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 | GWRE | Guidewire Software INC | 股票-科技 | 15.16% | -8.38% | +31.15% | |
| 2 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 10.73% | — | +16.70% | |
| 3 | TJX | Tjx Companies INC | 股票-周期性消费 | 8.24% | -5.92% | +4.53% | |
| 4 | ROST | Ross Stores INC | 股票-周期性消费 | 8.11% | +0.68% | -8.05% | |
| 5 | FWONK | Liberty Media Corp-formula-c | 股票-通信服务 | 7.09% | — | — | |
| 6 | SG | Sweetgreen INC - Class A | 股票-其他 | 6.02% | — | — | |
| 7 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 5.77% | — | — | |
| 8 | DPZ | Domino's Pizza INC | 股票-周期性消费 | 5.71% | — | — | |
| 9 | FIVN | Five9 INC | 股票-科技 | 5.51% | — | +49.96% | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 5.40% | — | — | |
| 11 | FIVE | Five Below | 股票-周期性消费 | 5.33% | — | -16.33% | |
| 12 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 4.43% | — | -35.95% | |
| 13 | PANW | Palo Alto Networks INC | 股票-科技 | 4.36% | — | — | |
| 14 | NOW | Servicenow INC | 股票-科技 | 3.89% | — | — | |
| 15 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 3.18% | +3.90% | -34.97% | |
| 16 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.07% | — | — |