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 | AMZN | Amazon.com INC | 股票-周期性消费 | 24.96% | +2.47% | — | |
| 2 | CVNA | Carvana Co | 股票-周期性消费 | 11.95% | -1.73% | -41.99% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.91% | +1.28% | — | |
| 4 | Z | Zillow Group INC - C | 股票-通信服务 | 9.36% | — | +44.21% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.09% | +0.89% | — | |
| 6 | CHGG | Chegg INC | 股票-非周期性消费 | 7.39% | — | +50.00% | |
| 7 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 5.52% | — | — | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 4.64% | -1.70% | EXIT | |
| 9 | JD | Jd.com Inc-adr | 股票-周期性消费 | 4.34% | — | -18.11% | |
| 10 | ZG | Zillow Group INC - A | 股票-通信服务 | 4.33% | -1.45% | — | |
| 11 | AMT | American Tower CORP | 股票-房地产 | 3.78% | — | — | |
| 12 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 3.69% | +1.28% | -40.33% | |
| 13 | NFLX | Netflix INC | 股票-通信服务 | 2.05% | +0.73% | — |