CIK: 0001661191
申報總市值
—
| # | 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 | 12.03% | — | +23.33% | |
| 2 | EXPE | Expedia Group INC | 股票-循環性消費 | 11.01% | — | — | |
| 3 | PANW | Palo Alto Networks INC | 股票-科技 | 10.89% | — | — | |
| 4 | RNG | Ringcentral Inc-class A | 股票-科技 | 10.08% | — | — | |
| 5 | SONY | Sony Group Corporation | 股票-科技 | 8.69% | — | — | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 8.23% | — | — | |
| 7 | NOW | Servicenow INC | 股票-科技 | 7.92% | — | -19.09% | |
| 8 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 7.57% | — | — | |
| 9 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 6.95% | — | — | |
| 10 | EA | Electronic Arts INC | 股票-通訊服務 | 6.92% | — | +1.33% | |
| 11 | ✓ | Cyberark Software LTD | 股票-其他 | 6.47% | — | — | |
| 12 | COUPEUR | Coupa Software INC | 股票-其他 | 3.23% | — | -28.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.6% | +23.33% | 加碼 |
| 2 | RNG | Ringcentral Inc-class A | -0.5% | — | 不變 |
| 3 | EA | Electronic Arts INC | -1.8% | +1.33% | 加碼 |
| 4 | ✓ | Cyberark Software LTD | -1.9% | — | 不變 |
| 5 | COUPEUR | Coupa Software INC | -3.2% | -28.57% | 減碼 |
| 6 | NOW | Servicenow INC | -4.1% | -19.09% | 減碼 |
| 7 | EXPE | Expedia Group INC | — | NEW | 新建倉 |
| 8 | PANW | Palo Alto Networks INC | — | NEW | 新建倉 |
| 9 | SONY | Sony Group Corporation | — | NEW | 新建倉 |
| 10 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建倉 |
| 11 | ✓ | Ellie Mae INC Com | — | EXIT | 清倉 |
| 12 | CTSH | Cognizant Tech Solutions-a | — | NEW | 新建倉 |
| 13 | ✓ | Gigamon INC | — | EXIT | 清倉 |
| 14 | CHKP | Check Point Software Technologies Ltd. | — | NEW | 新建倉 |
| 15 | CHTR | Charter Communications Inc-a | — | EXIT | 清倉 |
| 16 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清倉 |
| 17 | VISN | Vistance Networks INC | — | EXIT | 清倉 |