CIK: 0001636441
申报总市值
US$8740.5万
| # | 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 | ✓ | 股票-其他 | 38.63% | — | — | ||
| 2 | KMX | Carmax INC | 股票-周期性消费 | 24.60% | — | +27.29% | |
| 3 | TRIP | Tripadvisor INC | 股票-其他 | 21.90% | — | — | |
| 4 | TRUP | Trupanion INC | 股票-其他 | 13.92% | — | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.95% | — | -95.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +10.4% | — | 不变 | |
| 2 | KMX | Carmax INC | +7% | +27.29% | 加仓 |
| 3 | TRUP | Trupanion INC | +5.4% | — | 不变 |
| 4 | TRIP | Tripadvisor INC | -2.1% | — | 不变 |
| 5 | AMZN | Amazon.com INC | -17.9% | -95.52% | 减仓 |
| 6 | FOSL | Fossil Group INC | — | EXIT | 清仓 |