CIK: 0001807902
申报总市值
US$5.8亿
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.55% | +1.16% | — | |
| 2 | NOW | Servicenow INC | 股票-科技 | 8.67% | — | — | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 8.56% | +12.86% | — | |
| 4 | PYPL | Paypal Holdings INC | 股票-金融 | 7.72% | — | — | |
| 5 | CRM | Salesforce INC | 股票-科技 | 7.60% | — | — | |
| 6 | GPN | Global Payments INC | 股票-工业 | 7.57% | — | — | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 7.53% | — | — | |
| 8 | SPLKCHF | Splunk INC | 股票-其他 | 7.14% | — | — | |
| 9 | NEM | Newmont CORP | 股票-原材料 | 6.74% | — | — | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 6.62% | -13.97% | EXIT | |
| 11 | AAPL | Apple INC | 股票-科技 | 6.49% | — | — | |
| 12 | MTCH | Match Group INC | 股票-通信服务 | 6.18% | — | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 5.52% | -6.79% | EXIT | |
| 14 | ABX | Barrick Gold CORP | 股票-金融 | 4.11% | — | — |