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 | 27.23% | +2.47% | -5.36% | |
| 2 | CVNA | Carvana Co | 股票-周期性消费 | 13.08% | -1.73% | +11.96% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 10.71% | +0.89% | +38.76% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.40% | +1.28% | -12.72% | |
| 5 | ZG | Zillow Group INC - A | 股票-通信服务 | 8.96% | -1.45% | +25.88% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 5.83% | — | +17.49% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 5.71% | -1.70% | EXIT | |
| 8 | CRM | Salesforce INC | 股票-科技 | 4.81% | — | — | |
| 9 | ACVA | Acv Auctions Inc-a | 股票-其他 | 4.68% | -0.60% | — | |
| 10 | NFLX | Netflix INC | 股票-通信服务 | 3.28% | +0.73% | — | |
| 11 | JD | Jd.com Inc-adr | 股票-周期性消费 | 2.26% | — | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.71% | +0.52% | +410.00% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | — | — | |
| 14 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 0.97% | +1.28% | — |