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 | PDD | Pdd Holdings INC | 股票-周期性消费 | 33.60% | -2.09% | EXIT | |
| 2 | JD | Jd.com Inc-adr | 股票-周期性消费 | 29.54% | — | — | |
| 3 | ZTO | Zto Express Cayman Inc-adr | 股票-其他 | 7.57% | — | +37.53% | |
| 4 | MNSO | Miniso Group Holding Ltd-adr | 股票-其他 | 6.10% | — | — | |
| 5 | SE | Sea Ltd-adr | 股票-通信服务 | 4.31% | -0.95% | EXIT | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 3.02% | +3.53% | NEW | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.02% | — | -75.96% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.42% | — | -73.74% | |
| 9 | ✓ | Cree INC | 股票-其他 | 2.12% | — | — | |
| 10 | BEKE | Ke Holdings Inc-adr | 股票-其他 | 1.55% | — | +141.35% | |
| 11 | SHOP | Shopify INC - Class A | 股票-科技 | 1.41% | -1.73% | EXIT | |
| 12 | WDAY | Workday Inc-class A | 股票-科技 | 1.40% | — | — | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.35% | +5.74% | — | |
| 14 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 1.01% | — | -89.39% | |
| 15 | UBER | Uber Technologies INC | 股票-工业 | 0.95% | — | — | |
| 16 | ZLAB | Zai Lab Ltd-adr | 股票-其他 | 0.48% | — | +174.32% | |
| 17 | MU | Micron Technology INC | 股票-科技 | 0.15% | +9.55% | NEW |