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 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工业 | 37.27% | -16.76% | EXIT | |
| 2 | BKNG | Booking Holdings INC | 股票-周期性消费 | 29.11% | — | — | |
| 3 | MHK | Mohawk Industries INC | 股票-周期性消费 | 23.31% | +18.44% | -54.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 10.30% | -16.60% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RYAAY | Ryanair Holdings Plc-sp Adr | +12% | -1.02% | 减仓 |
| 2 | BKNG | Booking Holdings INC | +6.7% | — | 不变 |
| 3 | GOOGL | Alphabet Inc-cl A | +2% | — | 不变 |
| 4 | MHK | Mohawk Industries INC | -20.7% | -54.20% | 减仓 |