CIK: 0001891185
申报总市值
US$4.5亿
| # | 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 | ARW | Arrow Electronics INC | 股票-科技 | 32.57% | -13.64% | EXIT | |
| 2 | SNX | TD Synnex CORP | 股票-科技 | 31.36% | — | -3.02% | |
| 3 | AVT | Avnet INC | 股票-科技 | 20.17% | -14.32% | EXIT | |
| 4 | LESL | Leslie's, Inc. | 股票-其他 | 4.55% | — | — | |
| 5 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 4.32% | +3.16% | — | |
| 6 | CPRI | Capri Holdings Limited | 股票-周期性消费 | 4.03% | — | — | |
| 7 | M | Macy's INC | 股票-周期性消费 | 2.99% | — | — |