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 | 38.91% | +0.80% | -1.37% | |
| 2 | W | Wayfair Inc- Class A | 股票-周期性消费 | 22.01% | -4.39% | -0.17% | |
| 3 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 20.81% | +2.16% | — | |
| 4 | WRLD | World Acceptance CORP | 股票-其他 | 10.07% | +0.29% | -0.06% | |
| 5 | CMPR | Cimpress plc | 股票-其他 | 7.97% | +1.37% | -0.19% | |
| 6 | YELP | Yelp INC | 股票-其他 | 0.22% | -0.22% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance CORP | +13.1% | -1.37% | 加仓 |
| 2 | WRLD | World Acceptance CORP | +2.8% | -0.06% | 加仓 |
| 3 | CMPR | Cimpress plc | +1% | -0.19% | 加仓 |
| 4 | YELP | Yelp INC | -4.4% | -92.33% | 减仓 |
| 5 | W | Wayfair Inc- Class A | -23.4% | -0.17% | 加仓 |
| 6 | BTI | British American Tob-sp Adr | — | NEW | 新建仓 |
| 7 | CPRT | Copart INC | — | EXIT | 清仓 |
| 8 | ✓ | — | EXIT | 清仓 | |
| 9 | GIC | Global Industrial Co | — | EXIT | 清仓 |