CIK: 0001680964
申報總市值
US$13.6億
| # | 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 | YELP | Yelp INC | 股票-其他 | 17.58% | — | +8.45% | |
| 2 | NFLX | Netflix INC | 股票-通訊服務 | 11.78% | — | +32.76% | |
| 3 | PANW | Palo Alto Networks INC | 股票-科技 | 10.94% | +5.48% | NEW | |
| 4 | ADSK | Autodesk INC | 股票-科技 | 8.19% | — | +15.33% | |
| 5 | PYPL | Paypal Holdings INC | 股票-金融 | 7.79% | — | +15.40% | |
| 6 | CSOD | Cornerstone Ondemand INC | 股票-其他 | 7.69% | — | +260.31% | |
| 7 | ✓ | Cyberark Software LTD | 股票-其他 | 7.39% | — | — | |
| 8 | COUPEUR | Coupa Software INC | 股票-其他 | 7.36% | — | +60.00% | |
| 9 | AKAM | Akamai Technologies INC | 股票-科技 | 7.11% | — | +53.78% | |
| 10 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 5.36% | — | -22.22% | |
| 11 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 3.92% | — | -58.03% | |
| 12 | AAPL | Apple Inc. | 股票-科技 | 2.06% | — | — | |
| 13 | PANW | Palo Alto Networks, Inc. | 股票-科技 | 1.52% | — | — | |
| 14 | ✓ | Cyberark Software LTD | 股票-其他 | 1.30% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CSOD | Cornerstone Ondemand INC | +5.1% | +260.31% | 加碼 |
| 2 | YELP | Yelp INC | +2.3% | +8.45% | 加碼 |
| 3 | NFLX | Netflix INC | +1.8% | +32.76% | 加碼 |
| 4 | COUPEUR | Coupa Software INC | +1.6% | +60.00% | 加碼 |
| 5 | AKAM | Akamai Technologies INC | +0.7% | +53.78% | 加碼 |
| 6 | PYPL | Paypal Holdings INC | +0.1% | +15.40% | 加碼 |
| 7 | PANW | Palo Alto Networks INC | -0.2% | +24.14% | 加碼 |
| 8 | PANW | Palo Alto Networks, Inc. | -0.4% | — | 不變 |
| 9 | ADSK | Autodesk INC | -0.5% | +15.33% | 加碼 |
| 10 | CTSH | Cognizant Tech Solutions-a | -3.2% | -22.22% | 減碼 |
| 11 | BIDU | Baidu INC - Spon Adr | -5.2% | -58.03% | 減碼 |
| 12 | ✓ | Cyberark Software LTD | — | NEW | 新建倉 |
| 13 | ✓ | Gigamon INC | — | EXIT | 清倉 |
| 14 | SBAC | Sba Communications CORP | — | EXIT | 清倉 |
| 15 | AAPL | Apple Inc. | — | NEW | 新建倉 |
| 16 | MSTR | Strategy INC | — | EXIT | 清倉 |
| 17 | ✓ | Yelp INC | — | EXIT | 清倉 |
| 18 | ✓ | Cyberark Software LTD | — | NEW | 新建倉 |