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 | 18.42% | +1.15% | -5.21% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 17.44% | -1.62% | -1.59% | |
| 3 | CRM | Salesforce INC | 股票-科技 | 12.41% | -0.90% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 10.09% | +1.80% | +2.78% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 9.42% | — | +30.86% | |
| 6 | DASH | Doordash INC - A | 股票-循環性消費 | 8.98% | -1.03% | +106.19% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 8.59% | -3.06% | — | |
| 8 | HUBS | Hubspot INC | 股票-科技 | 5.08% | — | +70.42% | |
| 9 | MELI | Mercadolibre INC | 股票-循環性消費 | 3.29% | +0.42% | — | |
| 10 | OKTA | Okta INC | 股票-科技 | 3.17% | — | +63.64% | |
| 11 | WDAY | Workday Inc-class A | 股票-科技 | 1.35% | -2.32% | — | |
| 12 | TWTRUSD | Twitter INC | 股票-其他 | 1.13% | — | -30.91% | |
| 13 | NFLX | Netflix INC | 股票-通訊服務 | 0.64% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DASH | Doordash INC - A | +5% | +106.19% | 加碼 |
| 2 | HUBS | Hubspot INC | +2.2% | +70.42% | 加碼 |
| 3 | OKTA | Okta INC | +1% | +63.64% | 加碼 |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +30.86% | 加碼 |
| 5 | NFLX | Netflix INC | -0.1% | — | 不變 |
| 6 | WDAY | Workday Inc-class A | -0.4% | — | 不變 |
| 7 | MSFT | Microsoft CORP | -0.5% | +2.78% | 加碼 |
| 8 | MELI | Mercadolibre INC | -0.6% | — | 不變 |
| 9 | TWTRUSD | Twitter INC | -0.8% | -30.91% | 減碼 |
| 10 | CRM | Salesforce INC | -0.9% | — | 不變 |
| 11 | AMZN | Amazon.com INC | -1% | — | 不變 |
| 12 | GOOGL | Alphabet Inc-cl A | -1.1% | -1.59% | 減碼 |
| 13 | META | Meta Platforms Inc-class A | -2% | -5.21% | 減碼 |
| 14 | WWD | Woodward INC | — | EXIT | 清倉 |