CIK: 0001844008
申報總市值
US$2.3億
| # | 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 | HOOD | Robinhood Markets INC - A | 股票-金融 | 32.16% | -4.39% | -24.93% | |
| 2 | APP | Applovin Corp-class A | 股票-科技 | 17.02% | -2.92% | -24.77% | |
| 3 | CVNA | Carvana Co | 股票-循環性消費 | 16.74% | -2.42% | -30.21% | |
| 4 | DASH | Doordash INC - A | 股票-循環性消費 | 9.72% | -0.63% | -24.44% | |
| 5 | SHOP | Shopify INC - Class A | 股票-科技 | 6.81% | -0.92% | -24.04% | |
| 6 | HIMS | Hims & Hers Health INC | 股票-醫療保健 | 5.71% | -3.81% | EXIT | |
| 7 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 4.38% | — | -25.16% | |
| 8 | DUOL | Duolingo | 股票-科技 | 3.79% | — | -24.68% | |
| 9 | MMYT | MakeMyTrip Limited | 股票-其他 | 2.60% | -0.56% | -2.32% | |
| 10 | PTRN | Pattern Group Inc-cl A | 股票-其他 | 0.79% | -0.87% | EXIT | |
| 11 | HUT | Hut 8 CORP | 股票-金融 | 0.14% | +5.22% | — | |
| 12 | AFRM | Affirm Holdings INC | 股票-金融 | 0.14% | -0.26% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets INC - A | +13.3% | -24.93% | 減碼 |
| 2 | APP | Applovin Corp-class A | +4% | -24.77% | 減碼 |
| 3 | MMYT | MakeMyTrip Limited | -0.8% | -2.32% | 加碼 |
| 4 | SHOP | Shopify INC - Class A | -1.9% | -24.04% | 減碼 |
| 5 | SPOT | Spotify Technology S.A. | -3% | -25.16% | 減碼 |
| 6 | DASH | Doordash INC - A | -3.4% | -24.44% | 減碼 |
| 7 | DUOL | Duolingo | -4.8% | -24.68% | 減碼 |
| 8 | CVNA | Carvana Co | -6.7% | -30.21% | 減碼 |
| 9 | HIMS | Hims & Hers Health INC | — | NEW | 新建倉 |
| 10 | DDOG | Datadog INC - Class A | — | EXIT | 清倉 |
| 11 | PTRN | Pattern Group Inc-cl A | — | NEW | 新建倉 |
| 12 | RDDT | Reddit Inc-cl A | — | EXIT | 清倉 |
| 13 | HUT | Hut 8 CORP | — | NEW | 新建倉 |
| 14 | AFRM | Affirm Holdings INC | — | NEW | 新建倉 |