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 | QCOM | Qualcomm INC | 股票-科技 | 20.55% | -5.34% | EXIT | |
| 2 | CMI | Cummins INC | 股票-工业 | 17.48% | -10.49% | EXIT | |
| 3 | ON | On Semiconductor | 股票-科技 | 12.36% | -9.58% | EXIT | |
| 4 | BWA | Borgwarner INC | 股票-周期性消费 | 11.90% | — | -39.73% | |
| 5 | HUN | Huntsman CORP | 股票-原材料 | 11.74% | — | +4.45% | |
| 6 | VC | Visteon CORP | 股票-其他 | 9.46% | +7.72% | NEW | |
| 7 | PHIN | Phinia INC | 股票-周期性消费 | 9.45% | — | — | |
| 8 | BB | Blackberry LTD | 股票-其他 | 5.22% | -2.19% | +110.69% | |
| 9 | MBLY | Mobileye Global Inc-a | 股票-其他 | 1.84% | — | -56.38% |