CIK: 0001665925
申报总市值
US$1.5亿
| # | 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 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 31.16% | — | +249.19% | |
| 2 | YUMC | Yum China Holdings INC | 股票-周期性消费 | 26.20% | — | — | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 21.28% | — | — | |
| 4 | IQ | Iqiyi Inc-adr | 股票-其他 | 10.24% | — | — | |
| 5 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 6.81% | — | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.31% | -19.37% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TAL | Tal Education Group- Adr | -36.3% | +249.19% | 加仓 |
| 2 | YUMC | Yum China Holdings INC | — | NEW | 新建仓 |
| 3 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建仓 |
| 4 | IQ | Iqiyi Inc-adr | — | NEW | 新建仓 |
| 5 | BIDU | Baidu INC - Spon Adr | — | NEW | 新建仓 |
| 6 | NVDA | Nvidia CORP | — | NEW | 新建仓 |
| 7 | AMAT | Applied Materials INC | — | EXIT | 清仓 |