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 | 29.31% | -1.73% | — | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 18.47% | +2.47% | — | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.90% | +0.89% | — | |
| 4 | ZG | Zillow Group INC - A | 股票-通信服务 | 9.39% | -1.45% | — | |
| 5 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 7.29% | -1.91% | +8.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.06% | +1.28% | — | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.82% | -1.70% | EXIT | |
| 8 | NFLX | Netflix INC | 股票-通信服务 | 3.30% | +0.73% | — | |
| 9 | ACVA | Acv Auctions Inc-a | 股票-其他 | 3.08% | -0.60% | +24.73% | |
| 10 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 2.79% | +1.28% | — | |
| 11 | CRM | Salesforce INC | 股票-科技 | 2.78% | — | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.16% | +0.52% | +1.96% | |
| 13 | JD | Jd.com Inc-adr | 股票-周期性消费 | 1.59% | — | — | |
| 14 | CART | Maplebear INC | 股票-周期性消费 | 1.05% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | — | NEW | 新建仓 |
| 2 | AMZN | Amazon.com INC | — | NEW | 新建仓 |
| 3 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 4 | ZG | Zillow Group INC - A | — | NEW | 新建仓 |
| 5 | FLUT | Flutter Entertainment plc | — | NEW | 新建仓 |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 7 | V | Visa Inc-class A Shares | — | NEW | 新建仓 |
| 8 | NFLX | Netflix INC | — | NEW | 新建仓 |
| 9 | ACVA | Acv Auctions Inc-a | — | NEW | 新建仓 |
| 10 | GDS | Gds Holdings LTD - Adr | — | NEW | 新建仓 |
| 11 | CRM | Salesforce INC | — | NEW | 新建仓 |
| 12 | NVDA | Nvidia CORP | — | NEW | 新建仓 |
| 13 | JD | Jd.com Inc-adr | — | NEW | 新建仓 |
| 14 | CART | Maplebear INC | — | NEW | 新建仓 |