CIK: 0001603837
申报总市值
US$9.1亿
| # | 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 | ✓ | Mellanox Technologies LTD | 股票-其他 | 17.79% | — | +9.10% | |
| 2 | VRNS | Varonis Systems INC | 股票-科技 | 12.84% | +0.57% | NEW | |
| 3 | ✓ | Orbotech LTD | 股票-其他 | 11.41% | — | +18.31% | |
| 4 | DK | Delek US Holdings, Inc. | 股票-其他 | 11.29% | — | -11.52% | |
| 5 | RDWR | Radware Ltd. | 股票-其他 | 10.13% | — | +18.75% | |
| 6 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 7.04% | +5.88% | NEW | |
| 7 | SEDG | Solaredge Technologies INC | 股票-科技 | 6.65% | -2.18% | EXIT | |
| 8 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 6.55% | — | +60.83% | |
| 9 | VTY | Verint Systems INC | 股票-其他 | 6.08% | — | -23.93% | |
| 10 | WIX | Wix.com Ltd. | 股票-科技 | 5.18% | — | -14.97% | |
| 11 | ✓ | Veon LTD | 股票-其他 | 3.34% | — | +39.73% | |
| 12 | CAMT | Camtek Ltd. | 股票-其他 | 0.88% | — | -24.82% | |
| 13 | ✓ | Perion Network LTD | 股票-其他 | 0.83% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSEM | Tower Semiconductor Ltd. | +2.3% | +60.83% | 加仓 |
| 2 | RDWR | Radware Ltd. | +1.7% | +18.75% | 加仓 |
| 3 | ✓ | Orbotech LTD | +1.2% | +18.31% | 加仓 |
| 4 | VRNS | Varonis Systems INC | +0.9% | -1.68% | 减仓 |
| 5 | ✓ | Veon LTD | +0.7% | +39.73% | 加仓 |
| 6 | CAMT | Camtek Ltd. | -0.1% | -24.82% | 减仓 |
| 7 | WIX | Wix.com Ltd. | -1.2% | -14.97% | 减仓 |
| 8 | DK | Delek US Holdings, Inc. | -1.3% | -11.52% | 减仓 |
| 9 | ✓ | Mellanox Technologies LTD | -2.8% | +9.10% | 加仓 |
| 10 | VTY | Verint Systems INC | -3% | -23.93% | 减仓 |
| 11 | CHKP | Check Point Software Technologies Ltd. | -4.4% | -38.02% | 减仓 |
| 12 | SEDG | Solaredge Technologies INC | — | NEW | 新建仓 |
| 13 | ✓ | Perion Network LTD | — | NEW | 新建仓 |
| 14 | PLX1EUR | Protalix Biotherapeutics INC | — | EXIT | 清仓 |
| 15 | ORA | Ormat Technologies INC | — | EXIT | 清仓 |
| 16 | ✓ | Senomyx INC | — | EXIT | 清仓 |