CIK: 0001872766
申报总市值
US$7.2亿
| # | 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 | BB | Blackberry LTD | 股票-其他 | 16.12% | -2.19% | -48.90% | |
| 2 | DOW | Dow INC | 股票-原材料 | 14.55% | — | +39.21% | |
| 3 | VC | Visteon CORP | 股票-其他 | 13.23% | +7.72% | NEW | |
| 4 | HUN | Huntsman CORP | 股票-原材料 | 12.71% | — | +42.50% | |
| 5 | APTV | Aptiv PLC | 股票-周期性消费 | 9.04% | — | — | |
| 6 | PPG | Ppg Industries INC | 股票-原材料 | 8.71% | — | -0.24% | |
| 7 | OTIS | Otis Worldwide CORP | 股票-工业 | 8.45% | -4.11% | -30.23% | |
| 8 | QCOM | Qualcomm INC | 股票-科技 | 7.31% | -5.34% | EXIT | |
| 9 | ON | On Semiconductor | 股票-科技 | 4.71% | -9.58% | EXIT | |
| 10 | MBLY | Mobileye Global Inc-a | 股票-其他 | 2.75% | — | -79.93% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.43% | +10.15% | NEW |