CIK: 0000926688
申报总市值
US$1.0亿
| # | 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 | 25.13% | +0.80% | — | |
| 2 | W | Wayfair Inc- Class A | 股票-周期性消费 | 15.27% | -4.39% | — | |
| 3 | CMPR | Cimpress plc | 股票-其他 | 13.57% | — | — | |
| 4 | ✓ | Neustar INC | 股票-其他 | 12.31% | — | -7.60% | |
| 5 | NUS | Nu Skin Enterprises INC - A | 股票-其他 | 12.17% | — | — | |
| 6 | YELP | Yelp INC | 股票-其他 | 6.40% | -0.22% | EXIT | |
| 7 | WRLD | World Acceptance CORP | 股票-其他 | 6.21% | +0.29% | — | |
| 8 | BFH | Bread Financial Holdings INC | 股票-金融 | 3.15% | — | -7.95% | |
| 9 | CPRT | Copart INC | 股票-工业 | 2.90% | — | +100.00% | |
| 10 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.61% | — | — | |
| 11 | SYXUSD | Systemax INC | 股票-其他 | 1.27% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | W | Wayfair Inc- Class A | +4.9% | — | 不变 |
| 2 | WRLD | World Acceptance CORP | +0.6% | — | 不变 |
| 3 | SYXUSD | Systemax INC | +0.3% | — | 不变 |
| 4 | CACC | Credit Acceptance CORP | -0.1% | — | 不变 |
| 5 | CPRT | Copart INC | -0.8% | +100.00% | 加仓 |
| 6 | TSCO | Tractor Supply Company | -1.1% | — | 不变 |
| 7 | BFH | Bread Financial Holdings INC | -1.2% | -7.95% | 减仓 |
| 8 | NUS | Nu Skin Enterprises INC - A | -1.8% | — | 不变 |
| 9 | CMPR | Cimpress plc | -2.5% | — | 不变 |
| 10 | ✓ | Neustar INC | -4.9% | -7.60% | 减仓 |
| 11 | YELP | Yelp INC | — | NEW | 新建仓 |