CIK: 0001558971
申报总市值
US$2.4亿
| # | 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 | ADSK | Autodesk INC | 股票-科技 | 11.96% | — | — | |
| 2 | TMUS | T-mobile US INC | 股票-通信服务 | 11.71% | — | — | |
| 3 | PYPL | Paypal Holdings INC | 股票-金融 | 10.79% | — | — | |
| 4 | PAGS | PagSeguro Digital Ltd. | 股票-其他 | 9.13% | — | +13.13% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 8.76% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.46% | — | — | |
| 7 | ✓ | Ellie Mae INC Com | 股票-其他 | 8.27% | — | — | |
| 8 | STMP | Stamps.com INC | 股票-其他 | 7.31% | — | — | |
| 9 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 6.36% | — | +0.80% | |
| 10 | MU | Micron Technology INC | 股票-科技 | 6.25% | — | — | |
| 11 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 6.22% | +23.07% | — | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 4.78% | — | -40.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ADSK | Autodesk INC | +1.8% | — | 不变 |
| 2 | TMUS | T-mobile US INC | +1.6% | — | 不变 |
| 3 | PAGS | PagSeguro Digital Ltd. | +0.9% | +13.13% | 加仓 |
| 4 | PYPL | Paypal Holdings INC | +0.4% | — | 不变 |
| 5 | ZAYOEUR | Zayo Group Holdings INC | -0.4% | +0.80% | 加仓 |
| 6 | ✓ | Ellie Mae INC Com | -0.9% | — | 不变 |
| 7 | STMP | Stamps.com INC | -1% | — | 不变 |
| 8 | BABA | Alibaba Group Holding-sp Adr | -1.2% | — | 不变 |
| 9 | META | Meta Platforms Inc-class A | -1.7% | — | 不变 |
| 10 | AVGO | Broadcom INC | -3.2% | -40.09% | 减仓 |
| 11 | MU | Micron Technology INC | — | NEW | 新建仓 |
| 12 | GDS | Gds Holdings LTD - Adr | — | NEW | 新建仓 |
| 13 | SNAP | Snap INC - A | — | EXIT | 清仓 |
| 14 | VIPS | Vipshop Holdings LTD - Adr | — | EXIT | 清仓 |