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 | 16.46% | — | -19.77% | |
| 2 | PYPL | Paypal Holdings INC | 株式-金融 | 11.78% | — | -26.12% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 10.76% | — | -26.34% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 8.80% | — | -26.26% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 8.47% | — | — | |
| 6 | GDDY | Godaddy INC - Class A | 株式-IT | 8.15% | — | -26.52% | |
| 7 | TDG | Transdigm Group INC | 株式-資本財 | 8.13% | — | -25.82% | |
| 8 | BKIEUR | Black Knight INC | 株式-その他 | 8.00% | — | -9.81% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.97% | — | -24.94% | |
| 10 | NOW | Servicenow INC | 株式-IT | 4.09% | — | -38.00% | |
| 11 | MTN | Vail Resorts INC | 株式-一般消費財 | 3.49% | — | -34.00% | |
| 12 | ADSK | Autodesk INC | 株式-IT | 3.27% | — | -50.80% | |
| 13 | FIVE | Five Below | 株式-一般消費財 | 2.62% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications Inc-a | +1.6% | -19.77% | 減少 |
| 2 | BKIEUR | Black Knight INC | +1.5% | -9.81% | 減少 |
| 3 | MTN | Vail Resorts INC | -0.5% | -34.00% | 減少 |
| 4 | PYPL | Paypal Holdings INC | -0.7% | -26.12% | 減少 |
| 5 | NOW | Servicenow INC | -0.8% | -38.00% | 減少 |
| 6 | GOOGL | Alphabet Inc-cl A | -0.9% | -24.94% | 減少 |
| 7 | TDG | Transdigm Group INC | -0.9% | -25.82% | 減少 |
| 8 | GDDY | Godaddy INC - Class A | -1.3% | -26.52% | 減少 |
| 9 | MSFT | Microsoft CORP | -1.4% | -26.26% | 減少 |
| 10 | V | Visa Inc-class A Shares | -1.7% | -26.34% | 減少 |
| 11 | ADSK | Autodesk INC | -2.8% | -50.80% | 減少 |
| 12 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 13 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 14 | FIVE | Five Below | — | NEW | 新規購入 |