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 | WDAY | Workday Inc-class A | 股票-科技 | 7.30% | — | +146.71% | |
| 2 | ✓ | Mellanox Technologies LTD | 股票-其他 | 5.62% | — | +19.16% | |
| 3 | CRM | Salesforce INC | 股票-科技 | 5.08% | — | +87.53% | |
| 4 | PANW | Palo Alto Networks INC | 股票-科技 | 4.37% | — | +78.22% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.15% | — | -24.65% | |
| 6 | BOX | Box INC - Class A | 股票-科技 | 4.10% | — | -27.86% | |
| 7 | CSCO | Cisco Systems INC | 股票-科技 | 4.05% | — | +125.75% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 3.89% | — | -17.80% | |
| 9 | CCI | Crown Castle INC | 股票-房地產 | 3.81% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.42% | — | -10.70% | |
| 11 | INTC | Intel CORP | 股票-科技 | 3.27% | — | — | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.12% | — | -16.44% | |
| 13 | SPLKCHF | Splunk INC | 股票-其他 | 2.94% | — | — | |
| 14 | VISN | Vistance Networks INC | 股票-科技 | 2.82% | — | — | |
| 15 | NFLX | Netflix INC | 股票-通訊服務 | 2.73% | — | — | |
| 16 | VIAV | Viavi Solutions INC | 股票-科技 | 2.73% | — | — | |
| 17 | NEWREUR | New Relic INC | 股票-其他 | 2.71% | — | — | |
| 18 | FEYECHF | Mandiant INC | 股票-其他 | 2.69% | — | — | |
| 19 | VIPS | Vipshop Holdings LTD - Adr | 股票-循環性消費 | 2.40% | — | +128.52% | |
| 20 | RHT1EUR | Red Hat INC | 股票-其他 | 2.28% | — | — | |
| 21 | AMT | American Tower CORP | 股票-房地產 | 2.26% | — | — | |
| 22 | FTNT | Fortinet INC | 股票-科技 | 2.20% | — | — | |
| 23 | FSCTEUR | Forescout Technologies INC | 股票-其他 | 1.91% | — | — | |
| 24 | P | Everpure Inc-a | 股票-科技 | 1.87% | — | +7.09% | |
| 25 | PEGA | Pegasystems INC | 股票-科技 | 1.81% | — | — | |
| 26 | ✓ | 股票-其他 | 1.80% | — | +3.78% | ||
| 27 | TMUS | T-mobile US INC | 股票-通訊服務 | 1.77% | — | -52.77% | |
| 28 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.71% | — | +62.30% | |
| 29 | AAPL | Apple INC | 股票-科技 | 1.62% | — | -57.84% | |
| 30 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 1.59% | — | -66.73% | |
| 31 | DISCAUSD | Discovery INC - A | 股票-其他 | 1.54% | — | — | |
| 32 | ACIA | Acacia Communications INC | 股票-其他 | 1.52% | — | +34.54% | |
| 33 | LITE | Lumentum Holdings INC | 股票-科技 | 1.45% | — | -43.65% | |
| 34 | DATA | Tableau Software Inc-cl A | 股票-其他 | 1.28% | — | -43.92% | |
| 35 | TLND | Talend SA - Adr | 股票-其他 | 1.15% | — | +14.67% | |
| 36 | MDB | Mongodb INC | 股票-科技 | 0.69% | — | — | |
| 37 | ZS | Zscaler INC | 股票-科技 | 0.35% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WDAY | Workday Inc-class A | +3.7% | +146.71% | 加碼 |
| 2 | CSCO | Cisco Systems INC | +1.6% | +125.75% | 加碼 |
| 3 | CRM | Salesforce INC | +1.5% | +87.53% | 加碼 |
| 4 | PANW | Palo Alto Networks INC | +1.4% | +78.22% | 加碼 |
| 5 | VIPS | Vipshop Holdings LTD - Adr | +1.3% | +128.52% | 加碼 |
| 6 | TLND | Talend SA - Adr | 0% | +14.67% | 加碼 |
| 7 | TTWO | Take-two Interactive Softwre | -0.1% | +62.30% | 加碼 |
| 8 | ACIA | Acacia Communications INC | -0.1% | +34.54% | 加碼 |
| 9 | P | Everpure Inc-a | -0.2% | +7.09% | 加碼 |
| 10 | ✓ | -0.7% | +3.78% | 加碼 | |
| 11 | ✓ | Mellanox Technologies LTD | -0.7% | +19.16% | 加碼 |
| 12 | LITE | Lumentum Holdings INC | -1.5% | -43.65% | 減碼 |
| 13 | DATA | Tableau Software Inc-cl A | -1.7% | -43.92% | 減碼 |
| 14 | GOOGL | Alphabet Inc-cl A | -2.5% | -10.70% | 減碼 |
| 15 | AMZN | Amazon.com INC | -2.6% | -24.65% | 減碼 |
| 16 | BABA | Alibaba Group Holding-sp Adr | -2.9% | -17.80% | 減碼 |
| 17 | META | Meta Platforms Inc-class A | -3.1% | -16.44% | 減碼 |
| 18 | TMUS | T-mobile US INC | -4.1% | -52.77% | 減碼 |
| 19 | AAPL | Apple INC | -4.3% | -57.84% | 減碼 |
| 20 | BOX | Box INC - Class A | -4.8% | -27.86% | 減碼 |
| 21 | ATVIEUR | Activision Blizzard INC | -5.2% | -66.73% | 減碼 |
| 22 | CCI | Crown Castle INC | — | NEW | 新建倉 |
| 23 | INTC | Intel CORP | — | NEW | 新建倉 |
| 24 | LOGMEUR | Logmein INC | — | EXIT | 清倉 |
| 25 | SPLKCHF | Splunk INC | — | NEW | 新建倉 |
| 26 | VISN | Vistance Networks INC | — | NEW | 新建倉 |
| 27 | NFLX | Netflix INC | — | NEW | 新建倉 |
| 28 | VIAV | Viavi Solutions INC | — | NEW | 新建倉 |
| 29 | NEWREUR | New Relic INC | — | NEW | 新建倉 |
| 30 | FEYECHF | Mandiant INC | — | NEW | 新建倉 |
| 31 | RHT1EUR | Red Hat INC | — | NEW | 新建倉 |
| 32 | AMT | American Tower CORP | — | NEW | 新建倉 |
| 33 | FTNT | Fortinet INC | — | NEW | 新建倉 |
| 34 | FSCTEUR | Forescout Technologies INC | — | NEW | 新建倉 |
| 35 | TWTRUSD | Twitter INC | — | EXIT | 清倉 |
| 36 | PEGA | Pegasystems INC | — | NEW | 新建倉 |
| 37 | NTES | Netease Inc-adr | — | EXIT | 清倉 |
| 38 | DISCAUSD | Discovery INC - A | — | NEW | 新建倉 |
| 39 | ✓ | Oclaro INC | — | EXIT | 清倉 |
| 40 | MDB | Mongodb INC | — | NEW | 新建倉 |
| 41 | ZS | Zscaler INC | — | NEW | 新建倉 |