CIK: 0001450008
申報總市值
US$3381.0萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 10.92% | +3.02% | — | |
| 2 | IPG | Interpublic Group Of Cos INC | 股票-其他 | 10.46% | — | -14.92% | |
| 3 | ✓ | Level 3 Communications INC | 股票-其他 | 9.40% | — | — | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 8.63% | +9.37% | — | |
| 5 | LBRDA | Liberty Broadband-a | 股票-其他 | 7.40% | +7.23% | +7.25% | |
| 6 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 6.66% | -5.50% | EXIT | |
| 7 | ✓ | 股票-其他 | 6.34% | -1.38% | EXIT | ||
| 8 | NXST | Nexstar Media Group INC | 股票-通訊服務 | 5.67% | -2.03% | — | |
| 9 | TMUS | T-mobile US INC | 股票-通訊服務 | 5.29% | — | +13.23% | |
| 10 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 5.28% | — | — | |
| 11 | ULCC | Frontier Group Holdings, Inc. | 股票-其他 | 4.40% | — | +1.94% | |
| 12 | GTN | Gray Media INC | 股票-其他 | 4.08% | -0.68% | -9.23% | |
| 13 | TWXCHF | Time Warner INC | 股票-其他 | 4.04% | — | +27.68% | |
| 14 | CHGG | Chegg INC | 股票-非循環性消費 | 3.39% | +3.55% | — | |
| 15 | VIAB | Viacom Inc-class B | 股票-其他 | 3.29% | — | — | |
| 16 | ECHO | Echostar Corp-a | 股票-通訊服務 | 2.58% | — | — | |
| 17 | ✓ | Media General INC | 股票-其他 | 2.14% | — | -24.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TMUS | T-mobile US INC | +1.3% | +13.23% | 加碼 |
| 2 | TWXCHF | Time Warner INC | +1% | +27.68% | 加碼 |
| 3 | LBRDA | Liberty Broadband-a | +0.9% | +7.25% | 加碼 |
| 4 | NXST | Nexstar Media Group INC | +0.6% | — | 不變 |
| 5 | CHGG | Chegg INC | +0.5% | — | 不變 |
| 6 | TTWO | Take-two Interactive Softwre | +0.4% | +2.31% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.4% | — | 不變 |
| 8 | ✓ | Level 3 Communications INC | +0.1% | — | 不變 |
| 9 | ULCC | Frontier Group Holdings, Inc. | -0.3% | +1.94% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | -0.4% | — | 不變 |
| 11 | ✓ | -0.4% | -15.27% | 減碼 | |
| 12 | ✓ | Media General INC | -0.4% | -24.16% | 減碼 |
| 13 | GTN | Gray Media INC | -0.6% | -9.23% | 減碼 |
| 14 | IPG | Interpublic Group Of Cos INC | -1.3% | -14.92% | 減碼 |
| 15 | ✓ | Time Warner Cable INC | — | EXIT | 清倉 |
| 16 | CHTR | Charter Communications Inc-a | — | NEW | 新建倉 |
| 17 | VIAB | Viacom Inc-class B | — | NEW | 新建倉 |
| 18 | ECHO | Echostar Corp-a | — | NEW | 新建倉 |
| 19 | AMCX | Amc Global Media INC | — | EXIT | 清倉 |
| 20 | ✓ | Carmike Cinemas INC | — | EXIT | 清倉 |