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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.07% | +1.03% | — | |
| 2 | UBER | Uber Technologies INC | 股票-工业 | 8.77% | -0.56% | -26.67% | |
| 3 | NFLX | Netflix INC | 股票-通信服务 | 7.82% | — | -30.77% | |
| 4 | WIX | Wix.com Ltd. | 股票-科技 | 7.03% | — | -6.67% | |
| 5 | MTCH | Match Group INC | 股票-通信服务 | 6.76% | — | +84.21% | |
| 6 | OKTA | Okta INC | 股票-科技 | 6.08% | — | -13.85% | |
| 7 | CRM | Salesforce INC | 股票-科技 | 5.73% | — | +14.00% | |
| 8 | TEAM | Atlassian Corp-cl A | 股票-科技 | 5.17% | — | +50.00% | |
| 9 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 5.10% | -3.21% | EXIT | |
| 10 | RBLX | Roblox CORP -class A | 股票-通信服务 | 5.09% | -1.66% | -18.18% | |
| 11 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 4.84% | — | +40.00% | |
| 12 | VRNS | Varonis Systems INC | 股票-科技 | 4.58% | -4.07% | EXIT | |
| 13 | SNAP | Snap INC - A | 股票-通信服务 | 4.51% | — | -20.00% | |
| 14 | FIVN | Five9 INC | 股票-科技 | 4.00% | — | — | |
| 15 | DDOG | Datadog INC - Class A | 股票-科技 | 3.66% | — | +42.86% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 3.63% | — | — | |
| 17 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 3.36% | — | -33.06% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.60% | +2.25% | -60.00% | |
| 19 | AMPL | Amplitude Inc-class A | 股票-其他 | 2.19% | — | — |