CIK: 0001631543
申报总市值
US$1411.5万
| # | 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 | CHTR | Charter Communications, Inc. | 股票-通信服务 | 17.93% | — | +11.76% | |
| 2 | SBAC | SBA Communications Corporation | 股票-房地产 | 14.94% | — | +14.29% | |
| 3 | LBTYA | Liberty Global Ltd. | 股票-其他 | 14.00% | — | +33.33% | |
| 4 | MTN | Vail Resorts INC | 股票-周期性消费 | 13.08% | — | -19.23% | |
| 5 | NOW | Servicenow INC | 股票-科技 | 9.69% | — | +70.00% | |
| 6 | ✓ | Time Warner Cable INC | 股票-其他 | 9.54% | — | +25.00% | |
| 7 | EQIX | Equinix INC | 股票-房地产 | 4.62% | — | -62.50% | |
| 8 | NEWREUR | New Relic INC | 股票-其他 | 4.13% | — | +70.00% | |
| 9 | PYPL | Paypal Holdings INC | 股票-金融 | 3.60% | — | -39.39% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.47% | — | -50.00% | |
| 11 | EBAY | Ebay INC | 股票-周期性消费 | 3.34% | — | -31.82% | |
| 12 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.65% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications, Inc. | +5% | +11.76% | 加仓 |
| 2 | LBTYA | Liberty Global Ltd. | +3.8% | +33.33% | 加仓 |
| 3 | ✓ | Time Warner Cable INC | +3.4% | +25.00% | 加仓 |
| 4 | SBAC | SBA Communications Corporation | +2.7% | +14.29% | 加仓 |
| 5 | NOW | Servicenow INC | +2.5% | +70.00% | 加仓 |
| 6 | NEWREUR | New Relic INC | +1.1% | +70.00% | 加仓 |
| 7 | MTN | Vail Resorts INC | -0.8% | -19.23% | 减仓 |
| 8 | PYPL | Paypal Holdings INC | -1.4% | -39.39% | 减仓 |
| 9 | EBAY | Ebay INC | -1.7% | -31.82% | 减仓 |
| 10 | GOOG | Alphabet Inc-cl C | -2.9% | -50.00% | 减仓 |
| 11 | EQIX | Equinix INC | -5.5% | -62.50% | 减仓 |
| 12 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 13 | AVGO | Broadcom Inc. | — | EXIT | 清仓 |
| 14 | HPE | Hewlett Packard Enterprise | — | NEW | 新建仓 |
| 15 | PANW | Palo Alto Networks INC | — | EXIT | 清仓 |