CIK: 0001905111
申報總市值
—
| # | 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 | ST | Sensata Technologies Holding plc | 股票-科技 | 10.78% | -3.11% | EXIT | |
| 2 | BKNG | Booking Holdings INC | 股票-循環性消費 | 10.27% | -9.58% | EXIT | |
| 3 | MOH | Molina Healthcare INC | 股票-醫療保健 | 9.85% | -6.86% | EXIT | |
| 4 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 9.53% | — | +10.56% | |
| 5 | LW | Lamb Weston Holdings INC | 股票-非循環性消費 | 9.50% | — | -7.36% | |
| 6 | FISV | Fiserv INC | 股票-其他 | 9.37% | -12.08% | EXIT | |
| 7 | GDDY | Godaddy INC - Class A | 股票-科技 | 8.96% | -10.68% | EXIT | |
| 8 | EIX | Edison International | 股票-公用事業 | 8.86% | — | +55.01% | |
| 9 | FIS | Fidelity National Info Serv | 股票-科技 | 7.89% | -9.99% | EXIT | |
| 10 | PWR | Quanta Services INC | 股票-工業 | 7.60% | -4.53% | EXIT | |
| 11 | SYY | Sysco CORP | 股票-非循環性消費 | 7.37% | — | — |