CIK: 0001800249
申报总市值
US$2.5亿
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 28.07% | — | +70.36% | |
| 2 | KKR | Kkr & Co INC | 股票-金融 | 27.08% | — | +140.11% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 19.48% | — | +127.62% | |
| 4 | CARG | Cargurus INC | 股票-周期性消费 | 14.70% | — | +75.54% | |
| 5 | TCX | Tucows Inc-class A | 股票-其他 | 10.66% | -2.37% | +41.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +7.3% | +127.62% | 加仓 |
| 2 | KKR | Kkr & Co INC | +5.9% | +140.11% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | -0.6% | +70.36% | 加仓 |
| 4 | TCX | Tucows Inc-class A | -3.9% | +41.70% | 加仓 |
| 5 | CARG | Cargurus INC | -8.8% | +75.54% | 加仓 |