CIK: 0001133742
申報總市值
US$2.8億
| # | 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 9.82% | -3.09% | +58.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.96% | — | +55.56% | |
| 3 | TWLO | Twilio INC - A | 股票-科技 | 6.98% | — | -7.13% | |
| 4 | ANETEUR | Arista Networks INC | 股票-其他 | 6.88% | — | — | |
| 5 | NOW | Servicenow INC | 股票-科技 | 5.74% | — | +30.46% | |
| 6 | ZEN1EUR | Zendesk INC | 股票-其他 | 5.27% | — | — | |
| 7 | ✓ | Cyberark Software LTD | 股票-其他 | 4.91% | — | EXIT | |
| 8 | WDAY | Workday Inc-class A | 股票-科技 | 4.87% | — | +49.99% | |
| 9 | NFLX | Netflix INC | 股票-通訊服務 | 4.79% | — | +82.58% | |
| 10 | RNG | Ringcentral Inc-class A | 股票-科技 | 4.79% | — | +11.70% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 4.76% | -14.25% | +615300.00% | |
| 12 | PANW | Palo Alto Networks INC | 股票-科技 | 4.67% | — | -24.74% | |
| 13 | MDB | Mongodb INC | 股票-科技 | 4.51% | -3.46% | — | |
| 14 | TEAM | Atlassian Corporation | 股票-科技 | 4.32% | — | — | |
| 15 | CDNS | Cadence Design Sys INC | 股票-科技 | 4.10% | — | — | |
| 16 | ZS | Zscaler INC | 股票-科技 | 3.94% | — | — | |
| 17 | AAPL | Apple INC | 股票-科技 | 3.94% | — | +482000.00% | |
| 18 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 3.49% | — | — | |
| 19 | XLNXEUR | Xilinx INC | 股票-其他 | 3.24% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.01% | — | -99.85% | |
| 21 | ADBE | Adobe INC | 股票-科技 | — | — | — | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | — | -5.99% | -99.95% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | — | — | EXIT | |
| 24 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | — | — | -99.97% | |
| 25 | VMWEUR | Vmware Inc-class A | 股票-其他 | — | — | -99.98% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | — | — | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | — | — | — | |
| 28 | CRM | Salesforce INC | 股票-科技 | — | — | -99.99% | |
| 29 | OKTA | Okta INC | 股票-科技 | — | — | — | |
| 30 | XYZ | Block INC | 股票-金融 | — | — | -99.99% | |
| 31 | DATA | Tableau Software Inc-cl A | 股票-其他 | — | — | -99.98% | |
| 32 | PYPL | Paypal Holdings INC | 股票-金融 | — | — | -99.99% | |
| 33 | ROKU | Roku INC | 股票-通訊服務 | — | — | — | |
| 34 | COUPEUR | Coupa Software INC | 股票-其他 | — | — | — | |
| 35 | CHGG | Chegg INC | 股票-非循環性消費 | — | — | — | |
| 36 | TWTRUSD | Twitter INC | 股票-其他 | — | — | — | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | — | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.8% | +615300.00% | 加碼 |
| 2 | AAPL | Apple INC | +3.9% | +482000.00% | 加碼 |
| 3 | NFLX | Netflix INC | +1.7% | +82.58% | 加碼 |
| 4 | AMZN | Amazon.com INC | +1.7% | +58.15% | 加碼 |
| 5 | MSFT | Microsoft CORP | +1.3% | +55.56% | 加碼 |
| 6 | NOW | Servicenow INC | +0.8% | +30.46% | 加碼 |
| 7 | WDAY | Workday Inc-class A | +0.7% | +49.99% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | — | — | 不變 |
| 9 | ADBE | Adobe INC | — | — | 不變 |
| 10 | AMD | Advanced Micro Devices | — | — | 不變 |
| 11 | TWTRUSD | Twitter INC | — | — | 不變 |
| 12 | RNG | Ringcentral Inc-class A | -0.3% | +11.70% | 加碼 |
| 13 | TWLO | Twilio INC - A | -1.1% | -7.13% | 減碼 |
| 14 | ✓ | Cyberark Software LTD | -1.4% | -24.43% | 減碼 |
| 15 | TTD | Trade Desk Inc/the -class A | -2.5% | -99.97% | 減碼 |
| 16 | PANW | Palo Alto Networks INC | -2.8% | -24.74% | 減碼 |
| 17 | XYZ | Block INC | -2.9% | -99.99% | 減碼 |
| 18 | BABA | Alibaba Group Holding-sp Adr | -3.4% | -99.97% | 減碼 |
| 19 | TSLA | Tesla INC | -4.1% | -99.95% | 減碼 |
| 20 | VMWEUR | Vmware Inc-class A | -4.3% | -99.98% | 減碼 |
| 21 | GOOGL | Alphabet Inc-cl A | -4.8% | -99.85% | 減碼 |
| 22 | DATA | Tableau Software Inc-cl A | -4.9% | -99.98% | 減碼 |
| 23 | PYPL | Paypal Holdings INC | -4.9% | -99.99% | 減碼 |
| 24 | CRM | Salesforce INC | -7.4% | -99.99% | 減碼 |
| 25 | ANETEUR | Arista Networks INC | — | NEW | 新建倉 |
| 26 | ZEN1EUR | Zendesk INC | — | NEW | 新建倉 |
| 27 | MDB | Mongodb INC | — | NEW | 新建倉 |
| 28 | TEAM | Atlassian Corporation | — | NEW | 新建倉 |
| 29 | CDNS | Cadence Design Sys INC | — | NEW | 新建倉 |
| 30 | ZS | Zscaler INC | — | NEW | 新建倉 |
| 31 | VEEV | Veeva Systems Inc-class A | — | NEW | 新建倉 |
| 32 | XLNXEUR | Xilinx INC | — | NEW | 新建倉 |
| 33 | ISRG | Intuitive Surgical INC | — | EXIT | 清倉 |
| 34 | ILMN | Illumina INC | — | EXIT | 清倉 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建倉 |
| 36 | ✓ | Invesco Qqq | — | EXIT | 清倉 |
| 37 | OKTA | Okta INC | — | NEW | 新建倉 |
| 38 | COUPEUR | Coupa Software INC | — | NEW | 新建倉 |
| 39 | ROKU | Roku INC | — | NEW | 新建倉 |
| 40 | CHGG | Chegg INC | — | NEW | 新建倉 |