CIK: 0001619083
申报总市值
US$2.0亿
| # | 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 | ROKU | Roku INC | 股票-通信服务 | 22.72% | — | -11.67% | |
| 2 | BILI | Bilibili Inc-sponsored Adr | 股票-其他 | 17.05% | — | +55.69% | |
| 3 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 16.46% | — | +43.79% | |
| 4 | PYPL | Paypal Holdings INC | 股票-金融 | 16.08% | — | -10.56% | |
| 5 | XYZ | Block INC | 股票-金融 | 11.77% | — | -35.71% | |
| 6 | TSLA | Tesla INC | 股票-周期性消费 | 10.99% | — | -66.67% | |
| 7 | SHOP | Shopify INC - Class A | 股票-科技 | 3.64% | — | — | |
| 8 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.30% | — | -32.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BILI | Bilibili Inc-sponsored Adr | +9.9% | +55.69% | 加仓 |
| 2 | PINS | Pinterest Inc- Class A | +8.2% | +43.79% | 加仓 |
| 3 | PYPL | Paypal Holdings INC | +3.5% | -10.56% | 减仓 |
| 4 | ROKU | Roku INC | +1.3% | -11.67% | 减仓 |
| 5 | TTD | Trade Desk Inc/the -class A | -0.6% | -32.84% | 减仓 |
| 6 | XYZ | Block INC | -2.5% | -35.71% | 减仓 |
| 7 | TSLA | Tesla INC | -8% | -66.67% | 减仓 |
| 8 | FTCHQ | Farfetch Ltd-class A | — | EXIT | 清仓 |
| 9 | AMZN | Amazon.com INC | — | EXIT | 清仓 |
| 10 | SHOP | Shopify INC - Class A | — | NEW | 新建仓 |
| 11 | AAPL | Apple INC | — | EXIT | 清仓 |
| 12 | HAL | Halliburton Co | — | EXIT | 清仓 |