CIK: 0001680964
申报总市值
US$13.6亿
| # | 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 | YELP | Yelp INC | 股票-其他 | 15.27% | — | +24.99% | |
| 2 | PANW | Palo Alto Networks INC | 股票-科技 | 11.12% | +5.48% | NEW | |
| 3 | NFLX | Netflix INC | 股票-通信服务 | 9.94% | — | +3.11% | |
| 4 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 9.16% | — | +27.64% | |
| 5 | ADSK | Autodesk INC | 股票-科技 | 8.67% | — | -14.29% | |
| 6 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 8.56% | — | +28.57% | |
| 7 | PYPL | Paypal Holdings INC | 股票-金融 | 7.69% | — | -33.28% | |
| 8 | AKAM | Akamai Technologies INC | 股票-科技 | 6.42% | — | — | |
| 9 | COUPEUR | Coupa Software INC | 股票-其他 | 5.81% | — | +98.68% | |
| 10 | ✓ | Gigamon INC | 股票-其他 | 4.60% | — | -9.38% | |
| 11 | SBAC | Sba Communications CORP | 股票-房地产 | 3.87% | — | -33.33% | |
| 12 | CSOD | Cornerstone Ondemand INC | 股票-其他 | 2.55% | — | +149.23% | |
| 13 | MSTR | Strategy INC | 股票-科技 | 2.26% | — | -17.80% | |
| 14 | ✓ | Yelp INC | 股票-其他 | 2.15% | — | -19.35% | |
| 15 | PANW | Palo Alto Networks, Inc. | 股票-科技 | 1.92% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COUPEUR | Coupa Software INC | +2.7% | +98.68% | 加仓 |
| 2 | PANW | Palo Alto Networks INC | +1.7% | +20.83% | 加仓 |
| 3 | CTSH | Cognizant Tech Solutions-a | +1.3% | +28.57% | 加仓 |
| 4 | CSOD | Cornerstone Ondemand INC | +1.2% | +149.23% | 加仓 |
| 5 | BIDU | Baidu INC - Spon Adr | +0.7% | +27.64% | 加仓 |
| 6 | PANW | Palo Alto Networks, Inc. | -0.1% | — | 不变 |
| 7 | YELP | Yelp INC | -1% | +24.99% | 加仓 |
| 8 | ✓ | Gigamon INC | -1% | -9.38% | 减仓 |
| 9 | MSTR | Strategy INC | -1% | -17.80% | 减仓 |
| 10 | ✓ | Yelp INC | -1.4% | -19.35% | 减仓 |
| 11 | NFLX | Netflix INC | -1.7% | +3.11% | 加仓 |
| 12 | ADSK | Autodesk INC | -1.9% | -14.29% | 减仓 |
| 13 | SBAC | Sba Communications CORP | -2.4% | -33.33% | 减仓 |
| 14 | PYPL | Paypal Holdings INC | -3.6% | -33.28% | 减仓 |
| 15 | AKAM | Akamai Technologies INC | — | NEW | 新建仓 |