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 | 34.76% | — | -40.15% | |
| 2 | EDU | New Oriental Education & Technology Group Inc. | 股票-非周期性消费 | 30.09% | — | +88.79% | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 19.81% | — | — | |
| 4 | CTRPUSD | Ctrip.com International-adr | 股票-其他 | 8.65% | — | -26.30% | |
| 5 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 6.69% | — | -61.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EDU | New Oriental Education & Technology Group Inc. | +16.1% | +88.79% | 加仓 |
| 2 | CTRPUSD | Ctrip.com International-adr | -2.2% | -26.30% | 减仓 |
| 3 | IBKR | Interactive Brokers Gro-cl A | -6.8% | -61.86% | 减仓 |
| 4 | VIPS | Vipshop Holdings LTD - Adr | -26.9% | -40.15% | 减仓 |
| 5 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建仓 |