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 | PODD | Insulet CORP | 股票-医疗保健 | 18.05% | — | — | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 16.00% | +1.94% | — | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 14.35% | +0.03% | — | |
| 4 | HLF | Herbalife Ltd. | 股票-其他 | 10.28% | — | +75.52% | |
| 5 | FTV | Fortive CORP | 股票-科技 | 10.11% | — | — | |
| 6 | DBX | Dropbox Inc-class A | 股票-科技 | 7.41% | — | — | |
| 7 | PANW | Palo Alto Networks INC | 股票-科技 | 7.30% | — | — | |
| 8 | BSTIN | Best INC - Adr | 股票-其他 | 4.47% | — | — | |
| 9 | QCOM | Qualcomm INC | 股票-科技 | 3.97% | — | -2.75% | |
| 10 | DDD | 3d Systems CORP | 股票-其他 | 3.63% | — | — | |
| 11 | OASEUR | Oasis Petroleum INC | 股票-其他 | 2.22% | — | — | |
| 12 | STMP | Stamps.com INC | 股票-其他 | 1.67% | — | -86.74% | |
| 13 | MDXG | Mimedx Group INC | 股票-其他 | 0.57% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +6.2% | — | 不变 |
| 2 | PODD | Insulet CORP | +5% | — | 不变 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +4.2% | — | 不变 |
| 4 | FTV | Fortive CORP | +2.8% | — | 不变 |
| 5 | PANW | Palo Alto Networks INC | +2.7% | — | 不变 |
| 6 | HLF | Herbalife Ltd. | +2.7% | +75.52% | 加仓 |
| 7 | DBX | Dropbox Inc-class A | +2.3% | — | 不变 |
| 8 | BSTIN | Best INC - Adr | +1.8% | — | 不变 |
| 9 | DDD | 3d Systems CORP | +1.4% | — | 不变 |
| 10 | OASEUR | Oasis Petroleum INC | +1.2% | — | 不变 |
| 11 | QCOM | Qualcomm INC | +1.1% | -2.75% | 减仓 |
| 12 | STMP | Stamps.com INC | -5.5% | -86.74% | 减仓 |
| 13 | ✓ | Spdr S&p 500 ETF Tr | — | EXIT | 清仓 |
| 14 | JD | Jd.com Inc-adr | — | EXIT | 清仓 |
| 15 | SSYS | Stratasys Ltd. | — | EXIT | 清仓 |
| 16 | FOSL | Fossil Group INC | — | EXIT | 清仓 |
| 17 | ASNAEUR | Ascena Retail Group INC | — | EXIT | 清仓 |
| 18 | QSR | Restaurant Brands Intern | — | EXIT | 清仓 |
| 19 | MDXG | Mimedx Group INC | — | NEW | 新建仓 |