CIK: 0001761435
申报总市值
—
| # | 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 | FWONKUSD | Liberty Media Corp-liberty-c | 股票-其他 | 17.89% | — | — | |
| 2 | FTDR | Frontdoor INC | 股票-周期性消费 | 16.31% | — | +39.62% | |
| 3 | WWEUSD | World Wrestling Entertain-a | 股票-其他 | 15.54% | — | +27.28% | |
| 4 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 13.68% | — | -16.32% | |
| 5 | PLANUSD | Anaplan INC | 股票-其他 | 12.40% | — | +56.82% | |
| 6 | CELH | Celsius Holdings INC | 股票-非周期性消费 | 9.44% | — | +14.98% | |
| 7 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 7.86% | — | — | |
| 8 | DOCU | Docusign INC | 股票-科技 | 6.87% | — | -76.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CELH | Celsius Holdings INC | +5.6% | +14.98% | 加仓 |
| 2 | PLANUSD | Anaplan INC | +5.5% | +56.82% | 加仓 |
| 3 | FTDR | Frontdoor INC | +4.4% | +39.62% | 加仓 |
| 4 | WWEUSD | World Wrestling Entertain-a | +3.1% | +27.28% | 加仓 |
| 5 | IQV | Iqvia Holdings INC | -2.5% | -16.32% | 减仓 |
| 6 | DOCU | Docusign INC | -13.3% | -76.22% | 减仓 |
| 7 | FWONKUSD | Liberty Media Corp-liberty-c | — | NEW | 新建仓 |
| 8 | AYXEUR | Alteryx INC - Class A | — | EXIT | 清仓 |
| 9 | PTON | Peloton Interactive Inc-a | — | NEW | 新建仓 |
| 10 | EFT | Techtarget | — | EXIT | 清仓 |
| 11 | ✓ | Diamond Eagle Acquisition Co | — | EXIT | 清仓 |
| 12 | TDG | Transdigm Group INC | — | EXIT | 清仓 |