CIK: 0001803121
申报总市值
US$6711.9万
| # | 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 | MHK | Mohawk Industries INC | 股票-周期性消费 | 36.91% | +18.44% | +11.88% | |
| 2 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工业 | 25.73% | -16.76% | EXIT | |
| 3 | BKNG | Booking Holdings INC | 股票-周期性消费 | 21.95% | — | — | |
| 4 | ✓ | Qurate Retail Group INC Qvc Gr | 股票-其他 | 15.41% | — | -45.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MHK | Mohawk Industries INC | -0.4% | +11.88% | 加仓 |
| 2 | ✓ | Qurate Retail Group INC Qvc Gr | -9.1% | -45.16% | 减仓 |
| 3 | RYAAY | Ryanair Holdings Plc-sp Adr | -12.5% | -29.69% | 减仓 |
| 4 | BKNG | Booking Holdings INC | — | NEW | 新建仓 |