CIK: 0001632368
申报总市值
US$1.8亿
| # | 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 | EHTH | Ehealth INC | 股票-其他 | 11.74% | — | — | |
| 2 | LOPE | Grand Canyon Education INC | 股票-非周期性消费 | 11.22% | +0.91% | +12.61% | |
| 3 | FIVN | Five9 INC | 股票-科技 | 10.33% | -0.17% | -38.28% | |
| 4 | AMT | American Tower CORP | 股票-房地产 | 9.99% | +0.17% | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.97% | — | — | |
| 6 | POOL | Pool CORP | 股票-工业 | 6.95% | -0.09% | +13.03% | |
| 7 | PJT | Pjt Partners INC - A | 股票-金融 | 6.71% | -0.65% | -1.06% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 6.55% | +0.16% | — | |
| 9 | NXST | Nexstar Media Group INC | 股票-通信服务 | 4.80% | -0.04% | -7.97% | |
| 10 | PZZA | Papa John's Intl INC | 股票-其他 | 4.62% | — | — | |
| 11 | OSIS | Osi Systems INC | 股票-科技 | 4.55% | +0.47% | — | |
| 12 | GDOT | Green Dot Corp-class A | 股票-其他 | 3.52% | — | — | |
| 13 | KIDS | Orthopediatrics CORP | 股票-其他 | 3.02% | — | -21.64% | |
| 14 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 1.98% | +0.91% | -8.52% | |
| 15 | EEFT | Euronet Worldwide INC | 股票-科技 | 1.66% | — | +11.74% | |
| 16 | AVLRUSD | Avalara INC | 股票-其他 | 1.42% | — | -45.16% | |
| 17 | VSTOEUR | Vista Outdoor INC | 股票-其他 | 1.04% | — | — | |
| 18 | SPWH | Sportsman's Warehouse Holdin | 股票-其他 | 0.64% | — | — | |
| 19 | EGHT | 8x8 INC | 股票-其他 | 0.62% | — | -66.73% | |
| 20 | BIRD | Smartbird, Inc | 股票-其他 | 0.51% | — | -4.82% | |
| 21 | SDCCQ | Smiledirectclub INC | 股票-其他 | 0.16% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EHTH | Ehealth INC | +4.5% | — | 不变 |
| 2 | POOL | Pool CORP | +1% | +13.03% | 加仓 |
| 3 | AMT | American Tower CORP | +0.5% | — | 不变 |
| 4 | PJT | Pjt Partners INC - A | +0.3% | -1.06% | 减仓 |
| 5 | LOPE | Grand Canyon Education INC | -0.1% | +12.61% | 加仓 |
| 6 | BIRD | Smartbird, Inc | -0.2% | -4.82% | 减仓 |
| 7 | SIMO | Silicon Motion Technol-adr | -0.7% | -8.52% | 减仓 |
| 8 | EEFT | Euronet Worldwide INC | -0.8% | +11.74% | 加仓 |
| 9 | AVLRUSD | Avalara INC | -0.9% | -45.16% | 减仓 |
| 10 | KIDS | Orthopediatrics CORP | -1.1% | -21.64% | 减仓 |
| 11 | OSIS | Osi Systems INC | -1.5% | — | 不变 |
| 12 | EGHT | 8x8 INC | -1.6% | -66.73% | 减仓 |
| 13 | FIVN | Five9 INC | -2.6% | -38.28% | 减仓 |
| 14 | NXST | Nexstar Media Group INC | -4.8% | -7.97% | 减仓 |
| 15 | AMZN | Amazon.com INC | — | NEW | 新建仓 |
| 16 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 17 | TNDM | Tandem Diabetes Care INC | — | EXIT | 清仓 |
| 18 | CNK | Cinemark Holdings INC | — | EXIT | 清仓 |
| 19 | PZZA | Papa John's Intl INC | — | NEW | 新建仓 |
| 20 | EFT | Techtarget | — | EXIT | 清仓 |
| 21 | GDOT | Green Dot Corp-class A | — | NEW | 新建仓 |
| 22 | CRCMGBP | Care.com INC | — | EXIT | 清仓 |
| 23 | VSTOEUR | Vista Outdoor INC | — | NEW | 新建仓 |
| 24 | TCSUSD | Container Store Group Inc/th | — | EXIT | 清仓 |
| 25 | SPWH | Sportsman's Warehouse Holdin | — | NEW | 新建仓 |
| 26 | GJB | Steelcase Inc-cl A | — | EXIT | 清仓 |
| 27 | NCMIEUR | National Cinemedia INC | — | EXIT | 清仓 |
| 28 | 5TC | Truecar INC | — | EXIT | 清仓 |
| 29 | SDCCQ | Smiledirectclub INC | — | NEW | 新建仓 |