CIK: 0001608126
申报总市值
US$19.5亿
| # | 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 | ALLY | Ally Financial INC | 股票-金融 | 22.81% | — | — | |
| 2 | MTW | The Manitowoc Company, Inc. | 股票-其他 | 20.74% | — | +52.76% | |
| 3 | LNG | Cheniere Energy INC | 股票-能源 | 19.31% | — | — | |
| 4 | AR | Antero Resources CORP | 股票-能源 | 12.87% | — | — | |
| 5 | YPF | Ypf S.a.-sponsored Adr | 股票-其他 | 11.17% | — | -20.41% | |
| 6 | IRSUSD | Irsa -sp Adr | 股票-其他 | 5.98% | — | +38.53% | |
| 7 | ✓ | Keryx Biopharmaceuticals | 股票-其他 | 4.65% | — | — | |
| 8 | CRESY | Cresud S.a.-spons Adr | 股票-其他 | 1.84% | — | +19.87% | |
| 9 | ARDX | Ardelyx INC | 股票-其他 | 0.63% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MTW | The Manitowoc Company, Inc. | +3.5% | +52.76% | 加仓 |
| 2 | IRSUSD | Irsa -sp Adr | +0.5% | +38.53% | 加仓 |
| 3 | ARDX | Ardelyx INC | 0% | — | 不变 |
| 4 | CRESY | Cresud S.a.-spons Adr | 0% | +19.87% | 加仓 |
| 5 | ALLY | Ally Financial INC | -1.9% | — | 不变 |
| 6 | ✓ | Keryx Biopharmaceuticals | -2.2% | — | 不变 |
| 7 | YPF | Ypf S.a.-sponsored Adr | -5.1% | -20.41% | 减仓 |
| 8 | LNG | Cheniere Energy INC | -5.7% | — | 不变 |
| 9 | AR | Antero Resources CORP | — | NEW | 新建仓 |
| 10 | VYX | Ncr Voyix CORP | — | EXIT | 清仓 |