CIK: 0001782126
申报总市值
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| # | 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 | TRIP | Tripadvisor INC | 股票-其他 | 12.46% | — | — | |
| 2 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 11.49% | — | — | |
| 3 | ZG | Zillow Group INC - A | 股票-通信服务 | 10.52% | — | +70.12% | |
| 4 | WSM | Williams-sonoma INC | 股票-周期性消费 | 9.03% | — | +9.81% | |
| 5 | NTES | Netease Inc-adr | 股票-通信服务 | 8.94% | — | — | |
| 6 | PENN | Penn Entertainment INC | 股票-周期性消费 | 8.30% | — | +94.79% | |
| 7 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 7.85% | — | +57.77% | |
| 8 | LYFT | Lyft Inc-a | 股票-科技 | 7.46% | — | — | |
| 9 | W | Wayfair Inc- Class A | 股票-周期性消费 | 6.93% | — | — | |
| 10 | TME | Tencent Music Entertainm-adr | 股票-通信服务 | 5.31% | — | — | |
| 11 | DISCAUSD | Discovery INC - A | 股票-其他 | 4.38% | — | +54.62% | |
| 12 | MGM | Mgm Resorts International | 股票-周期性消费 | 3.79% | — | — | |
| 13 | TMUS | T-mobile US INC | 股票-通信服务 | 3.53% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PENN | Penn Entertainment INC | +2.2% | +94.79% | 加仓 |
| 2 | ABNB | Airbnb Inc-class A | +1.1% | +57.77% | 加仓 |
| 3 | DISCAUSD | Discovery INC - A | +1% | +54.62% | 加仓 |
| 4 | WSM | Williams-sonoma INC | +0.9% | +9.81% | 加仓 |
| 5 | ZG | Zillow Group INC - A | -0.6% | +70.12% | 加仓 |
| 6 | TRIP | Tripadvisor INC | — | NEW | 新建仓 |
| 7 | TCOM | Trip.com Group Ltd-adr | — | NEW | 新建仓 |
| 8 | NTES | Netease Inc-adr | — | NEW | 新建仓 |
| 9 | PINS | Pinterest Inc- Class A | — | EXIT | 清仓 |
| 10 | LYFT | Lyft Inc-a | — | NEW | 新建仓 |
| 11 | W | Wayfair Inc- Class A | — | NEW | 新建仓 |
| 12 | PTON | Peloton Interactive Inc-a | — | EXIT | 清仓 |
| 13 | VNET | Vnet Group Inc-adr | — | EXIT | 清仓 |
| 14 | TME | Tencent Music Entertainm-adr | — | NEW | 新建仓 |
| 15 | EDU | New Oriental Education & Technology Group Inc. | — | EXIT | 清仓 |
| 16 | VIPS | Vipshop Holdings LTD - Adr | — | EXIT | 清仓 |
| 17 | FTCHQ | Farfetch Ltd-class A | — | EXIT | 清仓 |
| 18 | OPEN | Opendoor Technologies INC | — | EXIT | 清仓 |
| 19 | MGM | Mgm Resorts International | — | NEW | 新建仓 |
| 20 | TMUS | T-mobile US INC | — | NEW | 新建仓 |