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 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 32.41% | — | +89.12% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 24.81% | — | — | |
| 3 | CGNX | Cognex CORP | 股票-科技 | 24.06% | — | +22.44% | |
| 4 | HXL | Hexcel CORP | 股票-工業 | 8.92% | — | -15.98% | |
| 5 | FTCHQ | Farfetch Ltd-class A | 股票-其他 | 8.45% | — | — | |
| 6 | ✓ | 股票-其他 | 1.04% | — | — | ||
| 7 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.31% | — | -23.55% |
| # | 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 | +10.9% | +89.12% | 加碼 |
| 2 | EL | Estee Lauder Companies-cl A | -0.2% | -23.55% | 減碼 |
| 3 | ✓ | -0.8% | — | 不變 | |
| 4 | HXL | Hexcel CORP | -4.5% | -15.98% | 減碼 |
| 5 | CGNX | Cognex CORP | -6.5% | +22.44% | 加碼 |
| 6 | BABA | Alibaba Group Holding-sp Adr | -7.4% | — | 不變 |
| 7 | FTCHQ | Farfetch Ltd-class A | — | NEW | 新建倉 |