CIK: 0001802893
申报总市值
US$6254.9万
| # | 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 | SE | Sea Ltd-adr | 股票-通信服务 | 9.90% | — | -15.72% | |
| 2 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 9.38% | +1.32% | +20.01% | |
| 3 | GDRX | Goodrx Holdings Inc-class A | 股票-其他 | 9.27% | -2.76% | — | |
| 4 | PRG | Prog Holdings INC | 股票-其他 | 8.24% | -5.12% | EXIT | |
| 5 | ✓ | Mister Car Wash, INC | 股票-其他 | 6.06% | — | +21.62% | |
| 6 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 5.87% | +1.24% | +17.47% | |
| 7 | EWCZ | European Wax Center Inc-a | 股票-其他 | 5.87% | — | — | |
| 8 | NDLSUSD | Noodles & Co | 股票-其他 | 5.76% | — | — | |
| 9 | RH | Rh | 股票-周期性消费 | 5.70% | — | -4.78% | |
| 10 | CHWY | Chewy INC - Class A | 股票-周期性消费 | 5.41% | +1.36% | -10.54% | |
| 11 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 5.40% | — | +10.34% | |
| 12 | TGT | Target CORP | 股票-周期性消费 | 5.32% | — | -9.37% | |
| 13 | TJX | Tjx Companies INC | 股票-周期性消费 | 5.28% | — | -16.71% | |
| 14 | SKIN | Skinhealth Systems INC | 股票-其他 | 4.92% | — | — | |
| 15 | CASY | Casey's General Stores INC | 股票-周期性消费 | 4.43% | +0.99% | -5.97% | |
| 16 | CPNG | Coupang INC | 股票-周期性消费 | 3.20% | — | — |