CIK: 0001601160
申告総資産額
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| # | 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 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 14.85% | — | — | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 12.50% | — | — | |
| 3 | PYPL | Paypal Holdings INC | 株式-金融 | 12.49% | — | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 10.23% | — | +34.83% | |
| 5 | GDDY | Godaddy INC - Class A | 株式-IT | 9.49% | — | — | |
| 6 | TDG | Transdigm Group INC | 株式-資本財 | 9.04% | — | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.82% | — | — | |
| 8 | BKIEUR | Black Knight INC | 株式-その他 | 6.55% | — | — | |
| 9 | ADSK | Autodesk INC | 株式-IT | 6.11% | — | -26.33% | |
| 10 | NOW | Servicenow INC | 株式-IT | 4.88% | — | -26.41% | |
| 11 | MTN | Vail Resorts INC | 株式-一般消費財 | 3.99% | — | — | |
| 12 | ADBE | Adobe INC | 株式-IT | 3.04% | — | -70.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +4.4% | — | 変化なし |
| 2 | MSFT | Microsoft CORP | +3.3% | +34.83% | 増加 |
| 3 | TDG | Transdigm Group INC | +1.4% | — | 変化なし |
| 4 | GDDY | Godaddy INC - Class A | +0.8% | — | 変化なし |
| 5 | BKIEUR | Black Knight INC | +0.4% | — | 変化なし |
| 6 | V | Visa Inc-class A Shares | +0.3% | — | 変化なし |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | — | 変化なし |
| 8 | MTN | Vail Resorts INC | +0.2% | — | 変化なし |
| 9 | CHTR | Charter Communications Inc-a | -0.1% | — | 変化なし |
| 10 | ADSK | Autodesk INC | -0.2% | -26.33% | 減少 |
| 11 | NOW | Servicenow INC | -0.6% | -26.41% | 減少 |
| 12 | ADBE | Adobe INC | -5.8% | -70.39% | 減少 |
| 13 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |