CIK: 0001641173
申報總市值
US$2.2億
| # | 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 | CCI | Crown Castle INC | 股票-房地產 | 13.78% | — | +50.12% | |
| 2 | TMUS | T-mobile US INC | 股票-通訊服務 | 11.95% | -9.17% | -8.22% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 11.50% | — | +11.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 11.48% | -5.98% | +1.39% | |
| 5 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 9.47% | — | +12.09% | |
| 6 | XXI | Twenty One Capital, Inc. | 股票-其他 | 7.99% | — | — | |
| 7 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 7.66% | — | +4.31% | |
| 8 | TV | Grupo Televisa Sa-spon Adr | 股票-其他 | 5.54% | — | -12.65% | |
| 9 | STMP | Stamps.com INC | 股票-其他 | 4.75% | — | — | |
| 10 | AVGO | Broadcom Inc. | 股票-科技 | 4.67% | — | -9.74% | |
| 11 | CCOI | Cogent Communications Holdin | 股票-其他 | 4.52% | — | — | |
| 12 | EXPE | Expedia Group INC | 股票-循環性消費 | 3.39% | +3.54% | NEW | |
| 13 | EVC | Entravision Communications-a | 股票-其他 | 2.80% | — | — | |
| 14 | ECHO | Echostar Corp-a | 股票-通訊服務 | 0.49% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CCI | Crown Castle INC | +2.8% | +50.12% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.5% | +11.85% | 加碼 |
| 3 | CHTR | Charter Communications Inc-a | +0.8% | +4.31% | 加碼 |
| 4 | ZAYOEUR | Zayo Group Holdings INC | +0.7% | +12.09% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.3% | +1.39% | 加碼 |
| 6 | EVC | Entravision Communications-a | +0.1% | — | 不變 |
| 7 | AVGO | Broadcom Inc. | -0.5% | -9.74% | 減碼 |
| 8 | TMUS | T-mobile US INC | -1.4% | -8.22% | 減碼 |
| 9 | TV | Grupo Televisa Sa-spon Adr | -1.6% | -12.65% | 減碼 |
| 10 | EXPE | Expedia Group INC | -1.9% | -35.81% | 減碼 |
| 11 | XXI | Twenty One Capital, Inc. | — | NEW | 新建倉 |
| 12 | 2362120D | Sinclair Broadcast Group LLC | — | EXIT | 清倉 |
| 13 | STMP | Stamps.com INC | — | NEW | 新建倉 |
| 14 | BIDU | Baidu INC - Spon Adr | — | EXIT | 清倉 |
| 15 | CCOI | Cogent Communications Holdin | — | NEW | 新建倉 |
| 16 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清倉 |
| 17 | ZBRA | Zebra Technologies Corp-cl A | — | EXIT | 清倉 |
| 18 | ECHO | Echostar Corp-a | — | NEW | 新建倉 |