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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 10.71% | +3.02% | -5.93% | |
| 2 | NXST | Nexstar Media Group INC | 株式-通信サービス | 10.46% | -2.03% | — | |
| 3 | CHGG | Chegg INC | 株式-生活必需品 | 8.73% | +3.55% | -4.60% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.41% | +9.37% | — | |
| 5 | LBRDA | Liberty Broadband-a | 株式-その他 | 7.70% | +7.23% | — | |
| 6 | TWXCHF | Time Warner INC | 株式-その他 | 5.90% | — | +33.33% | |
| 7 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 5.64% | +1.28% | +82.00% | |
| 8 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 5.57% | -5.50% | EXIT | |
| 9 | ✓ | Ultimate Software Group INC | 株式-その他 | 5.51% | — | — | |
| 10 | TMUS | T-mobile US INC | 株式-通信サービス | 5.09% | — | +4.19% | |
| 11 | MDCA | Mdc Partners Inc-a | 株式-その他 | 4.65% | — | — | |
| 12 | ✓ | 株式-その他 | 4.64% | -1.38% | EXIT | ||
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.74% | — | — | |
| 14 | GTN | Gray Media INC | 株式-その他 | 2.61% | -0.68% | +12.30% | |
| 15 | AMC | AMC Entertainment Holdings, Inc. | 株式-その他 | 2.48% | — | +24.74% | |
| 16 | ✓ | Cbs CORP New | 株式-その他 | 2.43% | — | +6.29% | |
| 17 | ✓ | Pandora Media INC | 株式-その他 | 1.73% | — | +106.15% | |
| 18 | ECHO | Echostar Corp-a | 株式-通信サービス | 1.48% | — | -41.41% | |
| 19 | CTLEUR | Centurylink INC | 株式-その他 | 1.35% | — | -35.90% | |
| 20 | TWLO | Twilio INC - A | 株式-IT | 0.91% | — | — | |
| 21 | ETMUSD | Entercom Communications-cl A | 株式-その他 | 0.25% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | +2.4% | +82.00% | 増加 |
| 2 | NXST | Nexstar Media Group INC | +1.4% | — | 変化なし |
| 3 | TWXCHF | Time Warner INC | +0.5% | +33.33% | 増加 |
| 4 | AMC | AMC Entertainment Holdings, Inc. | +0.4% | +24.74% | 増加 |
| 5 | ✓ | Ultimate Software Group INC | +0.3% | — | 変化なし |
| 6 | ✓ | +0.3% | — | 変化なし | |
| 7 | ✓ | Pandora Media INC | +0.3% | +106.15% | 増加 |
| 8 | GTN | Gray Media INC | +0.2% | +12.30% | 増加 |
| 9 | ✓ | Cbs CORP New | 0% | +6.29% | 増加 |
| 10 | TMUS | T-mobile US INC | -0.1% | +4.19% | 増加 |
| 11 | CHGG | Chegg INC | -0.3% | -4.60% | 減少 |
| 12 | META | Meta Platforms Inc-class A | -0.4% | — | 変化なし |
| 13 | GOOG | Alphabet Inc-cl C | -0.6% | -5.93% | 減少 |
| 14 | MDCA | Mdc Partners Inc-a | -1% | — | 変化なし |
| 15 | ECHO | Echostar Corp-a | -1.1% | -41.41% | 減少 |
| 16 | CTLEUR | Centurylink INC | -1.2% | -35.90% | 減少 |
| 17 | LBRDA | Liberty Broadband-a | -1.6% | — | 変化なし |
| 18 | TTWO | Take-two Interactive Softwre | -1.7% | -22.23% | 減少 |
| 19 | IWN | Ishares Russell 2000 Value E | — | NEW | 新規購入 |
| 20 | CHTR | Charter Communications Inc-a | — | EXIT | 全売却 |
| 21 | TWLO | Twilio INC - A | — | NEW | 新規購入 |
| 22 | ETMUSD | Entercom Communications-cl A | — | NEW | 新規購入 |
| 23 | EVC | Entravision Communications-a | — | EXIT | 全売却 |