CIK: 0001662906
申报总市值
US$10.8亿
| # | 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 | HP5A | Equity Commonwealth | 股票-其他 | 12.05% | — | — | |
| 2 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 11.02% | — | — | |
| 3 | DLTR | Dollar Tree INC | 股票-非周期性消费 | 9.64% | — | — | |
| 4 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 9.44% | — | — | |
| 5 | TJX | The TJX Companies, Inc. | 股票-周期性消费 | 7.02% | — | — | |
| 6 | FLT1EUR | Fleetcor Technologies INC | 股票-其他 | 6.44% | — | — | |
| 7 | SIG | Signet Jewelers Limited | 股票-周期性消费 | 6.37% | — | — | |
| 8 | BALL | Ball CORP | 股票-周期性消费 | 6.32% | — | — | |
| 9 | ✓ | 股票-其他 | 5.55% | — | — | ||
| 10 | IHS | IHS Holding Limited | 股票-其他 | 5.34% | — | — | |
| 11 | TDG | Transdigm Group INC | 股票-工业 | 5.00% | +0.74% | — | |
| 12 | MLM | Martin Marietta Materials | 股票-原材料 | 4.62% | — | — | |
| 13 | ✓ | Infoblox INC | 股票-其他 | 4.44% | — | — | |
| 14 | SGI | Somnigroup International INC | 股票-周期性消费 | 3.86% | — | — | |
| 15 | AAP | Advance Auto Parts INC | 股票-周期性消费 | 2.91% | — | — |