CIK: 0001624095
申报总市值
US$1.2亿
| # | 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 | BCOVUSD | Brightcove | 股票-其他 | 17.84% | — | +3.67% | |
| 2 | GOGO | Gogo INC | 股票-其他 | 15.11% | -0.98% | EXIT | |
| 3 | UBER | Uber Technologies INC | 股票-工业 | 12.67% | +11.49% | NEW | |
| 4 | YELP | Yelp INC | 股票-其他 | 9.00% | -1.09% | EXIT | |
| 5 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 6.51% | — | — | |
| 6 | ✓ | 股票-其他 | 6.07% | — | +110.53% | ||
| 7 | IPGP | Ipg Photonics CORP | 股票-科技 | 4.95% | — | -13.33% | |
| 8 | SEDG | Solaredge Technologies INC | 股票-科技 | 4.81% | — | — | |
| 9 | ANETEUR | Arista Networks INC | 股票-其他 | 4.17% | — | -14.29% | |
| 10 | ROST | Ross Stores INC | 股票-周期性消费 | 4.08% | — | +21.88% | |
| 11 | CRTO | Criteo Sa-spon Adr | 股票-其他 | 3.82% | — | +55.56% | |
| 12 | SCOR1EUR | Comscore INC | 股票-其他 | 3.43% | — | -14.77% | |
| 13 | DLB | Dolby Laboratories Inc-cl A | 股票-工业 | 2.23% | — | — | |
| 14 | SNAP | Snap INC - A | 股票-通信服务 | 2.05% | — | -61.11% | |
| 15 | WTRHUSD | Waitr Holdings INC | 股票-其他 | 1.52% | — | +5.00% | |
| 16 | HOME | At Home Group INC | 股票-其他 | 1.33% | — | -60.00% | |
| 17 | GOTU | Gaotu Techedu INC | 股票-其他 | 0.40% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOGO | Gogo INC | +11.2% | +46.00% | 加仓 |
| 2 | BCOVUSD | Brightcove | +3.3% | +3.67% | 加仓 |
| 3 | ✓ | +2.5% | +110.53% | 加仓 | |
| 4 | SEDG | Solaredge Technologies INC | +1.7% | — | 不变 |
| 5 | CRTO | Criteo Sa-spon Adr | +1.3% | +55.56% | 加仓 |
| 6 | UBER | Uber Technologies INC | +1.2% | +3.33% | 加仓 |
| 7 | ROST | Ross Stores INC | +0.7% | +21.88% | 加仓 |
| 8 | WTRHUSD | Waitr Holdings INC | +0.2% | +5.00% | 加仓 |
| 9 | HOME | At Home Group INC | -0.3% | -60.00% | 减仓 |
| 10 | IPGP | Ipg Photonics CORP | -1% | -13.33% | 减仓 |
| 11 | ANETEUR | Arista Networks INC | -1.2% | -14.29% | 减仓 |
| 12 | SNAP | Snap INC - A | -3.1% | -61.11% | 减仓 |
| 13 | SCOR1EUR | Comscore INC | -3.3% | -14.77% | 减仓 |
| 14 | YELP | Yelp INC | -4.6% | -16.67% | 减仓 |
| 15 | PINS | Pinterest Inc- Class A | — | NEW | 新建仓 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清仓 |
| 17 | ACLS | Axcelis Technologies INC | — | EXIT | 清仓 |
| 18 | CHWY | Chewy INC - Class A | — | EXIT | 清仓 |
| 19 | FLIR | Flir Systems INC | — | EXIT | 清仓 |
| 20 | DLB | Dolby Laboratories Inc-cl A | — | NEW | 新建仓 |
| 21 | SHAK | Shake Shack INC - Class A | — | EXIT | 清仓 |
| 22 | GOTU | Gaotu Techedu INC | — | NEW | 新建仓 |