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 | ✓ | 股票-其他 | 27.49% | — | — | ||
| 2 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 27.08% | — | — | |
| 3 | CGNX | Cognex CORP | 股票-科技 | 22.53% | — | -13.81% | |
| 4 | CSTE | Caesarstone Ltd. | 股票-其他 | 16.10% | — | -9.72% | |
| 5 | HXL | Hexcel CORP | 股票-工业 | 4.03% | — | — | |
| 6 | ETSY | Etsy INC | 股票-周期性消费 | 2.78% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +3.9% | — | 不变 |
| 2 | CGNX | Cognex CORP | +1.7% | -13.81% | 减仓 |
| 3 | CSTE | Caesarstone Ltd. | +1.3% | -9.72% | 减仓 |
| 4 | HXL | Hexcel CORP | 0% | — | 不变 |
| 5 | ETSY | Etsy INC | -0.5% | — | 不变 |
| 6 | ✓ | -5.5% | — | 不变 | |
| 7 | COE2EUR | China Online Education-adr | — | EXIT | 清仓 |
| 8 | AEO | American Eagle Outfitters | — | EXIT | 清仓 |