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 | MSFT | Microsoft CORP | 股票-科技 | 5.91% | -3.43% | EXIT | |
| 2 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 5.82% | +0.60% | +280.95% | |
| 3 | VRNS | Varonis Systems INC | 股票-科技 | 5.40% | — | +350.00% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.22% | — | +120.83% | |
| 5 | TWLO | Twilio INC - A | 股票-科技 | 4.73% | — | +25.76% | |
| 6 | PAYC | Paycom Software INC | 股票-科技 | 4.51% | — | — | |
| 7 | NOW | Servicenow INC | 股票-科技 | 4.35% | — | -1.89% | |
| 8 | KLAC | Kla CORP | 股票-科技 | 4.20% | — | — | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 3.80% | — | — | |
| 10 | AMAT | Applied Materials INC | 股票-科技 | 3.71% | +1.76% | — | |
| 11 | GPN | Global Payments INC | 股票-工業 | 3.37% | — | — | |
| 12 | CDNS | Cadence Design Sys INC | 股票-科技 | 3.11% | — | — | |
| 13 | COUPEUR | Coupa Software INC | 股票-其他 | 2.98% | — | — | |
| 14 | ON | On Semiconductor | 股票-科技 | 2.92% | — | -6.67% | |
| 15 | MRVL | Marvell Technology, Inc. | 股票-科技 | 2.78% | — | — | |
| 16 | PANW | Palo Alto Networks INC | 股票-科技 | 2.69% | — | — | |
| 17 | HUBS | Hubspot INC | 股票-科技 | 2.66% | +1.31% | NEW | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.58% | +1.62% | — | |
| 19 | WDAY | Workday Inc-class A | 股票-科技 | 2.32% | — | — | |
| 20 | INTU | Intuit INC | 股票-科技 | 2.18% | — | -35.85% | |
| 21 | BSY | Bentley Systems Inc-class B | 股票-科技 | 2.12% | — | -27.03% | |
| 22 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.02% | -2.14% | EXIT | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.96% | — | — | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.82% | +3.84% | NEW | |
| 25 | TWTRUSD | Twitter INC | 股票-其他 | 1.45% | — | — | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 1.44% | — | — | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 1.43% | — | -4.00% | |
| 28 | Z | Zillow Group INC - C | 股票-通訊服務 | 1.39% | +1.22% | NEW | |
| 29 | TME | Tencent Music Entertainm-adr | 股票-通訊服務 | 1.37% | — | — | |
| 30 | WDC | Western Digital CORP | 股票-科技 | 1.34% | -2.48% | -50.00% | |
| 31 | PAYX | Paychex INC | 股票-科技 | 1.31% | — | — | |
| 32 | JD | Jd.com Inc-adr | 股票-循環性消費 | 1.27% | — | -55.00% | |
| 33 | BKNG | Booking Holdings INC | 股票-循環性消費 | 1.25% | +1.13% | NEW | |
| 34 | WB | Weibo Corp-spon Adr | 股票-其他 | 1.18% | — | — | |
| 35 | CTXSEUR | Citrix Systems INC | 股票-其他 | 1.17% | — | — | |
| 36 | MU | Micron Technology INC | 股票-科技 | 0.88% | -3.98% | EXIT | |
| 37 | NOK | Nokia Corp-spon Adr | 股票-科技 | 0.66% | +1.84% | NEW | |
| 38 | XYZ | Block INC | 股票-金融 | 0.38% | — | — | |
| 39 | QLYS | Qualys INC | 股票-科技 | 0.35% | — | — |