CIK: 0001766908
申报总市值
US$2.7亿
| # | 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 | IACIEUR | Iac/interactivecorp | 股票-其他 | 29.77% | — | +9.39% | |
| 2 | SE | Sea Ltd-adr | 股票-通信服务 | 25.24% | — | -63.45% | |
| 3 | XYZ | Block INC | 股票-金融 | 19.16% | — | — | |
| 4 | JD | Jd.com Inc-adr | 股票-周期性消费 | 11.38% | — | -5.80% | |
| 5 | ANGI1EUR | Angi INC | 股票-其他 | 8.34% | — | -49.98% | |
| 6 | CVNA | Carvana Co | 股票-周期性消费 | 6.11% | — | -35.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IACIEUR | Iac/interactivecorp | +6% | +9.39% | 加仓 |
| 2 | CVNA | Carvana Co | -0.8% | -35.97% | 减仓 |
| 3 | JD | Jd.com Inc-adr | -1.5% | -5.80% | 减仓 |
| 4 | ANGI1EUR | Angi INC | -3% | -49.98% | 减仓 |
| 5 | SE | Sea Ltd-adr | -19.8% | -63.45% | 减仓 |
| 6 | XYZ | Block INC | — | NEW | 新建仓 |