CIK: 0001633680
申报总市值
—
| # | 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 | ✓ | Cavium INC | 股票-其他 | 13.41% | -17.00% | EXIT | |
| 2 | NOW | Servicenow INC | 股票-科技 | 9.37% | -6.82% | EXIT | |
| 3 | SHW | Sherwin-williams Co/the | 股票-原材料 | 7.79% | — | +64.17% | |
| 4 | ✓ | 股票-其他 | 7.60% | -3.98% | EXIT | ||
| 5 | BB | BlackBerry Limited | 股票-其他 | 6.97% | -2.69% | EXIT | |
| 6 | PANW | Palo Alto Networks INC | 股票-科技 | 6.81% | -6.62% | EXIT | |
| 7 | CSGP | Costar Group INC | 股票-房地产 | 6.76% | — | -29.27% | |
| 8 | SPLKCHF | Splunk INC | 股票-其他 | 6.30% | -7.89% | EXIT | |
| 9 | ✓ | Envision Healthcare Corp | 股票-其他 | 5.68% | -3.14% | EXIT | |
| 10 | SWKS | Skyworks Solutions INC | 股票-科技 | 5.35% | -4.13% | EXIT | |
| 11 | ST | Sensata Technologies Holding plc | 股票-科技 | 3.96% | -7.17% | EXIT | |
| 12 | LOW | Lowe's Cos INC | 股票-周期性消费 | 3.94% | — | — | |
| 13 | ✓ | Cbs CORP New | 股票-其他 | 3.93% | -3.52% | EXIT | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.84% | -6.19% | EXIT | |
| 15 | PCTY | Paylocity Holding CORP | 股票-科技 | 3.81% | -4.04% | EXIT | |
| 16 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 2.46% | -2.77% | EXIT | |
| 17 | CRM | Salesforce INC | 股票-科技 | 2.04% | -5.33% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +4% | +64.17% | 加仓 |
| 2 | ✓ | Cavium INC | +4% | +47.94% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +1.9% | +65.14% | 加仓 |
| 4 | ✓ | +1.4% | -10.62% | 减仓 | |
| 5 | ✓ | Envision Healthcare Corp | +1.1% | +9.65% | 加仓 |
| 6 | CSGP | Costar Group INC | 0% | -29.27% | 减仓 |
| 7 | SPLKCHF | Splunk INC | -0.2% | -4.59% | 减仓 |
| 8 | NOW | Servicenow INC | -0.8% | -31.30% | 减仓 |
| 9 | SWKS | Skyworks Solutions INC | -0.9% | -21.22% | 减仓 |
| 10 | PCTY | Paylocity Holding CORP | -1% | -39.33% | 减仓 |
| 11 | ORLY | O'reilly Automotive INC | -1.2% | -26.00% | 减仓 |
| 12 | CRM | Salesforce INC | -1.7% | -52.70% | 减仓 |
| 13 | CDNS | Cadence Design Sys INC | — | EXIT | 清仓 |
| 14 | BB | BlackBerry Limited | — | NEW | 新建仓 |
| 15 | PANW | Palo Alto Networks INC | — | NEW | 新建仓 |
| 16 | KMX | Carmax INC | — | EXIT | 清仓 |
| 17 | WT | Wisdomtree INC | — | EXIT | 清仓 |
| 18 | ✓ | Ellie Mae INC Com | — | EXIT | 清仓 |
| 19 | SFM | Sprouts Farmers Market INC | — | EXIT | 清仓 |
| 20 | BFAM | Bright Horizons Family Solut | — | EXIT | 清仓 |
| 21 | ST | Sensata Technologies Holding plc | — | NEW | 新建仓 |
| 22 | LOW | Lowe's Cos INC | — | NEW | 新建仓 |
| 23 | ✓ | Cbs CORP New | — | NEW | 新建仓 |
| 24 | ECHO1EUR | Echo Global Logistics INC | — | EXIT | 清仓 |
| 25 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清仓 |