CIK: 0001593324
申报总市值
US$85.2亿
仅显示前 200 大持股（共 532 只）
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 7.78% | — | +72.17% | |
| 2 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 5.49% | — | +74.97% | |
| 3 | JD | Jd.com Inc-adr | 股票-周期性消费 | 3.98% | — | +73.10% | |
| 4 | NBIS | Nebius Group NV | 股票-其他 | 3.55% | — | +74.98% | |
| 5 | ✓ | 股票-其他 | 3.55% | — | +72.57% | ||
| 6 | CTRPUSD | Ctrip.com International-adr | 股票-其他 | 3.38% | — | +72.91% | |
| 7 | NTES | Netease Inc-adr | 股票-通信服务 | 3.23% | — | +53.07% | |
| 8 | MELI | Mercadolibre INC | 股票-周期性消费 | 3.03% | — | +54.01% | |
| 9 | WUBAUSD | 58.com Inc-adr | 股票-其他 | 2.69% | — | +74.94% | |
| 10 | MOMOUSD | Momo Inc-spon Adr | 股票-其他 | 2.14% | — | +68.91% | |
| 11 | YYEUR | Yy Inc-adr | 股票-其他 | 2.07% | — | +63.88% | |
| 12 | STMP | Stamps.com INC | 股票-其他 | 1.91% | — | +48.63% | |
| 13 | ATHM | Autohome Inc-adr | 股票-其他 | 1.71% | — | +66.12% | |
| 14 | WB | Weibo Corp-spon Adr | 股票-其他 | 1.66% | — | +79.27% | |
| 15 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 1.43% | — | +71.96% | |
| 16 | PYPL | Paypal Holdings INC | 股票-金融 | 1.35% | — | +77.59% | |
| 17 | BBBY | Bed Bath & Beyond INC | 股票-其他 | 1.18% | — | +55.55% | |
| 18 | ✓ | Nutri Sys INC New Com | 股票-其他 | 1.16% | — | +41.72% | |
| 19 | CVNA | Carvana Co | 股票-周期性消费 | 1.14% | — | +55.55% | |
| 20 | ETSY | Etsy INC | 股票-周期性消费 | 1.08% | — | +55.55% | |
| 21 | ✓ | 股票-其他 | 0.99% | — | +30.39% | ||
| 22 | PETS | Petmed Express INC | 股票-其他 | 0.95% | — | +55.54% | |
| 23 | W | Wayfair Inc- Class A | 股票-周期性消费 | 0.94% | — | +55.55% | |
| 24 | MMYT | MakeMyTrip Limited | 股票-其他 | 0.87% | — | +68.98% | |
| 25 | EBAY | Ebay INC | 股票-周期性消费 | 0.84% | — | +52.11% | |
| 26 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.83% | — | +48.88% | |
| 27 | IACIEUR | Iac/interactivecorp | 股票-其他 | 0.83% | — | +55.54% | |
| 28 | NFLX | Netflix INC | 股票-通信服务 | 0.79% | — | -8.80% | |
| 29 | EXPE | Expedia Group INC | 股票-周期性消费 | 0.78% | — | +50.86% | |
| 30 | CPRT | Copart INC | 股票-工业 | 0.77% | — | +55.54% | |
| 31 | SOHUN | Sohu.com INC | 股票-其他 | 0.77% | — | +74.83% | |
| 32 | USA | Liberty Interactive CORP | 股票-其他 | 0.76% | — | +55.55% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | — | +47.03% | |
| 34 | 2663134D | Bitauto Holdings Ltd-adr | 股票-其他 | 0.75% | — | +74.98% | |
| 35 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 0.75% | — | +49.78% | |
| 36 | ✓ | 股票-其他 | 0.75% | — | +56.69% | ||
| 37 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 0.72% | — | +612.73% | |
| 38 | ANETEUR | Arista Networks INC | 股票-其他 | 0.70% | — | +55.52% | |
| 39 | OLED | Universal Display CORP | 股票-科技 | 0.69% | — | — | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | — | +54.72% | |
| 41 | HTHT | H World Group Limited | 股票-其他 | 0.68% | — | — | |
| 42 | AMAT | Applied Materials INC | 股票-科技 | 0.66% | — | -18.73% | |
| 43 | FLWS | 1-800-flowers.com Inc-cl A | 股票-其他 | 0.65% | — | +55.56% | |
| 44 | KEMUSD | Kemet CORP | 股票-其他 | 0.63% | — | — | |
| 45 | SFLY | Shutterfly LLC | 股票-其他 | 0.63% | — | +55.55% | |
| 46 | SUPV | Grupo Supervielle Sa-sp Adr | 股票-其他 | 0.61% | — | — | |
| 47 | TRIP | Tripadvisor INC | 股票-其他 | 0.61% | — | +55.55% | |
| 48 | CTRL | Control4 CORP | 股票-其他 | 0.61% | — | +29.06% | |
| 49 | ALRM | Alarm.com Holdings INC | 股票-其他 | 0.59% | — | — | |
| 50 | CGNX | Cognex CORP | 股票-科技 | 0.59% | — | +31.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +2.2% | +72.17% | 加仓 |
| 2 | BIDU | Baidu INC - Spon Adr | +2% | +74.97% | 加仓 |
| 3 | ✓ | +1.2% | +72.57% | 加仓 | |
| 4 | NBIS | Nebius Group NV | +1.1% | +74.98% | 加仓 |
| 5 | WUBAUSD | 58.com Inc-adr | +1.1% | +74.94% | 加仓 |
| 6 | YYEUR | Yy Inc-adr | +0.8% | +63.88% | 加仓 |
| 7 | WB | Weibo Corp-spon Adr | +0.7% | +79.27% | 加仓 |
| 8 | BBBY | Bed Bath & Beyond INC | +0.6% | +55.55% | 加仓 |
| 9 | ATHM | Autohome Inc-adr | +0.5% | +66.12% | 加仓 |
| 10 | STMP | Stamps.com INC | +0.4% | +48.63% | 加仓 |
| 11 | JD | Jd.com Inc-adr | +0.4% | +73.10% | 加仓 |
| 12 | PYPL | Paypal Holdings INC | +0.4% | +77.59% | 加仓 |
| 13 | CTRPUSD | Ctrip.com International-adr | +0.3% | +72.91% | 加仓 |
| 14 | 2663134D | Bitauto Holdings Ltd-adr | +0.3% | +74.98% | 加仓 |
| 15 | WGO | Winnebago Industries | +0.3% | +476.64% | 加仓 |
| 16 | SOHUN | Sohu.com INC | +0.2% | +74.83% | 加仓 |
| 17 | JOBSUSD | 51job Inc-adr | +0.2% | +74.85% | 加仓 |
| 18 | LRCXEUR | Lam Research CORP | +0.2% | +48.88% | 加仓 |
| 19 | ✓ | +0.2% | +56.69% | 加仓 | |
| 20 | TAL | Tal Education Group- Adr | +0.2% | +612.73% | 加仓 |
| 21 | ANETEUR | Arista Networks INC | +0.2% | +55.52% | 加仓 |
| 22 | ETSY | Etsy INC | +0.1% | +55.55% | 加仓 |
| 23 | MELI | Mercadolibre INC | +0.1% | +54.01% | 加仓 |
| 24 | IACIEUR | Iac/interactivecorp | +0.1% | +55.54% | 加仓 |
| 25 | NVDA | Nvidia CORP | +0.1% | +47.03% | 加仓 |
| 26 | EBAY | Ebay INC | +0.1% | +52.11% | 加仓 |
| 27 | CPRT | Copart INC | +0.1% | +55.54% | 加仓 |
| 28 | ✓ | 0% | +30.39% | 加仓 | |
| 29 | ✓ | Nutri Sys INC New Com | — | +41.72% | 加仓 |
| 30 | VIPS | Vipshop Holdings LTD - Adr | -0.1% | +71.96% | 加仓 |
| 31 | MOMOUSD | Momo Inc-spon Adr | -0.1% | +68.91% | 加仓 |
| 32 | NTES | Netease Inc-adr | -0.4% | +53.07% | 加仓 |
| 33 | ATVIEUR | Activision Blizzard INC | -0.7% | -87.30% | 减仓 |
| 34 | OLED | Universal Display CORP | — | NEW | 新建仓 |
| 35 | HTHT | H World Group Limited | — | NEW | 新建仓 |
| 36 | KEMUSD | Kemet CORP | — | NEW | 新建仓 |
| 37 | SUPV | Grupo Supervielle Sa-sp Adr | — | NEW | 新建仓 |
| 38 | ALRM | Alarm.com Holdings INC | — | NEW | 新建仓 |
| 39 | ALGN | Align Technology INC | — | NEW | 新建仓 |
| 40 | FOXF | Fox Factory Holding CORP | — | NEW | 新建仓 |
| 41 | AEIS | Advanced Energy Industries | — | NEW | 新建仓 |
| 42 | EA | Electronic Arts INC | — | NEW | 新建仓 |
| 43 | FIVE | Five Below | — | NEW | 新建仓 |
| 44 | PLNT | Planet Fitness INC - Cl A | — | NEW | 新建仓 |
| 45 | CSX | Csx CORP | — | EXIT | 清仓 |
| 46 | VEEV | Veeva Systems Inc-class A | — | EXIT | 清仓 |
| 47 | LITE | Lumentum Holdings INC | — | EXIT | 清仓 |
| 48 | FND | Floor & Decor Holdings Inc-a | — | EXIT | 清仓 |
| 49 | ISRG | Intuitive Surgical INC | — | EXIT | 清仓 |
| 50 | VRTX | Vertex Pharmaceuticals INC | — | EXIT | 清仓 |