CIK: 0001593324
申报总市值
US$85.2亿
仅显示前 200 大持股（共 547 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 | JD | Jd.com Inc-adr | 股票-周期性消费 | 4.02% | — | +20.62% | |
| 2 | CTRPUSD | Ctrip.com International-adr | 股票-其他 | 3.52% | — | +32.39% | |
| 3 | MELI | Mercadolibre INC | 股票-周期性消费 | 2.80% | — | -0.49% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.40% | — | -14.55% | |
| 5 | ALGN | Align Technology INC | 股票-医疗保健 | 2.34% | — | +15.79% | |
| 6 | NFLX | Netflix INC | 股票-通信服务 | 2.33% | — | +13.49% | |
| 7 | FIVE | Five Below | 股票-周期性消费 | 2.11% | — | +59.05% | |
| 8 | ADBE | Adobe INC | 股票-科技 | 2.05% | — | +33.66% | |
| 9 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 1.98% | — | -3.96% | |
| 10 | ✓ | 股票-其他 | 1.95% | — | +18.30% | ||
| 11 | ETRA | E*trade Financial CORP | 股票-其他 | 1.92% | — | +291.81% | |
| 12 | SIVBEUR | Svb Financial Group | 股票-其他 | 1.88% | — | +89.05% | |
| 13 | SUPN | Supernus Pharmaceuticals INC | 股票-医疗保健 | 1.86% | — | — | |
| 14 | HTHT | H World Group Ltd-adr | 股票-其他 | 1.84% | — | — | |
| 15 | NTES | Netease Inc-adr | 股票-通信服务 | 1.67% | — | +17.48% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | — | +8.88% | |
| 17 | CVNA | Carvana Co | 股票-周期性消费 | 1.44% | — | -3.30% | |
| 18 | W | Wayfair Inc- Class A | 股票-周期性消费 | 1.31% | — | +47.58% | |
| 19 | TRIP | Tripadvisor INC | 股票-其他 | 1.28% | — | +76.75% | |
| 20 | MOMOUSD | Momo Inc-spon Adr | 股票-其他 | 1.27% | — | +14.58% | |
| 21 | LE | Lands' End INC | 股票-其他 | 1.25% | — | +0.22% | |
| 22 | NBIS | Nebius Group NV | 股票-其他 | 1.24% | — | -18.10% | |
| 23 | ETSY | Etsy INC | 股票-周期性消费 | 1.22% | — | -5.00% | |
| 24 | PETS | Petmed Express INC | 股票-其他 | 1.14% | — | +36.89% | |
| 25 | CPRT | Copart INC | 股票-工业 | 1.13% | — | +17.20% | |
| 26 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.06% | — | — | |
| 27 | SFIX | Stitch Fix Inc-class A | 股票-其他 | 1.06% | — | — | |
| 28 | ATHM | Autohome Inc-adr | 股票-其他 | 1.03% | — | +41.27% | |
| 29 | IACIEUR | Iac/interactivecorp | 股票-其他 | 1.02% | — | +70.95% | |
| 30 | ✓ | Nutri Sys INC New Com | 股票-其他 | 1.02% | — | +161.84% | |
| 31 | BZUN | Baozun Inc-spn Adr | 股票-其他 | 1.01% | — | +507.47% | |
| 32 | TWTRUSD | Twitter INC | 股票-其他 | 1.00% | — | — | |
| 33 | VNOM | Viper Energy, Inc. | 股票-能源 | 0.99% | — | +216.77% | |
| 34 | GOOS | Canada Goose Holdings INC | 股票-其他 | 0.97% | — | -12.85% | |
| 35 | ABMDEUR | Abiomed INC | 股票-其他 | 0.97% | — | -14.06% | |
| 36 | LGND | Ligand Pharmaceuticals | 股票-医疗保健 | 0.94% | — | +64.96% | |
| 37 | FLWS | 1-800-flowers.com Inc-cl A | 股票-其他 | 0.91% | — | +36.96% | |
| 38 | PANW | Palo Alto Networks INC | 股票-科技 | 0.88% | — | -1.77% | |
| 39 | EFT | Techtarget | 股票-其他 | 0.86% | — | — | |
| 40 | KEMUSD | Kemet CORP | 股票-其他 | 0.86% | — | — | |
| 41 | SFLY | Shutterfly LLC | 股票-其他 | 0.86% | — | -22.25% | |
| 42 | HQY | Healthequity INC | 股票-医疗保健 | 0.83% | — | +58.33% | |
| 43 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 0.83% | — | -23.66% | |
| 44 | WUBAUSD | 58.com Inc-adr | 股票-其他 | 0.74% | — | -31.32% | |
| 45 | ILMN | Illumina INC | 股票-医疗保健 | 0.73% | — | +377.03% | |
| 46 | ✓ | 股票-其他 | 0.66% | — | -31.37% | ||
| 47 | ZTO | Zto Express Cayman Inc-adr | 股票-其他 | 0.60% | — | — | |
| 48 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.59% | — | — | |
| 49 | TEAM | Atlassian Corporation | 股票-科技 | 0.57% | — | -22.16% | |
| 50 | PYPL | Paypal Holdings INC | 股票-金融 | 0.57% | — | +20.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ETRA | E*trade Financial CORP | +1.6% | +291.81% | 加仓 |
| 2 | FIVE | Five Below | +1.3% | +59.05% | 加仓 |
| 3 | SIVBEUR | Svb Financial Group | +1.2% | +89.05% | 加仓 |
| 4 | ALGN | Align Technology INC | +1.2% | +15.79% | 加仓 |
| 5 | CTRPUSD | Ctrip.com International-adr | +1.1% | +32.39% | 加仓 |
| 6 | ADBE | Adobe INC | +1% | +33.66% | 加仓 |
| 7 | JD | Jd.com Inc-adr | +0.9% | +20.62% | 加仓 |
| 8 | BZUN | Baozun Inc-spn Adr | +0.8% | +507.47% | 加仓 |
| 9 | ✓ | Nutri Sys INC New Com | +0.6% | +161.84% | 加仓 |
| 10 | VNOM | Viper Energy, Inc. | +0.6% | +216.77% | 加仓 |
| 11 | W | Wayfair Inc- Class A | +0.6% | +47.58% | 加仓 |
| 12 | ILMN | Illumina INC | +0.5% | +377.03% | 加仓 |
| 13 | TRIP | Tripadvisor INC | +0.5% | +76.75% | 加仓 |
| 14 | NVDA | Nvidia CORP | +0.4% | +8.88% | 加仓 |
| 15 | MOMOUSD | Momo Inc-spon Adr | +0.3% | +14.58% | 加仓 |
| 16 | LGND | Ligand Pharmaceuticals | +0.3% | +64.96% | 加仓 |
| 17 | CVNA | Carvana Co | +0.2% | -3.30% | 减仓 |
| 18 | NFLX | Netflix INC | +0.1% | +13.49% | 加仓 |
| 19 | MELI | Mercadolibre INC | -0.3% | -0.49% | 减仓 |
| 20 | EXPE | Expedia Group INC | -0.7% | +91.24% | 加仓 |
| 21 | BR | Broadridge Financial Solutio | -0.7% | -92.56% | 减仓 |
| 22 | EBAY | Ebay INC | -0.8% | +70.89% | 加仓 |
| 23 | LRCXEUR | Lam Research CORP | -0.8% | -68.15% | 减仓 |
| 24 | ANETEUR | Arista Networks INC | -0.8% | -62.65% | 减仓 |
| 25 | PAYC | Paycom Software INC | -0.9% | -62.40% | 减仓 |
| 26 | BKNG | Booking Holdings INC | -1% | +25.85% | 加仓 |
| 27 | STMP | Stamps.com INC | -1% | +5.99% | 加仓 |
| 28 | MKSI | Mks INC | -1.1% | -99.50% | 减仓 |
| 29 | ✓ | -1.1% | -31.37% | 减仓 | |
| 30 | WUBAUSD | 58.com Inc-adr | -1.1% | -31.32% | 减仓 |
| 31 | VIPS | Vipshop Holdings LTD - Adr | -1.2% | -23.66% | 减仓 |
| 32 | WB | Weibo Corp-spon Adr | -1.7% | -67.90% | 减仓 |
| 33 | BABA | Alibaba Group Holding-sp Adr | -2.1% | -14.55% | 减仓 |
| 34 | SUPN | Supernus Pharmaceuticals INC | — | NEW | 新建仓 |
| 35 | HTHT | H World Group Ltd-adr | — | NEW | 新建仓 |
| 36 | ZTO | Zto Express Cayman Inc-adr | — | NEW | 新建仓 |
| 37 | LULU | Lululemon Athletica INC | — | NEW | 新建仓 |
| 38 | TTD | Trade Desk Inc/the -class A | — | NEW | 新建仓 |
| 39 | SFIX | Stitch Fix Inc-class A | — | NEW | 新建仓 |
| 40 | TWTRUSD | Twitter INC | — | NEW | 新建仓 |
| 41 | EFT | Techtarget | — | NEW | 新建仓 |
| 42 | KEMUSD | Kemet CORP | — | NEW | 新建仓 |
| 43 | PAGS | PagSeguro Digital Ltd. | — | EXIT | 清仓 |
| 44 | LGIH | Lgi Homes INC | — | EXIT | 清仓 |
| 45 | CASA1EUR | Casa Systems INC | — | EXIT | 清仓 |
| 46 | ENTG | Entegris INC | — | EXIT | 清仓 |
| 47 | USA | Liberty Interactive CORP | — | EXIT | 清仓 |
| 48 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | 新建仓 |
| 49 | ODFL | Old Dominion Freight Line | — | NEW | 新建仓 |
| 50 | SKAA | Skechers USA Inc-cl A | — | EXIT | 清仓 |