CIK: 0001568981
申报总市值
US$33.4万
| # | 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 | TWLO | Twilio INC - A | 股票-科技 | 28.23% | — | +189.66% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 20.41% | — | — | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 19.22% | — | — | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 13.95% | — | -45.86% | |
| 5 | COUPEUR | Coupa Software INC | 股票-其他 | 8.84% | — | — | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.25% | — | — | |
| 7 | GTM | Zoominfo Technologies INC | 股票-科技 | 3.91% | — | -97.64% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | — | — |
| # | 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 | — | EXIT | 清仓 |
| 2 | GTM | Zoominfo Technologies INC | — | EXIT | 清仓 |
| 3 | AMZN | Amazon.com INC | — | EXIT | 清仓 |
| 4 | META | Meta Platforms Inc-class A | — | EXIT | 清仓 |
| 5 | JD | Jd.com Inc-adr | — | EXIT | 清仓 |
| 6 | COUPEUR | Coupa Software INC | — | EXIT | 清仓 |
| 7 | TWLO | Twilio INC - A | — | EXIT | 清仓 |
| 8 | MSFT | Microsoft CORP | — | EXIT | 清仓 |