CIK: 0001599955
申报总市值
US$9306.5万
| # | 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 | CHGG | Chegg INC | 股票-非周期性消费 | 34.27% | — | -13.54% | |
| 2 | RUN | Sunrun INC | 股票-科技 | 24.43% | — | — | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 23.36% | — | — | |
| 4 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 16.01% | — | — | |
| 5 | TLRAEUR | Telaria INC | 股票-其他 | 1.36% | — | — | |
| 6 | RNET | Rignet INC | 股票-其他 | 0.57% | — | -5.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RUN | Sunrun INC | +4.4% | — | 不变 |
| 2 | TLRAEUR | Telaria INC | -0.2% | — | 不变 |
| 3 | RNET | Rignet INC | -0.4% | -5.61% | 减仓 |
| 4 | CHGG | Chegg INC | -1.3% | -13.54% | 减仓 |
| 5 | BABA | Alibaba Group Holding-sp Adr | -4.5% | — | 不变 |
| 6 | SPOT | Spotify Technology S.A. | — | NEW | 新建仓 |
| 7 | META | Meta Platforms Inc-class A | — | EXIT | 清仓 |