CIK: 0000925824
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 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 6.42% | — | — | |
| 2 | FIVN | Five9 INC | 股票-科技 | 5.40% | — | -9.09% | |
| 3 | MCHP | Microchip Technology INC | 股票-科技 | 5.22% | — | -2.50% | |
| 4 | RNG | Ringcentral Inc-class A | 股票-科技 | 4.88% | — | -9.52% | |
| 5 | KLAC | Kla CORP | 股票-科技 | 4.56% | — | -11.11% | |
| 6 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 4.18% | — | — | |
| 7 | ANETEUR | Arista Networks INC | 股票-其他 | 4.17% | — | -5.88% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 4.00% | — | -9.09% | |
| 9 | INTU | Intuit INC | 股票-科技 | 3.90% | — | -4.84% | |
| 10 | PANW | Palo Alto Networks INC | 股票-科技 | 3.61% | — | -7.14% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.56% | — | — | |
| 12 | FEYECHF | Mandiant INC | 股票-其他 | 3.55% | — | -4.55% | |
| 13 | WDAY | Workday Inc-class A | 股票-科技 | 3.22% | — | -3.23% | |
| 14 | CHGG | Chegg INC | 股票-非循環性消費 | 3.10% | — | -8.70% | |
| 15 | AKAM | Akamai Technologies INC | 股票-科技 | 3.08% | — | — | |
| 16 | NUANEUR | Nuance Communications INC | 股票-其他 | 3.01% | — | -14.89% | |
| 17 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.92% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.54% | — | — | |
| 19 | MXIM | Maxim Integrated Products | 股票-其他 | 2.52% | — | -11.11% | |
| 20 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 2.35% | — | — | |
| 21 | SPLKCHF | Splunk INC | 股票-其他 | 2.34% | — | +150.00% | |
| 22 | CCI | Crown Castle INC | 股票-房地產 | 2.23% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.15% | — | -14.38% | |
| 24 | CLDR | Cloudera INC | 股票-其他 | 2.11% | — | -4.75% | |
| 25 | HMSY | Hms Holdings CORP | 股票-其他 | 1.98% | — | -7.46% | |
| 26 | MXL | Maxlinear INC | 股票-其他 | 1.76% | — | -4.76% | |
| 27 | UPWK | Upwork INC | 股票-其他 | 1.74% | — | -10.00% | |
| 28 | NEWREUR | New Relic INC | 股票-其他 | 1.59% | — | — | |
| 29 | TDOC | Teladoc Health INC | 股票-醫療保健 | 1.57% | — | +100.00% | |
| 30 | BABYEUR | Natus Medical INC | 股票-其他 | 1.55% | — | -6.67% | |
| 31 | OOMA | Ooma INC | 股票-其他 | 1.44% | — | -3.23% | |
| 32 | GDOT | Green Dot Corp-class A | 股票-其他 | 1.38% | — | — | |
| 33 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.94% | — | — | |
| 34 | DOCU | Docusign INC | 股票-科技 | 0.87% | — | — | |
| 35 | ZUOUSD | Zuora INC - Class A | 股票-其他 | 0.16% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPLKCHF | Splunk INC | +1.2% | +150.00% | 加碼 |
| 2 | ✓ | Laboratory CORP Amer Hldgs | +0.9% | — | 不變 |
| 3 | TDOC | Teladoc Health INC | +0.7% | +100.00% | 加碼 |
| 4 | KLAC | Kla CORP | +0.6% | -11.11% | 減碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | — | 不變 |
| 6 | MCHP | Microchip Technology INC | +0.5% | -2.50% | 減碼 |
| 7 | UNH | Unitedhealth Group INC | +0.4% | — | 不變 |
| 8 | CVS | Cvs Health CORP | +0.3% | — | 不變 |
| 9 | BABYEUR | Natus Medical INC | +0.3% | -6.67% | 減碼 |
| 10 | UPWK | Upwork INC | +0.3% | -10.00% | 減碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | — | 不變 |
| 12 | CCI | Crown Castle INC | +0.2% | — | 不變 |
| 13 | OOMA | Ooma INC | +0.1% | -3.23% | 減碼 |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | -14.38% | 減碼 |
| 15 | WDAY | Workday Inc-class A | 0% | -3.23% | 減碼 |
| 16 | ZUOUSD | Zuora INC - Class A | 0% | — | 不變 |
| 17 | BABA | Alibaba Group Holding-sp Adr | -0.1% | — | 不變 |
| 18 | ANETEUR | Arista Networks INC | -0.1% | -5.88% | 減碼 |
| 19 | AKAM | Akamai Technologies INC | -0.1% | — | 不變 |
| 20 | NEWREUR | New Relic INC | -0.1% | — | 不變 |
| 21 | HMSY | Hms Holdings CORP | -0.1% | -7.46% | 減碼 |
| 22 | AVGO | Broadcom INC | -0.2% | -9.09% | 減碼 |
| 23 | INTU | Intuit INC | -0.2% | -4.84% | 減碼 |
| 24 | MXIM | Maxim Integrated Products | -0.2% | -11.11% | 減碼 |
| 25 | GDOT | Green Dot Corp-class A | -0.3% | — | 不變 |
| 26 | MXL | Maxlinear INC | -0.3% | -4.76% | 減碼 |
| 27 | CLDR | Cloudera INC | -0.4% | -4.75% | 減碼 |
| 28 | CHGG | Chegg INC | -0.5% | -8.70% | 減碼 |
| 29 | NUANEUR | Nuance Communications INC | -0.6% | -14.89% | 減碼 |
| 30 | PANW | Palo Alto Networks INC | -0.7% | -7.14% | 減碼 |
| 31 | FEYECHF | Mandiant INC | -0.8% | -4.55% | 減碼 |
| 32 | FIVN | Five9 INC | -1.2% | -9.09% | 減碼 |
| 33 | RNG | Ringcentral Inc-class A | -2% | -9.52% | 減碼 |
| 34 | CRWD | Crowdstrike Holdings INC - A | — | NEW | 新建倉 |
| 35 | DOCU | Docusign INC | — | NEW | 新建倉 |