CIK: 0001910154
申报总市值
US$1.5亿
| # | 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 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 16.07% | — | — | |
| 2 | GWRE | Guidewire Software INC | 股票-科技 | 12.23% | -8.38% | — | |
| 3 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 9.48% | — | — | |
| 4 | FIVE | Five Below | 股票-周期性消费 | 9.22% | — | — | |
| 5 | FWONKUSD | Liberty Media Corp-liberty-c | 股票-其他 | 7.96% | — | — | |
| 6 | DPZ | Domino's Pizza INC | 股票-周期性消费 | 7.74% | — | — | |
| 7 | PLNT | Planet Fitness INC - Cl A | 股票-周期性消费 | 6.76% | — | — | |
| 8 | FIVN | Five9 INC | 股票-科技 | 5.72% | — | -35.94% | |
| 9 | NOW | Servicenow INC | 股票-科技 | 5.31% | — | +19.11% | |
| 10 | PZZA | Papa John's Intl INC | 股票-其他 | 4.82% | — | -6.47% | |
| 11 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 4.71% | +3.90% | — | |
| 12 | DG | Dollar General CORP | 股票-非周期性消费 | 4.07% | — | — | |
| 13 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 3.73% | — | — | |
| 14 | PANW | Palo Alto Networks INC | 股票-科技 | 2.17% | — | — |