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-a | 股票-通信服务 | 20.20% | — | — | |
| 2 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 20.04% | — | +41.30% | |
| 3 | SBAC | Sba Communications CORP | 股票-房地产 | 18.03% | — | — | |
| 4 | LBTYA | Liberty Global Ltd. | 股票-其他 | 17.42% | — | +7.30% | |
| 5 | MTN | Vail Resorts INC | 股票-周期性消费 | 10.67% | — | +7.14% | |
| 6 | IACIEUR | Iac/interactivecorp | 股票-其他 | 4.94% | — | — | |
| 7 | CSCO | Cisco Systems INC | 股票-科技 | 3.51% | — | -48.72% | |
| 8 | EQIX | Equinix INC | 股票-房地产 | 3.33% | — | -9.68% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | — | -66.67% | |
| 10 | NOW | Servicenow INC | 股票-科技 | 0.60% | — | — | |
| 11 | NEWREUR | New Relic INC | 股票-其他 | 0.55% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZAYOEUR | Zayo Group Holdings INC | +9.7% | +41.30% | 加仓 |
| 2 | SBAC | Sba Communications CORP | +9.5% | — | 不变 |
| 3 | LBTYA | Liberty Global Ltd. | +6.8% | +7.30% | 加仓 |
| 4 | MTN | Vail Resorts INC | +4.5% | +7.14% | 加仓 |
| 5 | IACIEUR | Iac/interactivecorp | +2.1% | — | 不变 |
| 6 | EQIX | Equinix INC | +1.2% | -9.68% | 减仓 |
| 7 | NOW | Servicenow INC | +0.3% | — | 不变 |
| 8 | NEWREUR | New Relic INC | +0.3% | — | 不变 |
| 9 | CSCO | Cisco Systems INC | -0.2% | -48.72% | 减仓 |
| 10 | GOOG | Alphabet Inc-cl C | -0.5% | -66.67% | 减仓 |
| 11 | CHTR | Charter Communications Inc-a | -23.2% | — | 不变 |
| 12 | VISN | Vistance Networks INC | — | EXIT | 清仓 |
| 13 | LGF-BEUR | Lions Gate Entertainment-b | — | EXIT | 清仓 |
| 14 | ANGI1EUR | Angi INC | — | EXIT | 清仓 |