CIK: 0001642274
申报总市值
US$3.7亿
| # | 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 | MRTN | Marten Transport LTD | 股票-其他 | 13.23% | — | — | |
| 2 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 10.52% | — | +13.00% | |
| 3 | TWTRUSD | Twitter INC | 股票-其他 | 8.89% | — | +97.37% | |
| 4 | ROKU | Roku INC | 股票-通信服务 | 8.19% | -2.85% | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 6.59% | -1.01% | +110.00% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.36% | — | +13.33% | |
| 7 | CALY | Callaway Golf Company | 股票-其他 | 5.61% | — | -15.10% | |
| 8 | WEN | Wendy's Co/the | 股票-周期性消费 | 5.03% | — | — | |
| 9 | ECL | Ecolab INC | 股票-原材料 | 5.02% | — | -41.51% | |
| 10 | SCOR1EUR | Comscore INC | 股票-其他 | 4.91% | — | +5.89% | |
| 11 | CHUYUSD | Chuy's Holdings INC | 股票-其他 | 4.59% | — | +0.89% | |
| 12 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工业 | 3.71% | +6.13% | -22.48% | |
| 13 | RST | Rosetta Stone INC | 股票-其他 | 3.53% | — | — | |
| 14 | HCA | Hca Healthcare INC | 股票-医疗保健 | 3.18% | — | — | |
| 15 | RHP | Ryman Hospitality Properties | 股票-房地产 | 2.31% | — | — | |
| 16 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 2.11% | — | — | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.11% | — | -77.43% | |
| 18 | BA | Boeing Co/the | 股票-工业 | 1.44% | — | — | |
| 19 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.77% | -4.20% | — | |
| 20 | SHAK | Shake Shack INC - Class A | 股票-周期性消费 | 0.76% | — | — | |
| 21 | HWC | Hancock Whitney CORP | 股票-金融 | 0.55% | — | — | |
| 22 | CWH | Camping World Holdings Inc-a | 股票-其他 | 0.47% | — | — | |
| 23 | PLUG | Plug Power INC | 股票-工业 | 0.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TWTRUSD | Twitter INC | +4.5% | +97.37% | 加仓 |
| 2 | AMZN | Amazon.com INC | +4.4% | +110.00% | 加仓 |
| 3 | MRTN | Marten Transport LTD | +3% | — | 不变 |
| 4 | PINS | Pinterest Inc- Class A | +2.2% | +13.00% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +1.6% | +13.33% | 加仓 |
| 6 | RST | Rosetta Stone INC | +0.2% | — | 不变 |
| 7 | SHAK | Shake Shack INC - Class A | -0.1% | — | 不变 |
| 8 | JBHT | Hunt (jb) Transprt Svcs INC | -0.8% | -22.48% | 减仓 |
| 9 | ROKU | Roku INC | -1.1% | — | 不变 |
| 10 | SCOR1EUR | Comscore INC | -1.1% | +5.89% | 加仓 |
| 11 | ECL | Ecolab INC | -2.8% | -41.51% | 减仓 |
| 12 | CHUYUSD | Chuy's Holdings INC | -4.1% | +0.89% | 加仓 |
| 13 | CALY | Callaway Golf Company | -4.5% | -15.10% | 减仓 |
| 14 | DIS | Walt Disney Co/the | -8.2% | -77.43% | 减仓 |
| 15 | SNAP | Snap INC - A | — | EXIT | 清仓 |
| 16 | WEN | Wendy's Co/the | — | NEW | 新建仓 |
| 17 | DAR | Darling Ingredients INC | — | EXIT | 清仓 |
| 18 | HCA | Hca Healthcare INC | — | NEW | 新建仓 |
| 19 | RHP | Ryman Hospitality Properties | — | NEW | 新建仓 |
| 20 | ATVIEUR | Activision Blizzard INC | — | NEW | 新建仓 |
| 21 | BA | Boeing Co/the | — | NEW | 新建仓 |
| 22 | CXW | Corecivic INC | — | EXIT | 清仓 |
| 23 | TJX | Tjx Companies INC | — | NEW | 新建仓 |
| 24 | HWC | Hancock Whitney CORP | — | NEW | 新建仓 |
| 25 | CWH | Camping World Holdings Inc-a | — | NEW | 新建仓 |
| 26 | PLUG | Plug Power INC | — | NEW | 新建仓 |