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 | 17.86% | — | -2.58% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 17.81% | — | — | |
| 3 | ✓ | PayPal Holdings, Inc. | 股票-其他 | 16.22% | — | — | |
| 4 | BILI | Bilibili Inc-sponsored Adr | 股票-其他 | 10.15% | — | -8.60% | |
| 5 | SHOP | Shopify INC - Class A | 股票-科技 | 10.11% | — | +267.63% | |
| 6 | TSLA | Tesla INC | 股票-周期性消费 | 9.60% | — | +50.00% | |
| 7 | ✓ | Pinterest INC Cl A | 股票-其他 | 9.48% | — | — | |
| 8 | XYZ | Block INC | 股票-金融 | 5.28% | — | -26.99% | |
| 9 | AFRM | Affirm Holdings INC | 股票-金融 | 3.49% | -3.68% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHOP | Shopify INC - Class A | +6.5% | +267.63% | 加仓 |
| 2 | TSLA | Tesla INC | -1.4% | +50.00% | 加仓 |
| 3 | ROKU | Roku INC | -4.9% | -2.58% | 减仓 |
| 4 | XYZ | Block INC | -6.5% | -26.99% | 减仓 |
| 5 | BILI | Bilibili Inc-sponsored Adr | -6.9% | -8.60% | 减仓 |
| 6 | AMZN | Amazon.com INC | — | NEW | 新建仓 |
| 7 | ✓ | PayPal Holdings, Inc. | — | NEW | 新建仓 |
| 8 | ✓ | Pinterest INC Cl A | — | NEW | 新建仓 |
| 9 | PINS | Pinterest Inc- Class A | — | EXIT | 清仓 |
| 10 | PYPL | Paypal Holdings INC | — | EXIT | 清仓 |
| 11 | AFRM | Affirm Holdings INC | — | NEW | 新建仓 |
| 12 | TTD | Trade Desk Inc/the -class A | — | EXIT | 清仓 |