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 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 11.81% | — | — | |
| 2 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 11.62% | — | +20.46% | |
| 3 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 9.08% | — | +37.40% | |
| 4 | ✓ | Travelport Worldwide LTD | 股票-其他 | 9.04% | — | +11.50% | |
| 5 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 8.91% | — | +31.03% | |
| 6 | EFX | Equifax INC | 股票-工业 | 8.80% | — | +41.09% | |
| 7 | IHS | Ihs Markit LTD | 股票-其他 | 8.58% | — | -21.00% | |
| 8 | SC | Santander Consumer USA Holdi | 股票-其他 | 8.06% | — | -21.80% | |
| 9 | UHAL | U-haul Holding Co | 股票-其他 | 7.80% | — | — | |
| 10 | ICE | Intercontinental Exchange In | 股票-金融 | 7.30% | — | +400.00% | |
| 11 | QTS | Qts Realty Trust Inc-cl A | 股票-其他 | 5.38% | — | — | |
| 12 | FLT1EUR | Fleetcor Technologies INC | 股票-其他 | 3.62% | — | -37.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CTSH | Cognizant Tech Solutions-a | +3.4% | +37.40% | 加仓 |
| 2 | EFX | Equifax INC | +1.6% | +41.09% | 加仓 |
| 3 | WTW | Willis Towers Watson Public Limited Company | +1.5% | +31.03% | 加仓 |
| 4 | UHAL | U-haul Holding Co | +0.9% | — | 不变 |
| 5 | SSNC | Ss&c Technologies Holdings | +0.7% | +20.46% | 加仓 |
| 6 | ✓ | Travelport Worldwide LTD | +0.3% | +11.50% | 加仓 |
| 7 | ICE | Intercontinental Exchange In | +0.3% | +400.00% | 加仓 |
| 8 | BKNG | Booking Hldgs INC | -0.2% | — | 不变 |
| 9 | QTS | Qts Realty Trust Inc-cl A | -0.4% | — | 不变 |
| 10 | SC | Santander Consumer USA Holdi | -1.3% | -21.80% | 减仓 |
| 11 | IHS | Ihs Markit LTD | -3.1% | -21.00% | 减仓 |
| 12 | FLT1EUR | Fleetcor Technologies INC | -3.6% | -37.91% | 减仓 |