CIK: 0001761380
申报总市值
US$3050.5万
| # | 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 | ZEN1EUR | Zendesk INC | 股票-其他 | 27.69% | — | +207.00% | |
| 2 | SFM | Sprouts Farmers Market INC | 股票-非周期性消费 | 23.93% | — | +28.94% | |
| 3 | ETSY | Etsy INC | 股票-周期性消费 | 17.27% | — | -6.54% | |
| 4 | WING | Wingstop INC | 股票-周期性消费 | 15.88% | — | -38.19% | |
| 5 | TASTUSD | Carrols Restaurant Group INC | 股票-其他 | 5.94% | — | -36.85% | |
| 6 | GIS | General Mills INC | 股票-非周期性消费 | 5.62% | — | — | |
| 7 | AVLRUSD | Avalara INC | 股票-其他 | 3.67% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZEN1EUR | Zendesk INC | +20.9% | +207.00% | 加仓 |
| 2 | ETSY | Etsy INC | +3% | -6.54% | 减仓 |
| 3 | SFM | Sprouts Farmers Market INC | +1.8% | +28.94% | 加仓 |
| 4 | TASTUSD | Carrols Restaurant Group INC | -4.2% | -36.85% | 减仓 |
| 5 | WING | Wingstop INC | -7.8% | -38.19% | 减仓 |
| 6 | ✓ | — | EXIT | 清仓 | |
| 7 | ARCO | Arcos Dorados Holdings Inc. | — | EXIT | 清仓 |
| 8 | GIS | General Mills INC | — | NEW | 新建仓 |
| 9 | VIPS | Vipshop Holdings LTD - Adr | — | EXIT | 清仓 |
| 10 | AVLRUSD | Avalara INC | — | NEW | 新建仓 |