CIK: 0001540866
申报总市值
—
| # | 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 | QVCAUSD | Qurate Retail Inc-series A | 股票-其他 | 15.61% | — | — | |
| 2 | LBEUR | L Brands INC | 股票-其他 | 14.07% | — | +33.32% | |
| 3 | WAIREUR | Wesco Aircraft Holdings INC | 股票-其他 | 13.80% | — | — | |
| 4 | CDW | Cdw Corp/de | 股票-科技 | 12.85% | -10.65% | EXIT | |
| 5 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 12.23% | — | -23.91% | |
| 6 | GLIBAEUR | Gci Liberty INC - Class A | 股票-其他 | 11.91% | — | +21.48% | |
| 7 | IRM | Iron Mountain INC | 股票-房地产 | 7.27% | — | +0.74% | |
| 8 | VISN | Vistance Networks INC | 股票-科技 | 6.03% | — | +32.97% | |
| 9 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 5.19% | — | — | |
| 10 | ✓ | Corporacion Amer Arpts S A | 股票-其他 | 1.03% | — | +10.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LBEUR | L Brands INC | +3.1% | +33.32% | 加仓 |
| 2 | WAIREUR | Wesco Aircraft Holdings INC | +1.2% | — | 不变 |
| 3 | IRM | Iron Mountain INC | +0.5% | +0.74% | 加仓 |
| 4 | GLIBAEUR | Gci Liberty INC - Class A | +0.4% | +21.48% | 加仓 |
| 5 | VISN | Vistance Networks INC | -0.2% | +32.97% | 加仓 |
| 6 | ✓ | Corporacion Amer Arpts S A | -0.3% | +10.81% | 加仓 |
| 7 | CDW | Cdw Corp/de | -0.8% | -17.70% | 减仓 |
| 8 | ZBRA | Zebra Technologies Corp-cl A | -3.5% | -23.91% | 减仓 |
| 9 | USA | Liberty Interactive CORP | — | EXIT | 清仓 |
| 10 | QVCAUSD | Qurate Retail Inc-series A | — | NEW | 新建仓 |
| 11 | LBRDK | Liberty Broadband-c | — | NEW | 新建仓 |
| 12 | VMI | Valmont Industries | — | EXIT | 清仓 |