CIK: 0001665751
Total reported value
$339.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IPGP | Ipg Photonics CORP | Stock-Tech | 60.43% | — | -24.74% | |
| 2 | HTHT | H World Group Limited | Stock-Other | 33.29% | — | +177.22% | |
| 3 | MAR | Marriott International -cl A | Stock-Consumer Disc | 4.46% | — | — | |
| 4 | ZTO | Zto Express Cayman Inc-adr | Stock-Other | 1.83% | +0.83% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HTHT | H World Group Limited | +26.3% | +177.22% | Add |
| 2 | IPGP | Ipg Photonics CORP | +21.3% | -24.74% | Trim |
| 3 | EDU | New Oriental Education & Technology Group Inc. | — | EXIT | Sold out |
| 4 | TAL | Tal Education Group- Adr | — | EXIT | Sold out |
| 5 | JD | Jd.com Inc-adr | — | EXIT | Sold out |
| 6 | MAR | Marriott International -cl A | — | NEW | New buy |
| 7 | ZTO | Zto Express Cayman Inc-adr | — | NEW | New buy |