CIK: 0001838211
申報總市值
US$4.2億
| # | 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 | UBER | Uber Technologies INC | 股票-工業 | 11.83% | -0.65% | +2.18% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 11.68% | -0.45% | +0.08% | |
| 3 | BWIN | Baldwin Insurance Group Inc/ | 股票-其他 | 10.78% | -0.11% | +0.41% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 10.64% | -3.44% | -8.89% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 8.85% | -0.48% | +0.72% | |
| 6 | LBRDA | Liberty Broadband-a | 股票-其他 | 5.77% | — | +12.88% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 5.47% | +1.03% | +12.33% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.58% | -0.40% | +47.84% | |
| 9 | NFLX | Netflix INC | 股票-通訊服務 | 4.12% | +3.22% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.65% | +0.02% | -17.93% | |
| 11 | LBRDK | Liberty Broadband-c | 股票-通訊服務 | 3.63% | — | -15.43% | |
| 12 | NVR | Nvr INC | 股票-循環性消費 | 3.61% | -0.23% | +13.81% | |
| 13 | TMUS | T-mobile US INC | 股票-通訊服務 | 3.25% | -0.01% | -13.84% | |
| 14 | FYBR | Frontier Communications Pare | 股票-其他 | 3.06% | — | +17.54% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.73% | -0.48% | -10.08% | |
| 16 | CSX | Csx CORP | 股票-工業 | 1.02% | — | — | |
| 17 | RH | Rh | 股票-循環性消費 | 0.89% | — | — | |
| 18 | Z | Zillow Group INC - C | 股票-通訊服務 | 0.73% | — | +34.90% | |
| 19 | KMX | Carmax INC | 股票-循環性消費 | 0.71% | — | — | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.62% | — | -33.16% | |
| 21 | PPLI | People INC | 股票-通訊服務 | 0.62% | — | -81.21% | |
| 22 | EQT | Eqt CORP | 股票-能源 | 0.61% | — | — | |
| 23 | EXE | Expand Energy CORP | 股票-能源 | 0.44% | — | — | |
| 24 | ZG | Zillow Group INC - A | 股票-通訊服務 | 0.31% | — | — | |
| 25 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.26% | — | -43.88% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.14% | — | -53.38% |