CIK: 0001592413
申报总市值
US$12.2亿
| # | 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 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 17.02% | -0.24% | -8.42% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 16.31% | +0.10% | +0.64% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 12.32% | -0.22% | +12.84% | |
| 4 | SHOP | Shopify INC - Class A | 股票-科技 | 10.78% | -3.42% | +0.64% | |
| 5 | AXON | Axon Enterprise INC | 股票-工业 | 10.49% | -2.38% | +32.99% | |
| 6 | DDOG | Datadog INC - Class A | 股票-科技 | 9.53% | -0.21% | -34.26% | |
| 7 | NET | Cloudflare INC - Class A | 股票-科技 | 8.99% | +4.06% | -19.35% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.04% | +1.85% | — | |
| 9 | MNDY | monday.com Ltd. | 股票-科技 | 5.62% | -2.42% | EXIT | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 2.89% | -0.18% | +0.64% |