CIK: 0001846503
申報總市值
US$1.2億
| # | 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 | TWLO | Twilio INC - A | 股票-科技 | 13.40% | — | — | |
| 2 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 12.49% | -1.27% | +900.00% | |
| 3 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 11.07% | +0.83% | — | |
| 4 | SHOP | Shopify INC - Class A | 股票-科技 | 8.82% | -0.40% | — | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 8.58% | +2.61% | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 7.41% | — | +98.78% | |
| 7 | DOCU | Docusign INC | 股票-科技 | 6.20% | — | — | |
| 8 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 5.27% | — | +36.98% | |
| 9 | COUR | Coursera INC | 股票-其他 | 5.27% | — | — | |
| 10 | MDB | Mongodb INC | 股票-科技 | 4.78% | -1.61% | — | |
| 11 | QS | Quantumscape CORP | 股票-循環性消費 | 4.24% | -1.11% | +83.89% | |
| 12 | GLBE | Global-E Online Ltd. | 股票-其他 | 3.77% | +0.10% | — | |
| 13 | NFLX | Netflix INC | 股票-通訊服務 | 3.67% | — | +5.17% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.93% | — | — | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.88% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.21% | — | -30.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.2% | +98.78% | 加碼 |
| 2 | CRWD | Crowdstrike Holdings INC - A | +1% | — | 不變 |
| 3 | DOCU | Docusign INC | +0.6% | — | 不變 |
| 4 | SHOP | Shopify INC - Class A | +0.5% | — | 不變 |
| 5 | MDB | Mongodb INC | +0.4% | — | 不變 |
| 6 | VOO | Vanguard S&P 500 ETF | +0.3% | +36.98% | 加碼 |
| 7 | QS | Quantumscape CORP | -0.2% | +83.89% | 加碼 |
| 8 | V | Visa Inc-class A Shares | -0.3% | — | 不變 |
| 9 | MA | Mastercard INC - A | -0.4% | — | 不變 |
| 10 | GOOGL | Alphabet Inc-cl A | -0.6% | -30.67% | 減碼 |
| 11 | TTD | Trade Desk Inc/the -class A | -0.7% | +900.00% | 加碼 |
| 12 | NFLX | Netflix INC | -0.9% | +5.17% | 加碼 |
| 13 | TWLO | Twilio INC - A | -1.1% | — | 不變 |
| 14 | AMZN | Amazon.com INC | -1.1% | — | 不變 |
| 15 | COUR | Coursera INC | — | NEW | 新建倉 |
| 16 | AVLRUSD | Avalara INC | — | EXIT | 清倉 |
| 17 | GLBE | Global-E Online Ltd. | — | NEW | 新建倉 |
| 18 | GOOG | Alphabet Inc-cl C | — | EXIT | 清倉 |