CIK: 0001594585
申報總市值
US$1.4億
| # | 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 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 7.83% | — | +570.35% | |
| 2 | LOGMEUR | Logmein INC | 股票-其他 | 7.01% | — | +36.71% | |
| 3 | SYMCEUR | Symantec CORP | 股票-其他 | 6.51% | — | +21.59% | |
| 4 | VISN | Vistance Networks INC | 股票-科技 | 6.41% | — | — | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 6.20% | — | +20.73% | |
| 6 | TMUS | T-mobile US INC | 股票-通訊服務 | 5.70% | — | -19.32% | |
| 7 | LITE | Lumentum Holdings INC | 股票-科技 | 5.44% | — | +65.46% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 4.98% | — | +135.71% | |
| 9 | CRM | Salesforce INC | 股票-科技 | 4.83% | — | +18.81% | |
| 10 | CIEN | Ciena CORP | 股票-科技 | 4.56% | — | — | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.55% | — | -5.07% | |
| 12 | ADBE | Adobe INC | 股票-科技 | 4.37% | — | -27.51% | |
| 13 | CRTO | Criteo Sa-spon Adr | 股票-其他 | 3.75% | — | — | |
| 14 | BOX | Box INC - Class A | 股票-科技 | 3.51% | — | — | |
| 15 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 3.23% | — | +10.23% | |
| 16 | NFLX | Netflix INC | 股票-通訊服務 | 2.98% | — | -30.17% | |
| 17 | AAPL | Apple INC | 股票-科技 | 2.68% | — | +34.65% | |
| 18 | FNSR | Finisar Corporation | 股票-其他 | 2.11% | — | -74.53% | |
| 19 | FLEX | Flex Ltd. | 股票-科技 | 2.10% | — | +1.52% | |
| 20 | VIAV | Viavi Solutions INC | 股票-科技 | 1.85% | — | — | |
| 21 | NTES | Netease Inc-adr | 股票-通訊服務 | 1.85% | — | — | |
| 22 | MBLY | Mobileye Global Inc. | 股票-其他 | 1.80% | — | — | |
| 23 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 1.47% | — | -56.52% | |
| 24 | DATA | Tableau Software Inc-cl A | 股票-其他 | 1.42% | — | — | |
| 25 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 1.18% | — | — | |
| 26 | FTNT | Fortinet INC | 股票-科技 | 1.14% | — | — | |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.50% | — | — | |
| 28 | MULEUSD | Mulesoft INC -a | 股票-其他 | 0.03% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ATVIEUR | Activision Blizzard INC | +6.7% | +570.35% | 加碼 |
| 2 | BABA | Alibaba Group Holding-sp Adr | +2.7% | +135.71% | 加碼 |
| 3 | LITE | Lumentum Holdings INC | +2.3% | +65.46% | 加碼 |
| 4 | SYMCEUR | Symantec CORP | +0.9% | +21.59% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.6% | +20.73% | 加碼 |
| 6 | AAPL | Apple INC | +0.5% | +34.65% | 加碼 |
| 7 | CRM | Salesforce INC | +0.3% | +18.81% | 加碼 |
| 8 | LOGMEUR | Logmein INC | +0.2% | +36.71% | 加碼 |
| 9 | TTWO | Take-two Interactive Softwre | 0% | +10.23% | 加碼 |
| 10 | FLEX | Flex Ltd. | -0.3% | +1.52% | 加碼 |
| 11 | AMZN | Amazon.com INC | -0.9% | -5.07% | 減碼 |
| 12 | NFLX | Netflix INC | -1.8% | -30.17% | 減碼 |
| 13 | ADBE | Adobe INC | -2% | -27.51% | 減碼 |
| 14 | CHTR | Charter Communications Inc-a | -2.5% | -56.52% | 減碼 |
| 15 | TMUS | T-mobile US INC | -2.7% | -19.32% | 減碼 |
| 16 | FNSR | Finisar Corporation | -10.2% | -74.53% | 減碼 |
| 17 | VISN | Vistance Networks INC | — | NEW | 新建倉 |
| 18 | CIEN | Ciena CORP | — | NEW | 新建倉 |
| 19 | JNP | Juniper Networks INC | — | EXIT | 清倉 |
| 20 | CRTO | Criteo Sa-spon Adr | — | NEW | 新建倉 |
| 21 | BOX | Box INC - Class A | — | NEW | 新建倉 |
| 22 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清倉 |
| 23 | VIAV | Viavi Solutions INC | — | NEW | 新建倉 |
| 24 | NTES | Netease Inc-adr | — | NEW | 新建倉 |
| 25 | MBLY | Mobileye Global Inc. | — | NEW | 新建倉 |
| 26 | MU | Micron Technology INC | — | EXIT | 清倉 |
| 27 | ✓ | — | EXIT | 清倉 | |
| 28 | ANETEUR | Arista Networks INC | — | EXIT | 清倉 |
| 29 | DATA | Tableau Software Inc-cl A | — | NEW | 新建倉 |
| 30 | ERIC | Ericsson (lm) Tel-sp Adr | — | NEW | 新建倉 |
| 31 | FTNT | Fortinet INC | — | NEW | 新建倉 |
| 32 | SHOP | Shopify INC - Class A | — | EXIT | 清倉 |
| 33 | AMAT | Applied Materials INC | — | EXIT | 清倉 |
| 34 | ✓ | Nimble Storage, Inc. | — | EXIT | 清倉 |
| 35 | P | Everpure Inc-a | — | EXIT | 清倉 |
| 36 | ✓ | Oclaro INC | — | EXIT | 清倉 |
| 37 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | 新建倉 |
| 38 | MULEUSD | Mulesoft INC -a | — | NEW | 新建倉 |