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 | OLOGBX | Olo INC - Class A | 股票-其他 | 56.59% | — | +0.05% | |
| 2 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 23.01% | +40.35% | NEW | |
| 3 | ✓ | THE Beachbody Company INC | 股票-其他 | 7.90% | — | +0.07% | |
| 4 | FYBR | Frontier Communications Pare | 股票-其他 | 2.17% | — | -4.55% | |
| 5 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 2.14% | — | — | |
| 6 | LBTYA | Liberty Global Ltd. | 股票-其他 | 1.94% | — | -13.04% | |
| 7 | DISH | Dish Network Corp-a | 股票-其他 | 1.81% | — | +15.00% | |
| 8 | MRVL | Marvell Technology INC | 股票-科技 | 1.34% | — | +16.67% | |
| 9 | ADI | Analog Devices INC | 股票-科技 | 1.28% | — | — | |
| 10 | EQIX | Equinix INC | 股票-房地产 | 0.58% | — | — | |
| 11 | SBAC | Sba Communications CORP | 股票-房地产 | 0.56% | — | -50.00% | |
| 12 | TWLO | Twilio INC - A | 股票-科技 | 0.44% | — | — | |
| 13 | GENI | Genius Sports Limited | 股票-其他 | 0.12% | — | — | |
| 14 | NET | Cloudflare INC - Class A | 股票-科技 | 0.12% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DKNG | Draftkings Inc-cl A | +23% | NEW | 新建仓 |
| 2 | OLOGBX | Olo INC - Class A | +5.1% | +0.05% | 加仓 |
| 3 | CHTR | Charter Communications Inc-a | +0.5% | — | 不变 |
| 4 | FYBR | Frontier Communications Pare | +0.4% | -4.55% | 减仓 |
| 5 | ADI | Analog Devices INC | +0.3% | — | 不变 |
| 6 | LBTYA | Liberty Global Ltd. | +0.2% | -13.04% | 减仓 |
| 7 | EQIX | Equinix INC | +0.1% | — | 不变 |
| 8 | MRVL | Marvell Technology INC | +0.1% | +16.67% | 加仓 |
| 9 | GENI | Genius Sports Limited | 0% | — | 不变 |
| 10 | DISH | Dish Network Corp-a | -0.1% | +15.00% | 加仓 |
| 11 | NET | Cloudflare INC - Class A | -0.1% | — | 不变 |
| 12 | TWLO | Twilio INC - A | -0.2% | — | 不变 |
| 13 | SBAC | Sba Communications CORP | -0.3% | -50.00% | 减仓 |
| 14 | QRVO | Qorvo INC | -0.7% | EXIT | 清仓 |
| 15 | ✓ | THE Beachbody Company INC | -2.2% | +0.07% | 加仓 |
| 16 | DKNG1USD | Draftkings Holdings INC | -26% | EXIT | 清仓 |