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 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 16.87% | — | — | |
| 2 | FIS | Fidelity National Info Serv | 株式-IT | 11.48% | — | +1.97% | |
| 3 | MCO | Moody's CORP | 株式-金融 | 10.49% | — | +6.41% | |
| 4 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 10.05% | — | — | |
| 5 | BKNG | Booking Holdings INC | 株式-一般消費財 | 8.20% | — | +20.97% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 7.25% | — | — | |
| 7 | LKQ | Lkq CORP | 株式-一般消費財 | 6.78% | — | — | |
| 8 | ZEN1EUR | Zendesk INC | 株式-その他 | 6.28% | — | +6.94% | |
| 9 | VRNS | Varonis Systems INC | 株式-IT | 5.54% | — | +4.69% | |
| 10 | VRSN | Verisign INC | 株式-IT | 5.54% | — | +38.46% | |
| 11 | IHS | Ihs Markit LTD | 株式-その他 | 4.61% | — | -32.35% | |
| 12 | Z | Zillow Group INC - C | 株式-通信サービス | 4.52% | — | +3.35% | |
| 13 | TDG | Transdigm Group INC | 株式-資本財 | 2.38% | +0.74% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | Z | Zillow Group INC - C | +1.3% | +3.35% | 増加 |
| 2 | VRSN | Verisign INC | +1.1% | +38.46% | 増加 |
| 3 | LBRDK | Liberty Broadband-c | +1% | — | 変化なし |
| 4 | VRNS | Varonis Systems INC | +0.9% | +4.69% | 増加 |
| 5 | MCO | Moody's CORP | +0.9% | +6.41% | 増加 |
| 6 | BKNG | Booking Holdings INC | +0.9% | +20.97% | 増加 |
| 7 | LKQ | Lkq CORP | 0% | — | 変化なし |
| 8 | ZEN1EUR | Zendesk INC | -0.1% | +6.94% | 増加 |
| 9 | V | Visa Inc-class A Shares | -0.3% | — | 変化なし |
| 10 | FIS | Fidelity National Info Serv | -0.7% | +1.97% | 増加 |
| 11 | FLT1EUR | Fleetcor Technologies INC | -1.3% | — | 変化なし |
| 12 | IHS | Ihs Markit LTD | -2.3% | -32.35% | 減少 |
| 13 | FISV | Fiserv INC | — | EXIT | 全売却 |
| 14 | TDG | Transdigm Group INC | — | NEW | 新規購入 |