CIK: 0001728120
申告総資産額
$5.3億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 13.06% | — | +11.73% | |
| 2 | UBER | Uber Technologies INC | 株式-資本財 | 10.33% | — | +57.52% | |
| 3 | LOW | Lowe's Cos INC | 株式-一般消費財 | 10.20% | — | +79.78% | |
| 4 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 9.63% | — | -25.91% | |
| 5 | NKE | Nike INC -cl B | 株式-一般消費財 | 8.00% | — | +11.21% | |
| 6 | TCOM | Trip.com Group Ltd-adr | 株式-一般消費財 | 7.76% | — | +45.95% | |
| 7 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 7.00% | — | -26.95% | |
| 8 | MLCO | Melco Resorts & Entert-adr | 株式-その他 | 6.54% | — | +13.74% | |
| 9 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 6.18% | — | +206.31% | |
| 10 | JD | Jd.com Inc-adr | 株式-一般消費財 | 5.18% | — | — | |
| 11 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 3.21% | — | — | |
| 12 | MAR | Marriott International -cl A | 株式-一般消費財 | 3.08% | — | — | |
| 13 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 3.04% | — | — | |
| 14 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 2.97% | — | -53.72% | |
| 15 | REAL | Realreal Inc/the | 株式-その他 | 2.35% | — | +31.56% | |
| 16 | MOMOUSD | Momo Inc-spon Adr | 株式-その他 | 1.47% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos INC | +5.1% | +79.78% | 増加 |
| 2 | TAL | Tal Education Group- Adr | +4% | +206.31% | 増加 |
| 3 | UBER | Uber Technologies INC | +2% | +57.52% | 増加 |
| 4 | REAL | Realreal Inc/the | +1% | +31.56% | 増加 |
| 5 | TCOM | Trip.com Group Ltd-adr | +1% | +45.95% | 増加 |
| 6 | MLCO | Melco Resorts & Entert-adr | 0% | +13.74% | 増加 |
| 7 | BIDU | Baidu INC - Spon Adr | -0.6% | — | 変化なし |
| 8 | NKE | Nike INC -cl B | -0.6% | +11.21% | 増加 |
| 9 | BABA | Alibaba Group Holding-sp Adr | -1.9% | +11.73% | 増加 |
| 10 | CTSH | Cognizant Tech Solutions-a | -4.1% | -26.95% | 減少 |
| 11 | EDU | New Oriental Education & Technology Group Inc. | -4.6% | -53.72% | 減少 |
| 12 | YUMC | Yum China Holdings INC | -6.7% | -25.91% | 減少 |
| 13 | JD | Jd.com Inc-adr | — | NEW | 新規購入 |
| 14 | SKAA | Skechers USA Inc-cl A | — | NEW | 新規購入 |
| 15 | MAR | Marriott International -cl A | — | NEW | 新規購入 |
| 16 | SE | Sea Ltd-adr | — | EXIT | 全売却 |
| 17 | MOMOUSD | Momo Inc-spon Adr | — | NEW | 新規購入 |
| 18 | XHB | Ss Spdr S&p Homebldrs ETF | — | EXIT | 全売却 |
| 19 | CCL1EUR | Carnival CORP LTD | — | EXIT | 全売却 |