CIK: 0001700362
申报总市值
US$1.3亿
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 16.00% | — | +30.26% | |
| 2 | HOME | At Home Group INC | 股票-其他 | 13.59% | — | +1041.60% | |
| 3 | GLIBAEUR | Gci Liberty INC - Class A | 股票-其他 | 11.89% | — | +8.50% | |
| 4 | WRLD | World Acceptance CORP | 股票-其他 | 10.42% | — | +101.43% | |
| 5 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 10.40% | — | +70.18% | |
| 6 | BKNG | Booking Holdings INC | 股票-周期性消费 | 10.00% | — | +82.32% | |
| 7 | TDG | Transdigm Group INC | 股票-工业 | 8.52% | — | — | |
| 8 | INSTEUR | Instructure INC | 股票-其他 | 7.63% | — | +16.04% | |
| 9 | CRESY | Cresud S.a.-spons Adr | 股票-其他 | 5.41% | — | +27.20% | |
| 10 | CVNA | Carvana Co | 股票-周期性消费 | 5.03% | +2.09% | — | |
| 11 | GSKYGBP | Greensky Inc-class A | 股票-其他 | 1.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HOME | At Home Group INC | +10.7% | +1041.60% | 加仓 |
| 2 | WRLD | World Acceptance CORP | +2.1% | +101.43% | 加仓 |
| 3 | BKNG | Booking Holdings INC | +0.9% | +82.32% | 加仓 |
| 4 | SSNC | Ss&c Technologies Holdings | -0.7% | +70.18% | 加仓 |
| 5 | INSTEUR | Instructure INC | -1.3% | +16.04% | 加仓 |
| 6 | CRESY | Cresud S.a.-spons Adr | -1.8% | +27.20% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | -4.4% | +30.26% | 加仓 |
| 8 | GLIBAEUR | Gci Liberty INC - Class A | -7.7% | +8.50% | 加仓 |
| 9 | TDG | Transdigm Group INC | — | NEW | 新建仓 |
| 10 | CVNA | Carvana Co | — | NEW | 新建仓 |
| 11 | LM05 | Liberty Media Corp-liberty-a | — | EXIT | 清仓 |
| 12 | CARG | Cargurus INC | — | EXIT | 清仓 |
| 13 | GSKYGBP | Greensky Inc-class A | — | NEW | 新建仓 |