CIK: 0001786767
申报总市值
US$13.8亿
| # | 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 | WEX | Wex INC | 股票-科技 | 18.91% | -1.87% | — | |
| 2 | ABG | Asbury Automotive Group | 股票-周期性消费 | 17.98% | -3.26% | — | |
| 3 | SLM | Slm CORP | 股票-金融 | 16.22% | -0.31% | — | |
| 4 | CLVT | Clarivate Plc | 股票-其他 | 10.64% | -7.74% | EXIT | |
| 5 | CNXC | Concentrix CORP | 股票-科技 | 9.63% | — | +13.02% | |
| 6 | ENVUSD | Envestnet INC | 股票-其他 | 9.16% | — | +0.79% | |
| 7 | CCK | Crown Holdings INC | 股票-周期性消费 | 8.85% | — | — | |
| 8 | VAC | Marriott Vacations World | 股票-周期性消费 | 4.67% | +4.33% | — | |
| 9 | WD | Walker & Dunlop INC | 股票-其他 | 3.95% | — | +241.99% |