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 | 16.47% | — | — | |
| 2 | MCO | Moody's CORP | 株式-金融 | 12.08% | — | — | |
| 3 | FIS | Fidelity National Info Serv | 株式-IT | 11.02% | — | +1.72% | |
| 4 | VRSN | Verisign INC | 株式-IT | 10.93% | — | — | |
| 5 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 8.74% | — | — | |
| 6 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 8.61% | — | +13.65% | |
| 7 | LKQ | Lkq CORP | 株式-一般消費財 | 6.48% | — | +21.60% | |
| 8 | VRNS | Varonis Systems INC | 株式-IT | 6.43% | — | +7.04% | |
| 9 | ZEN1EUR | Zendesk INC | 株式-その他 | 5.75% | — | -26.88% | |
| 10 | BKNG | Booking Holdings INC | 株式-一般消費財 | 4.11% | — | +5.88% | |
| 11 | ADBE | Adobe INC | 株式-IT | 3.74% | — | — | |
| 12 | TDG | Transdigm Group INC | 株式-資本財 | 2.64% | +0.74% | — | |
| 13 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 1.13% | — | — | |
| 14 | EB4 | Eventbrite Inc-class A | 株式-その他 | 1.12% | — | — | |
| 15 | SIXEUR | Six Flags Entertainment CORP | 株式-その他 | 0.76% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FLT1EUR | Fleetcor Technologies INC | +0.3% | +13.65% | 増加 |
| 2 | LKQ | Lkq CORP | +0.3% | +21.60% | 増加 |
| 3 | VRNS | Varonis Systems INC | 0% | +7.04% | 増加 |
| 4 | BKNG | Booking Holdings INC | -0.8% | +5.88% | 増加 |
| 5 | MCO | Moody's CORP | -1.7% | — | 変化なし |
| 6 | ZEN1EUR | Zendesk INC | -2.7% | -26.88% | 減少 |
| 7 | VRSN | Verisign INC | -3.2% | — | 変化なし |
| 8 | FIS | Fidelity National Info Serv | -3.6% | +1.72% | 増加 |
| 9 | LBRDK | Liberty Broadband-c | -5.3% | — | 変化なし |
| 10 | QSR | Restaurant Brands Intern | — | NEW | 新規購入 |
| 11 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 12 | TDG | Transdigm Group INC | — | NEW | 新規購入 |
| 13 | WMG | Warner Music Group Corp-cl A | — | NEW | 新規購入 |
| 14 | EB4 | Eventbrite Inc-class A | — | NEW | 新規購入 |
| 15 | Z | Zillow Group INC - C | — | EXIT | 全売却 |
| 16 | SIXEUR | Six Flags Entertainment CORP | — | NEW | 新規購入 |