CIK: 0001698060
申報總市值
US$18.0億
| # | 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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 21.67% | -0.13% | +10.92% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 18.91% | -1.84% | +15.02% | |
| 3 | CACC | Credit Acceptance CORP | 股票-其他 | 14.84% | +0.73% | +0.97% | |
| 4 | CDW | Cdw Corp/de | 股票-科技 | 7.80% | — | +4.79% | |
| 5 | HEI-A | Heico Corp-class A | 股票-其他 | 7.11% | -0.81% | +1.59% | |
| 6 | SE | Sea Ltd-adr | 股票-通訊服務 | 6.84% | — | +11.09% | |
| 7 | CPRT | Copart INC | 股票-工業 | 6.78% | -2.99% | EXIT | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 4.44% | — | +1.37% | |
| 9 | TEAM | Atlassian Corporation | 股票-科技 | 4.31% | — | +33.80% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.00% | — | — | |
| 11 | ✓ | Ituran Location And Control Lt | 股票-其他 | 1.63% | — | — | |
| 12 | APPF | Appfolio INC - A | 股票-科技 | 1.41% | — | — | |
| 13 | ✓ | Dragoneer Growth Opportun Co | 股票-其他 | 0.25% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +2.2% | +15.02% | 加碼 |
| 2 | CDW | Cdw Corp/de | +0.7% | +4.79% | 加碼 |
| 3 | SE | Sea Ltd-adr | +0.2% | +11.09% | 加碼 |
| 4 | TEAM | Atlassian Corporation | 0% | +33.80% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | -0.1% | +10.92% | 加碼 |
| 6 | ✓ | Ituran Location And Control Lt | -0.1% | — | 不變 |
| 7 | APPF | Appfolio INC - A | -0.7% | — | 不變 |
| 8 | V | Visa Inc-class A Shares | -1% | +1.37% | 加碼 |
| 9 | HEI-A | Heico Corp-class A | -1.6% | +1.59% | 加碼 |
| 10 | CPRT | Copart INC | -1.8% | +11.88% | 加碼 |
| 11 | CACC | Credit Acceptance CORP | -2.1% | +0.97% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建倉 |
| 13 | ✓ | Dragoneer Growth Opportun Co | — | NEW | 新建倉 |