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 | 30.02% | — | +5.52% | |
| 2 | ETSY | Etsy INC | 股票-周期性消费 | 29.72% | — | +92.17% | |
| 3 | BOOT | Boot Barn Holdings INC | 股票-周期性消费 | 24.90% | — | — | |
| 4 | SFM | Sprouts Farmers Market INC | 股票-非周期性消费 | 8.06% | — | -60.87% | |
| 5 | GIS | General Mills INC | 股票-非周期性消费 | 7.30% | — | +30.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ETSY | Etsy INC | +12.5% | +92.17% | 加仓 |
| 2 | ZEN1EUR | Zendesk INC | +2.3% | +5.52% | 加仓 |
| 3 | GIS | General Mills INC | +1.7% | +30.52% | 加仓 |
| 4 | SFM | Sprouts Farmers Market INC | -15.9% | -60.87% | 减仓 |
| 5 | BOOT | Boot Barn Holdings INC | — | NEW | 新建仓 |
| 6 | WING | Wingstop INC | — | EXIT | 清仓 |
| 7 | TASTUSD | Carrols Restaurant Group INC | — | EXIT | 清仓 |
| 8 | AVLRUSD | Avalara INC | — | EXIT | 清仓 |