CIK: 0000814133
申报总市值
US$152.8亿
仅显示前 200 大持股（共 368 只）
| # | 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 | ✓ | Ultimate Software Group INC | 股票-其他 | 3.18% | — | -12.27% | |
| 2 | CSOD | Cornerstone Ondemand INC | 股票-其他 | 2.61% | — | +5.11% | |
| 3 | KNX | Knight-Swift Transportation Holdings Inc. | 股票-工业 | 2.19% | — | +2.14% | |
| 4 | CPRT | Copart INC | 股票-工业 | 1.99% | — | -1.78% | |
| 5 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 1.96% | — | -11.74% | |
| 6 | SGENEUR | Seagen INC | 股票-其他 | 1.80% | — | -1.55% | |
| 7 | SAVEEUR | Spirit Airlines INC | 股票-其他 | 1.71% | — | +133.12% | |
| 8 | ALGT | Allegiant Travel Co | 股票-其他 | 1.63% | — | -22.79% | |
| 9 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 1.61% | -0.36% | +106.86% | |
| 10 | ✓ | Examworks Group INC | 股票-其他 | 1.41% | — | +6.57% | |
| 11 | MNRO | Monro INC | 股票-其他 | 1.41% | — | -1.23% | |
| 12 | CMPR | Cimpress plc | 股票-其他 | 1.35% | — | -5.05% | |
| 13 | ✓ | Cavium INC | 股票-其他 | 1.35% | — | +7.74% | |
| 14 | WM | Waste Management, Inc. | 股票-工业 | 1.30% | — | -0.34% | |
| 15 | ✓ | Luxoft Holding INC | 股票-其他 | 1.19% | — | +16.11% | |
| 16 | ✓ | Mattress Firm Hldg CORP | 股票-其他 | 1.18% | — | -1.34% | |
| 17 | ENVUSD | Envestnet INC | 股票-其他 | 1.17% | — | -2.08% | |
| 18 | MMYT | MakeMyTrip Limited | 股票-其他 | 1.14% | +0.28% | -5.44% | |
| 19 | MPWR | Monolithic Power Systems INC | 股票-科技 | 1.13% | — | +17.20% | |
| 20 | ZEN1EUR | Zendesk INC | 股票-其他 | 1.10% | — | +9.19% | |
| 21 | EGBN | Eagle Bancorp INC | 股票-其他 | 1.08% | — | -0.74% | |
| 22 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.03% | — | -1.64% | |
| 23 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.01% | — | -1.30% | |
| 24 | ✓ | Fleetmatics Group PLC | 股票-其他 | 1.00% | — | -1.41% | |
| 25 | TYL | Tyler Technologies INC | 股票-科技 | 0.97% | — | -1.96% | |
| 26 | W | Wayfair Inc- Class A | 股票-周期性消费 | 0.97% | — | -11.05% | |
| 27 | ✓ | Cempra INC | 股票-其他 | 0.95% | — | +23.65% | |
| 28 | CACC | Credit Acceptance CORP | 股票-其他 | 0.95% | — | +7.94% | |
| 29 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.91% | — | -18.26% | |
| 30 | MD | Pediatrix Medical Group INC | 股票-其他 | 0.89% | — | +12.17% | |
| 31 | POWI | Power Integrations INC | 股票-科技 | 0.87% | — | -24.28% | |
| 32 | ✓ | Infoblox INC | 股票-其他 | 0.87% | — | -14.79% | |
| 33 | OBDC | Blue Owl Capital Corporation | 股票-金融 | 0.86% | — | -1.08% | |
| 34 | HEI-A | Heico Corp-class A | 股票-其他 | 0.85% | — | -13.30% | |
| 35 | SGMOQ | Sangamo Therapeutics INC | 股票-其他 | 0.85% | — | -0.63% | |
| 36 | ✓ | Hff INC Cl A | 股票-其他 | 0.84% | — | +2.18% | |
| 37 | CHEF | Chefs' Warehouse Inc/the | 股票-其他 | 0.83% | — | +0.18% | |
| 38 | ECHO1EUR | Echo Global Logistics INC | 股票-其他 | 0.79% | — | +6.19% | |
| 39 | GLOB | Globant S.A. | 股票-科技 | 0.77% | — | +24.91% | |
| 40 | BOH | Bank Of Hawaii CORP | 股票-其他 | 0.77% | — | +47.62% | |
| 41 | SPSC | Sps Commerce INC | 股票-科技 | 0.75% | — | -0.78% | |
| 42 | SEIC | Sei Investments Company | 股票-金融 | 0.74% | — | -2.02% | |
| 43 | EPAM | Epam Systems INC | 股票-科技 | 0.73% | — | -5.76% | |
| 44 | ✓ | Abaxis INC | 股票-其他 | 0.72% | — | -14.67% | |
| 45 | FIVE | Five Below | 股票-周期性消费 | 0.69% | -0.86% | +10.27% | |
| 46 | EXLS | Exlservice Holdings INC | 股票-科技 | 0.68% | — | -45.30% | |
| 47 | ZUMZ | Zumiez INC | 股票-其他 | 0.68% | — | -1.36% | |
| 48 | TCBI | Texas Capital Bancshares INC | 股票-金融 | 0.67% | — | +10.59% | |
| 49 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.66% | — | -2.21% | |
| 50 | BCPC | Balchem CORP | 股票-原材料 | 0.63% | -0.44% | -2.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SAVEEUR | Spirit Airlines INC | +0.9% | +133.12% | 加仓 |
| 2 | MPWR | Monolithic Power Systems INC | +0.4% | +17.20% | 加仓 |
| 3 | ✓ | Luxoft Holding INC | +0.4% | +16.11% | 加仓 |
| 4 | ZEN1EUR | Zendesk INC | +0.4% | +9.19% | 加仓 |
| 5 | SGMOQ | Sangamo Therapeutics INC | +0.3% | -0.63% | 减仓 |
| 6 | INDA | Ishares Msci India ETF | +0.3% | +121.57% | 加仓 |
| 7 | HUBS | Hubspot INC | +0.3% | +60.45% | 加仓 |
| 8 | CSOD | Cornerstone Ondemand INC | +0.3% | +5.11% | 加仓 |
| 9 | CPRT | Copart INC | +0.3% | -1.78% | 减仓 |
| 10 | GLOB | Globant S.A. | +0.3% | +24.91% | 加仓 |
| 11 | ✓ | Cempra INC | +0.3% | +23.65% | 加仓 |
| 12 | SGENEUR | Seagen INC | +0.3% | -1.55% | 减仓 |
| 13 | BOH | Bank Of Hawaii CORP | +0.3% | +47.62% | 加仓 |
| 14 | ✓ | Cavium INC | +0.2% | +7.74% | 加仓 |
| 15 | WM | Waste Management, Inc. | +0.2% | -0.34% | 减仓 |
| 16 | MMYT | MakeMyTrip Limited | +0.2% | -5.44% | 减仓 |
| 17 | PCTY | Paylocity Holding CORP | +0.2% | +27.52% | 加仓 |
| 18 | ✓ | +0.2% | -8.66% | 减仓 | |
| 19 | JNJ | Johnson & Johnson | +0.2% | +86.89% | 加仓 |
| 20 | ✓ | Vasco Data Securit Usd 0.001 Com | -0.2% | -94.76% | 减仓 |
| 21 | VZ | Verizon Communications INC | -0.2% | -33.23% | 减仓 |
| 22 | ✓ | Avg Technologies N V | -0.2% | -64.15% | 减仓 |
| 23 | MSFT | Microsoft CORP | -0.2% | -53.46% | 减仓 |
| 24 | HB6 | Hibbett INC | -0.2% | -86.71% | 减仓 |
| 25 | ✓ | Zoe's Kitchen INC | -0.2% | -0.70% | 减仓 |
| 26 | L | Loews CORP | -0.2% | -37.84% | 减仓 |
| 27 | C | Citigroup INC | -0.3% | -65.63% | 减仓 |
| 28 | DNOW | Dnow INC | -0.3% | -70.12% | 减仓 |
| 29 | TGT | Target CORP | -0.3% | -64.24% | 减仓 |
| 30 | WKC | World Kinect CORP | -0.3% | -78.43% | 减仓 |
| 31 | ORCL | Oracle CORP | -0.3% | -43.32% | 减仓 |
| 32 | MSM | Msc Industrial Direct Co-a | -0.3% | -41.79% | 减仓 |
| 33 | TECH | Bio-techne CORP | -0.3% | -96.35% | 减仓 |
| 34 | EXLS | Exlservice Holdings INC | -0.3% | -45.30% | 减仓 |
| 35 | DWREEUR | Demandware INC | -0.3% | -92.54% | 减仓 |
| 36 | IRM | Iron Mountain INC | -0.4% | -36.69% | 减仓 |
| 37 | HAL | Halliburton Co | -0.4% | -67.02% | 减仓 |
| 38 | QCOM | Qualcomm INC | -0.4% | -57.28% | 减仓 |
| 39 | WMT | Walmart INC | -0.4% | -50.05% | 减仓 |
| 40 | ✓ | -0.5% | -87.44% | 减仓 | |
| 41 | ALGT | Allegiant Travel Co | -1% | -22.79% | 减仓 |
| 42 | ✓ | Stantec INC | — | EXIT | 清仓 |
| 43 | STN | Stantec INC | — | NEW | 新建仓 |
| 44 | VMWEUR | Vmware Inc-class A | — | NEW | 新建仓 |
| 45 | ✓ | — | NEW | 新建仓 | |
| 46 | FRGIUSD | Fiesta Restaurant Group | — | NEW | 新建仓 |
| 47 | DXCM | Dexcom INC | — | EXIT | 清仓 |
| 48 | MCD | Mcdonald's CORP | — | EXIT | 清仓 |
| 49 | ✓ | Soufun Holdings LTD | — | EXIT | 清仓 |
| 50 | ✓ | Dsw INC | — | NEW | 新建仓 |