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 | 37.21% | -22.88% | -15.31% | |
| 2 | TDG | Transdigm Group INC | 股票-工业 | 35.60% | +10.18% | +4.16% | |
| 3 | MCO | Moody's CORP | 股票-金融 | 27.19% | +12.70% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group INC | +7.7% | +4.16% | 加仓 |
| 2 | MCO | Moody's CORP | +6.5% | — | 不变 |
| 3 | GWRE | Guidewire Software INC | +6.1% | -15.31% | 减仓 |
| 4 | AMZN | Amazon.com INC | — | EXIT | 清仓 |