申報市值
$4.6B
以季末價格計算
持股數
14
前 10 大占 93%
持股 14
| # | 股票 | 公司 | 股數 | 金額 | 占投資組合 | 股數與前期比較 |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | 2,898,509 | $777.8M | 17.0% | — |
| 2 | DIS | DISNEY WALT CO | 6,566,031 | $648.1M | 14.1% | — |
| 3 | NSIT | INSIGHT ENTERPRISES INC | 4,061,739 | $609.2M | 13.3% | — |
| 4 | META | META PLATFORMS INC | 1,014,874 | $584.9M | 12.8% | — |
| 5 | RBLX | ROBLOX CORP | 8,764,921 | $510.9M | 11.2% | — |
| 6 | V | VISA INC | 1,312,950 | $460.1M | 10.0% | — |
| 7 | — | LIBERTY MEDIA CORP DEL | 3,903,888 | $266M | 5.8% | — |
| 8 | EXPE | EXPEDIA GROUP INC | 1,117,156 | $187.8M | 4.1% | — |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | 885,266 | $115.6M | 2.5% | — |
| 10 | — | LIBERTY MEDIA CORP DEL | 1,658,648 | $111.5M | 2.4% | — |
| 11 | AMZN | AMAZON COM INC | 563,100 | $107.1M | 2.3% | — |
| 12 | TOST | TOAST INC | 2,597,200 | $86.1M | 1.9% | — |
| 13 | RKT | ROCKET COS INC | 6,728,509 | $81.2M | 1.8% | — |
| 14 | — | NU HLDGS LTD | 3,416,200 | $35M | 0.76% | — |
13F 申報列出季末在美國上市的多頭部位（股票與 ADR）：不含放空、現金、債券或外國股票；此處也不列選擇權與本金金額。季末之後的交易要到下一次申報才會出現。變動是與前一季的股數比較（股票分割可能顯示為加碼）。並非投資建議。