CIK: 0001666472
申报总市值
US$3068.2万
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 13.75% | — | +17.25% | |
| 2 | LCEUR | Happen INC | 股票-其他 | 10.39% | — | -9.11% | |
| 3 | 2362120D | Sinclair Broadcast Group LLC | 股票-其他 | 10.13% | — | +44.65% | |
| 4 | NXST | Nexstar Media Group INC | 股票-通信服务 | 10.12% | — | -15.55% | |
| 5 | ✓ | Ellie Mae INC Com | 股票-其他 | 9.03% | — | +29.52% | |
| 6 | ✓ | 股票-其他 | 7.37% | — | -1.00% | ||
| 7 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 7.35% | — | +3033.47% | |
| 8 | YELP | Yelp INC | 股票-其他 | 7.31% | — | -28.00% | |
| 9 | STMP | Stamps.com INC | 股票-其他 | 6.32% | — | +1.61% | |
| 10 | IMAX | Imax CORP | 股票-其他 | 5.69% | — | — | |
| 11 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 4.61% | — | -42.02% | |
| 12 | TMUS | T-mobile US INC | 股票-通信服务 | 4.41% | — | — | |
| 13 | GTN | Gray Media INC | 股票-其他 | 3.51% | — | -30.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TAL | Tal Education Group- Adr | +7.2% | +3033.47% | 加仓 |
| 2 | 2362120D | Sinclair Broadcast Group LLC | +3.5% | +44.65% | 加仓 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +2.8% | +17.25% | 加仓 |
| 4 | ✓ | Ellie Mae INC Com | +2.4% | +29.52% | 加仓 |
| 5 | ✓ | -0.2% | -1.00% | 减仓 | |
| 6 | STMP | Stamps.com INC | -0.6% | +1.61% | 加仓 |
| 7 | GTN | Gray Media INC | -0.8% | -30.19% | 减仓 |
| 8 | LCEUR | Happen INC | -2.1% | -9.11% | 减仓 |
| 9 | NXST | Nexstar Media Group INC | -2.3% | -15.55% | 减仓 |
| 10 | BKNG | Booking Hldgs INC | -2.9% | -42.02% | 减仓 |
| 11 | YELP | Yelp INC | -6.2% | -28.00% | 减仓 |
| 12 | IMAX | Imax CORP | — | NEW | 新建仓 |
| 13 | ETSY | Etsy INC | — | EXIT | 清仓 |
| 14 | EXPE | Expedia Group INC | — | EXIT | 清仓 |
| 15 | TMUS | T-mobile US INC | — | NEW | 新建仓 |