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 | EXPE | Expedia Group INC | 股票-循環性消費 | 15.47% | +3.54% | NEW | |
| 2 | AVGO | Broadcom Inc. | 股票-科技 | 12.89% | — | -3.90% | |
| 3 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 12.52% | — | — | |
| 4 | CCI | Crown Castle INC | 股票-房地產 | 12.43% | — | -38.30% | |
| 5 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 11.22% | — | +0.97% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 10.35% | +3.76% | NEW | |
| 7 | AMC | AMC Entertainment Holdings, Inc. | 股票-其他 | 8.69% | — | — | |
| 8 | CCOI | Cogent Communications Holdin | 股票-其他 | 5.51% | — | +15.06% | |
| 9 | TV | Grupo Televisa Sa-spon Adr | 股票-其他 | 4.96% | — | — | |
| 10 | MSGN | Msg Networks Inc- A | 股票-其他 | 4.18% | — | -9.51% | |
| 11 | EVC | Entravision Communications-a | 股票-其他 | 1.79% | — | -28.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +7% | +86.96% | 加碼 |
| 2 | AVGO | Broadcom Inc. | +4.8% | -3.90% | 減碼 |
| 3 | ZAYOEUR | Zayo Group Holdings INC | +3% | +0.97% | 加碼 |
| 4 | CCOI | Cogent Communications Holdin | +2.1% | +15.06% | 加碼 |
| 5 | MSGN | Msg Networks Inc- A | +1% | -9.51% | 減碼 |
| 6 | EVC | Entravision Communications-a | -0.3% | -28.90% | 減碼 |
| 7 | CCI | Crown Castle INC | -1.3% | -38.30% | 減碼 |
| 8 | ✓ | Yahoo INC | — | EXIT | 清倉 |
| 9 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清倉 |
| 10 | EXPE | Expedia Group INC | — | NEW | 新建倉 |
| 11 | CMCSA | Comcast Corp-class A | — | EXIT | 清倉 |
| 12 | TTWO | Take-two Interactive Softwre | — | NEW | 新建倉 |
| 13 | TMUS | T-mobile US INC | — | EXIT | 清倉 |
| 14 | AMC | AMC Entertainment Holdings, Inc. | — | NEW | 新建倉 |
| 15 | TXN | Texas Instruments INC | — | EXIT | 清倉 |
| 16 | TV | Grupo Televisa Sa-spon Adr | — | NEW | 新建倉 |
| 17 | BIDU | Baidu INC - Spon Adr | — | EXIT | 清倉 |
| 18 | ECHO | Echostar Corp-a | — | EXIT | 清倉 |