CIK: 0001904897
申报总市值
US$14.3亿
| # | 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 23.67% | -3.43% | — | |
| 2 | MA | Mastercard INC - A | 股票-金融 | 17.02% | -2.03% | — | |
| 3 | NKE | Nike INC -cl B | 股票-周期性消费 | 8.70% | — | — | |
| 4 | UBER | Uber Technologies INC | 股票-工业 | 7.93% | — | — | |
| 5 | OUT | OUTFRONT Media Inc. | 股票-其他 | 7.73% | — | — | |
| 6 | PANW | Palo Alto Networks INC | 股票-科技 | 7.35% | — | +50.00% | |
| 7 | NFLX | Netflix INC | 股票-通信服务 | 7.04% | — | — | |
| 8 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 6.44% | -2.28% | EXIT | |
| 9 | MGM | Mgm Resorts International | 股票-周期性消费 | 6.22% | — | — | |
| 10 | BILL | Bill Holdings INC | 股票-科技 | 4.36% | — | — | |
| 11 | SITE | Siteone Landscape Supply INC | 股票-工业 | 2.18% | — | — | |
| 12 | TEAM | Atlassian Corporation | 股票-科技 | 1.26% | — | — | |
| 13 | EWCZ | European Wax Center Inc-a | 股票-其他 | 0.10% | — | — |