CIK: 0001454409
申报总市值
—
| # | 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 | AMAT | Applied Materials, Inc. | 股票-科技 | 39.56% | — | — | |
| 2 | IMMR | Immersion Corporation | 股票-其他 | 15.12% | -2.87% | EXIT | |
| 3 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 10.61% | -2.91% | EXIT | |
| 4 | OLED | Universal Display CORP | 股票-科技 | 6.02% | — | -62.43% | |
| 5 | PFPT | Proofpoint INC | 股票-其他 | 5.38% | — | — | |
| 6 | GRMN | Garmin Ltd. | 股票-科技 | 5.22% | — | — | |
| 7 | ✓ | Integrated Device Technology INC | 股票-其他 | 4.90% | — | +34.09% | |
| 8 | AVGO | Broadcom Inc. | 股票-科技 | 3.11% | -1.67% | EXIT | |
| 9 | SAP | Sap Se-sponsored Adr | 股票-科技 | 2.36% | — | — | |
| 10 | ONB | Cmc Materials INC | 股票-金融 | 1.92% | — | — | |
| 11 | ✓ | Verifone Sys INC | 股票-其他 | 1.72% | — | — | |
| 12 | CIEN | Ciena CORP | 股票-科技 | 1.60% | — | +104.30% | |
| 13 | EMKREUR | Emcore CORP | 股票-其他 | 1.25% | — | — | |
| 14 | CEVA | Ceva INC | 股票-其他 | 1.23% | -0.14% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials, Inc. | +14.8% | — | 不变 |
| 2 | IMMR | Immersion Corporation | +5.8% | -0.61% | 减仓 |
| 3 | ✓ | Integrated Device Technology INC | +2.7% | +34.09% | 加仓 |
| 4 | CIEN | Ciena CORP | +1.1% | +104.30% | 加仓 |
| 5 | CHKP | Check Point Software Technologies Ltd. | -6.4% | -56.62% | 减仓 |
| 6 | OLED | Universal Display CORP | -7.3% | -62.43% | 减仓 |
| 7 | AVGO | Broadcom Inc. | -9.8% | -85.25% | 减仓 |
| 8 | FEYECHF | Mandiant INC | — | EXIT | 清仓 |
| 9 | SPLKCHF | Splunk INC | — | EXIT | 清仓 |
| 10 | PFPT | Proofpoint INC | — | NEW | 新建仓 |
| 11 | GRMN | Garmin Ltd. | — | NEW | 新建仓 |
| 12 | MRVL | Marvell Technology, Inc. | — | EXIT | 清仓 |
| 13 | SAP | Sap Se-sponsored Adr | — | NEW | 新建仓 |
| 14 | ONB | Cmc Materials INC | — | NEW | 新建仓 |
| 15 | SIMO | Silicon Motion Technol-adr | — | EXIT | 清仓 |
| 16 | ZBRA | Zebra Technologies Corp-cl A | — | EXIT | 清仓 |
| 17 | VRNS | Varonis Systems INC | — | EXIT | 清仓 |
| 18 | ✓ | Nanometrics INC Com | — | EXIT | 清仓 |
| 19 | ✓ | Verifone Sys INC | — | NEW | 新建仓 |
| 20 | EMKREUR | Emcore CORP | — | NEW | 新建仓 |
| 21 | CEVA | Ceva INC | — | NEW | 新建仓 |