CIK: 0001844008
申报总市值
US$2.3亿
| # | 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 | 23.41% | -2.42% | -15.86% | |
| 2 | HOOD | Robinhood Markets INC - A | 股票-金融 | 18.88% | -4.39% | +41.53% | |
| 3 | DASH | Doordash INC - A | 股票-周期性消费 | 13.11% | -0.63% | -29.92% | |
| 4 | APP | Applovin Corp-class A | 股票-科技 | 13.05% | -2.92% | -20.06% | |
| 5 | SHOP | Shopify INC - Class A | 股票-科技 | 8.73% | -0.92% | -6.86% | |
| 6 | DUOL | Duolingo | 股票-科技 | 8.63% | — | +68.22% | |
| 7 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 7.42% | — | +32.55% | |
| 8 | MMYT | MakeMyTrip Limited | 股票-其他 | 3.39% | -0.56% | +205.77% | |
| 9 | DDOG | Datadog INC - Class A | 股票-科技 | 2.43% | — | -52.01% | |
| 10 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.95% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | — | NEW | 新建仓 |
| 2 | HOOD | Robinhood Markets INC - A | — | NEW | 新建仓 |
| 3 | DASH | Doordash INC - A | — | NEW | 新建仓 |
| 4 | APP | Applovin Corp-class A | — | NEW | 新建仓 |
| 5 | SHOP | Shopify INC - Class A | — | NEW | 新建仓 |
| 6 | DUOL | Duolingo | — | NEW | 新建仓 |
| 7 | SPOT | Spotify Technology S.A. | — | NEW | 新建仓 |
| 8 | MMYT | MakeMyTrip Limited | — | NEW | 新建仓 |
| 9 | DDOG | Datadog INC - Class A | — | NEW | 新建仓 |
| 10 | RDDT | Reddit Inc-cl A | — | NEW | 新建仓 |