CIK: 0001891904
申报总市值
US$1.4亿
| # | 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 | UBER | Uber Technologies INC | 股票-工业 | 11.73% | — | -18.32% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 10.09% | -0.25% | +36.74% | |
| 3 | MDB | Mongodb INC | 股票-科技 | 9.92% | +3.26% | NEW | |
| 4 | NU | Nu Holdings Ltd. | 股票-金融 | 9.13% | -2.06% | -12.79% | |
| 5 | CVNA | Carvana Co | 股票-周期性消费 | 7.13% | +8.94% | NEW | |
| 6 | GTLB | Gitlab Inc-cl A | 股票-科技 | 6.87% | — | +80.45% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 6.72% | -6.38% | +66.98% | |
| 8 | ASML | ASML Holding N.V. | 股票-科技 | 6.62% | — | +48.06% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.56% | -1.07% | — | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.50% | -11.37% | EXIT | |
| 11 | INTC | Intel CORP | 股票-科技 | 4.45% | +3.18% | +181.25% | |
| 12 | MNDY | monday.com Ltd. | 股票-科技 | 3.68% | -1.79% | EXIT | |
| 13 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 2.77% | — | -52.48% | |
| 14 | SNOW | Snowflake INC | 股票-科技 | 2.29% | +3.11% | -45.78% | |
| 15 | HOOD | Robinhood Markets INC - A | 股票-金融 | 2.28% | — | +375.47% | |
| 16 | DDOG | Datadog INC - Class A | 股票-科技 | 2.24% | — | — | |
| 17 | RBRK | Rubrik Inc-a | 股票-科技 | 1.13% | +1.06% | -39.91% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | +7.97% | +105.88% |