CIK: 0001696704
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 | FIS | Fidelity National Info Serv | 股票-科技 | 15.01% | — | +57.81% | |
| 2 | GS | Goldman Sachs Group INC | 股票-金融 | 11.51% | — | — | |
| 3 | MORN | Morningstar INC | 股票-金融 | 11.49% | — | -8.52% | |
| 4 | PAGS | PagSeguro Digital Ltd. | 股票-其他 | 10.00% | — | -16.72% | |
| 5 | PYPL | Paypal Holdings INC | 股票-金融 | 9.50% | — | +21.70% | |
| 6 | AXP | American Express Co | 股票-金融 | 9.09% | — | +21.07% | |
| 7 | BBD | Banco Bradesco-adr | 股票-其他 | 8.93% | — | — | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 8.58% | — | — | |
| 9 | STNE | StoneCo Ltd. | 股票-其他 | 8.24% | — | +1.00% | |
| 10 | EPAYEUR | Bottomline Technologies (de) | 股票-其他 | 7.64% | — | +20.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FIS | Fidelity National Info Serv | +5.2% | +57.81% | 加仓 |
| 2 | AXP | American Express Co | +2.5% | +21.07% | 加仓 |
| 3 | GS | Goldman Sachs Group INC | +2% | — | 不变 |
| 4 | PYPL | Paypal Holdings INC | +1.8% | +21.70% | 加仓 |
| 5 | EPAYEUR | Bottomline Technologies (de) | +0.1% | +20.95% | 加仓 |
| 6 | BBD | Banco Bradesco-adr | -1.3% | — | 不变 |
| 7 | MORN | Morningstar INC | -1.8% | -8.52% | 减仓 |
| 8 | STNE | StoneCo Ltd. | -3.2% | +1.00% | 加仓 |
| 9 | PAGS | PagSeguro Digital Ltd. | -5.1% | -16.72% | 减仓 |
| 10 | ICE | Intercontinental Exchange In | — | EXIT | 清仓 |
| 11 | BAC | Bank Of America CORP | — | NEW | 新建仓 |