CIK: 0001512384
申报总市值
US$1.7亿
| # | 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 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 27.69% | — | +70.52% | |
| 2 | ✓ | Qihoo 360 Technology Co LTD | 股票-其他 | 24.70% | — | -25.93% | |
| 3 | MLCO | Melco Resorts & Entert-adr | 股票-其他 | 11.21% | — | +26.87% | |
| 4 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 10.48% | — | +30.25% | |
| 5 | ✓ | E House China Hldgs LTD | 股票-其他 | 9.90% | — | +34.05% | |
| 6 | VNET | Vnet Group Inc-adr | 股票-其他 | 9.38% | — | +38.17% | |
| 7 | TMUS | T-Mobile US, Inc. | 股票-通信服务 | 3.15% | — | +13.15% | |
| 8 | ✓ | Youku.com INC | 股票-其他 | 2.45% | — | -61.25% | |
| 9 | ✓ | Soufun Holdings LTD | 股票-其他 | 1.04% | — | +29.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VIPS | Vipshop Holdings LTD - Adr | +17.1% | +70.52% | 加仓 |
| 2 | VNET | Vnet Group Inc-adr | +2.9% | +38.17% | 加仓 |
| 3 | MLCO | Melco Resorts & Entert-adr | +0.6% | +26.87% | 加仓 |
| 4 | TMUS | T-Mobile US, Inc. | +0.4% | +13.15% | 加仓 |
| 5 | IBKR | Interactive Brokers Gro-cl A | -0.1% | +30.25% | 加仓 |
| 6 | ✓ | E House China Hldgs LTD | -0.9% | +34.05% | 加仓 |
| 7 | ✓ | Soufun Holdings LTD | -4.6% | +29.24% | 加仓 |
| 8 | ✓ | Youku.com INC | -5.5% | -61.25% | 减仓 |
| 9 | ✓ | Qihoo 360 Technology Co LTD | -7.4% | -25.93% | 减仓 |
| 10 | YYEUR | Yy Inc-adr | — | EXIT | 清仓 |
| 11 | 2663134D | Bitauto Holdings Ltd-adr | — | EXIT | 清仓 |
| 12 | WUBAUSD | 58.com Inc-adr | — | EXIT | 清仓 |
| 13 | ATHM | Autohome Inc-adr | — | EXIT | 清仓 |
| 14 | ✓ | Qunar Cayman Is LTD | — | EXIT | 清仓 |