CIK: 0001106500
申报总市值
US$3.7亿
| # | 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 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 21.32% | — | -20.09% | |
| 2 | GOOG | Alphabet A | 股票-通信服务 | 16.24% | — | -14.17% | |
| 3 | YELP | Yelp INC | 股票-其他 | 9.76% | — | +2.18% | |
| 4 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 7.85% | — | -6.45% | |
| 5 | ✓ | 股票-其他 | 7.65% | — | -22.36% | ||
| 6 | MU | Micron Technology INC | 股票-科技 | 6.33% | — | -10.36% | |
| 7 | ✓ | Mindray Medical Intl LTD | 股票-其他 | 5.88% | — | -10.38% | |
| 8 | HXL | Hexcel CORP | 股票-工业 | 4.01% | — | — | |
| 9 | ✓ | Youku.com INC | 股票-其他 | 3.93% | — | +88.99% | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 3.59% | — | -11.79% | |
| 11 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 2.96% | — | — | |
| 12 | VNET | Vnet Group Inc-adr | 股票-其他 | 2.66% | — | — | |
| 13 | VECO | Veeco Instruments INC | 股票-其他 | 2.63% | — | — | |
| 14 | TRIP | Tripadvisor INC | 股票-其他 | 1.85% | — | — | |
| 15 | VAREUR | Varian Medical Systems INC | 股票-其他 | 1.71% | — | — | |
| 16 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 1.64% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | YELP | Yelp INC | +4% | +2.18% | 加仓 |
| 2 | BIDU | Baidu INC - Spon Adr | +2.8% | -20.09% | 减仓 |
| 3 | ✓ | Youku.com INC | +2.3% | +88.99% | 加仓 |
| 4 | VNET | Vnet Group Inc-adr | +0.6% | — | 不变 |
| 5 | TAL | Tal Education Group- Adr | +0.5% | — | 不变 |
| 6 | TRIP | Tripadvisor INC | +0.2% | — | 不变 |
| 7 | HXL | Hexcel CORP | — | — | 不变 |
| 8 | VECO | Veeco Instruments INC | -0.2% | — | 不变 |
| 9 | MU | Micron Technology INC | -0.3% | -10.36% | 减仓 |
| 10 | SBUX | Starbucks CORP | -0.4% | -11.79% | 减仓 |
| 11 | EL | Estee Lauder Companies-cl A | -1.2% | -6.45% | 减仓 |
| 12 | ✓ | Mindray Medical Intl LTD | -1.3% | -10.38% | 减仓 |
| 13 | ✓ | -4.4% | -22.36% | 减仓 | |
| 14 | GOOG | Alphabet A | -5.5% | -14.17% | 减仓 |
| 15 | VAREUR | Varian Medical Systems INC | — | NEW | 新建仓 |
| 16 | VIPS | Vipshop Holdings LTD - Adr | — | NEW | 新建仓 |
| 17 | ✓ | Soufun Holdings LTD | — | EXIT | 清仓 |
| 18 | ✓ | Pactera Technology International | — | EXIT | 清仓 |