CIK: 0001853635
申报总市值
US$8079.0万
| # | 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 | FIVE | Five Below | 股票-周期性消费 | 35.74% | — | +49.62% | |
| 2 | LGIH | Lgi Homes INC | 股票-其他 | 27.79% | — | +1.66% | |
| 3 | TDG | Transdigm Group INC | 股票-工业 | 20.36% | -30.71% | -51.04% | |
| 4 | CVNA | Carvana Co | 股票-周期性消费 | 13.51% | — | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.41% | — | — | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.87% | — | — | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.33% | — | -33.26% |