CIK: 0001797217
申報總市值
US$4.3億
| # | 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 | PDD | Pdd Holdings INC | 股票-循環性消費 | 18.45% | — | -17.96% | |
| 2 | ACMR | Acm Research Inc-class A | 股票-其他 | 12.31% | — | +19.18% | |
| 3 | ZH | Zhihu Inc. | 股票-其他 | 11.77% | — | — | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 10.38% | — | -31.46% | |
| 5 | ✓ | Cree INC | 股票-其他 | 9.87% | — | +6.73% | |
| 6 | WDC | Western Digital CORP | 股票-科技 | 8.20% | — | — | |
| 7 | QFIN | Qfin Holdings Inc-adr | 股票-其他 | 7.81% | — | — | |
| 8 | SE | Sea Ltd-adr | 股票-通訊服務 | 5.52% | — | -62.06% | |
| 9 | QRVO | Qorvo INC | 股票-科技 | 5.13% | — | -35.29% | |
| 10 | DOYU | DouYu International Holdings Limited | 股票-其他 | 4.71% | — | — | |
| 11 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.93% | — | — | |
| 12 | NOAH | Noah Holdings Ltd-spon Ads | 股票-其他 | 2.91% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings INC | — | EXIT | 清倉 |
| 2 | SE | Sea Ltd-adr | — | EXIT | 清倉 |
| 3 | TAL | Tal Education Group- Adr | — | EXIT | 清倉 |
| 4 | ✓ | Cree INC | — | EXIT | 清倉 |
| 5 | NVDA | Nvidia CORP | — | EXIT | 清倉 |
| 6 | ACMR | Acm Research Inc-class A | — | EXIT | 清倉 |
| 7 | QRVO | Qorvo INC | — | EXIT | 清倉 |