CIK: 0001844103
申报总市值
US$7671.8万
| # | 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 | GWRE | Guidewire Software INC | 股票-科技 | 31.09% | -22.88% | -7.98% | |
| 2 | TDG | Transdigm Group INC | 股票-工业 | 27.89% | +10.18% | — | |
| 3 | MCO | Moody's CORP | 股票-金融 | 20.66% | +12.70% | — | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 20.36% | — | -16.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software INC | — | NEW | 新建仓 |
| 2 | TDG | Transdigm Group INC | — | NEW | 新建仓 |
| 3 | MCO | Moody's CORP | — | NEW | 新建仓 |
| 4 | AMZN | Amazon.com INC | — | NEW | 新建仓 |