持股明细 (取持股超过 2%)
股票 |
代码 |
2024Q2 |
2024Q1 |
2023Q4 |
2023Q3 |
2023Q2 |
2023Q1 |
NVIDIA |
NVDA |
7.88% |
7.24% |
5.40% |
5.47% |
5.60% |
4.01% |
MercadoLibre |
MELI |
6.19% |
5.92% |
6.70% |
6.98% |
6.43% |
7.29% |
Amazon |
AMZN |
5.78% |
5.49% |
4.90% |
4.79% |
4.53% |
3.60% |
Moderna |
MRNA |
4.01% |
3.70% |
3.60% |
4.30% |
4.72% |
6.44% |
Spotify |
SPOT |
3.93% |
4.41% |
3.52% |
3.50% |
3.44% |
3.31% |
Pinduoduo |
PDD |
3.63% |
3.14% |
4.40% |
3.19% |
1.83% |
1.93% |
Shopify |
SHOP |
2.84% |
3.68% |
3.96% |
3.12% |
3.60% |
3.08% |
Trade Desk |
TTD |
2.81% |
2.62% |
2.34% |
3.19% |
2.99% |
2.52% |
Coupang |
CPNG |
2.79% |
2.33% |
1.87% |
1.85% |
1.64% |
1.62% |
Netflix |
NFLX |
2.50% |
2.20% |
1.87% |
1.83% |
2.12% |
2.08% |
Meta |
META |
2.28% |
2.30% |
1.50% |
1.17% |
0.93% |
0.56% |
Tesla |
TSLA |
2.20% |
2.44% |
3.68% |
5.09% |
5.16% |
4.88% |
Cloudflare |
NET |
2.11% |
2.27% |
2.04% |
1.79% |
1.75% |
1.43% |
Ferrari N.V. |
RACE |
1.91% |
2.08% |
1.81% |
1.94% |
2.00% |
1.80% |