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 | 31.83% | +1.24% | -6.79% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 19.54% | +0.82% | — | |
| 3 | CACC | Credit Acceptance CORP | 股票-其他 | 12.16% | +0.30% | — | |
| 4 | WIX | Wix.com Ltd. | 股票-科技 | 9.91% | -7.62% | EXIT | |
| 5 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 8.72% | +2.09% | +300.00% | |
| 6 | PDD | Pdd Holdings INC | 股票-周期性消费 | 6.50% | — | — | |
| 7 | HTHT | H World Group Ltd-adr | 股票-其他 | 4.14% | +0.73% | — | |
| 8 | YUMC | Yum China Holdings INC | 股票-周期性消费 | 4.07% | +0.43% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | +0.07% | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | +1.17% | — | |
| 11 | PAYC | Paycom Software INC | 股票-科技 | 0.53% | +0.24% | — | |
| 12 | DE | Deere & Co | 股票-工业 | 0.47% | +0.20% | — |