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 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 21.37% | — | -6.45% | |
| 2 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 21.25% | — | -5.65% | |
| 3 | LBTYA | Liberty Global Ltd. | 股票-其他 | 18.13% | — | -3.10% | |
| 4 | SBAC | Sba Communications CORP | 股票-房地产 | 11.73% | — | -42.42% | |
| 5 | EQIX | Equinix INC | 股票-房地产 | 8.12% | — | +107.14% | |
| 6 | IACIEUR | Iac/interactivecorp | 股票-其他 | 5.20% | — | — | |
| 7 | AMAT | Applied Materials INC | 股票-科技 | 4.17% | — | — | |
| 8 | MTN | Vail Resorts INC | 股票-周期性消费 | 4.03% | — | -60.00% | |
| 9 | MRVL | Marvell Technology, Inc. | 股票-科技 | 2.15% | — | — | |
| 10 | CSCO | Cisco Systems INC | 股票-科技 | 1.77% | — | -55.83% | |
| 11 | NOW | Servicenow INC | 股票-科技 | 0.76% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | — | — | |
| 13 | NEWREUR | New Relic INC | 股票-其他 | 0.61% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EQIX | Equinix INC | +4.8% | +107.14% | 加仓 |
| 2 | ZAYOEUR | Zayo Group Holdings INC | +1.3% | -6.45% | 减仓 |
| 3 | CHTR | Charter Communications Inc-a | +1.1% | -5.65% | 减仓 |
| 4 | LBTYA | Liberty Global Ltd. | +0.7% | -3.10% | 减仓 |
| 5 | IACIEUR | Iac/interactivecorp | +0.3% | — | 不变 |
| 6 | NOW | Servicenow INC | +0.2% | — | 不变 |
| 7 | NEWREUR | New Relic INC | +0.1% | — | 不变 |
| 8 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 9 | CSCO | Cisco Systems INC | -1.7% | -55.83% | 减仓 |
| 10 | SBAC | Sba Communications CORP | -6.3% | -42.42% | 减仓 |
| 11 | MTN | Vail Resorts INC | -6.6% | -60.00% | 减仓 |
| 12 | AMAT | Applied Materials INC | — | NEW | 新建仓 |
| 13 | MRVL | Marvell Technology, Inc. | — | NEW | 新建仓 |