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 | AXON | Axon Enterprise INC | 股票-工业 | 20.42% | -2.38% | +8.95% | |
| 2 | SHOP | Shopify INC - Class A | 股票-科技 | 15.68% | -3.42% | -4.57% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 14.11% | +0.10% | -4.35% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 11.93% | -0.22% | -4.52% | |
| 5 | NET | Cloudflare INC - Class A | 股票-科技 | 11.79% | +4.06% | -4.43% | |
| 6 | DDOG | Datadog INC - Class A | 股票-科技 | 7.21% | -0.21% | -4.92% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.64% | +1.85% | -4.55% | |
| 8 | MNDY | monday.com Ltd. | 股票-科技 | 5.43% | -2.42% | EXIT | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | — | -4.45% | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 3.71% | -0.18% | -4.32% |