跳至内容
| 股票 |
代码 |
12/30 |
11/25 |
10/28 |
09/30 |
08/26 |
07/29 |
| Snowflake |
SNOW |
24.7% |
20.7% |
20.2% |
19.8% |
15.1% |
15.7% |
| Bill.com |
BILL |
21.0% |
20.5% |
16.6% |
14.8% |
17.2% |
16.8% |
| Datadog |
DDOG |
17.1% |
15.2% |
12.8% |
12.2% |
15.2% |
18.0% |
| Cloudflare |
NET |
15.2% |
15.2% |
19.2% |
16.2% |
14.5% |
13.5% |
| Sentinel |
S |
15.0% |
13.0% |
14.1% |
14.1% |
12.4% |
13.5% |
| Monday |
MNDY |
3.4% |
1.4% |
3.2% |
6.2% |
4.6% |
4.1% |
| Crowdstrike |
CRWD |
2.5% |
13.8% |
13.8% |
13.4% |
13.7% |
15.7% |
| TransMedics |
TMDX |
1.6% |
N/A |
N/A |
N/A |
N/A |
N/A |
| Zscaler |
ZS |
N/A |
N/A |
2.9% |
N/A |
N/A |
N/A |
| Mongo |
MDB |
N/A |
N/A |
N/A |
10.8% |
10.7% |
8.1% |
小评
- 依旧不太理想的一个月，以
依照11/25的持股比例，完全不换股持有至12/30的前提，一个月左右的投资报酬率为 -7.37%
买入小部位的 ENPH (太阳能类股) 和 TMDX (医学移植技术类股)，但随即又卖掉 ENPH，只保留了 TMDX 仅 1.6%卖出大部位的 Crowdstrike (13.8% -> 2.5%)- 持股下跌最多的为 Crowdstrike，下跌了 -24.82%，上涨最多为 Monday，上涨了 24.71%