CIK: 0001627436
申报总市值
US$18.8亿
| # | 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 | ✓ | Pandora Media INC | 股票-其他 | 28.52% | — | +106.03% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 25.34% | — | +198.45% | |
| 3 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 19.01% | — | +24.81% | |
| 4 | ✓ | Qunar Cayman Is LTD | 股票-其他 | 4.53% | — | +14.82% | |
| 5 | MMYT | MakeMyTrip Limited | 股票-其他 | 4.18% | — | +109.35% | |
| 6 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 3.78% | — | — | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 3.54% | — | +14.98% | |
| 8 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 3.34% | — | — | |
| 9 | EXPE | Expedia Group INC | 股票-周期性消费 | 2.97% | — | — | |
| 10 | PAYC | Paycom Software INC | 股票-科技 | 2.45% | — | — | |
| 11 | ATHM | Autohome Inc-adr | 股票-其他 | 1.21% | — | -70.18% | |
| 12 | ✓ | Cnova N V | 股票-其他 | 0.64% | — | — | |
| 13 | MOBL | Mobileiron INC | 股票-其他 | 0.48% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Pandora Media INC | +21.4% | +106.03% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +19.6% | +198.45% | 加仓 |
| 3 | VIPS | Vipshop Holdings LTD - Adr | +4.7% | +24.81% | 加仓 |
| 4 | MMYT | MakeMyTrip Limited | +2.2% | +109.35% | 加仓 |
| 5 | ✓ | Qunar Cayman Is LTD | +0.5% | +14.82% | 加仓 |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +14.98% | 加仓 |
| 7 | MOBL | Mobileiron INC | -0.2% | — | 不变 |
| 8 | ✓ | Cnova N V | -0.2% | — | 不变 |
| 9 | ATHM | Autohome Inc-adr | -3.3% | -70.18% | 减仓 |
| 10 | ✓ | Qihoo 360 Technology Co LTD | — | EXIT | 清仓 |
| 11 | ✓ | Ellie Mae INC Com | — | EXIT | 清仓 |
| 12 | LNWO | Light & Wonder INC | — | EXIT | 清仓 |
| 13 | QIW | Qiwi Plc-sponsored Adr | — | EXIT | 清仓 |
| 14 | SMCIUSD | Super Micro Computer INC | — | NEW | 新建仓 |
| 15 | SIMO | Silicon Motion Technol-adr | — | NEW | 新建仓 |
| 16 | CHGG | Chegg INC | — | EXIT | 清仓 |
| 17 | EXPE | Expedia Group INC | — | NEW | 新建仓 |
| 18 | PAYC | Paycom Software INC | — | NEW | 新建仓 |