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 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 32.41% | — | +89.12% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 24.81% | — | — | |
| 3 | CGNX | Cognex CORP | 股票-科技 | 24.06% | — | +22.44% | |
| 4 | HXL | Hexcel CORP | 股票-工业 | 8.92% | — | -15.98% | |
| 5 | FTCHQ | Farfetch Ltd-class A | 股票-其他 | 8.45% | — | — | |
| 6 | ✓ | 股票-其他 | 1.04% | — | — | ||
| 7 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.31% | — | -23.55% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FND | Floor & Decor Holdings Inc-a | +10.9% | +89.12% | 加仓 |
| 2 | EL | Estee Lauder Companies-cl A | -0.2% | -23.55% | 减仓 |
| 3 | ✓ | -0.8% | — | 不变 | |
| 4 | HXL | Hexcel CORP | -4.5% | -15.98% | 减仓 |
| 5 | CGNX | Cognex CORP | -6.5% | +22.44% | 加仓 |
| 6 | BABA | Alibaba Group Holding-sp Adr | -7.4% | — | 不变 |
| 7 | FTCHQ | Farfetch Ltd-class A | — | NEW | 新建仓 |