CIK: 0001389544
申告総資産額
$6.7億
| # | 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 | PLTR | Palantir Technologies Inc-a | 株式-IT | 22.76% | -0.45% | — | |
| 2 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 11.59% | — | +18.87% | |
| 3 | CARG | Cargurus INC | 株式-一般消費財 | 10.69% | — | — | |
| 4 | WDAY | Workday Inc-class A | 株式-IT | 8.39% | -0.84% | — | |
| 5 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 8.31% | — | — | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 7.54% | +0.21% | — | |
| 7 | SCHW | Schwab (charles) CORP | 株式-金融 | 7.19% | +0.59% | — | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.57% | +0.53% | — | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.75% | +0.31% | — | |
| 10 | AYI | Acuity INC | 株式-資本財 | 2.43% | -1.10% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | +0.31% | — | |
| 12 | UBER | Uber Technologies INC | 株式-資本財 | 1.90% | — | +0.37% | |
| 13 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.83% | — | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.76% | -0.47% | — | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.13% | +0.25% | — | |
| 16 | SVMKUSD | Svmk INC | 株式-その他 | 0.97% | — | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | +0.06% | — | |
| 18 | AGX | Argan INC | 株式-資本財 | 0.48% | — | — | |
| 19 | TDG | Transdigm Group INC | 株式-資本財 | 0.46% | +0.02% | — | |
| 20 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.45% | — | — | |
| 21 | MTCH | Match Group INC | 株式-通信サービス | 0.45% | — | — | |
| 22 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.31% | — | — | |
| 23 | ✓ | 株式-その他 | 0.22% | — | — | ||
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.14% | +0.02% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | -0.1% | — | 変化なし |
| 2 | ORLY | O'reilly Automotive INC | -0.1% | — | 変化なし |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | 変化なし |
| 4 | ✓ | Laboratory CORP Amer Hldgs | -0.1% | — | 変化なし |
| 5 | TDG | Transdigm Group INC | -0.2% | — | 変化なし |
| 6 | AGX | Argan INC | -0.3% | — | 変化なし |
| 7 | CHTR | Charter Communications Inc-a | -0.4% | — | 変化なし |
| 8 | KO | Coca-cola Co/the | -0.4% | — | 変化なし |
| 9 | CMCSA | Comcast Corp-class A | -0.4% | +18.87% | 増加 |
| 10 | UBER | Uber Technologies INC | -0.5% | +0.37% | 増加 |
| 11 | SVMKUSD | Svmk INC | -0.5% | — | 変化なし |
| 12 | GOOGL | Alphabet Inc-cl A | -0.9% | — | 変化なし |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | -1% | — | 変化なし |
| 14 | GOOG | Alphabet Inc-cl C | -1.5% | — | 変化なし |
| 15 | MA | Mastercard INC - A | -2.1% | — | 変化なし |
| 16 | WDAY | Workday Inc-class A | -2.3% | — | 変化なし |
| 17 | SCHW | Schwab (charles) CORP | -2.6% | — | 変化なし |
| 18 | ATVIEUR | Activision Blizzard INC | -3.1% | — | 変化なし |
| 19 | CARG | Cargurus INC | -7.6% | — | 変化なし |
| 20 | PLTR | Palantir Technologies Inc-a | — | NEW | 新規購入 |
| 21 | AYI | Acuity INC | — | NEW | 新規購入 |
| 22 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 23 | IACIEUR | Iac/interactivecorp | — | EXIT | 全売却 |
| 24 | EXPE | Expedia Group INC | — | EXIT | 全売却 |
| 25 | MTCH | Match Group INC | — | NEW | 新規購入 |
| 26 | NET | Cloudflare INC - Class A | — | EXIT | 全売却 |
| 27 | ✓ | — | NEW | 新規購入 | |
| 28 | QUOTUSD | Quotient Technology INC | — | EXIT | 全売却 |