AtonRa Partners
- SEC CIK
- 0001846445
- 最新申報
- 2024/2/5
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 119
- 較 2022 年第 1 季 +6
- 總值
- $1.09 億
- 較 2022 年第 1 季 −$7,533 萬 (−40.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SWAVShockwave Medical, Inc. | COM | 15,196 | $290.5 萬 | 2.7% | −10,266−40.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 33,317 | $232.7 萬 | 2.1% | −3,110−8.5% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 35,228 | $216.5 萬 | 2.0% | +1,457+4.3% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 7,582 | $207.5 萬 | 1.9% | −4,517−37.3% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 10,099 | $197.2 萬 | 1.8% | −2,855−22.0% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 56,330 | $176.0 萬 | 1.6% | +36,460+183.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,453 | $170.6 萬 | 1.6% | −923−21.1% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,846 | $166.0 萬 | 1.5% | −1,158−10.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 182,890 | $165.9 萬 | 1.5% | +115,007+169.4% | 加碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 28,172 | $154.9 萬 | 1.4% | −22,756−44.7% | 減碼 | 歷史 |
| MQMarqeta, Inc. | CLASS A COM | 189,377 | $153.6 萬 | 1.4% | +19,979+11.8% | 加碼 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 33,648 | $152.8 萬 | 1.4% | −2,591−7.1% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 26,194 | $148.2 萬 | 1.4% | −31,701−54.8% | 減碼依 5 比 1 拆股換算 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 7,940 | $145.0 萬 | 1.3% | −761−8.7% | 減碼 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 54,212 | $143.2 萬 | 1.3% | +15,916+41.6% | 加碼 | 歷史 |
| ABMDAbiomed Inc | COM | 5,766 | $142.7 萬 | 1.3% | −2,779−32.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 18,563 | $142.0 萬 | 1.3% | −6,309−25.4% | 減碼 | 歷史 |
| EEFTEuronet Worldwide, Inc. | COM | 13,879 | $139.6 萬 | 1.3% | −2,471−15.1% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 6,269 | $136.6 萬 | 1.3% | −7,460−54.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,518 | $135.6 萬 | 1.2% | −2,009−36.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,902 | $134.9 萬 | 1.2% | −8,036−47.4% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 30,705 | $133.7 萬 | 1.2% | −10,134−24.8% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 12,243 | $131.4 萬 | 1.2% | −9,870−44.6% | 減碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 111,406 | $130.2 萬 | 1.2% | +55,162+98.1% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 8,716 | $130.0 萬 | 1.2% | −4,444−33.8% | 減碼 | 歷史 |
| LSPDLightspeed Commerce Inc. | SUB VTG SHS | 57,578 | $128.4 萬 | 1.2% | −22,422−28.0% | 減碼 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 19,341 | $122.7 萬 | 1.1% | −118−0.6% | 減碼 | 歷史 |
| MAXRMaxar Technologies Inc. | COM | 46,136 | $120.4 萬 | 1.1% | +8,205+21.6% | 加碼 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 35,993 | $119.0 萬 | 1.1% | +10,997+44.0% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 7,955 | $118.9 萬 | 1.1% | −1,265−13.7% | 減碼 | 歷史 |
| SICPSilvergate Capital Corp | CL A | 22,002 | $117.8 萬 | 1.1% | +1,043+5.0% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 12,250 | $116.7 萬 | 1.1% | +12,250 | 新進 | 歷史 |
| AXNXAxonics, Inc. | COM | 20,421 | $115.7 萬 | 1.1% | −1,767−8.0% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 11,441 | $111.5 萬 | 1.0% | −2,148−15.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,553 | $111.5 萬 | 1.0% | +5,553 | 新進 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 17,792 | $110.6 萬 | 1.0% | −5,294−22.9% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 14,524 | $108.2 萬 | 1.0% | −6,368−30.5% | 減碼依 4 比 1 拆股換算 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 249,426 | $108.0 萬 | 1.0% | +249,426 | 新進 | 歷史 |
| RPDRapid7, Inc. | COM | 15,924 | $106.4 萬 | 1.0% | +2,993+23.1% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 24,264 | $106.2 萬 | 1.0% | −2,332−8.8% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 4,766 | $103.4 萬 | 1.0% | −5,617−54.1% | 減碼 | 歷史 |
| DTDynatrace, Inc. | Stock | 25,688 | $101.3 萬 | 0.9% | −851−3.2% | 減碼 | 歷史 |
| TERTeradyne, Inc | Stock | 10,618 | $95.1 萬 | 0.9% | −2,970−21.9% | 減碼 | 歷史 |
| SGENSeagen Inc. | COM | 5,336 | $94.4 萬 | 0.9% | −1,740−24.6% | 減碼 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 19,139 | $92.8 萬 | 0.9% | −37,018−65.9% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 49,797 | $90.6 萬 | 0.8% | +49,797 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,324 | $89.2 萬 | 0.8% | −1,354−50.6% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,867 | $88.8 萬 | 0.8% | +314+20.2% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 6,072 | $88.6 萬 | 0.8% | −3,509−36.6% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 12,970 | $88.4 萬 | 0.8% | −1,017−7.3% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 6,460 | $88.2 萬 | 0.8% | −3,081−32.3% | 減碼 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 27,871 | $88.1 萬 | 0.8% | +7,787+38.8% | 加碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 16,770 | $86.8 萬 | 0.8% | −3,210−16.1% | 減碼 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 14,258 | $84.4 萬 | 0.8% | +14,258 | 新進 | 歷史 |
| BRKRBruker Corp | COM | 13,403 | $84.1 萬 | 0.8% | −3,482−20.6% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 35,946 | $83.5 萬 | 0.8% | +35,946 | 新進 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 12,561 | $82.9 萬 | 0.8% | +12,561 | 新進 | 歷史 |
| GHGuardant Health, Inc. | COM | 20,510 | $82.7 萬 | 0.8% | −22,890−52.7% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 5,795 | $80.6 萬 | 0.7% | +320+5.8% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 44,332 | $80.1 萬 | 0.7% | +6,540+17.3% | 加碼 | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 30,733 | $79.6 萬 | 0.7% | +30,733 | 新進 | 歷史 |
| SSentinelOne, Inc. | CL A | 33,733 | $78.7 萬 | 0.7% | +33,733 | 新進 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 4,313 | $77.6 萬 | 0.7% | −14−0.3% | 減碼 | 歷史 |
| NCNOnCino, Inc. | COM | 24,694 | $76.4 萬 | 0.7% | +24,694 | 新進 | 歷史 |
| TPICQTpi Composites, Inc | COM | 59,835 | $74.8 萬 | 0.7% | +21,251+55.1% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 3,767 | $74.6 萬 | 0.7% | −7,464−66.5% | 減碼 | 歷史 |
| IRDMIridium Communications Inc. | COM | 18,906 | $71.0 萬 | 0.7% | −2,054−9.8% | 減碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 1,891 | $70.9 萬 | 0.7% | −379−16.7% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 4,901 | $70.0 萬 | 0.6% | −4,355−47.1% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 8,338 | $69.9 萬 | 0.6% | +2,749+49.2% | 加碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 12,221 | $69.8 萬 | 0.6% | +12,221 | 新進 | 歷史 |
| Sunpower Corp867652406 | COM | 43,482 | $68.7 萬 | 0.6% | −24,359−35.9% | 減碼 | – |
| FISVFiserv Inc | Stock | 7,657 | $68.1 萬 | 0.6% | −7,868−50.7% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 34,596 | $68.1 萬 | 0.6% | −17,368−33.4% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 18,146 | $67.2 萬 | 0.6% | +18,146 | 新進 | 歷史 |
| SGFYSignify Health, Inc. | CL A COM | 48,699 | $67.2 萬 | 0.6% | +48,699 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 123,895 | $65.3 萬 | 0.6% | −54,887−30.7% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 143,944 | $63.6 萬 | 0.6% | +84,740+143.1% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 49,217 | $62.4 萬 | 0.6% | +1,753+3.7% | 加碼 | 歷史 |
| ENVEnvestnet, Inc. | COM | 11,735 | $61.9 萬 | 0.6% | +11,735 | 新進 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 8,612 | $61.1 萬 | 0.6% | +1,638+23.5% | 加碼 | 歷史 |
| CPAYCorpay, Inc. | COM | 2,897 | $60.9 萬 | 0.6% | +2,897 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 6,612 | $60.6 萬 | 0.6% | −6,622−50.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,106 | $60.1 萬 | 0.6% | −3,225−74.5% | 減碼 | 歷史 |
| OMCLOmnicell, Inc. | COM | 5,240 | $59.6 萬 | 0.5% | +5,240 | 新進 | 歷史 |
| PEGAPegasystems Inc | COM | 12,440 | $59.5 萬 | 0.5% | +12,440 | 新進 | 歷史 |
| GPNGlobal Payments Inc | Stock | 5,370 | $59.4 萬 | 0.5% | −6,032−52.9% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,995 | $59.3 萬 | 0.5% | −8,248−62.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,387 | $58.5 萬 | 0.5% | −7,995−59.7% | 減碼 | 歷史 |
| QTRXQuanterix Corp | COM | 35,896 | $58.1 萬 | 0.5% | −12,488−25.8% | 減碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 151,976 | $57.6 萬 | 0.5% | +65,639+76.0% | 加碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 18,268 | $57.5 萬 | 0.5% | +18,268 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 6,017 | $57.2 萬 | 0.5% | −9,108−60.2% | 減碼 | 歷史 |
| VRNSVaronis Systems Inc | COM | 19,147 | $56.1 萬 | 0.5% | +1,184+6.6% | 加碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 17,129 | $56.0 萬 | 0.5% | +17,129 | 新進 | 歷史 |
| WEXWEX Inc. | COM | 3,449 | $53.7 萬 | 0.5% | +3,449 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 10,342 | $52.7 萬 | 0.5% | −2,349−18.5% | 減碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 7,284 | $52.1 萬 | 0.5% | +7,284 | 新進 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 34,646 | $50.3 萬 | 0.5% | −5,473−13.6% | 減碼 | – |
| TDOCTeladoc Health, Inc. | COM | 15,068 | $50.0 萬 | 0.5% | +3,192+26.9% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（22 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 27,145 | $211.4 萬 | 1.1% | 歷史 |
| BKIBlack Knight, Inc. | COM | 26,710 | $154.9 萬 | 0.8% | 歷史 |
| ECLEcolab Inc. | Stock | 8,201 | $144.8 萬 | 0.8% | 歷史 |
| RUNSunrun Inc. | COM | 47,119 | $143.1 萬 | 0.8% | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 21,270 | $141.4 萬 | 0.8% | 歷史 |
| TRMBTrimble Inc. | COM | 18,214 | $131.4 萬 | 0.7% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 12,457 | $109.4 萬 | 0.6% | 歷史 |
| DDD3D Systems Corp | COM NEW | 65,003 | $108.4 萬 | 0.6% | 歷史 |
| BIDUBaidu, Inc. | ADR | 7,296 | $96.5 萬 | 0.5% | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 13,505 | $86.3 萬 | 0.5% | 歷史 |
| NIONIO Inc. | ADR | 40,964 | $86.2 萬 | 0.5% | 歷史 |
| MANTMantech International Corp | CL A | 9,741 | $84.0 萬 | 0.5% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,686 | $69.7 萬 | 0.4% | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 13,873 | $67.0 萬 | 0.4% | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 47,590 | $66.1 萬 | 0.4% | 歷史 |
| TWSTTwist Bioscience Corp | COM | 12,416 | $61.3 萬 | 0.3% | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 11,505 | $47.2 萬 | 0.3% | 歷史 |
| CRNCCerence Inc. | COM | 11,148 | $40.2 萬 | 0.2% | 歷史 |
| BFLYButterfly Network, Inc. | COM CL A | 77,896 | $37.1 萬 | 0.2% | 歷史 |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 36,701 | $34.1 萬 | 0.2% | 歷史 |
| FSLYFastly, Inc. | CL A | 10,739 | $18.7 萬 | 0.1% | 歷史 |
| AMWLAmerican Well Corp | CL A | 30,793 | $13.0 萬 | 0.1% | 歷史 |