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 | 16.86% | — | -32.32% | |
| 2 | INSTEUR | Instructure INC | 股票-其他 | 10.83% | — | -17.84% | |
| 3 | WRLD | World Acceptance CORP | 股票-其他 | 10.67% | — | -34.98% | |
| 4 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 9.63% | — | -52.28% | |
| 5 | CVNA | Carvana Co | 股票-周期性消费 | 9.38% | +2.09% | -23.50% | |
| 6 | GLIBAEUR | Gci Liberty INC - Class A | 股票-其他 | 9.19% | — | -58.42% | |
| 7 | HOME | At Home Group INC | 股票-其他 | 8.08% | — | -54.79% | |
| 8 | CRESY | Cresud S.a.-spons Adr | 股票-其他 | 7.08% | — | -0.26% | |
| 9 | BKNG | Booking Holdings INC | 股票-周期性消费 | 5.90% | — | -57.66% | |
| 10 | AYAEUR | Stars Group Inc/the | 股票-其他 | 5.15% | — | — | |
| 11 | UPLDEUR | Upland Software INC | 股票-其他 | 3.74% | — | — | |
| 12 | GSKYGBP | Greensky Inc-class A | 股票-其他 | 3.49% | — | +68.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | +4.4% | -23.50% | 减仓 |
| 2 | INSTEUR | Instructure INC | +3.2% | -17.84% | 减仓 |
| 3 | GSKYGBP | Greensky Inc-class A | +2.4% | +68.66% | 加仓 |
| 4 | CRESY | Cresud S.a.-spons Adr | +1.7% | -0.26% | 减仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.9% | -32.32% | 减仓 |
| 6 | WRLD | World Acceptance CORP | +0.3% | -34.98% | 减仓 |
| 7 | SSNC | Ss&c Technologies Holdings | -0.8% | -52.28% | 减仓 |
| 8 | GLIBAEUR | Gci Liberty INC - Class A | -2.7% | -58.42% | 减仓 |
| 9 | BKNG | Booking Holdings INC | -4.1% | -57.66% | 减仓 |
| 10 | HOME | At Home Group INC | -5.5% | -54.79% | 减仓 |
| 11 | TDG | Transdigm Group INC | — | EXIT | 清仓 |
| 12 | AYAEUR | Stars Group Inc/the | — | NEW | 新建仓 |
| 13 | UPLDEUR | Upland Software INC | — | NEW | 新建仓 |