CIK: 0001651473
申報總市值
US$4.2億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm INC | 股票-科技 | 13.41% | — | +281.68% | |
| 2 | DIS | Walt Disney Co/the | 股票-通訊服務 | 9.79% | — | +305.86% | |
| 3 | EA | Electronic Arts INC | 股票-通訊服務 | 6.57% | — | +18.28% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.90% | -5.31% | — | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 3.75% | +1.95% | NEW | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 3.54% | — | — | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.14% | — | +100.00% | |
| 8 | RACE | Ferrari N.V. | 股票-循環性消費 | 2.75% | — | +169.23% | |
| 9 | SWKS | Skyworks Solutions INC | 股票-科技 | 2.43% | — | — | |
| 10 | ZNGAEUR | Zynga INC - Cl A | 股票-其他 | 2.35% | — | -50.00% | |
| 11 | NTNX | Nutanix INC - A | 股票-科技 | 2.22% | — | — | |
| 12 | NFLX | Netflix INC | 股票-通訊服務 | 2.10% | +1.14% | -60.00% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -4.01% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.08% | -2.40% | EXIT | |
| 15 | ADBE | Adobe INC | 股票-科技 | 2.04% | — | — | |
| 16 | YELP | Yelp INC | 股票-其他 | 2.03% | — | +100.00% | |
| 17 | SNAP | Snap INC - A | 股票-通訊服務 | 1.94% | — | — | |
| 18 | ROKU | Roku INC | 股票-通訊服務 | 1.92% | — | -38.02% | |
| 19 | ADSK | Autodesk INC | 股票-科技 | 1.83% | — | — | |
| 20 | TLND | Talend SA - Adr | 股票-其他 | 1.78% | — | +24.35% | |
| 21 | JD | Jd.com Inc-adr | 股票-循環性消費 | 1.77% | — | — | |
| 22 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 1.75% | — | — | |
| 23 | MSGS | Madison Square Garden Sports | 股票-通訊服務 | 1.72% | — | — | |
| 24 | FDX | Fedex CORP | 股票-工業 | 1.60% | — | — | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.58% | +1.28% | — | |
| 26 | TDC | Teradata CORP | 股票-科技 | 1.54% | — | -49.02% | |
| 27 | XLNXEUR | Xilinx INC | 股票-其他 | 1.49% | — | — | |
| 28 | MCHP | Microchip Technology INC | 股票-科技 | 1.46% | +1.55% | NEW | |
| 29 | WDC | Western Digital CORP | 股票-科技 | 1.41% | — | — | |
| 30 | SYMCEUR | Symantec CORP | 股票-其他 | 1.35% | — | — | |
| 31 | XYZ | Block INC | 股票-金融 | 1.32% | +0.72% | NEW | |
| 32 | MSGN | Msg Networks Inc- A | 股票-其他 | 1.28% | — | — | |
| 33 | AMAT | Applied Materials INC | 股票-科技 | 1.17% | — | — | |
| 34 | PTC | Ptc INC | 股票-科技 | 1.08% | — | — | |
| 35 | TME | Tencent Music Entertainm-adr | 股票-通訊服務 | 1.06% | — | -56.52% | |
| 36 | Z | Zillow Group INC - C | 股票-通訊服務 | 1.02% | — | — | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | +1.29% | — | |
| 38 | MXIM | Maxim Integrated Products | 股票-其他 | 0.78% | — | — | |
| 39 | RPD | Rapid7 INC | 股票-其他 | 0.74% | — | -50.00% | |
| 40 | HUYA | Huya Inc-adr | 股票-其他 | 0.66% | — | — | |
| 41 | RNG | Ringcentral Inc-class A | 股票-科技 | 0.63% | — | -37.50% | |
| 42 | COUPEUR | Coupa Software INC | 股票-其他 | 0.54% | — | — | |
| 43 | ZEN1EUR | Zendesk INC | 股票-其他 | 0.50% | — | — |