CIK: 0001622093
申报总市值
—
| # | 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 | 14.42% | — | +34.63% | |
| 2 | IPXLEUR | Impax Laboratories INC | 股票-其他 | 12.97% | — | +63.20% | |
| 3 | TNET | Trinet Group INC | 股票-其他 | 11.10% | — | +22.56% | |
| 4 | S9Q | Spirit Aerosystems Hold-cl A | 股票-其他 | 10.36% | — | +33.34% | |
| 5 | CP | Canadian Pacific Kansa F | 股票-工业 | 9.67% | — | +87.27% | |
| 6 | GRA1EUR | Wr Grace & Co | 股票-其他 | 9.43% | — | +21.91% | |
| 7 | FBIN | Fortune Brands Innovations I | 股票-工业 | 9.17% | — | -1.29% | |
| 8 | CDK | Cdk Global INC | 股票-其他 | 8.98% | — | -1.04% | |
| 9 | CRI | Carter's INC | 股票-其他 | 6.91% | — | -13.94% | |
| 10 | ✓ | Kate Spade & Company | 股票-其他 | 4.95% | — | +21.90% | |
| 11 | ST | Sensata Technologies Holding plc | 股票-科技 | 2.04% | — | -61.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IPXLEUR | Impax Laboratories INC | +4.3% | +63.20% | 加仓 |
| 2 | CP | Canadian Pacific Kansa F | +3.4% | +87.27% | 加仓 |
| 3 | S9Q | Spirit Aerosystems Hold-cl A | +2.5% | +33.34% | 加仓 |
| 4 | CHTR | Charter Communications, Inc. | +1.5% | +34.63% | 加仓 |
| 5 | GRA1EUR | Wr Grace & Co | +1.3% | +21.91% | 加仓 |
| 6 | CDK | Cdk Global INC | +0.6% | -1.04% | 减仓 |
| 7 | CRI | Carter's INC | -0.6% | -13.94% | 减仓 |
| 8 | FBIN | Fortune Brands Innovations I | -1.2% | -1.29% | 减仓 |
| 9 | ✓ | Kate Spade & Company | -1.8% | +21.90% | 加仓 |
| 10 | TNET | Trinet Group INC | -2.4% | +22.56% | 加仓 |
| 11 | ST | Sensata Technologies Holding plc | -4.1% | -61.42% | 减仓 |
| 12 | ✓ | — | EXIT | 清仓 |