CIK: 0001702973
申報總市值
US$9109.7萬
| # | 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 | TXN | Texas Instruments INC | 股票-科技 | 7.92% | — | +102.62% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 7.61% | — | -1.96% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 7.15% | — | — | |
| 4 | KLAC | Kla CORP | 股票-科技 | 6.97% | — | +84.95% | |
| 5 | GPN | Global Payments INC | 股票-工業 | 6.58% | — | — | |
| 6 | CRM | Salesforce INC | 股票-科技 | 6.04% | — | +19.39% | |
| 7 | MRVL | Marvell Technology, Inc. | 股票-科技 | 5.15% | — | +94.19% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 4.63% | — | — | |
| 9 | MCHP | Microchip Technology INC | 股票-科技 | 4.62% | — | — | |
| 10 | INTU | Intuit INC | 股票-科技 | 4.06% | — | +1.48% | |
| 11 | RP | Realpage INC | 股票-其他 | 3.92% | — | -20.21% | |
| 12 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 3.22% | — | — | |
| 13 | GLW | Corning INC | 股票-科技 | 3.03% | — | — | |
| 14 | ADBE | Adobe INC | 股票-科技 | 3.02% | — | -45.11% | |
| 15 | MU | Micron Technology INC | 股票-科技 | 2.89% | — | +165.87% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 2.75% | — | -48.97% | |
| 17 | DXC | Dxc Technology Co | 股票-科技 | 2.41% | — | -37.21% | |
| 18 | LOGMEUR | Logmein INC | 股票-其他 | 2.30% | — | — | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 2.21% | — | — | |
| 20 | TWTRUSD | Twitter INC | 股票-其他 | 2.11% | — | — | |
| 21 | RPD | Rapid7 INC | 股票-其他 | 1.94% | — | +15.09% | |
| 22 | ZEN1EUR | Zendesk INC | 股票-其他 | 1.49% | — | — | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.27% | — | — | |
| 24 | TWLO | Twilio INC - A | 股票-科技 | 1.04% | — | — | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.95% | — | -82.98% | |
| 26 | P | Everpure Inc-a | 股票-科技 | 0.94% | — | — | |
| 27 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.93% | — | — | |
| 28 | RNG | Ringcentral Inc-class A | 股票-科技 | 0.93% | — | — | |
| 29 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.80% | — | — | |
| 30 | PLANUSD | Anaplan INC | 股票-其他 | 0.66% | — | — | |
| 31 | AVT | Avnet INC | 股票-科技 | 0.46% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments INC | +4.1% | +102.62% | 加碼 |
| 2 | KLAC | Kla CORP | +3.3% | +84.95% | 加碼 |
| 3 | MRVL | Marvell Technology, Inc. | +2.5% | +94.19% | 加碼 |
| 4 | MU | Micron Technology INC | +1.6% | +165.87% | 加碼 |
| 5 | CRM | Salesforce INC | +1% | +19.39% | 加碼 |
| 6 | RPD | Rapid7 INC | +0.2% | +15.09% | 加碼 |
| 7 | INTU | Intuit INC | +0.1% | +1.48% | 加碼 |
| 8 | V | Visa Inc-class A Shares | +0.1% | -1.96% | 減碼 |
| 9 | RP | Realpage INC | -1.8% | -20.21% | 減碼 |
| 10 | ADP | Automatic Data Processing | -2.6% | -48.97% | 減碼 |
| 11 | ADBE | Adobe INC | -2.6% | -45.11% | 減碼 |
| 12 | DXC | Dxc Technology Co | -3.4% | -37.21% | 減碼 |
| 13 | AMZN | Amazon.com INC | -5.4% | -82.98% | 減碼 |
| 14 | MSFT | Microsoft CORP | — | EXIT | 清倉 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
| 16 | GPN | Global Payments INC | — | NEW | 新建倉 |
| 17 | PTC | Ptc INC | — | EXIT | 清倉 |
| 18 | TSS | Total System Services INC | — | EXIT | 清倉 |
| 19 | NOW | Servicenow INC | — | EXIT | 清倉 |
| 20 | AVGO | Broadcom INC | — | NEW | 新建倉 |
| 21 | MCHP | Microchip Technology INC | — | NEW | 新建倉 |
| 22 | XLNXEUR | Xilinx INC | — | EXIT | 清倉 |
| 23 | AAPL | Apple INC | — | EXIT | 清倉 |
| 24 | WP | Worldpay Inc-class A | — | EXIT | 清倉 |
| 25 | SWKS | Skyworks Solutions INC | — | EXIT | 清倉 |
| 26 | NXPI | NXP Semiconductors N.V. | — | NEW | 新建倉 |
| 27 | NFLX | Netflix INC | — | EXIT | 清倉 |
| 28 | GLW | Corning INC | — | NEW | 新建倉 |
| 29 | MA | Mastercard INC - A | — | EXIT | 清倉 |
| 30 | LOGMEUR | Logmein INC | — | NEW | 新建倉 |
| 31 | QCOM | Qualcomm INC | — | NEW | 新建倉 |
| 32 | AMBA | Ambarella, Inc. | — | EXIT | 清倉 |
| 33 | TWTRUSD | Twitter INC | — | NEW | 新建倉 |
| 34 | ZEN1EUR | Zendesk INC | — | NEW | 新建倉 |
| 35 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 36 | IACIEUR | Iac/interactivecorp | — | EXIT | 清倉 |
| 37 | TWLO | Twilio INC - A | — | NEW | 新建倉 |
| 38 | P | Everpure Inc-a | — | NEW | 新建倉 |
| 39 | STX | Seagate Technology Holdings plc | — | NEW | 新建倉 |
| 40 | RNG | Ringcentral Inc-class A | — | NEW | 新建倉 |
| 41 | SMARGBP | Smartsheet Inc-class A | — | NEW | 新建倉 |
| 42 | PLANUSD | Anaplan INC | — | NEW | 新建倉 |
| 43 | AVT | Avnet INC | — | NEW | 新建倉 |