CIK: 0001641173
申报总市值
US$2.2亿
| # | 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 | CHTR | Charter Communications, Inc. | 股票-通信服务 | 15.37% | — | — | |
| 2 | TV | Grupo Televisa Sa-spon Adr | 股票-其他 | 15.00% | — | -32.87% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 13.86% | — | +38.48% | |
| 4 | AVGO | Broadcom Inc. | 股票-科技 | 11.92% | — | — | |
| 5 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 10.93% | — | — | |
| 6 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 10.26% | — | — | |
| 7 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 9.79% | — | -1.96% | |
| 8 | 2362120D | Sinclair Broadcast Group LLC | 股票-其他 | 9.12% | — | -13.95% | |
| 9 | EVC | Entravision Communications-a | 股票-其他 | 3.75% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +4% | +38.48% | 加仓 |
| 2 | EVC | Entravision Communications-a | — | — | 不变 |
| 3 | ZAYOEUR | Zayo Group Holdings INC | -0.8% | -1.96% | 减仓 |
| 4 | 2362120D | Sinclair Broadcast Group LLC | -1.7% | -13.95% | 减仓 |
| 5 | TV | Grupo Televisa Sa-spon Adr | -6.3% | -32.87% | 减仓 |
| 6 | TRIP | Tripadvisor INC | — | EXIT | 清仓 |
| 7 | CHTR | Charter Communications, Inc. | — | NEW | 新建仓 |
| 8 | AVGO | Broadcom Inc. | — | NEW | 新建仓 |
| 9 | BKNG | Booking Hldgs INC | — | NEW | 新建仓 |
| 10 | AMZN | Amazon.com INC | — | EXIT | 清仓 |
| 11 | TSU | Tim Participacoes Sa-adr | — | EXIT | 清仓 |
| 12 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | 新建仓 |
| 13 | CHLUSD | China Mobile Ltd-spon Adr | — | EXIT | 清仓 |