CIK: 0001801264
申报总市值
US$4.0亿
| # | 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 | APO | Apollo Global Management INC | 股票-金融 | 13.41% | — | -2.78% | |
| 2 | MELI | Mercadolibre INC | 股票-周期性消费 | 12.88% | — | -17.83% | |
| 3 | CCK | Crown Holdings INC | 股票-周期性消费 | 12.18% | — | -10.02% | |
| 4 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 11.91% | — | +50.94% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 10.79% | — | -8.98% | |
| 6 | CRM | Salesforce INC | 股票-科技 | 6.84% | — | — | |
| 7 | Z | Zillow Group INC - C | 股票-通信服务 | 6.52% | — | -13.65% | |
| 8 | DHI | Dr Horton INC | 股票-周期性消费 | 6.25% | — | +45.46% | |
| 9 | NOW | Servicenow INC | 股票-科技 | 5.37% | — | +43.41% | |
| 10 | FWONKUSD | Liberty Media Corp-liberty-c | 股票-其他 | 5.23% | — | -4.59% | |
| 11 | BERYEUR | Berry Global Group INC | 股票-其他 | 4.53% | — | — | |
| 12 | MDB | Mongodb INC | 股票-科技 | 2.79% | — | -45.39% | |
| 13 | ✓ | Propertyguru Group LTD | 股票-其他 | 0.78% | — | — | |
| 14 | NYT | New York Times Co-a | 股票-通信服务 | 0.39% | — | -61.63% | |
| 15 | BL | Blackline INC | 股票-科技 | 0.11% | — | — | |
| 16 | APO | Apollo Global Management, Inc. | 股票-金融 | — | — | -60.10% |