CIK: 0001647251
申报总市值
US$451.7亿
| # | 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 | ✓ | Yahoo INC | 股票-其他 | 36.41% | — | +394.35% | |
| 2 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 36.08% | — | — | |
| 3 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 25.82% | — | +45.48% | |
| 4 | ✓ | Atlantica Yield PLC | 股票-其他 | 1.12% | — | — | |
| 5 | OSG | Octave Specialty Group INC | 股票-其他 | 0.44% | — | — | |
| 6 | MCO | Moody's CORP | 股票-金融 | 0.13% | +1.17% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Yahoo INC | +26.6% | +394.35% | 加仓 |
| 2 | CMCSA | Comcast Corp-class A | +3.2% | +45.48% | 加仓 |
| 3 | MCO | Moody's CORP | -0.1% | — | 不变 |
| 4 | OSG | Octave Specialty Group INC | -0.1% | — | 不变 |
| 5 | ✓ | Time Warner Cable INC | — | EXIT | 清仓 |
| 6 | CHTR | Charter Communications Inc-a | — | NEW | 新建仓 |
| 7 | BIDU | Baidu INC - Spon Adr | — | EXIT | 清仓 |
| 8 | ✓ | Atlantica Yield PLC | — | NEW | 新建仓 |
| 9 | ✓ | Abengoa Yield PLC | — | EXIT | 清仓 |