CIK: 0001558971
申報總市值
US$2.4億
| # | 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 | PYPL | Paypal Holdings INC | 股票-金融 | 11.00% | — | — | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 9.52% | — | — | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 8.97% | — | +10.41% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 7.68% | — | — | |
| 5 | ✓ | Ellie Mae INC Com | 股票-其他 | 7.51% | — | — | |
| 6 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 7.35% | — | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 7.07% | — | — | |
| 8 | STMP | Stamps.com INC | 股票-其他 | 6.79% | — | — | |
| 9 | CRM | Salesforce INC | 股票-科技 | 6.54% | — | — | |
| 10 | CTRPUSD | Ctrip.com International-adr | 股票-其他 | 5.60% | — | +17.33% | |
| 11 | NFLX | Netflix INC | 股票-通訊服務 | 5.49% | — | +2.69% | |
| 12 | CCOI | Cogent Communications Holdin | 股票-其他 | 4.46% | — | — | |
| 13 | XYZ | Block INC | 股票-金融 | 3.71% | — | — | |
| 14 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 3.60% | — | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 2.46% | — | — | |
| 16 | MSGN | Msg Networks Inc- A | 股票-其他 | 2.23% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +3.8% | +10.41% | 加碼 |
| 2 | PYPL | Paypal Holdings INC | +3.7% | — | 不變 |
| 3 | GOOGL | Alphabet Inc-cl A | +2.3% | — | 不變 |
| 4 | CTRPUSD | Ctrip.com International-adr | +2% | +17.33% | 加碼 |
| 5 | ✓ | Ellie Mae INC Com | +1.8% | — | 不變 |
| 6 | META | Meta Platforms Inc-class A | +1.7% | — | 不變 |
| 7 | MSFT | Microsoft CORP | +1.4% | — | 不變 |
| 8 | XYZ | Block INC | +1.4% | — | 不變 |
| 9 | CHTR | Charter Communications Inc-a | +1.4% | — | 不變 |
| 10 | CRM | Salesforce INC | +1.4% | — | 不變 |
| 11 | NFLX | Netflix INC | +1.1% | +2.69% | 加碼 |
| 12 | CCOI | Cogent Communications Holdin | +0.5% | — | 不變 |
| 13 | ZAYOEUR | Zayo Group Holdings INC | +0.4% | — | 不變 |
| 14 | MSGN | Msg Networks Inc- A | +0.3% | — | 不變 |
| 15 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 清倉 |
| 16 | STMP | Stamps.com INC | — | NEW | 新建倉 |
| 17 | BKNG | Booking Hldgs INC | — | EXIT | 清倉 |
| 18 | BIDU | Baidu INC - Spon Adr | — | EXIT | 清倉 |
| 19 | ✓ | Pandora Media INC | — | EXIT | 清倉 |
| 20 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 21 | MU | Micron Technology INC | — | EXIT | 清倉 |