CIK: 0001593324
申报总市值
US$85.2亿
仅显示前 200 大持股（共 692 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 | ✓ | 股票-其他 | 2.64% | — | +9.21% | ||
| 2 | CVNA | Carvana Co | 股票-周期性消费 | 2.36% | — | +20.22% | |
| 3 | NFLX | Netflix INC | 股票-通信服务 | 2.21% | — | +7.54% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.99% | — | -10.96% | |
| 5 | SFIX | Stitch Fix Inc-class A | 股票-其他 | 1.94% | — | +20.22% | |
| 6 | W | Wayfair Inc- Class A | 股票-周期性消费 | 1.87% | — | +20.32% | |
| 7 | MELI | Mercadolibre INC | 股票-周期性消费 | 1.81% | — | -4.63% | |
| 8 | ETSY | Etsy INC | 股票-周期性消费 | 1.71% | — | +20.22% | |
| 9 | IACIEUR | Iac/interactivecorp | 股票-其他 | 1.66% | — | +20.22% | |
| 10 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 1.59% | — | -10.70% | |
| 11 | CTRPUSD | Ctrip.com International-adr | 股票-其他 | 1.57% | — | -4.55% | |
| 12 | JD | Jd.com Inc-adr | 股票-周期性消费 | 1.45% | — | -5.68% | |
| 13 | ABMDEUR | Abiomed INC | 股票-其他 | 1.40% | — | +37.34% | |
| 14 | TRIP | Tripadvisor INC | 股票-其他 | 1.35% | — | +20.37% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | — | +6.23% | |
| 16 | NTES | Netease Inc-adr | 股票-通信服务 | 1.29% | — | -10.59% | |
| 17 | MOMOUSD | Momo Inc-spon Adr | 股票-其他 | 1.29% | — | +4.94% | |
| 18 | WWEUSD | World Wrestling Entertain-a | 股票-其他 | 1.29% | — | — | |
| 19 | PYPL | Paypal Holdings INC | 股票-金融 | 1.27% | — | -3.78% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.26% | — | +238.21% | |
| 21 | LGND | Ligand Pharmaceuticals | 股票-医疗保健 | 1.24% | — | +3.99% | |
| 22 | EXPE | Expedia Group INC | 股票-周期性消费 | 1.23% | — | +20.30% | |
| 23 | FIVE | Five Below | 股票-周期性消费 | 1.22% | — | -9.70% | |
| 24 | PAYC | Paycom Software INC | 股票-科技 | 1.20% | — | +202.99% | |
| 25 | VNOM | Viper Energy, Inc. | 股票-能源 | 1.20% | — | -3.57% | |
| 26 | ALRM | Alarm.com Holdings INC | 股票-其他 | 1.20% | — | — | |
| 27 | CPRT | Copart INC | 股票-工业 | 1.15% | — | -13.02% | |
| 28 | MTCHEUR | Match Group INC | 股票-其他 | 1.14% | — | +489.29% | |
| 29 | ✓ | Nutri Sys INC New Com | 股票-其他 | 1.13% | — | +20.22% | |
| 30 | FTNT | Fortinet INC | 股票-科技 | 1.10% | — | +12096.47% | |
| 31 | ILMN | Illumina INC | 股票-医疗保健 | 1.09% | — | +18.59% | |
| 32 | TEAM | Atlassian Corporation | 股票-科技 | 1.07% | — | +26.76% | |
| 33 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.06% | — | -34.72% | |
| 34 | MEDP | Medpace Holdings INC | 股票-医疗保健 | 1.06% | — | — | |
| 35 | ALGN | Align Technology INC | 股票-医疗保健 | 1.05% | — | -18.45% | |
| 36 | HQY | Healthequity INC | 股票-医疗保健 | 1.04% | — | +4.07% | |
| 37 | PANW | Palo Alto Networks INC | 股票-科技 | 1.01% | — | +9.26% | |
| 38 | FLWS | 1-800-flowers.com Inc-cl A | 股票-其他 | 0.99% | — | +20.22% | |
| 39 | PETS | Petmed Express INC | 股票-其他 | 0.98% | — | +20.22% | |
| 40 | TREX | Trex Company INC | 股票-工业 | 0.97% | — | — | |
| 41 | STMP | Stamps.com INC | 股票-其他 | 0.97% | — | +19.78% | |
| 42 | NBIS | Nebius Group NV | 股票-其他 | 0.97% | — | -10.74% | |
| 43 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.96% | — | +19.85% | |
| 44 | QVCAUSD | Qurate Retail Inc-series A | 股票-其他 | 0.96% | — | +20.31% | |
| 45 | LE | Lands' End INC | 股票-其他 | 0.90% | — | +20.22% | |
| 46 | EBAY | Ebay INC | 股票-周期性消费 | 0.90% | — | +20.15% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.80% | — | -7.05% | |
| 48 | ✓ | Health Insurance Innovatio-a | 股票-其他 | 0.79% | — | — | |
| 49 | ADBE | Adobe INC | 股票-科技 | 0.77% | — | -31.28% | |
| 50 | BBBY | Bed Bath & Beyond INC | 股票-其他 | 0.75% | — | +20.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EXPE | Expedia Group INC | +1.2% | +20.30% | 加仓 |
| 2 | FTNT | Fortinet INC | +1.1% | +12096.47% | 加仓 |
| 3 | AMZN | Amazon.com INC | +1.1% | +6.23% | 加仓 |
| 4 | MTCHEUR | Match Group INC | +1% | +489.29% | 加仓 |
| 5 | VEEV | Veeva Systems Inc-class A | +1% | +238.21% | 加仓 |
| 6 | STMP | Stamps.com INC | +1% | +19.78% | 加仓 |
| 7 | QVCAUSD | Qurate Retail Inc-series A | +1% | +20.31% | 加仓 |
| 8 | CVNA | Carvana Co | +0.9% | +20.22% | 加仓 |
| 9 | PAYC | Paycom Software INC | +0.9% | +202.99% | 加仓 |
| 10 | SFIX | Stitch Fix Inc-class A | +0.9% | +20.22% | 加仓 |
| 11 | BKNG | Booking Holdings INC | +0.9% | +19.85% | 加仓 |
| 12 | EBAY | Ebay INC | +0.9% | +20.15% | 加仓 |
| 13 | BBBY | Bed Bath & Beyond INC | +0.8% | +20.24% | 加仓 |
| 14 | ✓ | +0.7% | +9.21% | 加仓 | |
| 15 | PYPL | Paypal Holdings INC | +0.7% | -3.78% | 减仓 |
| 16 | ALSN | Allison Transmission Holding | +0.7% | +11755.20% | 加仓 |
| 17 | IACIEUR | Iac/interactivecorp | +0.7% | +20.22% | 加仓 |
| 18 | W | Wayfair Inc- Class A | +0.6% | +20.32% | 加仓 |
| 19 | ETSY | Etsy INC | +0.5% | +20.22% | 加仓 |
| 20 | TEAM | Atlassian Corporation | +0.5% | +26.76% | 加仓 |
| 21 | ABMDEUR | Abiomed INC | +0.5% | +37.34% | 加仓 |
| 22 | PLNT | Planet Fitness INC - Cl A | +0.5% | +119.26% | 加仓 |
| 23 | VIPS | Vipshop Holdings LTD - Adr | -0.4% | +1.29% | 加仓 |
| 24 | MOMOUSD | Momo Inc-spon Adr | -0.5% | +4.94% | 加仓 |
| 25 | RHT1EUR | Red Hat INC | -0.5% | -86.72% | 减仓 |
| 26 | ZBRA | Zebra Technologies Corp-cl A | -0.5% | -93.58% | 减仓 |
| 27 | NVDA | Nvidia CORP | -0.6% | -7.05% | 减仓 |
| 28 | FIVE | Five Below | -0.9% | -9.70% | 减仓 |
| 29 | BZUN | Baozun Inc-spn Adr | -0.9% | -89.91% | 减仓 |
| 30 | MELI | Mercadolibre INC | -0.9% | -4.63% | 减仓 |
| 31 | TWTRUSD | Twitter INC | -1% | -99.76% | 减仓 |
| 32 | SIVBEUR | Svb Financial Group | -1.2% | -31.29% | 减仓 |
| 33 | ADBE | Adobe INC | -1.3% | -31.28% | 减仓 |
| 34 | ALGN | Align Technology INC | -1.3% | -18.45% | 减仓 |
| 35 | ETRA | E*trade Financial CORP | -1.9% | -99.50% | 减仓 |
| 36 | CTRPUSD | Ctrip.com International-adr | -1.9% | -4.55% | 减仓 |
| 37 | JD | Jd.com Inc-adr | -2.5% | -5.68% | 减仓 |
| 38 | SUPN | Supernus Pharmaceuticals INC | — | EXIT | 清仓 |
| 39 | HTHT | H World Group Ltd-adr | — | EXIT | 清仓 |
| 40 | WWEUSD | World Wrestling Entertain-a | — | NEW | 新建仓 |
| 41 | ALRM | Alarm.com Holdings INC | — | NEW | 新建仓 |
| 42 | ZTO | Zto Express Cayman Inc-adr | — | EXIT | 清仓 |
| 43 | MEDP | Medpace Holdings INC | — | NEW | 新建仓 |
| 44 | TREX | Trex Company INC | — | NEW | 新建仓 |
| 45 | GOOS | Canada Goose Holdings INC | — | EXIT | 清仓 |
| 46 | EFT | Techtarget | — | EXIT | 清仓 |
| 47 | KEMUSD | Kemet CORP | — | EXIT | 清仓 |
| 48 | ✓ | Health Insurance Innovatio-a | — | NEW | 新建仓 |
| 49 | ✓ | Cyberark Software LTD | — | NEW | 新建仓 |
| 50 | SEDG | Solaredge Technologies INC | — | EXIT | 清仓 |