CIK: 0001641173
申告総資産額
$2.2億
| # | 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 | ✓ | Yahoo INC | 株式-その他 | 16.26% | — | — | |
| 2 | CCI | Crown Castle INC | 株式-不動産 | 13.77% | — | +8.73% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 12.82% | — | +13.30% | |
| 4 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 9.59% | — | — | |
| 5 | TMUS | T-mobile US INC | 株式-通信サービス | 8.34% | -9.17% | -43.18% | |
| 6 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 8.26% | — | -21.06% | |
| 7 | AVGO | Broadcom Inc. | 株式-IT | 8.06% | — | +68.60% | |
| 8 | TXN | Texas Instruments INC | 株式-IT | 4.59% | — | — | |
| 9 | CCOI | Cogent Communications Holdin | 株式-その他 | 3.42% | — | -32.45% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.34% | +3.76% | NEW | |
| 11 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 3.19% | +3.03% | NEW | |
| 12 | MSGN | Msg Networks Inc- A | 株式-その他 | 3.17% | — | — | |
| 13 | ECHO | Echostar Corp-a | 株式-通信サービス | 3.08% | — | +432.88% | |
| 14 | EVC | Entravision Communications-a | 株式-その他 | 2.11% | — | -17.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | +3.4% | +68.60% | 増加 |
| 2 | ECHO | Echostar Corp-a | +2.6% | +432.88% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.3% | +13.30% | 増加 |
| 4 | CCI | Crown Castle INC | 0% | +8.73% | 増加 |
| 5 | EVC | Entravision Communications-a | -0.7% | -17.75% | 減少 |
| 6 | CCOI | Cogent Communications Holdin | -1.1% | -32.45% | 減少 |
| 7 | ZAYOEUR | Zayo Group Holdings INC | -1.2% | -21.06% | 減少 |
| 8 | TMUS | T-mobile US INC | -3.6% | -43.18% | 減少 |
| 9 | ✓ | Yahoo INC | — | NEW | 新規購入 |
| 10 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 11 | CMCSA | Comcast Corp-class A | — | NEW | 新規購入 |
| 12 | XXI | Twenty One Capital, Inc. | — | EXIT | 全売却 |
| 13 | CHTR | Charter Communications Inc-a | — | EXIT | 全売却 |
| 14 | TV | Grupo Televisa Sa-spon Adr | — | EXIT | 全売却 |
| 15 | STMP | Stamps.com INC | — | EXIT | 全売却 |
| 16 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 17 | EXPE | Expedia Group INC | — | EXIT | 全売却 |
| 18 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 19 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 20 | MSGN | Msg Networks Inc- A | — | NEW | 新規購入 |