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 | 26.94% | — | +0.25% | |
| 2 | SEDG | Solaredge Technologies INC | 股票-科技 | 23.17% | -2.18% | EXIT | |
| 3 | VRNS | Varonis Systems INC | 股票-科技 | 15.08% | +0.57% | NEW | |
| 4 | DK | Delek US Holdings, Inc. | 股票-其他 | 10.17% | — | -19.97% | |
| 5 | RDWR | Radware Ltd. | 股票-其他 | 9.83% | — | -1.85% | |
| 6 | AQ | Aquantia CORP | 股票-其他 | 8.68% | — | +650.94% | |
| 7 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 4.26% | — | -4.55% | |
| 8 | AVYAUSD | Avaya Holdings CORP | 股票-其他 | 1.88% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SEDG | Solaredge Technologies INC | +8.4% | +111.58% | 加仓 |
| 2 | AQ | Aquantia CORP | +5.4% | +650.94% | 加仓 |
| 3 | RDWR | Radware Ltd. | -0.5% | -1.85% | 减仓 |
| 4 | ✓ | Mellanox Technologies LTD | -1.5% | +0.25% | 加仓 |
| 5 | VRNS | Varonis Systems INC | -1.7% | -10.41% | 减仓 |
| 6 | TSEM | Tower Semiconductor Ltd. | -2.4% | -4.55% | 减仓 |
| 7 | DK | Delek US Holdings, Inc. | -2.5% | -19.97% | 减仓 |
| 8 | ✓ | Orbotech LTD | — | EXIT | 清仓 |
| 9 | AVYAUSD | Avaya Holdings CORP | — | NEW | 新建仓 |
| 10 | TSLA | Tesla, Inc. | — | EXIT | 清仓 |