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 | 24.53% | +2.47% | — | |
| 2 | CVNA | Carvana Co | 股票-周期性消费 | 16.48% | -1.73% | — | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 11.15% | +0.89% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.71% | +1.28% | — | |
| 5 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 6.97% | -1.91% | — | |
| 6 | ZG | Zillow Group INC - A | 股票-通信服务 | 5.74% | -1.45% | — | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 5.41% | — | — | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 4.64% | -1.70% | EXIT | |
| 9 | ACVA | Acv Auctions Inc-a | 股票-其他 | 4.40% | -0.60% | — | |
| 10 | CRM | Salesforce INC | 股票-科技 | 4.17% | — | — | |
| 11 | NFLX | Netflix INC | 股票-通信服务 | 3.10% | +0.73% | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.36% | +0.52% | — | |
| 13 | JD | Jd.com Inc-adr | 股票-周期性消费 | 1.63% | — | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.17% | — | — | |
| 15 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 0.54% | +1.28% | — |