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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 29.16% | — | +17.85% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 17.50% | — | +20.93% | |
| 3 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工业 | 15.81% | -5.98% | +26.56% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 14.16% | — | +0.28% | |
| 5 | NKE | Nike INC -cl B | 股票-周期性消费 | 9.03% | — | — | |
| 6 | CACC | Credit Acceptance CORP | 股票-其他 | 8.47% | — | — | |
| 7 | EB4 | Eventbrite Inc-class A | 股票-其他 | 3.94% | — | — | |
| 8 | JD | Jd.com Inc-adr | 股票-周期性消费 | 1.93% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JD | Jd.com Inc-adr | +0.2% | — | 不变 |
| 2 | GOOGL | Alphabet Inc-cl A | -0.2% | +20.93% | 加仓 |
| 3 | MSFT | Microsoft CORP | -0.8% | +0.28% | 加仓 |
| 4 | META | Meta Platforms Inc-class A | -3.1% | +17.85% | 加仓 |
| 5 | RYAAY | Ryanair Holdings Plc-sp Adr | -6% | +26.56% | 加仓 |
| 6 | EB4 | Eventbrite Inc-class A | -7.6% | — | 不变 |
| 7 | NKE | Nike INC -cl B | — | NEW | 新建仓 |
| 8 | CACC | Credit Acceptance CORP | — | NEW | 新建仓 |