CIK: 0001635409
申报总市值
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| # | 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 | ✓ | Markit LTD Cmn | 股票-其他 | 10.24% | — | — | |
| 2 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 9.97% | — | +123.08% | |
| 3 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 9.93% | — | +8.33% | |
| 4 | UHAL | U-haul Holding Co | 股票-其他 | 9.81% | — | +12.63% | |
| 5 | SC | Santander Consumer USA Holdi | 股票-其他 | 8.85% | — | +0.69% | |
| 6 | ✓ | Travelport Worldwide LTD | 股票-其他 | 8.13% | — | +65.83% | |
| 7 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 7.92% | — | — | |
| 8 | QTS | Qts Realty Trust Inc-cl A | 股票-其他 | 7.74% | — | — | |
| 9 | FLT1EUR | Fleetcor Technologies INC | 股票-其他 | 7.53% | — | +13.16% | |
| 10 | ICE | Intercontinental Exchange In | 股票-金融 | 7.52% | — | — | |
| 11 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 7.00% | — | -30.30% | |
| 12 | LYV | Live Nation Entertainment In | 股票-通信服务 | 5.35% | — | -33.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Travelport Worldwide LTD | +2.9% | +65.83% | 加仓 |
| 2 | UHAL | U-haul Holding Co | +1.5% | +12.63% | 加仓 |
| 3 | QTS | Qts Realty Trust Inc-cl A | +1.2% | — | 不变 |
| 4 | FLT1EUR | Fleetcor Technologies INC | +0.6% | +13.16% | 加仓 |
| 5 | ICE | Intercontinental Exchange In | +0.6% | — | 不变 |
| 6 | BKNG | Booking Hldgs INC | +0.4% | +8.33% | 加仓 |
| 7 | SC | Santander Consumer USA Holdi | -0.1% | +0.69% | 加仓 |
| 8 | SSNC | Ss&c Technologies Holdings | -0.2% | +123.08% | 加仓 |
| 9 | CTSH | Cognizant Tech Solutions-a | -0.8% | — | 不变 |
| 10 | ✓ | Markit LTD Cmn | -0.9% | — | 不变 |
| 11 | LYV | Live Nation Entertainment In | -2.3% | -33.52% | 减仓 |
| 12 | WTW | Willis Towers Watson Public Limited Company | -2.7% | -30.30% | 减仓 |