CIK: 0001593324
申报总市值
US$85.2亿
仅显示前 200 大持股（共 493 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 | 4.50% | — | +12.68% | |
| 2 | MELI | Mercadolibre INC | 股票-周期性消费 | 3.08% | — | +29.62% | |
| 3 | JD | Jd.com Inc-adr | 股票-周期性消费 | 3.05% | — | +29.44% | |
| 4 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 2.79% | — | +27.84% | |
| 5 | NBIS | Nebius Group NV | 股票-其他 | 2.44% | — | +27.05% | |
| 6 | CTRPUSD | Ctrip.com International-adr | 股票-其他 | 2.39% | — | +29.59% | |
| 7 | NTES | Netease Inc-adr | 股票-通信服务 | 2.33% | — | +27.03% | |
| 8 | ✓ | 股票-其他 | 2.30% | — | +20.88% | ||
| 9 | NFLX | Netflix INC | 股票-通信服务 | 2.20% | — | +198.61% | |
| 10 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 2.00% | — | +33.29% | |
| 11 | WB | Weibo Corp-spon Adr | 股票-其他 | 1.98% | — | +171.79% | |
| 12 | WUBAUSD | 58.com Inc-adr | 股票-其他 | 1.84% | — | +27.03% | |
| 13 | ✓ | 股票-其他 | 1.75% | — | +15.74% | ||
| 14 | CPRT | Copart INC | 股票-工业 | 1.71% | — | +69.91% | |
| 15 | LE | Lands' End INC | 股票-其他 | 1.53% | — | +48.80% | |
| 16 | SFLY | Shutterfly LLC | 股票-其他 | 1.47% | — | +48.80% | |
| 17 | PYPL | Paypal Holdings INC | 股票-金融 | 1.46% | — | +6.17% | |
| 18 | MOMOUSD | Momo Inc-spon Adr | 股票-其他 | 1.41% | — | +27.05% | |
| 19 | ETSY | Etsy INC | 股票-周期性消费 | 1.26% | — | +48.80% | |
| 20 | CVNA | Carvana Co | 股票-周期性消费 | 1.21% | — | +48.80% | |
| 21 | ABMDEUR | Abiomed INC | 股票-其他 | 1.18% | — | — | |
| 22 | PANW | Palo Alto Networks INC | 股票-科技 | 1.17% | — | +5016.54% | |
| 23 | PETS | Petmed Express INC | 股票-其他 | 1.16% | — | -9.88% | |
| 24 | PAYC | Paycom Software INC | 股票-科技 | 1.12% | — | +62.36% | |
| 25 | SEDG | Solaredge Technologies INC | 股票-科技 | 1.11% | — | — | |
| 26 | ALGN | Align Technology INC | 股票-医疗保健 | 1.10% | — | +10.15% | |
| 27 | MKSI | Mks INC | 股票-科技 | 1.09% | +0.23% | +37702.65% | |
| 28 | PAGS | PagSeguro Digital Ltd. | 股票-其他 | 1.08% | — | — | |
| 29 | ANETEUR | Arista Networks INC | 股票-其他 | 1.07% | — | +5.48% | |
| 30 | STMP | Stamps.com INC | 股票-其他 | 1.04% | — | +42.72% | |
| 31 | LGIH | Lgi Homes INC | 股票-其他 | 1.04% | — | — | |
| 32 | ADBE | Adobe INC | 股票-科技 | 1.03% | — | +163.82% | |
| 33 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.02% | — | — | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | — | +4.19% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.99% | — | +53.14% | |
| 36 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.97% | — | +1862.74% | |
| 37 | NOW | Servicenow INC | 股票-科技 | 0.97% | — | — | |
| 38 | YYEUR | Yy Inc-adr | 股票-其他 | 0.97% | — | -40.51% | |
| 39 | CASA1EUR | Casa Systems INC | 股票-其他 | 0.95% | — | — | |
| 40 | TEAM | Atlassian Corporation | 股票-科技 | 0.94% | — | +1.95% | |
| 41 | ENTG | Entegris INC | 股票-科技 | 0.93% | — | +33572.09% | |
| 42 | GOOS | Canada Goose Holdings INC | 股票-其他 | 0.93% | — | — | |
| 43 | FLWS | 1-800-flowers.com Inc-cl A | 股票-其他 | 0.92% | — | +48.81% | |
| 44 | ATHM | Autohome Inc-adr | 股票-其他 | 0.91% | — | +27.04% | |
| 45 | IACIEUR | Iac/interactivecorp | 股票-其他 | 0.90% | — | +48.74% | |
| 46 | MMYT | MakeMyTrip Limited | 股票-其他 | 0.85% | — | +36.59% | |
| 47 | USA | Liberty Interactive CORP | 股票-其他 | 0.83% | — | +48.80% | |
| 48 | EBAY | Ebay INC | 股票-周期性消费 | 0.82% | — | +47.00% | |
| 49 | TRIP | Tripadvisor INC | 股票-其他 | 0.78% | — | +48.81% | |
| 50 | W | Wayfair Inc- Class A | 股票-周期性消费 | 0.74% | — | +48.79% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +1.5% | +198.61% | 加仓 |
| 2 | PANW | Palo Alto Networks INC | +1.1% | +5016.54% | 加仓 |
| 3 | WB | Weibo Corp-spon Adr | +1.1% | +171.79% | 加仓 |
| 4 | MKSI | Mks INC | +1.1% | +37702.65% | 加仓 |
| 5 | ENTG | Entegris INC | +0.9% | +33572.09% | 加仓 |
| 6 | LRCXEUR | Lam Research CORP | +0.9% | +1862.74% | 加仓 |
| 7 | BR | Broadridge Financial Solutio | +0.7% | +1518.42% | 加仓 |
| 8 | SFLY | Shutterfly LLC | +0.6% | +48.80% | 加仓 |
| 9 | ADBE | Adobe INC | +0.6% | +163.82% | 加仓 |
| 10 | VIPS | Vipshop Holdings LTD - Adr | +0.5% | +33.29% | 加仓 |
| 11 | CPRT | Copart INC | +0.5% | +69.91% | 加仓 |
| 12 | ✓ | +0.4% | +20.88% | 加仓 | |
| 13 | MOMOUSD | Momo Inc-spon Adr | +0.4% | +27.05% | 加仓 |
| 14 | ETSY | Etsy INC | +0.4% | +48.80% | 加仓 |
| 15 | PAYC | Paycom Software INC | +0.4% | +62.36% | 加仓 |
| 16 | LE | Lands' End INC | +0.3% | +48.80% | 加仓 |
| 17 | CVNA | Carvana Co | +0.3% | +48.80% | 加仓 |
| 18 | NBIS | Nebius Group NV | +0.2% | +27.05% | 加仓 |
| 19 | MELI | Mercadolibre INC | +0.2% | +29.62% | 加仓 |
| 20 | WUBAUSD | 58.com Inc-adr | 0% | +27.03% | 加仓 |
| 21 | CTRPUSD | Ctrip.com International-adr | 0% | +29.59% | 加仓 |
| 22 | JD | Jd.com Inc-adr | -0.3% | +29.44% | 加仓 |
| 23 | BABA | Alibaba Group Holding-sp Adr | -0.7% | +12.68% | 加仓 |
| 24 | THO | Thor Industries INC | -1.3% | -99.52% | 减仓 |
| 25 | YYEUR | Yy Inc-adr | -1.5% | -40.51% | 减仓 |
| 26 | ABMDEUR | Abiomed INC | — | NEW | 新建仓 |
| 27 | SEDG | Solaredge Technologies INC | — | NEW | 新建仓 |
| 28 | PAGS | PagSeguro Digital Ltd. | — | NEW | 新建仓 |
| 29 | LGIH | Lgi Homes INC | — | NEW | 新建仓 |
| 30 | BKNG | Booking Holdings INC | — | NEW | 新建仓 |
| 31 | HTHT | H World Group Limited | — | EXIT | 清仓 |
| 32 | NOW | Servicenow INC | — | NEW | 新建仓 |
| 33 | CASA1EUR | Casa Systems INC | — | NEW | 新建仓 |
| 34 | WGO | Winnebago Industries | — | EXIT | 清仓 |
| 35 | GOOS | Canada Goose Holdings INC | — | NEW | 新建仓 |
| 36 | OLED | Universal Display CORP | — | EXIT | 清仓 |
| 37 | CTRL | Control4 CORP | — | EXIT | 清仓 |
| 38 | PRAH | Pra Health Sciences INC | — | EXIT | 清仓 |
| 39 | TRU | Transunion | — | EXIT | 清仓 |
| 40 | SUPV | Grupo Supervielle Sa-sp Adr | — | EXIT | 清仓 |
| 41 | COHREUR | Coherent INC | — | EXIT | 清仓 |
| 42 | LGND | Ligand Pharmaceuticals | — | NEW | 新建仓 |
| 43 | DQ | Daqo New Energy Corp-adr | — | EXIT | 清仓 |
| 44 | SKAA | Skechers USA Inc-cl A | — | NEW | 新建仓 |
| 45 | IPGP | Ipg Photonics CORP | — | NEW | 新建仓 |
| 46 | HQY | Healthequity INC | — | NEW | 新建仓 |
| 47 | SITE | Siteone Landscape Supply INC | — | EXIT | 清仓 |
| 48 | PLNT | Planet Fitness INC - Cl A | — | EXIT | 清仓 |
| 49 | CGNX | Cognex CORP | — | EXIT | 清仓 |
| 50 | CNC | Centene CORP | — | EXIT | 清仓 |