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 | W | Wayfair Inc- Class A | 股票-周期性消费 | 38.92% | -4.39% | +17.76% | |
| 2 | CACC | Credit Acceptance CORP | 股票-其他 | 30.30% | +0.80% | — | |
| 3 | CPRT | Copart INC | 股票-工业 | 13.27% | — | -10.26% | |
| 4 | CMPR | Cimpress plc | 股票-其他 | 8.64% | +1.37% | — | |
| 5 | WRLD | World Acceptance CORP | 股票-其他 | 4.36% | +0.29% | — | |
| 6 | YELP | Yelp INC | 股票-其他 | 3.92% | -0.22% | EXIT | |
| 7 | SYXUSD | Systemax INC | 股票-其他 | 0.43% | — | -50.00% | |
| 8 | BFH | Bread Financial Holdings INC | 股票-金融 | 0.15% | — | -34.78% |
| # | 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 | +22.5% | +17.76% | 加仓 |
| 2 | BFH | Bread Financial Holdings INC | -0.2% | -34.78% | 减仓 |
| 3 | SYXUSD | Systemax INC | -0.9% | -50.00% | 减仓 |
| 4 | YELP | Yelp INC | -1.7% | — | 不变 |
| 5 | WRLD | World Acceptance CORP | -2.3% | — | 不变 |
| 6 | CMPR | Cimpress plc | -2.5% | — | 不变 |
| 7 | CACC | Credit Acceptance CORP | -3.8% | — | 不变 |
| 8 | CPRT | Copart INC | -9.2% | -10.26% | 减仓 |
| 9 | TSCO | Tractor Supply Company | — | EXIT | 清仓 |