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 | EXPE | Expedia Group INC | 株式-一般消費財 | 15.47% | +3.54% | NEW | |
| 2 | AVGO | Broadcom Inc. | 株式-IT | 12.89% | — | -3.90% | |
| 3 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 12.52% | — | — | |
| 4 | CCI | Crown Castle INC | 株式-不動産 | 12.43% | — | -38.30% | |
| 5 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 11.22% | — | +0.97% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 10.35% | +3.76% | NEW | |
| 7 | AMC | AMC Entertainment Holdings, Inc. | 株式-その他 | 8.69% | — | — | |
| 8 | CCOI | Cogent Communications Holdin | 株式-その他 | 5.51% | — | +15.06% | |
| 9 | TV | Grupo Televisa Sa-spon Adr | 株式-その他 | 4.96% | — | — | |
| 10 | MSGN | Msg Networks Inc- A | 株式-その他 | 4.18% | — | -9.51% | |
| 11 | EVC | Entravision Communications-a | 株式-その他 | 1.79% | — | -28.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +7% | +86.96% | 増加 |
| 2 | AVGO | Broadcom Inc. | +4.8% | -3.90% | 減少 |
| 3 | ZAYOEUR | Zayo Group Holdings INC | +3% | +0.97% | 増加 |
| 4 | CCOI | Cogent Communications Holdin | +2.1% | +15.06% | 増加 |
| 5 | MSGN | Msg Networks Inc- A | +1% | -9.51% | 減少 |
| 6 | EVC | Entravision Communications-a | -0.3% | -28.90% | 減少 |
| 7 | CCI | Crown Castle INC | -1.3% | -38.30% | 減少 |
| 8 | ✓ | Yahoo INC | — | EXIT | 全売却 |
| 9 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 10 | EXPE | Expedia Group INC | — | NEW | 新規購入 |
| 11 | CMCSA | Comcast Corp-class A | — | EXIT | 全売却 |
| 12 | TTWO | Take-two Interactive Softwre | — | NEW | 新規購入 |
| 13 | TMUS | T-mobile US INC | — | EXIT | 全売却 |
| 14 | AMC | AMC Entertainment Holdings, Inc. | — | NEW | 新規購入 |
| 15 | TXN | Texas Instruments INC | — | EXIT | 全売却 |
| 16 | TV | Grupo Televisa Sa-spon Adr | — | NEW | 新規購入 |
| 17 | BIDU | Baidu INC - Spon Adr | — | EXIT | 全売却 |
| 18 | ECHO | Echostar Corp-a | — | EXIT | 全売却 |