CIK: 0001569688
申报总市值
US$2.6亿
| # | 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 | ✓ | Luxoft Holding INC | 股票-其他 | 17.16% | — | +7.88% | |
| 2 | ✓ | Gigamon INC | 股票-其他 | 16.77% | — | -16.17% | |
| 3 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 7.91% | — | -59.40% | |
| 4 | EBAY | Ebay INC | 股票-周期性消费 | 7.31% | — | — | |
| 5 | CARS | Cars.com INC | 股票-其他 | 6.49% | — | — | |
| 6 | WOO | Foot Locker INC | 股票-其他 | 5.93% | — | — | |
| 7 | STMP | Stamps.com INC | 股票-其他 | 5.67% | — | — | |
| 8 | YELP | Yelp INC | 股票-其他 | 5.52% | — | — | |
| 9 | NTNX | Nutanix INC - A | 股票-科技 | 5.05% | — | — | |
| 10 | TSS | Total System Services INC | 股票-其他 | 5.03% | — | -27.15% | |
| 11 | JLL | Jones Lang Lasalle INC | 股票-房地产 | 4.65% | — | -63.39% | |
| 12 | P | Everpure Inc-a | 股票-科技 | 4.28% | — | +626.93% | |
| 13 | PANW | Palo Alto Networks INC | 股票-科技 | 2.83% | — | -54.00% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.34% | — | -53.96% | |
| 15 | ZEN1EUR | Zendesk INC | 股票-其他 | 0.99% | — | — | |
| 16 | ETSY | Etsy INC | 股票-周期性消费 | 0.97% | — | — | |
| 17 | ✓ | Azul Sa-adr | 股票-其他 | 0.74% | — | — | |
| 18 | CARAEUR | Cara Therapeutics INC | 股票-其他 | 0.71% | — | — | |
| 19 | FRGIUSD | Fiesta Restaurant Group | 股票-其他 | 0.63% | — | -72.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | P | Everpure Inc-a | +3.8% | +626.93% | 加仓 |
| 2 | EBAY | Ebay INC | -0.6% | — | 不变 |
| 3 | ✓ | Luxoft Holding INC | -1.2% | +7.88% | 加仓 |
| 4 | CHKP | Check Point Software Technologies Ltd. | -1.8% | -53.96% | 减仓 |
| 5 | TSS | Total System Services INC | -2.1% | -27.15% | 减仓 |
| 6 | FRGIUSD | Fiesta Restaurant Group | -2.4% | -72.14% | 减仓 |
| 7 | PANW | Palo Alto Networks INC | -3% | -54.00% | 减仓 |
| 8 | ✓ | Gigamon INC | -3.6% | -16.17% | 减仓 |
| 9 | JLL | Jones Lang Lasalle INC | -8.1% | -63.39% | 减仓 |
| 10 | CTSH | Cognizant Tech Solutions-a | -11.7% | -59.40% | 减仓 |
| 11 | CARS | Cars.com INC | — | NEW | 新建仓 |
| 12 | WOO | Foot Locker INC | — | NEW | 新建仓 |
| 13 | STMP | Stamps.com INC | — | NEW | 新建仓 |
| 14 | YELP | Yelp INC | — | NEW | 新建仓 |
| 15 | NTNX | Nutanix INC - A | — | NEW | 新建仓 |
| 16 | TWTRUSD | Twitter INC | — | EXIT | 清仓 |
| 17 | ZEN1EUR | Zendesk INC | — | NEW | 新建仓 |
| 18 | ETSY | Etsy INC | — | NEW | 新建仓 |
| 19 | ✓ | Azul Sa-adr | — | NEW | 新建仓 |
| 20 | CARAEUR | Cara Therapeutics INC | — | NEW | 新建仓 |