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 | 12.56% | — | +5.41% | |
| 2 | NFLX | Netflix INC | 股票-通訊服務 | 10.91% | — | -20.35% | |
| 3 | NYT | New York Times Co-a | 股票-通訊服務 | 10.71% | — | +30.00% | |
| 4 | PYPL | Paypal Holdings INC | 股票-金融 | 9.41% | — | +51.17% | |
| 5 | ADSK | Autodesk INC | 股票-科技 | 8.90% | — | +15.11% | |
| 6 | COUPEUR | Coupa Software INC | 股票-其他 | 7.49% | — | -22.58% | |
| 7 | ✓ | Cyberark Software LTD | 股票-其他 | 7.47% | — | +12.03% | |
| 8 | TSLA | Tesla INC | 股票-循環性消費 | 6.19% | — | — | |
| 9 | CSOD | Cornerstone Ondemand INC | 股票-其他 | 5.98% | — | +8.44% | |
| 10 | AMT | American Tower CORP | 股票-房地產 | 4.97% | — | — | |
| 11 | ✓ | Tripadvisor INC | 股票-其他 | 4.19% | — | — | |
| 12 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 3.52% | — | +6.67% | |
| 13 | TRIP | Tripadvisor INC | 股票-其他 | 3.48% | — | — | |
| 14 | ADSK | Autodesk, Inc. | 股票-科技 | 2.58% | — | — | |
| 15 | ✓ | New York Times Co | 股票-其他 | 1.65% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NYT | New York Times Co-a | +2.6% | +30.00% | 加碼 |
| 2 | PYPL | Paypal Holdings INC | +1.7% | +51.17% | 加碼 |
| 3 | ADSK | Autodesk INC | +0.6% | +15.11% | 加碼 |
| 4 | ✓ | Cyberark Software LTD | +0.5% | +12.03% | 加碼 |
| 5 | ADSK | Autodesk, Inc. | -0.2% | — | 不變 |
| 6 | CTSH | Cognizant Tech Solutions-a | -0.2% | +6.67% | 加碼 |
| 7 | CSOD | Cornerstone Ondemand INC | -0.4% | +8.44% | 加碼 |
| 8 | NFLX | Netflix INC | -0.5% | -20.35% | 減碼 |
| 9 | COUPEUR | Coupa Software INC | -1% | -22.58% | 減碼 |
| 10 | YELP | Yelp INC | -2.8% | +5.41% | 加碼 |
| 11 | TSLA | Tesla INC | — | NEW | 新建倉 |
| 12 | PANW | Palo Alto Networks INC | — | EXIT | 清倉 |
| 13 | MELI | Mercadolibre INC | — | EXIT | 清倉 |
| 14 | AMT | American Tower CORP | — | NEW | 新建倉 |
| 15 | EA | Electronic Arts INC | — | EXIT | 清倉 |
| 16 | ✓ | Tripadvisor INC | — | NEW | 新建倉 |
| 17 | TRIP | Tripadvisor INC | — | NEW | 新建倉 |
| 18 | ✓ | New York Times Co | — | NEW | 新建倉 |