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 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 17.43% | — | -14.28% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 14.65% | — | +3.45% | |
| 3 | MOMOUSD | Momo Inc-spon Adr | 股票-其他 | 13.28% | — | +17.61% | |
| 4 | EDU | New Oriental Education & Technology Group Inc. | 股票-非周期性消费 | 13.10% | — | -50.60% | |
| 5 | MSCI | Msci INC | 股票-金融 | 10.62% | — | -21.08% | |
| 6 | GOOS | Canada Goose Holdings INC | 股票-其他 | 8.26% | — | -0.17% | |
| 7 | CTRPUSD | Ctrip.com International-adr | 股票-其他 | 7.84% | — | +24.92% | |
| 8 | CVNA | Carvana Co | 股票-周期性消费 | 6.84% | — | +61.43% | |
| 9 | NOAH | Noah Holdings Ltd-spon Ads | 股票-其他 | 5.55% | — | — | |
| 10 | BZUN | Baozun Inc-spn Adr | 股票-其他 | 2.43% | — | -69.59% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | +3.4% | +61.43% | 加仓 |
| 2 | BABA | Alibaba Group Holding-sp Adr | +2.2% | +3.45% | 加仓 |
| 3 | MOMOUSD | Momo Inc-spon Adr | +2% | +17.61% | 加仓 |
| 4 | GOOS | Canada Goose Holdings INC | +2% | -0.17% | 减仓 |
| 5 | CTRPUSD | Ctrip.com International-adr | +1% | +24.92% | 加仓 |
| 6 | GDS | Gds Holdings LTD - Adr | +0.9% | -14.28% | 减仓 |
| 7 | MSCI | Msci INC | -2.2% | -21.08% | 减仓 |
| 8 | BZUN | Baozun Inc-spn Adr | -5.7% | -69.59% | 减仓 |
| 9 | EDU | New Oriental Education & Technology Group Inc. | -6.9% | -50.60% | 减仓 |
| 10 | NOAH | Noah Holdings Ltd-spon Ads | — | NEW | 新建仓 |
| 11 | ETSY | Etsy INC | — | EXIT | 清仓 |