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 | 17.83% | — | -0.24% | |
| 2 | VRNS | Varonis Systems INC | 股票-科技 | 13.20% | +0.57% | NEW | |
| 3 | ✓ | Orbotech LTD | 股票-其他 | 12.61% | — | -7.45% | |
| 4 | SEDG | Solaredge Technologies INC | 股票-科技 | 11.48% | -2.18% | EXIT | |
| 5 | DK | Delek US Holdings, Inc. | 股票-其他 | 9.85% | — | -6.49% | |
| 6 | RDWR | Radware Ltd. | 股票-其他 | 9.60% | — | +6.83% | |
| 7 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 8.23% | — | +5.69% | |
| 8 | WIX | Wix.com Ltd. | 股票-科技 | 5.89% | — | +19.34% | |
| 9 | ✓ | Veon LTD | 股票-其他 | 3.00% | — | -8.93% | |
| 10 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.85% | +5.88% | NEW | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 2.44% | -26.59% | — | |
| 12 | VTY | Verint Systems INC | 股票-其他 | 1.56% | — | -72.94% | |
| 13 | ✓ | Perion Network LTD | 股票-其他 | 0.48% | — | +6.61% | |
| 14 | KRNT | Kornit Digital Ltd. | 股票-其他 | 0.46% | — | — | |
| 15 | CAMT | Camtek Ltd. | 股票-其他 | 0.41% | — | -52.22% | |
| 16 | TEVA | Teva Pharmaceutical Industries Limited | 股票-医疗保健 | 0.10% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SEDG | Solaredge Technologies INC | +4.8% | +31.09% | 加仓 |
| 2 | TSEM | Tower Semiconductor Ltd. | +1.7% | +5.69% | 加仓 |
| 3 | ✓ | Orbotech LTD | +1.2% | -7.45% | 减仓 |
| 4 | WIX | Wix.com Ltd. | +0.7% | +19.34% | 加仓 |
| 5 | VRNS | Varonis Systems INC | +0.4% | -1.10% | 减仓 |
| 6 | ✓ | Mellanox Technologies LTD | 0% | -0.24% | 减仓 |
| 7 | ✓ | Veon LTD | -0.3% | -8.93% | 减仓 |
| 8 | ✓ | Perion Network LTD | -0.4% | +6.61% | 加仓 |
| 9 | CAMT | Camtek Ltd. | -0.5% | -52.22% | 减仓 |
| 10 | RDWR | Radware Ltd. | -0.5% | +6.83% | 加仓 |
| 11 | DK | Delek US Holdings, Inc. | -1.4% | -6.49% | 减仓 |
| 12 | CHKP | Check Point Software Technologies Ltd. | -4.2% | -58.03% | 减仓 |
| 13 | VTY | Verint Systems INC | -4.5% | -72.94% | 减仓 |
| 14 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | 新建仓 |
| 15 | KRNT | Kornit Digital Ltd. | — | NEW | 新建仓 |
| 16 | TEVA | Teva Pharmaceutical Industries Limited | — | NEW | 新建仓 |