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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 8.86% | — | +42.28% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.71% | -2.60% | +10.80% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.42% | -3.43% | EXIT | |
| 4 | INTC | Intel CORP | 股票-科技 | 4.55% | +3.84% | NEW | |
| 5 | AMAT | Applied Materials INC | 股票-科技 | 4.51% | +1.76% | — | |
| 6 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 4.02% | — | — | |
| 7 | ON | On Semiconductor | 股票-科技 | 3.80% | — | -12.50% | |
| 8 | UBER | Uber Technologies INC | 股票-工業 | 3.53% | — | +72.50% | |
| 9 | HPE | Hewlett Packard Enterprise | 股票-科技 | 3.39% | — | -30.00% | |
| 10 | ZS | Zscaler INC | 股票-科技 | 3.29% | — | +18.75% | |
| 11 | SHOP | Shopify INC - Class A | 股票-科技 | 3.28% | -1.27% | EXIT | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 3.06% | — | — | |
| 13 | NET | Cloudflare INC - Class A | 股票-科技 | 2.98% | +1.20% | +100.00% | |
| 14 | SNOW | Snowflake INC | 股票-科技 | 2.85% | -1.49% | — | |
| 15 | FISV | Fiserv INC | 股票-其他 | 2.83% | -0.94% | EXIT | |
| 16 | LRCXEUR | Lam Research CORP | 股票-科技 | 2.79% | — | +45.45% | |
| 17 | WDC | Western Digital CORP | 股票-科技 | 2.41% | -2.48% | — | |
| 18 | MRVL | Marvell Technology INC | 股票-科技 | 2.41% | — | +14.29% | |
| 19 | TEAM | Atlassian Corp-cl A | 股票-科技 | 2.36% | — | — | |
| 20 | HUBS | Hubspot INC | 股票-科技 | 2.06% | +1.31% | NEW | |
| 21 | JNP | Juniper Networks INC | 股票-其他 | 2.01% | — | -7.14% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.92% | -0.86% | -71.70% | |
| 23 | CDNS | Cadence Design Sys INC | 股票-科技 | 1.89% | — | -14.71% | |
| 24 | DAY | Dayforce INC | 股票-其他 | 1.89% | — | -13.79% | |
| 25 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 1.87% | +0.60% | — | |
| 26 | ANETEUR | Arista Networks INC | 股票-其他 | 1.79% | — | — | |
| 27 | INTU | Intuit INC | 股票-科技 | 1.71% | — | -11.11% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 1.39% | +0.90% | NEW | |
| 29 | VRNS | Varonis Systems INC | 股票-科技 | 1.19% | — | +75.00% | |
| 30 | EXPE | Expedia Group INC | 股票-循環性消費 | 1.18% | -1.21% | EXIT | |
| 31 | ADBE | Adobe INC | 股票-科技 | 1.14% | — | -42.86% | |
| 32 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.04% | — | — | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.97% | — | -50.00% | |
| 34 | S | Sentinelone INC -class A | 股票-科技 | 0.94% | — | — | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.85% | +1.06% | NEW | |
| 36 | PDD | Pdd Holdings INC | 股票-循環性消費 | 0.82% | — | -67.39% | |
| 37 | CART | Maplebear INC | 股票-循環性消費 | 0.74% | — | — | |
| 38 | XYZ | Block INC | 股票-金融 | 0.54% | — | -26.67% |