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 | 29.48% | — | -32.99% | |
| 2 | SEDG | Solaredge Technologies INC | 股票-科技 | 18.83% | -2.18% | EXIT | |
| 3 | DK | Delek US Holdings INC | 股票-其他 | 17.81% | +2.96% | — | |
| 4 | ✓ | Mylan N V | 股票-其他 | 11.25% | — | +257.09% | |
| 5 | RDWR | Radware Ltd. | 股票-其他 | 9.98% | — | -12.01% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.71% | — | — | |
| 7 | AQ | Aquantia CORP | 股票-其他 | 2.58% | — | -70.60% | |
| 8 | AVYAUSD | Avaya Holdings CORP | 股票-其他 | 2.17% | — | -64.98% | |
| 9 | PANW 0 07-01-19 | Palo Alto Networks | 股票-科技 | 2.07% | — | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.12% | -1.07% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Mylan N V | +8.5% | +257.09% | 加仓 |
| 2 | SEDG | Solaredge Technologies INC | +2.5% | -4.36% | 减仓 |
| 3 | RDWR | Radware Ltd. | +1.2% | -12.01% | 减仓 |
| 4 | ✓ | Mellanox Technologies LTD | -1.2% | -32.99% | 减仓 |
| 5 | AVYAUSD | Avaya Holdings CORP | -2.6% | -64.98% | 减仓 |
| 6 | AQ | Aquantia CORP | -5% | -70.60% | 减仓 |
| 7 | DK | Delek US Holdings INC | — | NEW | 新建仓 |
| 8 | DK | Delek US Holdings, Inc. | — | EXIT | 清仓 |
| 9 | ✓ | Cyberark Software LTD | — | EXIT | 清仓 |
| 10 | TEVA | Teva Pharmaceutical-sp Adr | — | EXIT | 清仓 |
| 11 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 12 | ✓ | — | EXIT | 清仓 | |
| 13 | PANW 0 07-01-19 | Palo Alto Networks | — | NEW | 新建仓 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 15 | SMHC | VanEck China Semiconductor ETF | — | EXIT | 清仓 |