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 | CVNA | Carvana Co | 股票-周期性消费 | 25.27% | +1.24% | — | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 18.19% | +0.82% | -4.41% | |
| 3 | CACC | Credit Acceptance CORP | 股票-其他 | 14.70% | +0.30% | -2.02% | |
| 4 | WIX | Wix.com Ltd. | 股票-科技 | 12.19% | -7.62% | EXIT | |
| 5 | PDD | Pdd Holdings INC | 股票-周期性消费 | 8.77% | — | -2.87% | |
| 6 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 7.77% | +2.09% | -5.29% | |
| 7 | YUMC | Yum China Holdings INC | 股票-周期性消费 | 5.66% | +0.43% | -5.83% | |
| 8 | HTHT | H World Group Ltd-adr | 股票-其他 | 5.39% | +0.73% | +7.03% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | +1.17% | — | |
| 10 | PAYC | Paycom Software INC | 股票-科技 | 0.60% | +0.24% | — | |
| 11 | DE | Deere & Co | 股票-工业 | 0.52% | +0.20% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | — | NEW | 新建仓 |
| 2 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 3 | CACC | Credit Acceptance CORP | — | NEW | 新建仓 |
| 4 | WIX | Wix.com Ltd. | — | NEW | 新建仓 |
| 5 | PDD | Pdd Holdings INC | — | NEW | 新建仓 |
| 6 | IBKR | Interactive Brokers Gro-cl A | — | NEW | 新建仓 |
| 7 | YUMC | Yum China Holdings INC | — | NEW | 新建仓 |
| 8 | HTHT | H World Group Ltd-adr | — | NEW | 新建仓 |
| 9 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 10 | PAYC | Paycom Software INC | — | NEW | 新建仓 |
| 11 | DE | Deere & Co | — | NEW | 新建仓 |