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 | IPHI | Inphi CORP | 股票-其他 | 7.91% | — | +291.07% | |
| 2 | TMUS | T-mobile US INC | 股票-通訊服務 | 6.76% | — | +58.69% | |
| 3 | NFLX | Netflix INC | 股票-通訊服務 | 5.07% | — | +1.12% | |
| 4 | ZNGAEUR | Zynga INC - Cl A | 股票-其他 | 4.83% | — | +44.88% | |
| 5 | JD | Jd.com Inc-adr | 股票-循環性消費 | 4.67% | — | +20.77% | |
| 6 | AMT | American Tower CORP | 股票-房地產 | 4.31% | — | +39.41% | |
| 7 | PANW | Palo Alto Networks INC | 股票-科技 | 4.04% | — | +31.26% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.87% | — | +96.66% | |
| 9 | ADBE | Adobe INC | 股票-科技 | 3.72% | — | +308.19% | |
| 10 | FIS | Fidelity National Info Serv | 股票-科技 | 3.52% | — | -12.64% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.47% | — | -1.11% | |
| 12 | NTES | Netease Inc-adr | 股票-通訊服務 | 3.04% | — | — | |
| 13 | WDAY | Workday Inc-class A | 股票-科技 | 2.95% | — | -0.66% | |
| 14 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 2.92% | — | -5.80% | |
| 15 | CRM | Salesforce INC | 股票-科技 | 2.85% | — | — | |
| 16 | TEAM | Atlassian Corporation | 股票-科技 | 2.67% | — | — | |
| 17 | TWTRUSD | Twitter INC | 股票-其他 | 2.56% | — | — | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 2.26% | — | -9.30% | |
| 19 | UBER | Uber Technologies INC | 股票-工業 | 2.23% | — | — | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | — | — | |
| 21 | ZM | Zoom Communications INC | 股票-科技 | 1.88% | — | — | |
| 22 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.86% | — | — | |
| 23 | NOW | Servicenow INC | 股票-科技 | 1.86% | — | — | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | — | — | |
| 25 | SNAP | Snap INC - A | 股票-通訊服務 | 1.49% | — | -42.11% | |
| 26 | MRVL | Marvell Technology, Inc. | 股票-科技 | 1.47% | — | -9.66% | |
| 27 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.40% | — | — | |
| 28 | SBAC | Sba Communications CORP | 股票-房地產 | 1.37% | — | — | |
| 29 | SWKS | Skyworks Solutions INC | 股票-科技 | 1.33% | — | +220.83% | |
| 30 | LYFT | Lyft Inc-a | 股票-科技 | 1.09% | — | +0.08% | |
| 31 | VIAV | Viavi Solutions INC | 股票-科技 | 1.07% | — | -38.85% | |
| 32 | COUPEUR | Coupa Software INC | 股票-其他 | 0.95% | — | — | |
| 33 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.91% | — | — | |
| 34 | ANETEUR | Arista Networks INC | 股票-其他 | 0.84% | — | — | |
| 35 | SPLKCHF | Splunk INC | 股票-其他 | 0.80% | — | — | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | — | — | |
| 37 | CCI | Crown Castle INC | 股票-房地產 | 0.67% | — | -0.73% | |
| 38 | EA | Electronic Arts INC | 股票-通訊服務 | 0.48% | — | — | |
| 39 | QRVO | Qorvo INC | 股票-科技 | 0.46% | — | — | |
| 40 | ZS | Zscaler INC | 股票-科技 | 0.46% | — | — | |
| 41 | Z | Zillow Group INC - C | 股票-通訊服務 | 0.44% | — | — | |
| 42 | PD | Pagerduty INC | 股票-其他 | 0.35% | — | — | |
| 43 | PINGUSD | Ping Identity Holding CORP | 股票-其他 | 0.30% | — | — | |
| 44 | BL | Blackline INC | 股票-科技 | 0.22% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IPHI | Inphi CORP | +5.9% | +291.07% | 加碼 |
| 2 | ADBE | Adobe INC | +2.7% | +308.19% | 加碼 |
| 3 | TMUS | T-mobile US INC | +2.4% | +58.69% | 加碼 |
| 4 | AMZN | Amazon.com INC | +1.8% | +96.66% | 加碼 |
| 5 | ZNGAEUR | Zynga INC - Cl A | +1.6% | +44.88% | 加碼 |
| 6 | JD | Jd.com Inc-adr | +1% | +20.77% | 加碼 |
| 7 | ZM | Zoom Communications INC | +0.9% | — | 不變 |
| 8 | AMT | American Tower CORP | +0.8% | +39.41% | 加碼 |
| 9 | SWKS | Skyworks Solutions INC | +0.7% | +220.83% | 加碼 |
| 10 | NFLX | Netflix INC | +0.4% | +1.12% | 加碼 |
| 11 | SPLKCHF | Splunk INC | -0.2% | — | 不變 |
| 12 | CSCO | Cisco Systems INC | -0.3% | — | 不變 |
| 13 | UBER | Uber Technologies INC | -0.4% | — | 不變 |
| 14 | ATVIEUR | Activision Blizzard INC | -0.5% | -5.80% | 減碼 |
| 15 | MRVL | Marvell Technology, Inc. | -0.6% | -9.66% | 減碼 |
| 16 | TTD | Trade Desk Inc/the -class A | -0.7% | — | 不變 |
| 17 | CRM | Salesforce INC | -0.7% | — | 不變 |
| 18 | PANW | Palo Alto Networks INC | -0.7% | +31.26% | 加碼 |
| 19 | BABA | Alibaba Group Holding-sp Adr | -0.7% | -9.30% | 減碼 |
| 20 | LYFT | Lyft Inc-a | -0.8% | +0.08% | 加碼 |
| 21 | WDAY | Workday Inc-class A | -1.1% | -0.66% | 減碼 |
| 22 | META | Meta Platforms Inc-class A | -1.3% | -1.11% | 減碼 |
| 23 | VIAV | Viavi Solutions INC | -1.5% | -38.85% | 減碼 |
| 24 | FIS | Fidelity National Info Serv | -1.5% | -12.64% | 減碼 |
| 25 | SNAP | Snap INC - A | -2.4% | -42.11% | 減碼 |
| 26 | JNP | Juniper Networks INC | — | EXIT | 清倉 |
| 27 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清倉 |
| 28 | AAPL | Apple INC | — | EXIT | 清倉 |
| 29 | NTES | Netease Inc-adr | — | NEW | 新建倉 |
| 30 | TEAM | Atlassian Corporation | — | NEW | 新建倉 |
| 31 | TWTRUSD | Twitter INC | — | NEW | 新建倉 |
| 32 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 33 | PLANUSD | Anaplan INC | — | EXIT | 清倉 |
| 34 | MSFT | Microsoft CORP | — | NEW | 新建倉 |
| 35 | PFPT | Proofpoint INC | — | EXIT | 清倉 |
| 36 | ZEN1EUR | Zendesk INC | — | EXIT | 清倉 |
| 37 | SBAC | Sba Communications CORP | — | NEW | 新建倉 |
| 38 | FISV | Fiserv INC | — | EXIT | 清倉 |
| 39 | LRCXEUR | Lam Research CORP | — | NEW | 新建倉 |
| 40 | COHREUR | Coherent INC | — | EXIT | 清倉 |
| 41 | VOO | Vanguard S&P 500 ETF | — | EXIT | 清倉 |
| 42 | AVLRUSD | Avalara INC | — | EXIT | 清倉 |
| 43 | EA | Electronic Arts INC | — | NEW | 新建倉 |
| 44 | P | Everpure Inc-a | — | EXIT | 清倉 |
| 45 | QRVO | Qorvo INC | — | NEW | 新建倉 |
| 46 | ZS | Zscaler INC | — | NEW | 新建倉 |
| 47 | Z | Zillow Group INC - C | — | NEW | 新建倉 |
| 48 | XLNXEUR | Xilinx INC | — | EXIT | 清倉 |
| 49 | BOX | Box INC - Class A | — | EXIT | 清倉 |
| 50 | PINGUSD | Ping Identity Holding CORP | — | NEW | 新建倉 |