CIK: 0001688511
申報總市值
US$5.6億
| # | 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 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 14.90% | — | -9.32% | |
| 2 | DISH | Dish Network Corp-a | 股票-其他 | 9.54% | — | — | |
| 3 | PYPL | Paypal Holdings INC | 股票-金融 | 8.41% | — | -35.32% | |
| 4 | VSAT | Viasat INC | 股票-科技 | 7.54% | — | +89.00% | |
| 5 | SITE | Siteone Landscape Supply INC | 股票-工業 | 7.38% | — | — | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 6.71% | — | -26.53% | |
| 7 | LM05 | Liberty Media Corp-liberty-a | 股票-其他 | 6.66% | — | — | |
| 8 | TV | Grupo Televisa Sa-spon Adr | 股票-其他 | 6.56% | — | -26.87% | |
| 9 | DISCAUSD | Discovery INC - A | 股票-其他 | 6.55% | — | — | |
| 10 | KEX | Kirby CORP | 股票-工業 | 6.52% | — | -3.95% | |
| 11 | SYMCEUR | Symantec CORP | 股票-其他 | 5.62% | — | -42.68% | |
| 12 | NBIS | Nebius Group NV | 股票-其他 | 5.16% | — | -13.31% | |
| 13 | TXT | Textron INC | 股票-工業 | 4.47% | — | — | |
| 14 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 3.96% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VSAT | Viasat INC | +1.5% | +89.00% | 加碼 |
| 2 | KEX | Kirby CORP | -2.8% | -3.95% | 減碼 |
| 3 | NBIS | Nebius Group NV | -2.8% | -13.31% | 減碼 |
| 4 | TV | Grupo Televisa Sa-spon Adr | -3.9% | -26.87% | 減碼 |
| 5 | BABA | Alibaba Group Holding-sp Adr | -4.1% | -26.53% | 減碼 |
| 6 | BKNG | Booking Hldgs INC | -4.8% | -9.32% | 減碼 |
| 7 | SYMCEUR | Symantec CORP | -5.5% | -42.68% | 減碼 |
| 8 | PYPL | Paypal Holdings INC | -8.9% | -35.32% | 減碼 |
| 9 | DISH | Dish Network Corp-a | — | NEW | 新建倉 |
| 10 | SITE | Siteone Landscape Supply INC | — | NEW | 新建倉 |
| 11 | LM05 | Liberty Media Corp-liberty-a | — | NEW | 新建倉 |
| 12 | DISCAUSD | Discovery INC - A | — | NEW | 新建倉 |
| 13 | TMUS | T-mobile US INC | — | EXIT | 清倉 |
| 14 | TXT | Textron INC | — | NEW | 新建倉 |
| 15 | BATRAUSD | Liberty Media Corp-braves A | — | NEW | 新建倉 |