CIK: 0001647363
申报总市值
US$4.7亿
| # | 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 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 15.76% | — | — | |
| 2 | GDDY | Godaddy INC - Class A | 股票-科技 | 15.50% | -1.78% | +4.94% | |
| 3 | SAILEUR | Sailpoint Technologies Holdi | 股票-其他 | 10.83% | — | +23.29% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 10.37% | — | +20.08% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.27% | — | — | |
| 6 | SVMKUSD | Svmk INC | 股票-其他 | 9.12% | — | — | |
| 7 | ✓ | Onesmart Intl Ed Group LTD | 股票-其他 | 8.22% | — | +28.86% | |
| 8 | SWIUSD | Solarwinds CORP | 股票-其他 | 8.07% | — | +175.00% | |
| 9 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 4.80% | — | -45.00% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.79% | — | — | |
| 11 | WDAY | Workday Inc-class A | 股票-科技 | 2.47% | -3.24% | — | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.80% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SWIUSD | Solarwinds CORP | +4.7% | +175.00% | 加仓 |
| 2 | ARCO | Arcos Dorados Holdings Inc. | +3.1% | — | 不变 |
| 3 | ✓ | Onesmart Intl Ed Group LTD | +1.3% | +28.86% | 加仓 |
| 4 | META | Meta Platforms Inc-class A | +0.6% | — | 不变 |
| 5 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +20.08% | 加仓 |
| 6 | WDAY | Workday Inc-class A | -0.1% | — | 不变 |
| 7 | GOOG | Alphabet Inc-cl C | -0.3% | — | 不变 |
| 8 | GOOGL | Alphabet Inc-cl A | -0.7% | — | 不变 |
| 9 | GDDY | Godaddy INC - Class A | -1.7% | +4.94% | 加仓 |
| 10 | SVMKUSD | Svmk INC | -1.8% | — | 不变 |
| 11 | AYXEUR | Alteryx INC - Class A | -2.5% | -45.00% | 减仓 |
| 12 | SAILEUR | Sailpoint Technologies Holdi | -2.9% | +23.29% | 加仓 |