CIK: 0001631543
申報總市值
US$1411.5萬
| # | 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 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 19.40% | — | — | |
| 2 | LBTYA | Liberty Global Ltd. | 股票-其他 | 15.13% | — | -9.09% | |
| 3 | EQIX | Equinix INC | 股票-房地產 | 12.47% | — | +21.43% | |
| 4 | AMAT | Applied Materials INC | 股票-科技 | 9.52% | — | +36.36% | |
| 5 | MRVL | Marvell Technology, Inc. | 股票-科技 | 8.74% | — | +37.50% | |
| 6 | VMWEUR | Vmware Inc-class A | 股票-其他 | 8.40% | — | — | |
| 7 | ADI | Analog Devices INC | 股票-科技 | 8.24% | — | +152.17% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 7.73% | — | +144.44% | |
| 9 | ANETEUR | Arista Networks INC | 股票-其他 | 7.30% | — | +140.00% | |
| 10 | SBAC | Sba Communications CORP | 股票-房地產 | 3.07% | — | -33.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices INC | +3.7% | +152.17% | 加碼 |
| 2 | AVGO | Broadcom INC | +3.2% | +144.44% | 加碼 |
| 3 | ANETEUR | Arista Networks INC | +2.8% | +140.00% | 加碼 |
| 4 | AMAT | Applied Materials INC | +0.9% | +36.36% | 加碼 |
| 5 | MRVL | Marvell Technology, Inc. | +0.4% | +37.50% | 加碼 |
| 6 | EQIX | Equinix INC | +0.1% | +21.43% | 加碼 |
| 7 | SBAC | Sba Communications CORP | -2.8% | -33.33% | 減碼 |
| 8 | CHTR | Charter Communications Inc-a | -6.2% | — | 不變 |
| 9 | LBTYA | Liberty Global Ltd. | -10.4% | -9.09% | 減碼 |
| 10 | VMWEUR | Vmware Inc-class A | — | NEW | 新建倉 |