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 | 34.94% | +2.47% | +1900.00% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 14.60% | +1.28% | -10.94% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 9.25% | -1.70% | EXIT | |
| 4 | JD | Jd.com Inc-adr | 股票-周期性消费 | 8.74% | — | — | |
| 5 | CHGG | Chegg INC | 股票-非周期性消费 | 5.52% | — | -44.44% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.12% | +0.89% | -40.00% | |
| 7 | ZG | Zillow Group INC - A | 股票-通信服务 | 4.86% | -1.45% | — | |
| 8 | AMT | American Tower CORP | 股票-房地产 | 4.50% | — | -37.89% | |
| 9 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 4.35% | +1.28% | -24.23% | |
| 10 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 3.73% | — | -57.14% | |
| 11 | CVNA | Carvana Co | 股票-周期性消费 | 1.62% | -1.73% | -33.03% | |
| 12 | Z | Zillow Group INC - C | 股票-通信服务 | 1.45% | — | -85.23% | |
| 13 | NFLX | Netflix INC | 股票-通信服务 | 1.30% | +0.73% | — |