CIK: 0001777813
申告総資産額
$50.0億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 23.26% | — | +354.49% | |
| 2 | TGT | Target CORP | 株式-一般消費財 | 9.24% | — | +486.29% | |
| 3 | UBER | Uber Technologies INC | 株式-資本財 | 5.97% | — | +82.49% | |
| 4 | DISH | Dish Network Corp-a | 株式-その他 | 4.38% | — | +470.50% | |
| 5 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 4.07% | — | — | |
| 6 | AEO | American Eagle Outfitters | 株式-一般消費財 | 3.54% | — | -41.38% | |
| 7 | SNAP | Snap INC - A | 株式-通信サービス | 3.37% | — | -16.86% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.26% | — | -60.28% | |
| 9 | FISV | Fiserv INC | 株式-その他 | 3.26% | — | -7.21% | |
| 10 | TREE | Lendingtree INC | 株式-その他 | 2.99% | — | — | |
| 11 | Z | Zillow Group INC - C | 株式-通信サービス | 2.38% | — | +299.71% | |
| 12 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 2.37% | — | +40.84% | |
| 13 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 2.27% | — | -17.55% | |
| 14 | ZEN1EUR | Zendesk INC | 株式-その他 | 1.97% | — | +6.75% | |
| 15 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.81% | — | — | |
| 16 | CARG | Cargurus INC | 株式-一般消費財 | 1.78% | — | — | |
| 17 | MU | Micron Technology INC | 株式-IT | 1.75% | +0.12% | -58.45% | |
| 18 | PAGS | PagSeguro Digital Ltd. | 株式-その他 | 1.59% | — | — | |
| 19 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 1.59% | — | — | |
| 20 | DT | Dynatrace INC | 株式-IT | 1.57% | — | — | |
| 21 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.55% | — | — | |
| 22 | SAM | Boston Beer Company Inc-a | 株式-生活必需品 | 1.54% | — | -23.92% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 1.40% | +0.47% | — | |
| 24 | XYZ | Block INC | 株式-金融 | 1.39% | — | -48.60% | |
| 25 | PAR | Par Technology Corp/del | 株式-その他 | 1.36% | — | -22.48% | |
| 26 | ROKU | Roku INC | 株式-通信サービス | 1.32% | — | +1.79% | |
| 27 | WH | Wyndham Hotels & Resorts INC | 株式-一般消費財 | 1.26% | — | — | |
| 28 | LYFT | Lyft Inc-a | 株式-IT | 1.13% | — | — | |
| 29 | RDFN | Redfin CORP | 株式-その他 | 1.02% | — | +48.20% | |
| 30 | RSI | Rush Street Interactive INC | 株式-その他 | 0.95% | — | — | |
| 31 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 0.92% | — | — | |
| 32 | SONO | Sonos INC | 株式-その他 | 0.77% | — | +0.25% | |
| 33 | RVLV | Revolve Group INC | 株式-その他 | 0.77% | — | — | |
| 34 | NET | Cloudflare INC - Class A | 株式-IT | 0.68% | — | -3.46% | |
| 35 | ANF | Abercrombie & Fitch Co-cl A | 株式-一般消費財 | 0.65% | — | — | |
| 36 | TWLO | Twilio INC - A | 株式-IT | 0.64% | +1.07% | +18.54% | |
| 37 | ✓ | Altimeter Growth CORP | 株式-その他 | 0.23% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +13.4% | +354.49% | 増加 |
| 2 | TGT | Target CORP | +6.2% | +486.29% | 増加 |
| 3 | DISH | Dish Network Corp-a | +2.9% | +470.50% | 増加 |
| 4 | Z | Zillow Group INC - C | +1.4% | +299.71% | 増加 |
| 5 | UBER | Uber Technologies INC | +0.9% | +82.49% | 増加 |
| 6 | RDFN | Redfin CORP | -0.1% | +48.20% | 増加 |
| 7 | NET | Cloudflare INC - Class A | -0.1% | -3.46% | 減少 |
| 8 | TWLO | Twilio INC - A | -0.2% | +18.54% | 増加 |
| 9 | ROKU | Roku INC | -0.3% | +1.79% | 増加 |
| 10 | SONO | Sonos INC | -0.3% | +0.25% | 増加 |
| 11 | DECK | Deckers Outdoor CORP | -0.4% | +40.84% | 増加 |
| 12 | TSLA | Tesla INC | -0.4% | — | 変化なし |
| 13 | ZEN1EUR | Zendesk INC | -0.9% | +6.75% | 増加 |
| 14 | PAR | Par Technology Corp/del | -1.1% | -22.48% | 減少 |
| 15 | SNAP | Snap INC - A | -1.2% | -16.86% | 減少 |
| 16 | SAM | Boston Beer Company Inc-a | -2.3% | -23.92% | 減少 |
| 17 | ATVIEUR | Activision Blizzard INC | -2.9% | -17.55% | 減少 |
| 18 | XYZ | Block INC | -3% | -48.60% | 減少 |
| 19 | FISV | Fiserv INC | -3.6% | -7.21% | 減少 |
| 20 | MU | Micron Technology INC | -3.9% | -58.45% | 減少 |
| 21 | AEO | American Eagle Outfitters | -6.1% | -41.38% | 減少 |
| 22 | DIS | Walt Disney Co/the | -8.9% | -60.28% | 減少 |
| 23 | DKS | Dick's Sporting Goods INC | — | NEW | 新規購入 |
| 24 | TREE | Lendingtree INC | — | NEW | 新規購入 |
| 25 | PINS | Pinterest Inc- Class A | — | NEW | 新規購入 |
| 26 | CARG | Cargurus INC | — | NEW | 新規購入 |
| 27 | PAGS | PagSeguro Digital Ltd. | — | NEW | 新規購入 |
| 28 | WYNN | Wynn Resorts LTD | — | NEW | 新規購入 |
| 29 | DT | Dynatrace INC | — | NEW | 新規購入 |
| 30 | MAR | Marriott International -cl A | — | NEW | 新規購入 |
| 31 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 32 | WH | Wyndham Hotels & Resorts INC | — | NEW | 新規購入 |
| 33 | INTC | Intel CORP | — | EXIT | 全売却 |
| 34 | LYFT | Lyft Inc-a | — | NEW | 新規購入 |
| 35 | RSI | Rush Street Interactive INC | — | NEW | 新規購入 |
| 36 | FTCHQ | Farfetch Ltd-class A | — | NEW | 新規購入 |
| 37 | BKNG | Booking Holdings INC | — | EXIT | 全売却 |
| 38 | RVLV | Revolve Group INC | — | NEW | 新規購入 |
| 39 | ANF | Abercrombie & Fitch Co-cl A | — | NEW | 新規購入 |
| 40 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | EXIT | 全売却 |
| 41 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | 全売却 |
| 42 | LAMR | Lamar Advertising Co-a | — | EXIT | 全売却 |
| 43 | TDOC | Teladoc Health INC | — | EXIT | 全売却 |
| 44 | TTWO | Take-two Interactive Softwre | — | EXIT | 全売却 |
| 45 | ✓ | Altimeter Growth CORP | — | NEW | 新規購入 |