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 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 14.87% | — | -48.28% | |
| 2 | JD | Jd.com Inc-adr | 股票-周期性消费 | 14.42% | — | — | |
| 3 | AFRM | Affirm Holdings INC | 股票-金融 | 12.98% | — | — | |
| 4 | NFLX | Netflix INC | 股票-通信服务 | 12.66% | — | — | |
| 5 | CAR | Avis Budget Group INC | 股票-其他 | 11.69% | — | -27.35% | |
| 6 | TMUS | T-mobile US INC | 股票-通信服务 | 10.97% | — | -33.61% | |
| 7 | EDU | New Oriental Educatio-sp Adr | 股票-非周期性消费 | 8.17% | — | — | |
| 8 | ZG | Zillow Group INC - A | 股票-通信服务 | 8.06% | — | — | |
| 9 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 6.18% | — | -72.32% |