CIK: 0001106500
申報總市值
US$3.7億
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 32.17% | — | -9.32% | |
| 2 | CGNX | Cognex CORP | 股票-科技 | 30.59% | — | -26.14% | |
| 3 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 21.53% | — | +97.09% | |
| 4 | HXL | Hexcel CORP | 股票-工業 | 13.39% | — | — | |
| 5 | ✓ | 股票-其他 | 1.84% | — | — | ||
| 6 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.48% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FND | Floor & Decor Holdings Inc-a | +5.4% | +97.09% | 加碼 |
| 2 | HXL | Hexcel CORP | +1.5% | — | 不變 |
| 3 | CGNX | Cognex CORP | +0.8% | -26.14% | 減碼 |
| 4 | EL | Estee Lauder Companies-cl A | +0.1% | — | 不變 |
| 5 | ✓ | -0.4% | — | 不變 | |
| 6 | BABA | Alibaba Group Holding-sp Adr | -3.8% | -9.32% | 減碼 |
| 7 | ALB | Albemarle CORP | — | EXIT | 清倉 |
| 8 | HUYA | Huya Inc-adr | — | EXIT | 清倉 |