CIK: 0001665751
申报总市值
US$3.4亿
| # | 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 | EDU | New Oriental Education & Technology Group Inc. | 股票-非周期性消费 | 41.05% | — | +30.31% | |
| 2 | QCOM | Qualcomm INC | 股票-科技 | 27.37% | — | — | |
| 3 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 17.53% | — | -48.84% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 7.51% | +0.10% | NEW | |
| 5 | LRCXEUR | Lam Research CORP | 股票-科技 | 5.50% | — | +48.30% | |
| 6 | CAJPY | Canon Inc-spons Adr | 股票-其他 | 1.00% | — | — | |
| 7 | WB | Weibo Corp-spon Adr | 股票-其他 | 0.03% | — | -99.87% | |
| 8 | WUBAUSD | 58.com Inc-adr | 股票-其他 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EDU | New Oriental Education & Technology Group Inc. | +12.8% | +30.31% | 加仓 |
| 2 | LRCXEUR | Lam Research CORP | +1.6% | +48.30% | 加仓 |
| 3 | WUBAUSD | 58.com Inc-adr | — | — | 不变 |
| 4 | TAL | Tal Education Group- Adr | -11.5% | -48.84% | 减仓 |
| 5 | BABA | Alibaba Group Holding-sp Adr | -12.1% | -59.92% | 减仓 |
| 6 | WB | Weibo Corp-spon Adr | -19.1% | -99.87% | 减仓 |
| 7 | QCOM | Qualcomm INC | — | NEW | 新建仓 |
| 8 | CAJPY | Canon Inc-spons Adr | — | NEW | 新建仓 |