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 | PYPL | Paypal Holdings INC | 股票-金融 | 24.39% | — | +22.72% | |
| 2 | TMUS | T-mobile US INC | 股票-通信服务 | 20.41% | — | — | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 11.72% | — | -9.66% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 9.81% | — | -29.98% | |
| 5 | STMP | Stamps.com INC | 股票-其他 | 9.67% | — | — | |
| 6 | ADSK | Autodesk INC | 股票-科技 | 6.02% | — | -68.23% | |
| 7 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 4.49% | +23.07% | -42.89% | |
| 8 | ✓ | Ellie Mae INC Com | 股票-其他 | 3.89% | — | -63.15% | |
| 9 | PAGS | PagSeguro Digital Ltd. | 股票-其他 | 3.84% | — | -67.66% | |
| 10 | MU | Micron Technology INC | 股票-科技 | 2.80% | — | -66.85% | |
| 11 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 2.18% | — | -72.99% | |
| 12 | STNE | StoneCo Ltd. | 股票-其他 | 0.78% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +13.6% | +22.72% | 加仓 |
| 2 | TMUS | T-mobile US INC | +8.7% | — | 不变 |
| 3 | META | Meta Platforms Inc-class A | +3.3% | -9.66% | 减仓 |
| 4 | STMP | Stamps.com INC | +2.4% | — | 不变 |
| 5 | BABA | Alibaba Group Holding-sp Adr | +1.1% | -29.98% | 减仓 |
| 6 | GDS | Gds Holdings LTD - Adr | -1.7% | -42.89% | 减仓 |
| 7 | MU | Micron Technology INC | -3.5% | -66.85% | 减仓 |
| 8 | ZAYOEUR | Zayo Group Holdings INC | -4.2% | -72.99% | 减仓 |
| 9 | ✓ | Ellie Mae INC Com | -4.4% | -63.15% | 减仓 |
| 10 | PAGS | PagSeguro Digital Ltd. | -5.3% | -67.66% | 减仓 |
| 11 | ADSK | Autodesk INC | -5.9% | -68.23% | 减仓 |
| 12 | AVGO | Broadcom INC | — | EXIT | 清仓 |
| 13 | STNE | StoneCo Ltd. | — | NEW | 新建仓 |