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 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 38.42% | — | +5.90% | |
| 2 | ✓ | Yahoo INC | 股票-其他 | 35.09% | — | — | |
| 3 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 26.00% | — | +22.99% | |
| 4 | OSG | Octave Specialty Group INC | 股票-其他 | 0.47% | — | — | |
| 5 | MCO | Moody's CORP | 股票-金融 | 0.01% | +1.17% | -89.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | +4.5% | +22.99% | 加仓 |
| 2 | CHTR | Charter Communications Inc-a | +2.4% | +5.90% | 加仓 |
| 3 | OSG | Octave Specialty Group INC | +0.1% | — | 不变 |
| 4 | MCO | Moody's CORP | -0.1% | -89.80% | 减仓 |
| 5 | ✓ | Yahoo INC | -6.4% | — | 不变 |
| 6 | ✓ | Atlantica Yield PLC | — | EXIT | 清仓 |