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 | GOGO | Gogo INC | 股票-其他 | 20.46% | -0.98% | EXIT | |
| 2 | NTGR | Netgear INC | 股票-其他 | 10.93% | -5.53% | +4.35% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 7.45% | +3.94% | +16.67% | |
| 4 | YEXT | Yext INC | 股票-其他 | 6.79% | — | -44.57% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.76% | -29.46% | EXIT | |
| 6 | FOXF | Fox Factory Holding CORP | 股票-其他 | 5.69% | -0.87% | — | |
| 7 | URBN | Urban Outfitters INC | 股票-周期性消费 | 5.23% | -4.50% | EXIT | |
| 8 | NFLX | Netflix INC | 股票-通信服务 | 4.82% | +5.76% | -28.13% | |
| 9 | TPR | Tapestry INC | 股票-周期性消费 | 4.40% | — | +6.67% | |
| 10 | DAVE | Dave INC | 股票-其他 | 4.04% | +4.46% | — | |
| 11 | AMAT | Applied Materials INC | 股票-科技 | 4.01% | — | — | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.47% | +20.17% | NEW | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 3.42% | — | — | |
| 14 | TXRH | Texas Roadhouse INC | 股票-周期性消费 | 2.64% | — | +12.50% | |
| 15 | BIRD | Smartbird INC | 股票-其他 | 2.36% | — | — | |
| 16 | HLF | Herbalife Ltd. | 股票-其他 | 2.30% | +3.18% | -46.88% | |
| 17 | ENPH | Enphase Energy INC | 股票-科技 | 2.17% | — | — | |
| 18 | APPS | Digital Turbine INC | 股票-其他 | 1.29% | — | — | |
| 19 | VSAT | Viasat INC | 股票-科技 | 0.91% | — | -89.47% | |
| 20 | NXT | Nextpower Inc-cl A | 股票-科技 | 0.85% | -4.47% | -86.67% |