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 | CACC | Credit Acceptance CORP | 股票-其他 | 30.00% | +0.30% | +43.64% | |
| 2 | WIX | Wix.com Ltd. | 股票-科技 | 29.17% | -7.62% | EXIT | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 23.09% | +0.82% | +9.24% | |
| 4 | TRUP | Trupanion INC | 股票-其他 | 13.29% | — | +3.33% | |
| 5 | CVNA | Carvana Co | 股票-周期性消费 | 4.45% | +1.24% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WIX | Wix.com Ltd. | +7.7% | -3.03% | 减仓 |
| 2 | CACC | Credit Acceptance CORP | +6.9% | +43.64% | 加仓 |
| 3 | CVNA | Carvana Co | +0.8% | — | 不变 |
| 4 | TRUP | Trupanion INC | -0.9% | +3.33% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | -5.1% | +9.24% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清仓 |