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 | CVNA | Carvana Co | 股票-周期性消费 | 15.74% | +2.09% | -0.59% | |
| 2 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 15.00% | — | +10.04% | |
| 3 | INSTEUR | Instructure INC | 股票-其他 | 13.94% | — | -8.81% | |
| 4 | UPLDEUR | Upland Software INC | 股票-其他 | 13.69% | — | +117.33% | |
| 5 | Z | Zillow Group INC - C | 股票-通信服务 | 12.77% | — | — | |
| 6 | CRESY | Cresud S.a.-spons Adr | 股票-其他 | 11.50% | — | +14.85% | |
| 7 | GLIBAEUR | Gci Liberty INC - Class A | 股票-其他 | 9.94% | — | -37.46% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.43% | — | -69.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UPLDEUR | Upland Software INC | +10% | +117.33% | 加仓 |
| 2 | CVNA | Carvana Co | +6.4% | -0.59% | 减仓 |
| 3 | SSNC | Ss&c Technologies Holdings | +5.4% | +10.04% | 加仓 |
| 4 | CRESY | Cresud S.a.-spons Adr | +4.4% | +14.85% | 加仓 |
| 5 | INSTEUR | Instructure INC | +3.1% | -8.81% | 减仓 |
| 6 | GLIBAEUR | Gci Liberty INC - Class A | +0.8% | -37.46% | 减仓 |
| 7 | GOOG | Alphabet Inc-cl C | -9.4% | -69.44% | 减仓 |
| 8 | WRLD | World Acceptance CORP | — | EXIT | 清仓 |
| 9 | Z | Zillow Group INC - C | — | NEW | 新建仓 |
| 10 | HOME | At Home Group INC | — | EXIT | 清仓 |
| 11 | BKNG | Booking Holdings INC | — | EXIT | 清仓 |
| 12 | AYAEUR | Stars Group Inc/the | — | EXIT | 清仓 |
| 13 | GSKYGBP | Greensky Inc-class A | — | EXIT | 清仓 |