CIK: 0001772940
申报总市值
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| # | 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 | WSC | Willscot Holdings CORP | 股票-工业 | 14.02% | — | — | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 8.35% | — | — | |
| 3 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 7.75% | — | — | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 7.61% | — | — | |
| 5 | ✓ | 股票-其他 | 7.52% | — | — | ||
| 6 | VAC | Marriott Vacations World | 股票-周期性消费 | 7.41% | — | — | |
| 7 | GEN | Gen Digital INC | 股票-科技 | 6.85% | — | — | |
| 8 | XPO | Xpo INC | 股票-工业 | 5.86% | — | — | |
| 9 | FIS | Fidelity National Info Serv | 股票-科技 | 5.64% | — | — | |
| 10 | TDG | Transdigm Group INC | 股票-工业 | 5.49% | — | — | |
| 11 | HOME | At Home Group INC | 股票-其他 | 4.84% | — | — | |
| 12 | FLT1EUR | Fleetcor Technologies INC | 股票-其他 | 4.77% | — | — | |
| 13 | NOW | Servicenow INC | 股票-科技 | 4.27% | — | — | |
| 14 | VRMUSD | Vroom INC | 股票-其他 | 3.69% | — | — | |
| 15 | CCK | Crown Holdings INC | 股票-周期性消费 | 3.67% | — | — | |
| 16 | BFT | Foley Trasimene Acquisiti-a | 股票-其他 | 2.28% | — | — |