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 | 18.11% | — | -18.70% | |
| 2 | GOOG | Alphabet A | 股票-通信服务 | 17.21% | — | -9.16% | |
| 3 | ✓ | 股票-其他 | 10.04% | — | +27.70% | ||
| 4 | YELP | Yelp INC | 股票-其他 | 9.12% | — | -1.64% | |
| 5 | VECO | Veeco Instruments INC | 股票-其他 | 5.71% | — | +169.51% | |
| 6 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 5.38% | — | -30.25% | |
| 7 | ✓ | Youku.com INC | 股票-其他 | 5.29% | — | +33.54% | |
| 8 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 4.38% | — | +98.83% | |
| 9 | HXL | Hexcel CORP | 股票-工业 | 4.21% | — | — | |
| 10 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 4.10% | — | — | |
| 11 | VNET | Vnet Group Inc-adr | 股票-其他 | 3.73% | — | +7.72% | |
| 12 | MU | Micron Technology INC | 股票-科技 | 3.52% | — | -51.09% | |
| 13 | WUBAUSD | 58.com Inc-adr | 股票-其他 | 2.41% | — | — | |
| 14 | TRIP | Tripadvisor INC | 股票-其他 | 1.84% | — | — | |
| 15 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.66% | — | -50.00% | |
| 16 | ✓ | Mindray Medical Intl LTD | 股票-其他 | 1.63% | — | -67.40% | |
| 17 | VAREUR | Varian Medical Systems INC | 股票-其他 | 1.62% | — | — | |
| 18 | ✓ | Qunar Cayman Is LTD | 股票-其他 | 0.05% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VECO | Veeco Instruments INC | +3.1% | +169.51% | 加仓 |
| 2 | VIPS | Vipshop Holdings LTD - Adr | +2.7% | +98.83% | 加仓 |
| 3 | ✓ | +2.4% | +27.70% | 加仓 | |
| 4 | ✓ | Youku.com INC | +1.4% | +33.54% | 加仓 |
| 5 | TAL | Tal Education Group- Adr | +1.1% | — | 不变 |
| 6 | VNET | Vnet Group Inc-adr | +1.1% | +7.72% | 加仓 |
| 7 | GOOG | Alphabet A | +1% | -9.16% | 减仓 |
| 8 | HXL | Hexcel CORP | +0.2% | — | 不变 |
| 9 | TRIP | Tripadvisor INC | 0% | — | 不变 |
| 10 | VAREUR | Varian Medical Systems INC | -0.1% | — | 不变 |
| 11 | YELP | Yelp INC | -0.6% | -1.64% | 减仓 |
| 12 | SBUX | Starbucks CORP | -1.9% | -50.00% | 减仓 |
| 13 | EL | Estee Lauder Companies-cl A | -2.5% | -30.25% | 减仓 |
| 14 | MU | Micron Technology INC | -2.8% | -51.09% | 减仓 |
| 15 | BIDU | Baidu INC - Spon Adr | -3.2% | -18.70% | 减仓 |
| 16 | ✓ | Mindray Medical Intl LTD | -4.3% | -67.40% | 减仓 |
| 17 | WUBAUSD | 58.com Inc-adr | — | NEW | 新建仓 |
| 18 | ✓ | Qunar Cayman Is LTD | — | NEW | 新建仓 |