CIK: 0001593324
申报总市值
US$85.2亿
仅显示前 200 大持股（共 946 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 | 4.30% | — | +26.29% | |
| 2 | MELI | Mercadolibre INC | 股票-周期性消费 | 2.90% | — | +22.33% | |
| 3 | JD | Jd.com Inc-adr | 股票-周期性消费 | 2.59% | — | +22.80% | |
| 4 | PDD | Pdd Holdings INC | 股票-周期性消费 | 2.41% | — | +22.78% | |
| 5 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 1.80% | — | +20.87% | |
| 6 | NTES | Netease Inc-adr | 股票-通信服务 | 1.77% | — | +21.37% | |
| 7 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 1.68% | — | +48.40% | |
| 8 | CVNA | Carvana Co | 股票-周期性消费 | 1.59% | — | +48.40% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.36% | — | +74.33% | |
| 10 | BBBY | Bed Bath & Beyond INC | 股票-其他 | 1.35% | — | -30.33% | |
| 11 | PYPL | Paypal Holdings INC | 股票-金融 | 1.27% | — | +28.17% | |
| 12 | SE | Sea Ltd-adr | 股票-通信服务 | 1.27% | — | +20.99% | |
| 13 | QCOM | Qualcomm INC | 股票-科技 | 1.25% | — | +31.60% | |
| 14 | NBIS | Nebius Group NV | 股票-其他 | 1.25% | — | +20.94% | |
| 15 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 1.21% | — | +23.42% | |
| 16 | SFIX | Stitch Fix Inc-class A | 股票-其他 | 1.10% | — | +51.40% | |
| 17 | STMP | Stamps.com INC | 股票-其他 | 1.07% | — | +89.11% | |
| 18 | W | Wayfair Inc- Class A | 股票-周期性消费 | 1.07% | — | +50.43% | |
| 19 | RVLV | Revolve Group INC | 股票-其他 | 1.06% | — | +49.95% | |
| 20 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.04% | — | +31.73% | |
| 21 | ETSY | Etsy INC | 股票-周期性消费 | 1.02% | — | +50.21% | |
| 22 | NFLX | Netflix INC | 股票-通信服务 | 0.99% | — | +24.58% | |
| 23 | EXPE | Expedia Group INC | 股票-周期性消费 | 0.95% | — | +52.74% | |
| 24 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 0.94% | — | +32.32% | |
| 25 | ✓ | 股票-其他 | 0.93% | — | +50.97% | ||
| 26 | SSTK | Shutterstock INC | 股票-其他 | 0.92% | — | +52.40% | |
| 27 | CHWY | Chewy INC - Class A | 股票-周期性消费 | 0.90% | — | +51.79% | |
| 28 | UBER | Uber Technologies INC | 股票-工业 | 0.88% | — | +52.96% | |
| 29 | CPRT | Copart INC | 股票-工业 | 0.88% | — | +53.28% | |
| 30 | ADI | Analog Devices INC | 股票-科技 | 0.87% | — | +31.71% | |
| 31 | EBAY | Ebay INC | 股票-周期性消费 | 0.85% | — | +53.43% | |
| 32 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.83% | — | +53.30% | |
| 33 | FVRR | Fiverr International Ltd. | 股票-其他 | 0.82% | — | +31.91% | |
| 34 | REAL | Realreal Inc/the | 股票-其他 | 0.82% | — | +53.18% | |
| 35 | FLWS | 1-800-flowers.com Inc-cl A | 股票-其他 | 0.80% | — | +51.05% | |
| 36 | CHGG | Chegg INC | 股票-非周期性消费 | 0.78% | — | -6.27% | |
| 37 | XLNXEUR | Xilinx INC | 股票-其他 | 0.74% | — | +31.43% | |
| 38 | TRIP | Tripadvisor INC | 股票-其他 | 0.73% | — | +54.34% | |
| 39 | QVCAUSD | Qurate Retail Inc-series A | 股票-其他 | 0.72% | — | +80.37% | |
| 40 | LYFT | Lyft Inc-a | 股票-科技 | 0.71% | — | +53.89% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.71% | — | +41.89% | |
| 42 | MTCH | Match Group INC | 股票-通信服务 | 0.66% | — | — | |
| 43 | MRVL | Marvell Technology, Inc. | 股票-科技 | 0.66% | — | +68.20% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | — | -16.04% | |
| 45 | PETS | Petmed Express INC | 股票-其他 | 0.62% | — | +44.61% | |
| 46 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 0.61% | — | +26.01% | |
| 47 | AKAM | Akamai Technologies INC | 股票-科技 | 0.59% | — | +49.53% | |
| 48 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.55% | — | +22.93% | |
| 49 | GOTU | Gaotu Techedu INC | 股票-其他 | 0.55% | — | -21.51% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.54% | — | +31.75% |
| # | 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 | +0.9% | +26.29% | 加仓 |
| 2 | CVNA | Carvana Co | +0.8% | +48.40% | 加仓 |
| 3 | PTON | Peloton Interactive Inc-a | +0.8% | +48.40% | 加仓 |
| 4 | STMP | Stamps.com INC | +0.5% | +89.11% | 加仓 |
| 5 | AMZN | Amazon.com INC | +0.4% | +74.33% | 加仓 |
| 6 | W | Wayfair Inc- Class A | +0.4% | +50.43% | 加仓 |
| 7 | JD | Jd.com Inc-adr | +0.4% | +22.80% | 加仓 |
| 8 | SSTK | Shutterstock INC | +0.4% | +52.40% | 加仓 |
| 9 | FVRR | Fiverr International Ltd. | +0.4% | +31.91% | 加仓 |
| 10 | BBBY | Bed Bath & Beyond INC | +0.3% | -30.33% | 减仓 |
| 11 | SE | Sea Ltd-adr | +0.3% | +20.99% | 加仓 |
| 12 | DHI | Dr Horton INC | +0.3% | +1860.28% | 加仓 |
| 13 | LOW | Lowe's Cos INC | +0.3% | +1002.21% | 加仓 |
| 14 | CPRT | Copart INC | +0.3% | +53.28% | 加仓 |
| 15 | QCOM | Qualcomm INC | +0.3% | +31.60% | 加仓 |
| 16 | CHWY | Chewy INC - Class A | +0.3% | +51.79% | 加仓 |
| 17 | WST | West Pharmaceutical Services | +0.3% | +2383.37% | 加仓 |
| 18 | FLWS | 1-800-flowers.com Inc-cl A | +0.2% | +51.05% | 加仓 |
| 19 | ETSY | Etsy INC | +0.2% | +50.21% | 加仓 |
| 20 | UBER | Uber Technologies INC | +0.2% | +52.96% | 加仓 |
| 21 | SFIX | Stitch Fix Inc-class A | +0.2% | +51.40% | 加仓 |
| 22 | RVLV | Revolve Group INC | +0.2% | +49.95% | 加仓 |
| 23 | EXPE | Expedia Group INC | +0.2% | +52.74% | 加仓 |
| 24 | MRVL | Marvell Technology, Inc. | +0.2% | +68.20% | 加仓 |
| 25 | NBIS | Nebius Group NV | +0.2% | +20.94% | 加仓 |
| 26 | REAL | Realreal Inc/the | +0.2% | +53.18% | 加仓 |
| 27 | JMIA | Jumia Technologies Ag-adr | +0.2% | +34.34% | 加仓 |
| 28 | BKNG | Booking Holdings INC | +0.1% | +53.30% | 加仓 |
| 29 | TCOM | Trip.com Group Ltd-adr | +0.1% | +23.42% | 加仓 |
| 30 | ERIC | Ericsson (lm) Tel-sp Adr | +0.1% | +32.32% | 加仓 |
| 31 | ✓ | +0.1% | +50.97% | 加仓 | |
| 32 | TRIP | Tripadvisor INC | +0.1% | +54.34% | 加仓 |
| 33 | PYPL | Paypal Holdings INC | +0.1% | +28.17% | 加仓 |
| 34 | EBAY | Ebay INC | +0.1% | +53.43% | 加仓 |
| 35 | VZ | Verizon Communications INC | +0.1% | +41.89% | 加仓 |
| 36 | NXPI | NXP Semiconductors N.V. | +0.1% | +31.73% | 加仓 |
| 37 | NFLX | Netflix INC | 0% | +24.58% | 加仓 |
| 38 | MELI | Mercadolibre INC | 0% | +22.33% | 加仓 |
| 39 | NTES | Netease Inc-adr | -0.1% | +21.37% | 加仓 |
| 40 | BIDU | Baidu INC - Spon Adr | -0.1% | +20.87% | 加仓 |
| 41 | RMD | Resmed INC | -0.4% | -98.66% | 减仓 |
| 42 | FTNT | Fortinet INC | -0.4% | -85.63% | 减仓 |
| 43 | KLAC | Kla CORP | -0.4% | -92.76% | 减仓 |
| 44 | MTCH | Match Group INC | — | NEW | 新建仓 |
| 45 | IACIEUR | Iac/interactivecorp | — | EXIT | 清仓 |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | WUBAUSD | 58.com Inc-adr | — | EXIT | 清仓 |
| 48 | ZYXIQ | Zynex INC | — | EXIT | 清仓 |
| 49 | BIGGQ | Big Lots INC | — | NEW | 新建仓 |
| 50 | FNV | Franco-nevada CORP | — | EXIT | 清仓 |