CIK: 0001743937
申报总市值
US$38.1亿
| # | 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 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 36.75% | — | — | |
| 2 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 23.34% | — | — | |
| 3 | TWTRUSD | Twitter INC | 股票-其他 | 14.59% | — | — | |
| 4 | R | Ryder System INC | 股票-工业 | 12.42% | — | — | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 7.03% | — | — | |
| 6 | WOW | Wideopenwest INC | 股票-其他 | 4.06% | — | +416.26% | |
| 7 | ✓ | Disruptive Acquisition CORP | 股票-其他 | 1.00% | — | — | |
| 8 | IEAGR | Infinite Eagle Acquisition Corp. | 股票-其他 | 0.82% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CL | Colgate-palmolive Co | +36.8% | NEW | 新建仓 |
| 2 | FMX | Fomento Economico Mex-sp Adr | +23.3% | NEW | 新建仓 |
| 3 | TWTRUSD | Twitter INC | +14.6% | NEW | 新建仓 |
| 4 | R | Ryder System INC | +12.4% | NEW | 新建仓 |
| 5 | JNJ | Johnson & Johnson | +7% | NEW | 新建仓 |
| 6 | WOW | Wideopenwest INC | +0.6% | +416.26% | 加仓 |
| 7 | GBTG | Global Business Travel Group | -1.1% | EXIT | 清仓 |
| 8 | IEAGR | Infinite Eagle Acquisition Corp. | -1.6% | — | 不变 |
| 9 | ✓ | Disruptive Acquisition CORP | -1.9% | — | 不变 |
| 10 | NTNX | Nutanix INC - A | -3.1% | EXIT | 清仓 |
| 11 | 0VVB | Paramount Global-class B | -10% | EXIT | 清仓 |
| 12 | ZEN1EUR | Zendesk INC | -17.2% | EXIT | 清仓 |
| 13 | XLE | Ss Energy Select Sector | -19.2% | EXIT | 清仓 |
| 14 | VYX | Ncr Voyix CORP | -40.6% | EXIT | 清仓 |