CIK: 0001777813
申報總市值
US$50.0億
| # | 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 | AMD | Advanced Micro Devices | 股票-科技 | 21.06% | — | +92.94% | |
| 2 | DKS | Dick's Sporting Goods INC | 股票-循環性消費 | 7.23% | — | +2.61% | |
| 3 | MRVL | Marvell Technology INC | 股票-科技 | 6.84% | — | +21.82% | |
| 4 | P | Everpure Inc-a | 股票-科技 | 5.67% | -4.65% | EXIT | |
| 5 | RH | Rh | 股票-循環性消費 | 5.21% | — | — | |
| 6 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 4.53% | — | -3.05% | |
| 7 | ACVA | Acv Auctions Inc-a | 股票-其他 | 4.06% | -0.39% | +0.87% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.98% | +2.03% | +160.45% | |
| 9 | BBWI | Bath & Body Works INC | 股票-循環性消費 | 3.68% | — | +19.00% | |
| 10 | MGM | Mgm Resorts International | 股票-循環性消費 | 3.46% | — | -22.28% | |
| 11 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 3.15% | — | — | |
| 12 | TSLA | Tesla INC | 股票-循環性消費 | 2.93% | +0.47% | -31.51% | |
| 13 | DDOG | Datadog INC - Class A | 股票-科技 | 2.87% | — | — | |
| 14 | 8QR | Confluent Inc-class A | 股票-其他 | 2.82% | — | — | |
| 15 | CZR | Caesars Entertainment INC | 股票-循環性消費 | 2.49% | — | +11.52% | |
| 16 | BILL | Bill Holdings INC | 股票-科技 | 2.43% | — | +41.47% | |
| 17 | MTN | Vail Resorts INC | 股票-循環性消費 | 2.34% | — | +0.91% | |
| 18 | FWONKUSD | Liberty Media Corp-liberty-c | 股票-其他 | 2.15% | — | -28.02% | |
| 19 | XYZ | Block INC | 股票-金融 | 2.10% | — | -60.48% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.85% | — | -78.36% | |
| 21 | MU | Micron Technology INC | 股票-科技 | 1.70% | +0.12% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.59% | — | — | |
| 23 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 1.43% | — | — | |
| 24 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 1.31% | — | -40.08% | |
| 25 | W | Wayfair Inc- Class A | 股票-循環性消費 | 1.04% | +1.08% | +246.38% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -1.07% | EXIT | |
| 27 | ✓ | Sonder Holdings INC | 股票-其他 | 0.47% | — | — | |
| 28 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.35% | — | -86.73% | |
| 29 | BC | Brunswick CORP | 股票-循環性消費 | 0.32% | — | — | |
| 30 | JOBY | Joby Aviation, Inc. | 股票-工業 | 0.13% | — | — | |
| 31 | AMPL | Amplitude Inc-class A | 股票-其他 | 0.07% | — | — | |
| 32 | TBLA | Taboola.com Ltd. | 股票-其他 | 0.06% | — | — |