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 | NFLX | Netflix INC | 股票-通訊服務 | 14.42% | — | +30.43% | |
| 2 | YELP | Yelp INC | 股票-其他 | 13.91% | — | -4.35% | |
| 3 | NYT | New York Times Co-a | 股票-通訊服務 | 11.90% | — | +8.11% | |
| 4 | PYPL | Paypal Holdings INC | 股票-金融 | 10.72% | — | — | |
| 5 | ADSK | Autodesk INC | 股票-科技 | 10.03% | — | -16.67% | |
| 6 | AMT | American Tower CORP | 股票-房地產 | 9.86% | — | — | |
| 7 | COUPEUR | Coupa Software INC | 股票-其他 | 8.13% | — | -11.11% | |
| 8 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 7.54% | — | +20.00% | |
| 9 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 6.59% | — | — | |
| 10 | ✓ | Cyberark Software LTD | 股票-其他 | 2.56% | — | -58.33% | |
| 11 | CSOD | Cornerstone Ondemand INC | 股票-其他 | 2.55% | — | -53.33% | |
| 12 | ✓ | New York Times Co | 股票-其他 | 1.49% | — | — | |
| 13 | SVMKUSD | Svmk INC | 股票-其他 | 0.31% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +3% | +30.43% | 加碼 |
| 2 | YELP | Yelp INC | +2.5% | -4.35% | 減碼 |
| 3 | CHTR | Charter Communications Inc-a | +2% | +20.00% | 加碼 |
| 4 | AMT | American Tower CORP | +1.7% | — | 不變 |
| 5 | COUPEUR | Coupa Software INC | +1.1% | -11.11% | 減碼 |
| 6 | PYPL | Paypal Holdings INC | +0.7% | — | 不變 |
| 7 | ADSK | Autodesk INC | +0.1% | -16.67% | 減碼 |
| 8 | ✓ | New York Times Co | -0.2% | — | 不變 |
| 9 | NYT | New York Times Co-a | -0.2% | +8.11% | 加碼 |
| 10 | CSOD | Cornerstone Ondemand INC | -2% | -53.33% | 減碼 |
| 11 | ✓ | Cyberark Software LTD | -2.2% | -58.33% | 減碼 |
| 12 | NXPI | NXP Semiconductors N.V. | — | NEW | 新建倉 |
| 13 | CHTR | Charter Communications, Inc. | — | EXIT | 清倉 |
| 14 | TSLA | Tesla INC | — | EXIT | 清倉 |
| 15 | CTSH | Cognizant Tech Solutions-a | — | EXIT | 清倉 |
| 16 | ✓ | Yelp INC | — | EXIT | 清倉 |
| 17 | SVMKUSD | Svmk INC | — | NEW | 新建倉 |