CIK: 0001803120
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 | GPN | Global Payments INC | 股票-工业 | 22.91% | — | — | |
| 2 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 16.20% | -19.44% | EXIT | |
| 3 | FISV | Fiserv INC | 股票-其他 | 13.35% | -4.43% | EXIT | |
| 4 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 12.60% | -10.25% | EXIT | |
| 5 | KKR | Kkr & Co INC | 股票-金融 | 11.89% | — | — | |
| 6 | AER | AerCap Holdings N.V. | 股票-工业 | 11.40% | -6.04% | EXIT | |
| 7 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 11.16% | -5.46% | EXIT | |
| 8 | ✓ | Mister Car Wash, INC | 股票-其他 | 0.50% | -2.64% | EXIT |