CIK: 0001635999
申报总市值
US$7.6亿
| # | 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 28.54% | +1.94% | +55.01% | |
| 2 | DOORUSD | Masonite International CORP | 股票-其他 | 16.74% | — | +22.05% | |
| 3 | PODD | Insulet CORP | 股票-医疗保健 | 14.73% | — | — | |
| 4 | OASEUR | Oasis Petroleum INC | 股票-其他 | 13.47% | — | +85.57% | |
| 5 | SIXEUR | Six Flags Entertainment CORP | 股票-其他 | 9.73% | — | +6.98% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 7.98% | +0.03% | -50.17% | |
| 7 | MMYT | MakeMyTrip Limited | 股票-其他 | 4.42% | — | — | |
| 8 | ✓ | Grubhub INC | 股票-其他 | 4.39% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +13.8% | +55.01% | 加仓 |
| 2 | OASEUR | Oasis Petroleum INC | +8.3% | +85.57% | 加仓 |
| 3 | DOORUSD | Masonite International CORP | +7.7% | +22.05% | 加仓 |
| 4 | SIXEUR | Six Flags Entertainment CORP | +3.4% | +6.98% | 加仓 |
| 5 | PODD | Insulet CORP | +2.9% | — | 不变 |
| 6 | BABA | Alibaba Group Holding-sp Adr | -3.6% | -50.17% | 减仓 |
| 7 | AAPL | Apple Inc. | — | EXIT | 清仓 |
| 8 | AAPL | Apple INC | — | EXIT | 清仓 |
| 9 | ✓ | Taro Pharmaceutical Inds LTD | — | EXIT | 清仓 |
| 10 | MMYT | MakeMyTrip Limited | — | NEW | 新建仓 |
| 11 | ✓ | Grubhub INC | — | NEW | 新建仓 |
| 12 | ✓ | Organovo Hldgs INC | — | EXIT | 清仓 |