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 | ABG | Asbury Automotive Group | 股票-周期性消费 | 17.07% | -3.26% | -4.47% | |
| 2 | WEX | Wex INC | 股票-科技 | 16.91% | -1.87% | +9.73% | |
| 3 | SLM | Slm CORP | 股票-金融 | 14.95% | -0.31% | -10.65% | |
| 4 | CLVT | Clarivate Plc | 股票-其他 | 10.45% | -7.74% | EXIT | |
| 5 | ENVUSD | Envestnet INC | 股票-其他 | 9.73% | — | — | |
| 6 | ETSY | Etsy INC | 股票-周期性消费 | 9.06% | -10.74% | EXIT | |
| 7 | CNXC | Concentrix CORP | 股票-科技 | 8.33% | — | +13.75% | |
| 8 | VAC | Marriott Vacations World | 股票-周期性消费 | 8.18% | +4.33% | +15.19% | |
| 9 | CRL | Charles River Laboratories | 股票-医疗保健 | 2.75% | — | — | |
| 10 | SITE | Siteone Landscape Supply INC | 股票-工业 | 2.56% | — | — |