CIK: 0001766908
申报总市值
US$2.7亿
| # | 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 | PPLI | People INC | 股票-通信服务 | 15.85% | — | -24.02% | |
| 2 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 14.84% | -13.62% | EXIT | |
| 3 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 14.43% | — | -19.68% | |
| 4 | MNDY | monday.com Ltd. | 股票-科技 | 14.40% | -7.06% | EXIT | |
| 5 | INTU | Intuit INC | 股票-科技 | 11.87% | +0.28% | -4.57% | |
| 6 | CPNG | Coupang INC | 股票-周期性消费 | 9.70% | +6.39% | NEW | |
| 7 | SE | Sea Ltd-adr | 股票-通信服务 | 8.74% | — | -55.10% | |
| 8 | NCNO | Ncino INC | 股票-其他 | 5.58% | — | — | |
| 9 | PCOR | Procore Technologies INC | 股票-科技 | 2.32% | -4.71% | — | |
| 10 | BLND | Blend Labs Inc-a | 股票-其他 | 2.29% | -5.17% | EXIT |