CIK: 0001450008
申告総資産額
$3381.0万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Level 3 Communications INC | 株式-その他 | 7.55% | — | -19.18% | |
| 2 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 7.53% | — | -6.09% | |
| 3 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 6.93% | — | +6.38% | |
| 4 | ✓ | Time Warner Cable INC | 株式-その他 | 6.73% | — | +11.06% | |
| 5 | AVGO | Broadcom Inc. | 株式-IT | 5.83% | — | -4.93% | |
| 6 | WGO | Winnebago Industries | 株式-その他 | 5.13% | — | -10.15% | |
| 7 | RNET | Rignet INC | 株式-その他 | 5.05% | — | -20.45% | |
| 8 | VIAEUR | Viacom Inc-class A | 株式-その他 | 5.01% | — | +8.10% | |
| 9 | CCI | Crown Castle Inc. | 株式-不動産 | 4.68% | — | +3.48% | |
| 10 | ✓ | 株式-その他 | 4.38% | -1.38% | EXIT | ||
| 11 | GOOG | Alphabet A | 株式-通信サービス | 4.30% | — | +34.48% | |
| 12 | ✓ | Integrated Device Technology INC | 株式-その他 | 4.24% | — | — | |
| 13 | PDFS | Pdf Solutions INC | 株式-その他 | 4.20% | — | -28.77% | |
| 14 | ✓ | 株式-その他 | 3.89% | — | -13.61% | ||
| 15 | USA | Liberty All-Star Equity Fund | 株式-その他 | 3.81% | — | +32.24% | |
| 16 | LBTYA | Liberty Global Ltd. | 株式-その他 | 3.08% | — | -65.36% | |
| 17 | ✓ | Cbs Outdoor Americas INC | 株式-その他 | 2.89% | — | — | |
| 18 | LION | Lionsgate Studios Corp. | 株式-その他 | 2.70% | — | — | |
| 19 | TMUS | T-mobile US INC | 株式-通信サービス | 2.68% | — | -60.16% | |
| 20 | ECHO | Echostar Corp-a | 株式-通信サービス | 2.66% | — | -54.87% | |
| 21 | ✓ | Google INC Class C | 株式-その他 | 2.64% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | +9.37% | — | |
| 23 | MIXTUSD | Mix Telematics Ltd-sp Adr | 株式-その他 | 1.08% | — | -48.25% | |
| 24 | CHGG | Chegg INC | 株式-生活必需品 | 0.82% | +3.55% | — | |
| 25 | ✓ | Move INC | 株式-その他 | 0.68% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IPG | Interpublic Group Of Cos INC | +3.9% | +6.38% | 増加 |
| 2 | PAG | Penske Automotive Group INC | +3.9% | -6.09% | 減少 |
| 3 | ✓ | Time Warner Cable INC | +3.8% | +11.06% | 増加 |
| 4 | ✓ | Level 3 Communications INC | +3.2% | -19.18% | 減少 |
| 5 | AVGO | Broadcom Inc. | +2.9% | -4.93% | 減少 |
| 6 | VIAEUR | Viacom Inc-class A | +2.6% | +8.10% | 増加 |
| 7 | USA | Liberty All-Star Equity Fund | +2.4% | +32.24% | 増加 |
| 8 | CCI | Crown Castle Inc. | +2.3% | +3.48% | 増加 |
| 9 | WGO | Winnebago Industries | +1.9% | -10.15% | 減少 |
| 10 | ✓ | +1.8% | -13.61% | 減少 | |
| 11 | RNET | Rignet INC | +1.7% | -20.45% | 減少 |
| 12 | ✓ | +1.7% | -24.39% | 減少 | |
| 13 | PDFS | Pdf Solutions INC | +1.5% | -28.77% | 減少 |
| 14 | GOOG | Alphabet A | +1.1% | +34.48% | 増加 |
| 15 | MIXTUSD | Mix Telematics Ltd-sp Adr | -0.1% | -48.25% | 減少 |
| 16 | ECHO | Echostar Corp-a | -0.1% | -54.87% | 減少 |
| 17 | TMUS | T-mobile US INC | -0.8% | -60.16% | 減少 |
| 18 | LBTYA | Liberty Global Ltd. | -1.4% | -65.36% | 減少 |
| 19 | SIG | Signet Jewelers Limited | — | EXIT | 全売却 |
| 20 | T | At&t INC | — | EXIT | 全売却 |
| 21 | QCOM | Qualcomm INC | — | EXIT | 全売却 |
| 22 | PAYX | Paychex INC | — | EXIT | 全売却 |
| 23 | ✓ | Cumulus Media INC | — | EXIT | 全売却 |
| 24 | CAMPEUR | Calamp CORP | — | EXIT | 全売却 |
| 25 | ✓ | Ultimate Software Group INC | — | EXIT | 全売却 |
| 26 | SHLDEUR | Sears Holdings CORP | — | EXIT | 全売却 |
| 27 | ✓ | Linkedin CORP | — | EXIT | 全売却 |
| 28 | ✓ | Integrated Device Technology INC | — | NEW | 新規購入 |
| 29 | SIRI | Sirius XM Holdings Inc. | — | EXIT | 全売却 |
| 30 | HGGG | Hhgregg INC | — | EXIT | 全売却 |
| 31 | NOK | Nokia Corp-spon Adr | — | EXIT | 全売却 |
| 32 | ✓ | Lifelock INC Com | — | EXIT | 全売却 |
| 33 | ✓ | Cbs Outdoor Americas INC | — | NEW | 新規購入 |
| 34 | LION | Lionsgate Studios Corp. | — | NEW | 新規購入 |
| 35 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 36 | DLB | Dolby Laboratories Inc-cl A | — | EXIT | 全売却 |
| 37 | Z | Zillow Group, Inc. | — | EXIT | 全売却 |
| 38 | ✓ | Trulia INC | — | EXIT | 全売却 |
| 39 | ✓ | Mcclatchy Co | — | EXIT | 全売却 |
| 40 | NXST | Nexstar Media Group INC | — | EXIT | 全売却 |
| 41 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 42 | VZ | Verizon Communications INC | — | EXIT | 全売却 |
| 43 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 44 | ✓ | Directv | — | EXIT | 全売却 |
| 45 | CHGG | Chegg INC | — | NEW | 新規購入 |
| 46 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |
| 47 | ✓ | Move INC | — | NEW | 新規購入 |
| 48 | LOGI | Logitech International S.A. | — | EXIT | 全売却 |