CIK: 0001654648
申報總市值
US$6.4億
| # | 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 | TDG | Transdigm Group INC | 股票-工業 | 49.41% | +2.72% | +52.15% | |
| 2 | AMT | American Tower CORP | 股票-房地產 | 21.74% | — | +82.53% | |
| 3 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 14.55% | — | — | |
| 4 | ✓ | Mindbody INC | 股票-其他 | 8.12% | — | +4.05% | |
| 5 | DG | Dollar General CORP | 股票-非循環性消費 | 5.13% | — | -53.72% | |
| 6 | ✓ | Commercehub INC | 股票-其他 | 1.05% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group INC | +12.7% | +52.15% | 加碼 |
| 2 | AMT | American Tower CORP | +9.3% | +82.53% | 加碼 |
| 3 | ✓ | Mindbody INC | +1.1% | +4.05% | 加碼 |
| 4 | DG | Dollar General CORP | -5.1% | -53.72% | 減碼 |
| 5 | LBRDK | Liberty Broadband-c | — | EXIT | 清倉 |
| 6 | CHTR | Charter Communications Inc-a | — | NEW | 新建倉 |
| 7 | CMCSA | Comcast Corp-class A | — | EXIT | 清倉 |
| 8 | SERVUSD | Servicemaster Global Holding | — | EXIT | 清倉 |
| 9 | ✓ | Commercehub INC | — | NEW | 新建倉 |