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 | 34.07% | +0.80% | — | |
| 2 | CPRT | Copart INC | 股票-工业 | 22.42% | — | +68.63% | |
| 3 | W | Wayfair Inc- Class A | 股票-周期性消费 | 16.47% | -4.39% | — | |
| 4 | CMPR | Cimpress plc | 股票-其他 | 11.10% | +1.37% | — | |
| 5 | WRLD | World Acceptance CORP | 股票-其他 | 6.70% | +0.29% | — | |
| 6 | YELP | Yelp INC | 股票-其他 | 5.63% | -0.22% | EXIT | |
| 7 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.91% | — | — | |
| 8 | SYXUSD | Systemax INC | 股票-其他 | 1.37% | — | — | |
| 9 | BFH | Bread Financial Holdings INC | 股票-金融 | 0.31% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CPRT | Copart INC | +11.9% | +68.63% | 加仓 |
| 2 | TSCO | Tractor Supply Company | +0.7% | — | 不变 |
| 3 | WRLD | World Acceptance CORP | +0.4% | — | 不变 |
| 4 | SYXUSD | Systemax INC | +0.2% | — | 不变 |
| 5 | W | Wayfair Inc- Class A | -0.1% | — | 不变 |
| 6 | BFH | Bread Financial Holdings INC | -0.3% | — | 不变 |
| 7 | YELP | Yelp INC | -0.9% | — | 不变 |
| 8 | CACC | Credit Acceptance CORP | -1% | — | 不变 |
| 9 | CMPR | Cimpress plc | -4.5% | — | 不变 |
| 10 | NUS | Nu Skin Enterprises INC - A | — | EXIT | 清仓 |