CIK: 0001389234
申报总市值
US$3.6亿
| # | 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 | TSLA | Tesla INC | 股票-周期性消费 | 16.69% | -22.82% | -41.10% | |
| 2 | CRM | Salesforce INC | 股票-科技 | 12.03% | -0.18% | EXIT | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 6.75% | — | -94.66% | |
| 4 | PANW | Palo Alto Networks INC | 股票-科技 | 6.21% | — | -32.33% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.67% | — | -5.56% | |
| 6 | PYPL | Paypal Holdings INC | 股票-金融 | 5.22% | — | -49.05% | |
| 7 | ✓ | 股票-其他 | 4.15% | — | +39.63% | ||
| 8 | Z | Zillow Group INC - C | 股票-通信服务 | 3.55% | — | -58.94% | |
| 9 | SPLKCHF | Splunk INC | 股票-其他 | 3.43% | — | -78.42% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.19% | +6.86% | -70.56% | |
| 11 | ZEN1EUR | Zendesk INC | 股票-其他 | 3.18% | — | +83.08% | |
| 12 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 3.16% | — | +52.48% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.16% | -7.77% | -98.89% | |
| 14 | GS | Goldman Sachs Group INC | 股票-金融 | 2.61% | — | — | |
| 15 | ✓ | Mellanox Technologies LTD | 股票-其他 | 2.23% | — | +16.67% | |
| 16 | SHAK | Shake Shack INC - Class A | 股票-周期性消费 | 2.19% | — | +46.02% | |
| 17 | TWLO | Twilio INC - A | 股票-科技 | 2.14% | — | -41.26% | |
| 18 | WDAY | Workday Inc-class A | 股票-科技 | 1.60% | — | -63.87% | |
| 19 | NFLX | Netflix INC | 股票-通信服务 | 1.51% | — | -66.67% | |
| 20 | FENGEUR | Phoenix New Media LTD -adr | 股票-其他 | 1.25% | — | +149.64% | |
| 21 | HUBS | Hubspot INC | 股票-科技 | 1.22% | — | -52.28% | |
| 22 | AMBA | Ambarella, Inc. | 股票-科技 | 1.16% | — | -33.33% | |
| 23 | IMI | Intermolecular INC | 股票-其他 | 1.10% | — | -0.38% | |
| 24 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 1.03% | -0.50% | EXIT | |
| 25 | ✓ | Voxeljet AG Ads | 股票-其他 | 0.59% | — | — | |
| 26 | LITE | Lumentum Holdings INC | 股票-科技 | 0.58% | +0.39% | NEW | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.54% | — | -97.24% | |
| 28 | ✓ | Integrated Device Technology INC | 股票-其他 | 0.47% | — | +33.33% | |
| 29 | IIPR | Innovative Industrial Proper | 股票-房地产 | 0.45% | — | — | |
| 30 | TOUR | Tuniu Corp-spon Adr | 股票-其他 | 0.41% | — | -34.15% | |
| 31 | SYNA | Synaptics INC | 股票-其他 | 0.37% | — | — | |
| 32 | P | Everpure Inc-a | 股票-科技 | 0.31% | — | -91.30% | |
| 33 | FDX | Fedex CORP | 股票-工业 | 0.29% | — | -95.00% | |
| 34 | ✓ | China Rapid Fin LTD | 股票-其他 | 0.23% | — | -47.91% | |
| 35 | ROKU | Roku INC | 股票-通信服务 | 0.22% | — | — | |
| 36 | MITK | Mitek Systems INC | 股票-其他 | 0.21% | — | — | |
| 37 | PLUG | Plug Power INC | 股票-工业 | 0.19% | — | -79.73% | |
| 38 | AVAV | Aerovironment INC | 股票-工业 | 0.17% | — | -75.00% | |
| 39 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-其他 | 0.16% | — | — | |
| 40 | CALX | Calix INC | 股票-科技 | 0.14% | — | — | |
| 41 | CHGG | Chegg INC | 股票-非周期性消费 | 0.13% | — | -90.78% | |
| 42 | KNDI | Kandi Technologies Group, Inc. | 股票-其他 | 0.07% | — | — | |
| 43 | LITBUSD | Lightinthebox Holding-adr | 股票-其他 | 0.04% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +12.2% | -41.10% | 减仓 |
| 2 | CRM | Salesforce INC | +7.4% | -65.32% | 减仓 |
| 3 | PANW | Palo Alto Networks INC | +4.9% | -32.33% | 减仓 |
| 4 | PYPL | Paypal Holdings INC | +3.9% | -49.05% | 减仓 |
| 5 | ZEN1EUR | Zendesk INC | +3% | +83.08% | 加仓 |
| 6 | Z | Zillow Group INC - C | +2.3% | -58.94% | 减仓 |
| 7 | IWM | Ishares Russell 2000 ETF | +1.7% | -70.56% | 减仓 |
| 8 | SPLKCHF | Splunk INC | +1.6% | -78.42% | 减仓 |
| 9 | TWLO | Twilio INC - A | +1.5% | -41.26% | 减仓 |
| 10 | WDAY | Workday Inc-class A | +0.9% | -63.87% | 减仓 |
| 11 | NFLX | Netflix INC | +0.9% | -66.67% | 减仓 |
| 12 | HUBS | Hubspot INC | +0.9% | -52.28% | 减仓 |
| 13 | LITE | Lumentum Holdings INC | +0.1% | -79.31% | 减仓 |
| 14 | CHGG | Chegg INC | -0.1% | -90.78% | 减仓 |
| 15 | P | Everpure Inc-a | -0.2% | -91.30% | 减仓 |
| 16 | FDX | Fedex CORP | -0.5% | -95.00% | 减仓 |
| 17 | BIDU | Baidu INC - Spon Adr | -2% | -94.77% | 减仓 |
| 18 | BABA | Alibaba Group Holding-sp Adr | -2.3% | -97.24% | 减仓 |
| 19 | ✓ | Powershares Qqq Trust Ser 1 | -10.4% | -94.66% | 减仓 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | -35.6% | -98.89% | 减仓 |
| 21 | NVDA | Nvidia CORP | — | EXIT | 清仓 |
| 22 | EWY | Ishares Msci South Korea ETF | — | EXIT | 清仓 |
| 23 | ANETEUR | Arista Networks INC | — | EXIT | 清仓 |
| 24 | AVGO | Broadcom Inc. | — | EXIT | 清仓 |
| 25 | TTD | Trade Desk Inc/the -class A | — | EXIT | 清仓 |
| 26 | OLED | Universal Display CORP | — | EXIT | 清仓 |
| 27 | CTRPUSD | Ctrip.com International-adr | — | EXIT | 清仓 |
| 28 | CZREUR | Caesars Entertainment CORP | — | EXIT | 清仓 |
| 29 | GS | Goldman Sachs Group INC | — | NEW | 新建仓 |
| 30 | ✓ | Gigamon INC | — | EXIT | 清仓 |
| 31 | NTRS | Northern Trust CORP | — | EXIT | 清仓 |
| 32 | ZTO | Zto Express Cayman Inc-adr | — | EXIT | 清仓 |
| 33 | EBIXEUR | Ebix INC | — | EXIT | 清仓 |
| 34 | AMAT | Applied Materials INC | — | EXIT | 清仓 |
| 35 | IBB | Ishares Biotechnology ETF | — | EXIT | 清仓 |
| 36 | SNAP | Snap INC - A | — | EXIT | 清仓 |
| 37 | XLNXEUR | Xilinx INC | — | EXIT | 清仓 |
| 38 | FEYECHF | Mandiant INC | — | EXIT | 清仓 |
| 39 | JD | Jd.com Inc-adr | — | EXIT | 清仓 |
| 40 | FLT1EUR | Fleetcor Technologies INC | — | EXIT | 清仓 |
| 41 | MU | Micron Technology INC | — | EXIT | 清仓 |
| 42 | TLND | Talend SA - Adr | — | EXIT | 清仓 |
| 43 | SMH | Vaneck Semiconductor ETF | — | EXIT | 清仓 |
| 44 | YYEUR | Yy Inc-adr | — | EXIT | 清仓 |
| 45 | WIX | Wix.com Ltd. | — | EXIT | 清仓 |
| 46 | PI | Impinj INC | — | EXIT | 清仓 |
| 47 | XYZ | Block INC | — | EXIT | 清仓 |
| 48 | AMD | Advanced Micro Devices | — | EXIT | 清仓 |
| 49 | TQQQ | ProShares UltraPro QQQ | — | EXIT | 清仓 |
| 50 | FSLR | First Solar INC | — | EXIT | 清仓 |