CIK: 0001755784
申報總市值
US$1.3億
| # | 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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 20.40% | +1.15% | +10.84% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 18.56% | -1.62% | -13.92% | |
| 3 | CRM | Salesforce INC | 股票-科技 | 13.35% | -0.90% | +3.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 10.59% | +1.80% | +29.31% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 9.58% | -3.06% | +3.28% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 8.92% | — | +4.26% | |
| 7 | DASH | Doordash INC - A | 股票-循環性消費 | 3.97% | -1.03% | +111.88% | |
| 8 | MELI | Mercadolibre INC | 股票-循環性消費 | 3.85% | +0.42% | — | |
| 9 | HUBS | Hubspot INC | 股票-科技 | 2.88% | — | — | |
| 10 | OKTA | Okta INC | 股票-科技 | 2.17% | — | — | |
| 11 | TWTRUSD | Twitter INC | 股票-其他 | 1.88% | — | — | |
| 12 | WDAY | Workday Inc-class A | 股票-科技 | 1.74% | -2.32% | -25.85% | |
| 13 | WWD | Woodward INC | 股票-工業 | 1.33% | — | -57.94% | |
| 14 | NFLX | Netflix INC | 股票-通訊服務 | 0.78% | — | +5.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.3% | +29.31% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +2% | +10.84% | 加碼 |
| 3 | DASH | Doordash INC - A | +1.8% | +111.88% | 加碼 |
| 4 | HUBS | Hubspot INC | +0.2% | — | 不變 |
| 5 | NFLX | Netflix INC | -0.1% | +5.00% | 加碼 |
| 6 | BABA | Alibaba Group Holding-sp Adr | -0.6% | +4.26% | 加碼 |
| 7 | WDAY | Workday Inc-class A | -0.7% | -25.85% | 減碼 |
| 8 | MELI | Mercadolibre INC | -0.9% | — | 不變 |
| 9 | AMZN | Amazon.com INC | -1% | +3.28% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | -1.2% | -13.92% | 減碼 |
| 11 | CRM | Salesforce INC | -1.2% | +3.67% | 加碼 |
| 12 | WWD | Woodward INC | -2.1% | -57.94% | 減碼 |
| 13 | MA | Mastercard INC - A | — | EXIT | 清倉 |
| 14 | OKTA | Okta INC | — | NEW | 新建倉 |
| 15 | TWTRUSD | Twitter INC | — | NEW | 新建倉 |