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 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 10.09% | — | +7.55% | |
| 2 | NFLX | Netflix INC | 股票-通訊服務 | 9.64% | — | -6.67% | |
| 3 | NYT | New York Times Co-a | 股票-通訊服務 | 9.29% | — | +1.33% | |
| 4 | EA | Electronic Arts INC | 股票-通訊服務 | 8.35% | — | +37.50% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 8.26% | — | +35.42% | |
| 6 | COUPEUR | Coupa Software INC | 股票-其他 | 6.65% | — | -6.67% | |
| 7 | ADSK | Autodesk INC | 股票-科技 | 6.41% | — | -12.50% | |
| 8 | PYPL | Paypal Holdings INC | 股票-金融 | 6.01% | — | -30.00% | |
| 9 | YELP | Yelp INC | 股票-其他 | 5.32% | — | +3.75% | |
| 10 | VRNS | Varonis Systems INC | 股票-科技 | 4.88% | -4.07% | EXIT | |
| 11 | SAILEUR | Sailpoint Technologies Holdi | 股票-其他 | 4.66% | — | — | |
| 12 | TSLA | Tesla INC | 股票-循環性消費 | 4.61% | — | +37.50% | |
| 13 | UBER | Uber Technologies INC | 股票-工業 | 4.35% | -0.56% | — | |
| 14 | DBX | Dropbox Inc-class A | 股票-科技 | 4.23% | — | — | |
| 15 | TSLA | Tesla, Inc. | 股票-循環性消費 | 3.35% | — | — | |
| 16 | EA | Electronic Arts Inc. | 股票-通訊服務 | 3.04% | — | — | |
| 17 | ✓ | Activision Blizzard INC | 股票-其他 | 0.88% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VRNS | Varonis Systems INC | +1.8% | +75.00% | 加碼 |
| 2 | EA | Electronic Arts INC | +1.3% | +37.50% | 加碼 |
| 3 | COUPEUR | Coupa Software INC | +0.7% | -6.67% | 減碼 |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.6% | +35.42% | 加碼 |
| 5 | ✓ | Activision Blizzard INC | -0.1% | — | 不變 |
| 6 | TSLA | Tesla INC | -0.3% | +37.50% | 加碼 |
| 7 | ATVIEUR | Activision Blizzard INC | -0.4% | +7.55% | 加碼 |
| 8 | EA | Electronic Arts Inc. | -0.5% | — | 不變 |
| 9 | YELP | Yelp INC | -0.7% | +3.75% | 加碼 |
| 10 | NYT | New York Times Co-a | -1.4% | +1.33% | 加碼 |
| 11 | ADSK | Autodesk INC | -1.7% | -12.50% | 減碼 |
| 12 | NFLX | Netflix INC | -2% | -6.67% | 減碼 |
| 13 | PYPL | Paypal Holdings INC | -3% | -30.00% | 減碼 |
| 14 | SAILEUR | Sailpoint Technologies Holdi | — | NEW | 新建倉 |
| 15 | UBER | Uber Technologies INC | — | NEW | 新建倉 |
| 16 | DBX | Dropbox Inc-class A | — | NEW | 新建倉 |
| 17 | CHTR | Charter Communications Inc-a | — | EXIT | 清倉 |
| 18 | TSLA | Tesla, Inc. | — | NEW | 新建倉 |
| 19 | NFLX | Netflix, Inc. | — | EXIT | 清倉 |
| 20 | NXPI | NXP Semiconductors N.V. | — | EXIT | 清倉 |
| 21 | LYFT | Lyft Inc-a | — | EXIT | 清倉 |