跳至内容
| 股票 |
代码 |
10/28 |
09/30 |
08/26 |
07/29 |
06/24 |
05/27 |
| Snowflake |
SNOW |
20.2% |
19.8% |
15.1% |
15.7% |
16.6% |
14.3% |
| Cloudflare |
NET |
19.2% |
16.2% |
14.5% |
13.5% |
13.5% |
12.9% |
| Bill.com |
BILL |
16.6% |
14.8% |
17.2% |
16.8% |
16.0% |
16.3% |
| Sentinel |
S |
14.1% |
14.1% |
12.4% |
13.5% |
15.2% |
15.1% |
| Crowdstrike |
CRWD |
13.8% |
13.4% |
13.7% |
15.7% |
14.6% |
9.7% |
| Datadog |
DDOG |
12.8% |
12.2% |
15.2% |
18.0% |
18.8% |
18.3% |
| Monday |
MNDY |
3.2% |
6.2% |
4.6% |
4.1% |
5.1% |
1.9% |
| Zscaler |
ZS |
N/A |
2.9% |
N/A |
N/A |
N/A |
13.5% |
| Mongo |
MDB |
N/A |
N/A |
10.8% |
10.7% |
8.1% |
6.5% |
依照09/30的持股比例，完全不换股持有至10/28的前提，一个月左右的投资报酬率为 -3.84%卖出 Zscaler，Saul 把上个月买的 Zscaler 又卖掉了，不过本身持股比例就不高，其他的股票持股比例都变动不大- 持股中两支上涨，六支下跌，上涨最多的为 Bill，不过仅上涨 1.22%，下跌最多为 Datadog -8.62%、Sentinel -8.37%