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 | AMZN | Amazon.com INC | 股票-周期性消费 | 15.71% | -15.71% | EXIT | |
| 2 | WDAY | Workday Inc-class A | 股票-科技 | 15.39% | -15.39% | EXIT | |
| 3 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 13.03% | -13.03% | EXIT | |
| 4 | CRM | Salesforce INC | 股票-科技 | 12.72% | -12.72% | EXIT | |
| 5 | XYZ | Block INC | 股票-金融 | 12.51% | -12.51% | EXIT | |
| 6 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 9.97% | -9.97% | EXIT | |
| 7 | HUBS | Hubspot INC | 股票-科技 | 6.49% | -6.49% | EXIT | |
| 8 | MELI | Mercadolibre INC | 股票-周期性消费 | 6.28% | -6.28% | EXIT | |
| 9 | TWLO | Twilio INC - A | 股票-科技 | 5.24% | -5.24% | EXIT | |
| 10 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 2.65% | -2.65% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +7.9% | -8.33% | 减仓 |
| 2 | CRM | Salesforce INC | +6.6% | +16.67% | 加仓 |
| 3 | WDAY | Workday Inc-class A | +5.9% | -27.27% | 减仓 |
| 4 | SMARGBP | Smartsheet Inc-class A | +5.7% | -21.05% | 减仓 |
| 5 | XYZ | Block INC | +3.8% | -21.74% | 减仓 |
| 6 | VOO | Vanguard S&P 500 ETF | +2.9% | -35.29% | 减仓 |
| 7 | HUBS | Hubspot INC | +1.3% | -32.14% | 减仓 |
| 8 | MELI | Mercadolibre INC | +0.8% | -57.14% | 减仓 |
| 9 | MDB | Mongodb INC | -0.3% | EXIT | 清仓 |
| 10 | CRWD | Crowdstrike Holdings INC - A | -0.6% | EXIT | 清仓 |
| 11 | MSFT | Microsoft CORP | -1.6% | EXIT | 清仓 |
| 12 | TWLO | Twilio INC - A | -2% | -57.14% | 减仓 |
| 13 | ABNB | Airbnb Inc-class A | -2.8% | -80.00% | 减仓 |
| 14 | RNG | Ringcentral Inc-class A | -3.9% | EXIT | 清仓 |
| 15 | SNAP | Snap INC - A | -4.9% | EXIT | 清仓 |
| 16 | ZEN1EUR | Zendesk INC | -18.7% | EXIT | 清仓 |