CIK: 0001602987
申報總市值
US$6008.5萬
| # | 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 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 6.95% | — | — | |
| 2 | DATA | Tableau Software Inc-cl A | 股票-其他 | 6.74% | — | +123.96% | |
| 3 | AMAT | Applied Materials INC | 股票-科技 | 6.69% | — | +60.10% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.10% | -0.94% | EXIT | |
| 5 | ✓ | Pandora Media INC | 股票-其他 | 5.64% | — | +59.13% | |
| 6 | NFLX | Netflix INC | 股票-通訊服務 | 5.60% | -0.90% | EXIT | |
| 7 | LITE | Lumentum Holdings INC | 股票-科技 | 4.78% | -0.07% | +315.00% | |
| 8 | WDC | Western Digital CORP | 股票-科技 | 4.47% | +2.15% | NEW | |
| 9 | CIEN | Ciena CORP | 股票-科技 | 4.29% | -0.44% | +48.03% | |
| 10 | MU | Micron Technology INC | 股票-科技 | 3.31% | +4.65% | NEW | |
| 11 | SPLKCHF | Splunk INC | 股票-其他 | 2.56% | -1.52% | EXIT | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 2.56% | — | -48.69% | |
| 13 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 2.52% | -0.84% | EXIT | |
| 14 | INTC | Intel CORP | 股票-科技 | 2.38% | — | — | |
| 15 | PANW | Palo Alto Networks INC | 股票-科技 | 2.00% | -2.00% | EXIT | |
| 16 | BNFTEUR | Benefitfocus INC | 股票-其他 | 1.88% | — | -63.18% | |
| 17 | CSOD | Cornerstone Ondemand INC | 股票-其他 | 1.88% | — | — | |
| 18 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.85% | — | — | |
| 19 | TWTRUSD | Twitter INC | 股票-其他 | 1.80% | — | — | |
| 20 | INFNEUR | Infinera CORP | 股票-其他 | 1.58% | — | — | |
| 21 | FEYECHF | Mandiant INC | 股票-其他 | 1.53% | -0.31% | EXIT | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.52% | — | — | |
| 23 | LCEUR | Happen INC | 股票-其他 | 1.50% | — | -37.31% | |
| 24 | ✓ | Sigma Design INC | 股票-其他 | 1.48% | — | +36.53% | |
| 25 | ZEN1EUR | Zendesk INC | 股票-其他 | 1.41% | — | +36.15% | |
| 26 | INSTEUR | Instructure INC | 股票-其他 | 1.35% | — | +8.22% | |
| 27 | NXST | Nexstar Media Group INC | 股票-通訊服務 | 1.30% | — | +14.16% | |
| 28 | NTES | Netease Inc-adr | 股票-通訊服務 | 1.21% | — | -69.78% | |
| 29 | HMTVUSD | Hemisphere Media Group INC | 股票-其他 | 1.08% | -0.66% | +45.26% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 1.06% | — | -66.68% | |
| 31 | NTGR | Netgear INC | 股票-其他 | 0.87% | — | — | |
| 32 | ✓ | 股票-其他 | 0.87% | — | -16.11% | ||
| 33 | MSTR | Strategy INC | 股票-科技 | 0.73% | — | — | |
| 34 | ✓ | Gigamon INC | 股票-其他 | 0.71% | — | — | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | — | — | |
| 36 | GTN | Gray Media INC | 股票-其他 | 0.69% | — | -50.00% | |
| 37 | ✓ | Cyberark Software LTD | 股票-其他 | 0.67% | — | — | |
| 38 | BB | Blackberry LTD | 股票-其他 | 0.59% | — | — | |
| 39 | MX | Magnachip Semiconductor CORP | 股票-其他 | 0.58% | — | -30.36% | |
| 40 | GLW | Corning INC | 股票-科技 | 0.55% | — | — | |
| 41 | GLUU | Glu Mobile INC | 股票-其他 | 0.50% | — | — | |
| 42 | NUANEUR | Nuance Communications INC | 股票-其他 | 0.44% | — | — | |
| 43 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 0.43% | — | — | |
| 44 | ICHR | Ichor Holdings, Ltd. | 股票-其他 | 0.41% | — | — | |
| 45 | NEWREUR | New Relic INC | 股票-其他 | 0.33% | — | -75.76% | |
| 46 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 0.30% | — | — | |
| 47 | TLND | Talend SA - Adr | 股票-其他 | 0.30% | — | — | |
| 48 | AMBA | Ambarella, Inc. | 股票-科技 | 0.25% | +0.34% | NEW | |
| 49 | AKAM | Akamai Technologies INC | 股票-科技 | 0.24% | — | -93.02% | |
| 50 | VISN | Vistance Networks INC | 股票-科技 | 0.23% | +0.71% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DATA | Tableau Software Inc-cl A | +4.9% | +123.96% | 加碼 |
| 2 | LITE | Lumentum Holdings INC | +3.9% | +315.00% | 加碼 |
| 3 | AMAT | Applied Materials INC | +3.4% | +60.10% | 加碼 |
| 4 | HIMX | Himax Technologies Inc-adr | +2.3% | +1225.22% | 加碼 |
| 5 | CIEN | Ciena CORP | +2% | +48.03% | 加碼 |
| 6 | ✓ | Pandora Media INC | +1.7% | +59.13% | 加碼 |
| 7 | INSTEUR | Instructure INC | +0.7% | +8.22% | 加碼 |
| 8 | MU | Micron Technology INC | -0.1% | -20.52% | 減碼 |
| 9 | AMBA | Ambarella, Inc. | -0.5% | -68.78% | 減碼 |
| 10 | LCEUR | Happen INC | -0.5% | -37.31% | 減碼 |
| 11 | GTN | Gray Media INC | -0.5% | -50.00% | 減碼 |
| 12 | BABA | Alibaba Group Holding-sp Adr | -0.6% | -48.69% | 減碼 |
| 13 | NEWREUR | New Relic INC | -0.6% | -75.76% | 減碼 |
| 14 | BNFTEUR | Benefitfocus INC | -0.9% | -63.18% | 減碼 |
| 15 | CSCO | Cisco Systems INC | -1.8% | -66.68% | 減碼 |
| 16 | GOOGL | Alphabet Inc-cl A | -1.9% | -41.29% | 減碼 |
| 17 | NTES | Netease Inc-adr | -2% | -69.78% | 減碼 |
| 18 | AKAM | Akamai Technologies INC | -3.2% | -93.02% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | — | EXIT | 清倉 |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | 新建倉 |
| 21 | DIS | Walt Disney Co/the | — | EXIT | 清倉 |
| 22 | AVGO | Broadcom Inc. | — | EXIT | 清倉 |
| 23 | NFLX | Netflix INC | — | NEW | 新建倉 |
| 24 | YELP | Yelp INC | — | EXIT | 清倉 |
| 25 | CMCSA | Comcast Corp-class A | — | EXIT | 清倉 |
| 26 | CRM | Salesforce INC | — | EXIT | 清倉 |
| 27 | AAPL | Apple INC | — | EXIT | 清倉 |
| 28 | SPLKCHF | Splunk INC | — | NEW | 新建倉 |
| 29 | TWLO | Twilio INC - A | — | EXIT | 清倉 |
| 30 | MTSI | Macom Technology Solutions H | — | EXIT | 清倉 |
| 31 | INTC | Intel CORP | — | NEW | 新建倉 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清倉 |
| 33 | PANW | Palo Alto Networks INC | — | NEW | 新建倉 |
| 34 | CSOD | Cornerstone Ondemand INC | — | NEW | 新建倉 |
| 35 | TTWO | Take-two Interactive Softwre | — | NEW | 新建倉 |
| 36 | TWTRUSD | Twitter INC | — | NEW | 新建倉 |
| 37 | INFNEUR | Infinera CORP | — | NEW | 新建倉 |
| 38 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 39 | ✓ | Oclaro INC | — | EXIT | 清倉 |
| 40 | VG1EUR | Vonage Holdings CORP | — | EXIT | 清倉 |
| 41 | AMBRUSD | Amber Road INC | — | EXIT | 清倉 |
| 42 | SIMO | Silicon Motion Technol-adr | — | EXIT | 清倉 |
| 43 | ✓ | Ellie Mae INC Com | — | EXIT | 清倉 |
| 44 | NTGR | Netgear INC | — | NEW | 新建倉 |
| 45 | PI | Impinj INC | — | EXIT | 清倉 |
| 46 | ✓ | Gigamon INC | — | NEW | 新建倉 |
| 47 | MSFT | Microsoft CORP | — | NEW | 新建倉 |
| 48 | ✓ | Cyberark Software LTD | — | NEW | 新建倉 |
| 49 | XYZ | Block INC | — | EXIT | 清倉 |
| 50 | BB | Blackberry LTD | — | NEW | 新建倉 |