CIK: 0001601160
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 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 14.19% | — | +25.50% | |
| 2 | TDG | Transdigm Group INC | 股票-工业 | 10.22% | — | +31.92% | |
| 3 | PYPL | Paypal Holdings INC | 股票-金融 | 9.00% | — | -20.23% | |
| 4 | BKIEUR | Black Knight INC | 股票-其他 | 8.88% | — | +26.20% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 8.83% | — | +27.42% | |
| 6 | NOW | Servicenow INC | 股票-科技 | 8.70% | — | +28.37% | |
| 7 | FIVE | Five Below | 股票-周期性消费 | 8.66% | — | +52.15% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.94% | — | +27.14% | |
| 9 | MTN | Vail Resorts INC | 股票-周期性消费 | 7.73% | — | +83.90% | |
| 10 | ✓ | Meridianlink INC | 股票-其他 | 6.32% | — | — | |
| 11 | SMLR | Semler Scientific INC | 股票-其他 | 5.51% | — | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | — | -29.94% |