CIK: 0001782974
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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 22.78% | +7.10% | -35.20% | |
| 2 | MELI | Mercadolibre INC | 股票-循環性消費 | 20.34% | +8.64% | -11.37% | |
| 3 | SE | Sea Ltd-adr | 股票-通訊服務 | 12.13% | -0.73% | +14.63% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 11.74% | +4.86% | -6.03% | |
| 5 | NU | Nu Holdings Ltd. | 股票-金融 | 11.20% | -11.20% | EXIT | |
| 6 | SHOP | Shopify INC - Class A | 股票-科技 | 11.01% | +2.13% | -33.52% | |
| 7 | GRAB | Grab Holdings Limited | 股票-科技 | 10.80% | -10.80% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre INC | +3.6% | -11.37% | 減碼 |
| 2 | SE | Sea Ltd-adr | +2.8% | +14.63% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +2.5% | -35.20% | 減碼 |
| 4 | GRAB | Grab Holdings Limited | +1.5% | -11.95% | 減碼 |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +1.5% | -6.03% | 減碼 |
| 6 | SHOP | Shopify INC - Class A | +1.4% | -33.52% | 減碼 |
| 7 | NU | Nu Holdings Ltd. | +0.2% | -38.92% | 減碼 |
| 8 | GTLB | Gitlab Inc-cl A | — | EXIT | 清倉 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清倉 |