跳至内容
| 股票 |
代码 |
01/27 |
12/30 |
11/25 |
10/28 |
09/30 |
08/26 |
| Snowflake |
SNOW |
25.0% |
24.7% |
20.7% |
20.2% |
19.8% |
15.1% |
| Bill.com |
BILL |
22.0% |
21.0% |
20.5% |
16.6% |
14.8% |
17.2% |
| Datadog |
DDOG |
14.2% |
17.1% |
15.2% |
12.8% |
12.2% |
15.2% |
| Cloudflare |
NET |
13.6% |
15.2% |
15.2% |
19.2% |
16.2% |
14.5% |
| Sentinel |
S |
13.2% |
15.0% |
13.0% |
14.1% |
14.1% |
12.4% |
| Monday |
MNDY |
6.7% |
3.4% |
1.4% |
3.2% |
6.2% |
4.6% |
| TransMedics |
TMDX |
5.4% |
1.6% |
N/A |
N/A |
N/A |
N/A |
| Crowdstrike |
CRWD |
N/A |
2.5% |
13.8% |
13.8% |
13.4% |
13.7% |
| Zscaler |
ZS |
N/A |
N/A |
N/A |
N/A |
2.9% |
N/A |
| Mongo |
MDB |
N/A |
N/A |
N/A |
N/A |
N/A |
10.8% |
小评
- 报酬率相当不错的一个月，以按
2022/12/30的持股比例，完全不换股持有至2023/01/27的前提，一个月左右的投资报酬率为 9.14%
卖出上个月就已经减码的 Crowdstrike加码上个月买进的 TransMedics (1.6% -> 5.4%)，其他持股变动不大- 这个月持股仅有已卖出的 Crowdstrike 是下跌的，其他持股均上涨，涨幅最多的为 Cloudflare，上涨 17.47%