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 | 25.56% | — | +23.21% | |
| 2 | VRNS | Varonis Systems INC | 股票-科技 | 13.42% | +0.57% | NEW | |
| 3 | SEDG | Solaredge Technologies INC | 股票-科技 | 12.71% | -2.18% | EXIT | |
| 4 | ✓ | Orbotech LTD | 股票-其他 | 12.14% | — | -4.61% | |
| 5 | DK | Delek US Holdings, Inc. | 股票-其他 | 10.71% | — | -1.90% | |
| 6 | RDWR | Radware Ltd. | 股票-其他 | 9.36% | — | -0.02% | |
| 7 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 8.12% | — | +4.96% | |
| 8 | WIX | Wix.com Ltd. | 股票-科技 | 3.35% | — | -16.21% | |
| 9 | ✓ | Veon LTD | 股票-其他 | 2.60% | — | +11.07% | |
| 10 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 1.38% | -26.59% | -38.09% | |
| 11 | ✓ | Mylan N V | 股票-其他 | 0.66% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Mellanox Technologies LTD | +7.7% | +23.21% | 加仓 |
| 2 | SEDG | Solaredge Technologies INC | +1.2% | -0.72% | 减仓 |
| 3 | DK | Delek US Holdings, Inc. | +0.9% | -1.90% | 减仓 |
| 4 | VRNS | Varonis Systems INC | +0.2% | +3.50% | 加仓 |
| 5 | TSEM | Tower Semiconductor Ltd. | -0.1% | +4.96% | 加仓 |
| 6 | RDWR | Radware Ltd. | -0.2% | -0.02% | 减仓 |
| 7 | ✓ | Veon LTD | -0.4% | +11.07% | 加仓 |
| 8 | ✓ | Orbotech LTD | -0.5% | -4.61% | 减仓 |
| 9 | TEVA | Teva Pharmaceutical-sp Adr | -1.1% | -38.09% | 减仓 |
| 10 | WIX | Wix.com Ltd. | -2.5% | -16.21% | 减仓 |
| 11 | CHKP | Check Point Software Technologies Ltd. | — | EXIT | 清仓 |
| 12 | VTY | Verint Systems INC | — | EXIT | 清仓 |
| 13 | ✓ | Mylan N V | — | NEW | 新建仓 |
| 14 | ✓ | Perion Network LTD | — | EXIT | 清仓 |
| 15 | KRNT | Kornit Digital Ltd. | — | EXIT | 清仓 |
| 16 | CAMT | Camtek Ltd. | — | EXIT | 清仓 |
| 17 | TEVA | Teva Pharmaceutical Industries Limited | — | EXIT | 清仓 |