CIK: 0001565432
申报总市值
US$2.9亿
| # | 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 | CVNA | Carvana Co | 股票-周期性消费 | 20.41% | -1.73% | — | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 18.73% | +2.47% | — | |
| 3 | CHGG | Chegg INC | 股票-非周期性消费 | 8.31% | — | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.97% | +1.28% | — | |
| 5 | Z | Zillow Group INC - C | 股票-通信服务 | 6.82% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.22% | +0.89% | — | |
| 7 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 5.66% | +1.28% | +21.23% | |
| 8 | ZG | Zillow Group INC - A | 股票-通信服务 | 4.69% | -1.45% | — | |
| 9 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 4.69% | — | — | |
| 10 | JD | Jd.com Inc-adr | 股票-周期性消费 | 4.16% | — | — | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.63% | -1.70% | EXIT | |
| 12 | AMT | American Tower CORP | 股票-房地产 | 2.61% | — | — | |
| 13 | CDLXEUR | Cardlytics INC | 股票-其他 | 2.41% | — | — | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.12% | — | -29.18% | |
| 15 | NFLX | Netflix INC | 股票-通信服务 | 1.58% | +0.73% | — | |
| 16 | ✓ | Accelerate Diagnostics Inc | 股票-其他 | 0.62% | — | — | |
| 17 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 0.35% | — | — |