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 | 57.28% | — | +19.97% | |
| 2 | IPGP | Ipg Photonics CORP | 股票-科技 | 39.76% | — | +142.46% | |
| 3 | JD | Jd.com Inc-adr | 股票-周期性消费 | 2.26% | — | — | |
| 4 | MOMOUSD | Momo Inc-spon Adr | 股票-其他 | 0.71% | — | -92.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IPGP | Ipg Photonics CORP | +23.8% | +142.46% | 加仓 |
| 2 | EDU | New Oriental Education & Technology Group Inc. | +10% | +19.97% | 加仓 |
| 3 | MOMOUSD | Momo Inc-spon Adr | -13.7% | -92.80% | 减仓 |
| 4 | LRCXEUR | Lam Research CORP | — | EXIT | 清仓 |
| 5 | TAL | Tal Education Group- Adr | — | EXIT | 清仓 |
| 6 | BZUN | Baozun Inc-spn Adr | — | EXIT | 清仓 |
| 7 | JD | Jd.com Inc-adr | — | NEW | 新建仓 |
| 8 | WUBAUSD | 58.com Inc-adr | — | EXIT | 清仓 |