CIK: 0001787893
申报总市值
US$6.6亿
| # | 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 | VRT | Vertiv Holdings Co-a | 股票-工业 | 12.12% | -1.08% | EXIT | |
| 2 | DXC | Dxc Technology Co | 股票-科技 | 10.30% | — | — | |
| 3 | GDDY | Godaddy INC - Class A | 股票-科技 | 8.38% | — | — | |
| 4 | CALY | Callaway Golf Company | 股票-其他 | 7.10% | -0.03% | — | |
| 5 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 6.88% | -2.72% | EXIT | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 6.47% | +0.16% | — | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.37% | +5.10% | NEW | |
| 8 | PLNT | Planet Fitness INC - Cl A | 股票-周期性消费 | 6.20% | -2.98% | EXIT | |
| 9 | LM03 | Liberty Media Cor-siriusxm A | 股票-其他 | 5.88% | — | — | |
| 10 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 5.71% | — | — | |
| 11 | LPRO | Open Lending CORP | 股票-其他 | 4.67% | — | — | |
| 12 | JBI | Janus International Group In | 股票-其他 | 4.39% | — | — | |
| 13 | AVPT | Avepoint INC | 股票-其他 | 4.31% | — | — | |
| 14 | DOCN | Digitalocean Holdings INC | 股票-科技 | 4.05% | +1.81% | NEW | |
| 15 | TMUS | T-mobile US INC | 股票-通信服务 | 3.54% | — | — | |
| 16 | SPT | Sprout Social INC - Class A | 股票-其他 | 2.23% | — | — | |
| 17 | KLR1USD | Kaleyra INC | 股票-其他 | 1.40% | — | — |