CIK: 0001652062
申报总市值
US$9.2亿
| # | 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 20.58% | — | +2212.69% | |
| 2 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 18.03% | — | +331.59% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 10.90% | — | +1103.58% | |
| 4 | ZTO | Zto Express Cayman Inc-adr | 股票-其他 | 7.85% | — | — | |
| 5 | NFLX | Netflix INC | 股票-通信服务 | 7.38% | — | — | |
| 6 | EDU | New Oriental Education & Technology Group Inc. | 股票-非周期性消费 | 7.29% | — | -13.55% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.00% | +5.74% | -28.06% | |
| 8 | JD | Jd.com Inc-adr | 股票-周期性消费 | 5.96% | — | — | |
| 9 | INTC | Intel CORP | 股票-科技 | 5.68% | +1.50% | — | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 5.50% | +3.53% | NEW | |
| 11 | ACIA | Acacia Communications INC | 股票-其他 | 1.88% | — | — | |
| 12 | PDD | Pdd Holdings INC | 股票-周期性消费 | 1.07% | -2.09% | EXIT | |
| 13 | DOCU | Docusign INC | 股票-科技 | 0.67% | — | — | |
| 14 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.61% | — | — | |
| 15 | SE | Sea Ltd-adr | 股票-通信服务 | 0.59% | -0.95% | EXIT |