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 | 11.41% | — | +16.67% | |
| 2 | NYT | New York Times Co-a | 股票-通訊服務 | 11.40% | — | +5.00% | |
| 3 | YELP | Yelp INC | 股票-其他 | 10.66% | — | +13.64% | |
| 4 | PYPL | Paypal Holdings INC | 股票-金融 | 10.24% | — | +5.26% | |
| 5 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 7.94% | — | — | |
| 6 | ADSK | Autodesk INC | 股票-科技 | 7.83% | — | — | |
| 7 | COUPEUR | Coupa Software INC | 股票-其他 | 7.66% | — | +25.00% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 7.51% | — | — | |
| 9 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 6.25% | — | +16.67% | |
| 10 | EA | Electronic Arts INC | 股票-通訊服務 | 5.77% | — | — | |
| 11 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 5.21% | — | -16.67% | |
| 12 | NFLX | Netflix, Inc. | 股票-通訊服務 | 3.26% | — | — | |
| 13 | EA | Electronic Arts Inc. | 股票-通訊服務 | 1.92% | — | — | |
| 14 | CSOD | Cornerstone Ondemand INC | 股票-其他 | 1.84% | — | -14.29% | |
| 15 | SWIUSD | Solarwinds CORP | 股票-其他 | 1.10% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NXPI | NXP Semiconductors N.V. | -0.3% | +16.67% | 加碼 |
| 2 | COUPEUR | Coupa Software INC | -0.5% | +25.00% | 加碼 |
| 3 | PYPL | Paypal Holdings INC | -0.5% | +5.26% | 加碼 |
| 4 | NYT | New York Times Co-a | -0.5% | +5.00% | 加碼 |
| 5 | CSOD | Cornerstone Ondemand INC | -0.7% | -14.29% | 減碼 |
| 6 | ADSK | Autodesk INC | -2.2% | — | 不變 |
| 7 | CHTR | Charter Communications Inc-a | -2.3% | -16.67% | 減碼 |
| 8 | NFLX | Netflix INC | -3% | +16.67% | 加碼 |
| 9 | YELP | Yelp INC | -3.3% | +13.64% | 加碼 |
| 10 | AMT | American Tower CORP | — | EXIT | 清倉 |
| 11 | ATVIEUR | Activision Blizzard INC | — | NEW | 新建倉 |
| 12 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建倉 |
| 13 | EA | Electronic Arts INC | — | NEW | 新建倉 |
| 14 | NFLX | Netflix, Inc. | — | NEW | 新建倉 |
| 15 | ✓ | Cyberark Software LTD | — | EXIT | 清倉 |
| 16 | EA | Electronic Arts Inc. | — | NEW | 新建倉 |
| 17 | ✓ | New York Times Co | — | EXIT | 清倉 |
| 18 | SWIUSD | Solarwinds CORP | — | NEW | 新建倉 |
| 19 | SVMKUSD | Svmk INC | — | EXIT | 清倉 |