CIK: 0001636974
申报总市值
—
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BAX | Baxter International INC | 股票-医疗保健 | 15.82% | — | +0.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 14.24% | — | -7.72% | |
| 3 | FMC | Fmc CORP | 股票-原材料 | 14.05% | — | -4.88% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 13.66% | — | -3.34% | |
| 5 | TRIP | Tripadvisor INC | 股票-其他 | 9.77% | — | — | |
| 6 | PYPL | Paypal Holdings INC | 股票-金融 | 9.76% | — | +105.05% | |
| 7 | CABO | Cable One INC | 股票-通信服务 | 9.56% | — | +0.04% | |
| 8 | COTY | Coty Inc-cl A | 股票-其他 | 5.81% | — | +94.32% | |
| 9 | DVA | Davita INC | 股票-医疗保健 | 4.87% | — | — | |
| 10 | LTRPAUSD | Liberty Tripadvisor Hdg-a | 股票-其他 | 2.45% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +4.9% | +105.05% | 加仓 |
| 2 | COTY | Coty Inc-cl A | +2% | +94.32% | 加仓 |
| 3 | CABO | Cable One INC | -0.1% | +0.04% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | -0.6% | -3.34% | 减仓 |
| 5 | BAX | Baxter International INC | -1.5% | +0.03% | 加仓 |
| 6 | MSFT | Microsoft CORP | -1.6% | -7.72% | 减仓 |
| 7 | FMC | Fmc CORP | -2.3% | -4.88% | 减仓 |
| 8 | TRIP | Tripadvisor INC | — | NEW | 新建仓 |
| 9 | ✓ | — | EXIT | 清仓 | |
| 10 | DVA | Davita INC | — | NEW | 新建仓 |
| 11 | EQIX | Equinix INC | — | EXIT | 清仓 |
| 12 | CDK | Cdk Global INC | — | EXIT | 清仓 |
| 13 | LTRPAUSD | Liberty Tripadvisor Hdg-a | — | NEW | 新建仓 |