CIK: 0001708759
申報總市值
US$5.6億
| # | 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 6.49% | +1.05% | +61.76% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.01% | -3.43% | EXIT | |
| 3 | HPQ | Hp INC | 股票-科技 | 4.94% | — | +88.00% | |
| 4 | ADI | Analog Devices INC | 股票-科技 | 4.94% | +1.63% | NEW | |
| 5 | NFLX | Netflix INC | 股票-通訊服務 | 4.55% | — | +25.00% | |
| 6 | WDC | Western Digital CORP | 股票-科技 | 4.03% | -2.48% | — | |
| 7 | QRVO | Qorvo INC | 股票-科技 | 3.91% | — | +116.22% | |
| 8 | MU | Micron Technology INC | 股票-科技 | 3.69% | -3.98% | EXIT | |
| 9 | LRCXEUR | Lam Research CORP | 股票-科技 | 3.49% | — | — | |
| 10 | CSCO | Cisco Systems INC | 股票-科技 | 3.21% | — | — | |
| 11 | INTC | Intel CORP | 股票-科技 | 3.11% | +3.84% | NEW | |
| 12 | JD | Jd.com Inc-adr | 股票-循環性消費 | 2.94% | — | — | |
| 13 | FIS | Fidelity National Info Serv | 股票-科技 | 2.91% | -1.49% | EXIT | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.87% | -2.60% | -14.29% | |
| 15 | GPN | Global Payments INC | 股票-工業 | 2.75% | — | +14.55% | |
| 16 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 2.51% | — | — | |
| 17 | INTU | Intuit INC | 股票-科技 | 2.51% | — | -41.94% | |
| 18 | FISV | Fiserv INC | 股票-其他 | 2.42% | -0.94% | EXIT | |
| 19 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 2.32% | +0.60% | +76.74% | |
| 20 | RNG | Ringcentral Inc-class A | 股票-科技 | 2.25% | — | -43.55% | |
| 21 | ZS | Zscaler INC | 股票-科技 | 2.21% | — | — | |
| 22 | DDOG | Datadog INC - Class A | 股票-科技 | 2.18% | +0.97% | NEW | |
| 23 | MDB | Mongodb INC | 股票-科技 | 2.07% | -1.24% | EXIT | |
| 24 | QCOM | Qualcomm INC | 股票-科技 | 2.05% | — | — | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 2.00% | — | +70.00% | |
| 26 | CTXSEUR | Citrix Systems INC | 股票-其他 | 1.89% | — | — | |
| 27 | VMWEUR | Vmware Inc-class A | 股票-其他 | 1.83% | — | — | |
| 28 | TAL | Tal Education Group- Adr | 股票-非循環性消費 | 1.77% | — | — | |
| 29 | ZM | Zoom Communications INC | 股票-科技 | 1.77% | — | — | |
| 30 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.76% | -2.14% | EXIT | |
| 31 | PYPL | Paypal Holdings INC | 股票-金融 | 1.74% | +0.80% | NEW | |
| 32 | CRM | Salesforce INC | 股票-科技 | 1.61% | — | -53.75% | |
| 33 | WORK | Slack Technologies Inc- Cl A | 股票-其他 | 1.54% | — | — | |
| 34 | FTNT | Fortinet INC | 股票-科技 | 1.53% | +0.47% | — | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.41% | — | — | |
| 36 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 0.98% | — | — | |
| 37 | VRNS | Varonis Systems INC | 股票-科技 | 0.77% | — | -75.00% |