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 | CMI | Cummins INC | 股票-工业 | 27.09% | -10.49% | EXIT | |
| 2 | BB | Blackberry LTD | 股票-其他 | 24.19% | -2.19% | +348.34% | |
| 3 | QCOM | Qualcomm INC | 股票-科技 | 22.08% | -5.34% | EXIT | |
| 4 | ON | On Semiconductor | 股票-科技 | 13.74% | -9.58% | EXIT | |
| 5 | OTIS | Otis Worldwide CORP | 股票-工业 | 12.90% | -4.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BB | Blackberry LTD | +22.6% | +348.34% | 加仓 |
| 2 | QCOM | Qualcomm INC | +13.5% | +6.02% | 加仓 |
| 3 | ON | On Semiconductor | +0.3% | +21.77% | 减仓 |
| 4 | CMI | Cummins INC | — | NEW | 新建仓 |
| 5 | VC | Visteon CORP | — | EXIT | 清仓 |
| 6 | HUN | Huntsman CORP | — | EXIT | 清仓 |
| 7 | BWA | Borgwarner INC | — | EXIT | 清仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | 清仓 |
| 9 | OTIS | Otis Worldwide CORP | — | NEW | 新建仓 |
| 10 | DOW | Dow INC | — | EXIT | 清仓 |
| 11 | GM | General Motors Co | — | EXIT | 清仓 |
| 12 | PPG | Ppg Industries INC | — | EXIT | 清仓 |
| 13 | ALGM | Allegro Microsystems INC | — | EXIT | 清仓 |
| 14 | MBLY | Mobileye Global Inc-a | — | EXIT | 清仓 |
| 15 | ✓ | Innoviz Technologies LTD Shs | — | EXIT | 清仓 |