CIK: 0001631543
申报总市值
US$1411.5万
| # | 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 | OLOGBX | Olo INC - Class A | 股票-其他 | 49.57% | — | — | |
| 2 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 32.66% | +40.35% | NEW | |
| 3 | ✓ | THE Beachbody Company INC | 股票-其他 | 7.28% | — | — | |
| 4 | FYBR | Frontier Communications Pare | 股票-其他 | 1.80% | — | -23.81% | |
| 5 | DISH | Dish Network Corp-a | 股票-其他 | 1.60% | — | +4.35% | |
| 6 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 1.52% | — | — | |
| 7 | MRVL | Marvell Technology INC | 股票-科技 | 1.36% | — | -5.71% | |
| 8 | ADI | Analog Devices INC | 股票-科技 | 0.94% | — | -30.00% | |
| 9 | SNOW | Snowflake INC | 股票-科技 | 0.69% | — | — | |
| 10 | NET | Cloudflare INC - Class A | 股票-科技 | 0.67% | — | +320.00% | |
| 11 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.63% | — | — | |
| 12 | LBTYA | Liberty Global Ltd. | 股票-其他 | 0.41% | — | -74.00% | |
| 13 | SBAC | Sba Communications CORP | 股票-房地产 | 0.33% | — | -40.00% | |
| 14 | EQIX | Equinix INC | 股票-房地产 | 0.33% | — | -40.00% | |
| 15 | GENI | Genius Sports Limited | 股票-其他 | 0.21% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DKNG | Draftkings Inc-cl A | +9.7% | — | 不变 |
| 2 | SNOW | Snowflake INC | +0.7% | NEW | 新建仓 |
| 3 | CRWD | Crowdstrike Holdings INC - A | +0.6% | NEW | 新建仓 |
| 4 | NET | Cloudflare INC - Class A | +0.6% | +320.00% | 加仓 |
| 5 | GENI | Genius Sports Limited | +0.1% | — | 不变 |
| 6 | MRVL | Marvell Technology INC | 0% | -5.71% | 减仓 |
| 7 | DISH | Dish Network Corp-a | -0.2% | +4.35% | 加仓 |
| 8 | SBAC | Sba Communications CORP | -0.2% | -40.00% | 减仓 |
| 9 | EQIX | Equinix INC | -0.3% | -40.00% | 减仓 |
| 10 | ADI | Analog Devices INC | -0.3% | -30.00% | 减仓 |
| 11 | FYBR | Frontier Communications Pare | -0.4% | -23.81% | 减仓 |
| 12 | TWLO | Twilio INC - A | -0.4% | EXIT | 清仓 |
| 13 | ✓ | THE Beachbody Company INC | -0.6% | — | 不变 |
| 14 | CHTR | Charter Communications Inc-a | -0.6% | — | 不变 |
| 15 | LBTYA | Liberty Global Ltd. | -1.5% | -74.00% | 减仓 |
| 16 | OLOGBX | Olo INC - Class A | -7% | — | 不变 |