CIK: 0001662906
申告総資産額
$10.8億
| # | 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 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 12.76% | — | -25.00% | |
| 2 | IHS | Ihs Markit LTD | 株式-その他 | 10.30% | — | +27.66% | |
| 3 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 10.09% | — | +77.44% | |
| 4 | MLM | Martin Marietta Materials | 株式-素材 | 10.08% | — | +32.26% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 9.93% | — | +6.87% | |
| 6 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 8.84% | — | +9.52% | |
| 7 | ZEN1EUR | Zendesk INC | 株式-その他 | 7.89% | — | — | |
| 8 | MGM | Mgm Resorts International | 株式-一般消費財 | 7.27% | — | — | |
| 9 | BKNG | Booking Holdings INC | 株式-一般消費財 | 7.15% | — | — | |
| 10 | FDC | First Data Corp- Class A | 株式-その他 | 6.55% | — | +331.25% | |
| 11 | CZREUR | Caesars Entertainment CORP | 株式-その他 | 5.00% | — | +77.99% | |
| 12 | CCS | Century Communities INC | 株式-その他 | 4.15% | — | +51.82% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FDC | First Data Corp- Class A | +4.6% | +331.25% | 増加 |
| 2 | MSGS | Madison Square Garden Sports | +4.1% | +77.44% | 増加 |
| 3 | CZREUR | Caesars Entertainment CORP | +1.1% | +77.99% | 増加 |
| 4 | IHS | Ihs Markit LTD | +1.1% | +27.66% | 増加 |
| 5 | ZEN1EUR | Zendesk INC | +1.1% | — | 変化なし |
| 6 | CCS | Century Communities INC | +0.7% | +51.82% | 増加 |
| 7 | MLM | Martin Marietta Materials | +0.2% | +32.26% | 増加 |
| 8 | FLT1EUR | Fleetcor Technologies INC | -0.5% | +9.52% | 増加 |
| 9 | V | Visa Inc-class A Shares | -0.9% | +6.87% | 増加 |
| 10 | MGM | Mgm Resorts International | -1.2% | — | 変化なし |
| 11 | CMCSA | Comcast Corp-class A | -11.6% | -25.00% | 減少 |
| 12 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 13 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 14 | NXST | Nexstar Media Group INC | — | EXIT | 全売却 |