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 | 21.92% | +1.94% | — | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 17.70% | +0.03% | -17.72% | |
| 3 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 15.31% | +0.10% | — | |
| 4 | PODD | Insulet CORP | 股票-医疗保健 | 10.85% | — | -30.50% | |
| 5 | MELI | Mercadolibre INC | 股票-周期性消费 | 8.84% | +0.04% | — | |
| 6 | DBX | Dropbox Inc-class A | 股票-科技 | 7.59% | — | — | |
| 7 | QCOM | Qualcomm INC | 股票-科技 | 7.58% | — | +20.11% | |
| 8 | ROKU | Roku INC | 股票-通信服务 | 5.09% | — | — | |
| 9 | OASEUR | Oasis Petroleum INC | 股票-其他 | 3.29% | — | — | |
| 10 | BSTIN | Best INC - Adr | 股票-其他 | 1.82% | — | -25.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm INC | -0.5% | +20.11% | 加仓 |
| 2 | OASEUR | Oasis Petroleum INC | -0.6% | — | 不变 |
| 3 | BSTIN | Best INC - Adr | -0.6% | -25.00% | 减仓 |
| 4 | DBX | Dropbox Inc-class A | -1.6% | — | 不变 |
| 5 | AMZN | Amazon.com INC | -1.8% | — | 不变 |
| 6 | BABA | Alibaba Group Holding-sp Adr | -3.1% | -17.72% | 减仓 |
| 7 | PODD | Insulet CORP | -5.9% | -30.50% | 减仓 |
| 8 | IBN | Icici Bank Ltd-spon Adr | — | NEW | 新建仓 |
| 9 | FTV | Fortive CORP | — | EXIT | 清仓 |
| 10 | MELI | Mercadolibre INC | — | NEW | 新建仓 |
| 11 | ROKU | Roku INC | — | NEW | 新建仓 |
| 12 | COOL1EUR | Polarityte INC | — | EXIT | 清仓 |