.78% | — | +53.33% | |
| 2 | EXPE | Expedia Group INC | 股票-周期性消费 | 10.82% | — | +16.62% | |
| 3 | RNG | Ringcentral Inc-class A | 股票-科技 | 10.62% | — | +14.29% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.68% | — | +6.01% | |
| 5 | SONY | Sony Group Corporation | 股票-科技 | 6.98% | — | — | |
| 6 | NOW | Servicenow INC | 股票-科技 | 6.86% | — | — | |
| 7 | EGHT | 8x8 INC | 股票-其他 | 6.61% | — | — | |
| 8 | DXC | Dxc Technology Co | 股票-科技 | 6.41% | — | — | |
| 9 | TLND | Talend SA - Adr | 股票-其他 | 5.69% | — | — | |
| 10 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 5.57% | — | -7.60% | |
| 11 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 5.27% | — | — | |
| 12 | EA | Electronic Arts INC | 股票-通信服务 | 4.26% | — | -26.97% | |
| 13 | ZEN1EUR | Zendesk INC | 股票-其他 | 3.44% | — | — | |
| 14 | NEWREUR | New Relic INC | 股票-其他 | 3.41% | — | — | |
| 15 | NUANEUR | Nuance Communications INC | 股票-其他 | 2.59% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +3.6% | +53.33% | 加仓 |
| 2 | RNG | Ringcentral Inc-class A | +0.5% | +14.29% | 加仓 |
| 3 | EXPE | Expedia Group INC | -0.2% | +16.62% | 加仓 |
| 4 | NOW | Servicenow INC | -1.1% | — | 不变 |
| 5 | CHKP | Check Point Software Technologies Ltd. | -1.7% | — | 不变 |
| 6 | SONY | Sony Group Corporation | -1.7% | — | 不变 |
| 7 | CTSH | Cognizant Tech Solutions-a | -2% | -7.60% | 减仓 |
| 8 | META | Meta Platforms Inc-class A | -2.4% | +6.01% | 加仓 |
| 9 | EA | Electronic Arts INC | -2.7% | -26.97% | 减仓 |
| 10 | PANW | Palo Alto Networks INC | — | EXIT | 清仓 |
| 11 | EGHT | 8x8 INC | — | NEW | 新建仓 |
| 12 | DXC | Dxc Technology Co | — | NEW | 新建仓 |
| 13 | TLND | Talend SA - Adr | — | NEW | 新建仓 |
| 14 | ✓ | Cyberark Software LTD | — | EXIT | 清仓 |
| 15 | ZEN1EUR | Zendesk INC | — | NEW | 新建仓 |
| 16 | NEWREUR | New Relic INC | — | NEW | 新建仓 |
| 17 | NUANEUR | Nuance Communications INC | — | NEW | 新建仓 |
| 18 | COUPEUR | Coupa Software INC | — | EXIT | 清仓 |