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 | 36.39% | -1.73% | — | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 16.41% | +2.47% | — | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.77% | +0.89% | — | |
| 4 | ZG | Zillow Group INC - A | 股票-通信服务 | 7.41% | -1.45% | — | |
| 5 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 7.25% | -1.91% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.44% | +1.28% | — | |
| 7 | NFLX | Netflix INC | 股票-通信服务 | 3.66% | +0.73% | — | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.98% | -1.70% | EXIT | |
| 9 | ACVA | Acv Auctions Inc-a | 股票-其他 | 2.73% | -0.60% | — | |
| 10 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 2.59% | +1.28% | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | +0.52% | — | |
| 12 | CRM | Salesforce INC | 股票-科技 | 2.18% | — | — | |
| 13 | CART | Maplebear INC | 股票-周期性消费 | 0.91% | — | — | |
| 14 | APP | Applovin Corp-class A | 股票-科技 | 0.84% | +0.23% | — |