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 | 15.66% | — | — | |
| 2 | ADSK | Autodesk INC | 股票-科技 | 11.94% | — | +214.76% | |
| 3 | PAGS | PagSeguro Digital Ltd. | 股票-其他 | 11.80% | — | +270.28% | |
| 4 | TMUS | T-mobile US INC | 股票-通訊服務 | 11.53% | — | — | |
| 5 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 10.94% | +23.07% | +203.08% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 9.70% | — | +42.81% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 8.58% | — | +10.70% | |
| 8 | MU | Micron Technology INC | 股票-科技 | 5.72% | — | +201.67% | |
| 9 | STMP | Stamps.com INC | 股票-其他 | 5.26% | — | +100.00% | |
| 10 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 5.21% | — | +270.17% | |
| 11 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 3.64% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PAGS | PagSeguro Digital Ltd. | +8% | +270.28% | 加碼 |
| 2 | GDS | Gds Holdings LTD - Adr | +6.5% | +203.08% | 加碼 |
| 3 | ADSK | Autodesk INC | +5.9% | +214.76% | 加碼 |
| 4 | ZAYOEUR | Zayo Group Holdings INC | +3% | +270.17% | 加碼 |
| 5 | MU | Micron Technology INC | +2.9% | +201.67% | 加碼 |
| 6 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +42.81% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | -3.1% | +10.70% | 加碼 |
| 8 | STMP | Stamps.com INC | -4.4% | +100.00% | 加碼 |
| 9 | PYPL | Paypal Holdings INC | -8.7% | — | 不變 |
| 10 | TMUS | T-mobile US INC | -8.9% | — | 不變 |
| 11 | ARCO | Arcos Dorados Holdings Inc. | — | NEW | 新建倉 |
| 12 | ✓ | Ellie Mae INC Com | — | EXIT | 清倉 |
| 13 | STNE | StoneCo Ltd. | — | EXIT | 清倉 |