CIK: 0001766596
申报总市值
US$3.8亿
| # | 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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 28.15% | +0.82% | +15.31% | |
| 2 | CACC | Credit Acceptance CORP | 股票-其他 | 23.10% | +0.30% | +11.27% | |
| 3 | WIX | Wix.com Ltd. | 股票-科技 | 21.45% | -7.62% | EXIT | |
| 4 | TRUP | Trupanion INC | 股票-其他 | 14.22% | — | +3.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.39% | +0.07% | +39.02% | |
| 6 | CVNA | Carvana Co | 股票-周期性消费 | 3.70% | +1.24% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.7% | +39.02% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +2.5% | +15.31% | 加仓 |
| 3 | WIX | Wix.com Ltd. | +1.3% | +10.53% | 加仓 |
| 4 | TRUP | Trupanion INC | -2.7% | +3.05% | 加仓 |
| 5 | CACC | Credit Acceptance CORP | -7.6% | +11.27% | 加仓 |
| 6 | CVNA | Carvana Co | — | NEW | 新建仓 |