CIK: 0001156175
申告総資産額
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| # | 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 | SIG | Signet Jewelers Limited | 株式-一般消費財 | 7.20% | — | +44.48% | |
| 2 | TDG | Transdigm Group INC | 株式-資本財 | 6.08% | — | +97.48% | |
| 3 | CTXSEUR | Citrix Systems INC | 株式-その他 | 5.83% | — | +10.24% | |
| 4 | APD | Air Products & Chemicals INC | 株式-素材 | 5.20% | — | — | |
| 5 | KMX | Carmax INC | 株式-一般消費財 | 4.46% | — | +31.05% | |
| 6 | LNG | Cheniere Energy INC | 株式-エネルギー | 4.42% | — | — | |
| 7 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 4.37% | — | +26.71% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.36% | — | +22.32% | |
| 9 | ✓ | 株式-その他 | 4.00% | — | +58.34% | ||
| 10 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 3.94% | — | -26.04% | |
| 11 | MGM | Mgm Resorts International | 株式-一般消費財 | 3.86% | — | +181.70% | |
| 12 | ✓ | 株式-その他 | 3.74% | — | +33.76% | ||
| 13 | AVGO | Broadcom Inc. | 株式-IT | 3.36% | — | -26.42% | |
| 14 | SABR | Sabre CORP | 株式-IT | 2.82% | — | +60.25% | |
| 15 | ✓ | Google INC Class C | 株式-その他 | 2.56% | — | — | |
| 16 | CRM | Salesforce INC | 株式-IT | 2.50% | — | +0.66% | |
| 17 | PTCT | Ptc Therapeutics INC | 株式-ヘルスケア | 2.50% | — | -20.68% | |
| 18 | SLM | Slm CORP | 株式-金融 | 2.46% | — | +37.64% | |
| 19 | PPG | Ppg Industries INC | 株式-素材 | 2.44% | — | +0.66% | |
| 20 | RDUSEUR | Radius Health INC | 株式-その他 | 2.34% | — | +10.94% | |
| 21 | AME | Ametek INC | 株式-資本財 | 2.06% | — | +50.50% | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.93% | — | -32.27% | |
| 23 | ✓ | Quintiles Transnational Holdin | 株式-その他 | 1.60% | — | +0.00% | |
| 24 | HUM | Humana INC | 株式-ヘルスケア | 1.41% | — | — | |
| 25 | KMI | Kinder Morgan, Inc. | 株式-エネルギー | 1.36% | — | +167.62% | |
| 26 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.34% | — | — | |
| 27 | ✓ | Vantiv INC | 株式-その他 | 1.33% | — | -31.08% | |
| 28 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.29% | — | — | |
| 29 | DISH | Dish Network Corp-a | 株式-その他 | 1.28% | — | -22.06% | |
| 30 | DYN | Dynegy INC New Del | 株式-その他 | 1.15% | — | — | |
| 31 | CVLT | Commvault Systems INC | 株式-IT | 1.11% | — | -45.02% | |
| 32 | VSAT | Viasat INC | 株式-IT | 1.06% | — | +33.22% | |
| 33 | FGENEUR | Fibrogen INC | 株式-その他 | 0.94% | — | — | |
| 34 | RNG | Ringcentral Inc-class A | 株式-IT | 0.92% | — | — | |
| 35 | ONCEEUR | Spark Therapeutics INC | 株式-その他 | 0.82% | — | — | |
| 36 | ZFGNUSD | Zafgen INC | 株式-その他 | 0.66% | — | — | |
| 37 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.61% | — | — | |
| 38 | BOX | Box INC - Class A | 株式-IT | 0.34% | — | — | |
| 39 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 0.33% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group INC | +3.3% | +97.48% | 増加 |
| 2 | MGM | Mgm Resorts International | +2.5% | +181.70% | 増加 |
| 3 | SIG | Signet Jewelers Limited | +2.4% | +44.48% | 増加 |
| 4 | ✓ | +1.9% | +58.34% | 増加 | |
| 5 | SABR | Sabre CORP | +1.3% | +60.25% | 増加 |
| 6 | KMX | Carmax INC | +1.2% | +31.05% | 増加 |
| 7 | KMI | Kinder Morgan, Inc. | +0.8% | +167.62% | 増加 |
| 8 | AME | Ametek INC | +0.7% | +50.50% | 増加 |
| 9 | AAP | Advance Auto Parts INC | +0.7% | +26.71% | 増加 |
| 10 | ✓ | +0.5% | +33.76% | 増加 | |
| 11 | CTXSEUR | Citrix Systems INC | +0.5% | +10.24% | 増加 |
| 12 | SLM | Slm CORP | +0.5% | +37.64% | 増加 |
| 13 | ABBV | Abbvie INC | +0.4% | +22.32% | 増加 |
| 14 | RDUSEUR | Radius Health INC | +0.3% | +10.94% | 増加 |
| 15 | CRM | Salesforce INC | +0.3% | +0.66% | 増加 |
| 16 | ✓ | Vantiv INC | -0.4% | -31.08% | 減少 |
| 17 | DISH | Dish Network Corp-a | -0.4% | -22.06% | 減少 |
| 18 | ULTA | Ulta Beauty INC | -0.6% | -26.04% | 減少 |
| 19 | CMCSA | Comcast Corp-class A | -1% | -32.27% | 減少 |
| 20 | AVGO | Broadcom Inc. | -1.3% | -26.42% | 減少 |
| 21 | CVLT | Commvault Systems INC | -1.3% | -45.02% | 減少 |
| 22 | ✓ | Air Prods & Chems INC | — | EXIT | 全売却 |
| 23 | APD | Air Products & Chemicals INC | — | NEW | 新規購入 |
| 24 | LNG | Cheniere Energy INC | — | NEW | 新規購入 |
| 25 | KMI | Kinder Morgan INC | — | EXIT | 全売却 |
| 26 | RL | Ralph Lauren CORP | — | EXIT | 全売却 |
| 27 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 28 | XXI | Twenty One Capital, Inc. | — | EXIT | 全売却 |
| 29 | ✓ | Soufun Holdings LTD | — | EXIT | 全売却 |
| 30 | TWTRUSD | Twitter INC | — | EXIT | 全売却 |
| 31 | MODV | ModivCare Inc. | — | EXIT | 全売却 |
| 32 | HUM | Humana INC | — | NEW | 新規購入 |
| 33 | RXNEUR | Rexnord CORP | — | EXIT | 全売却 |
| 34 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | 新規購入 |
| 35 | DECK | Deckers Outdoor CORP | — | NEW | 新規購入 |
| 36 | ✓ | Pandora Media INC | — | EXIT | 全売却 |
| 37 | TV | Grupo Televisa Sa-spon Adr | — | EXIT | 全売却 |
| 38 | TRIP | Tripadvisor INC | — | EXIT | 全売却 |
| 39 | DYN | Dynegy INC New Del | — | NEW | 新規購入 |
| 40 | VISN | Vistance Networks INC | — | EXIT | 全売却 |
| 41 | TDY | Teledyne Technologies INC | — | EXIT | 全売却 |
| 42 | ACHNEUR | Achillion Pharmaceuticals | — | EXIT | 全売却 |
| 43 | ONCEEUR | Spark Therapeutics INC | — | NEW | 新規購入 |
| 44 | ✓ | Lifelock INC Com | — | EXIT | 全売却 |
| 45 | ✓ | Time Warner Cable INC | — | EXIT | 全売却 |
| 46 | CN4 | Conn's INC | — | EXIT | 全売却 |
| 47 | ✓ | Youku.com INC | — | EXIT | 全売却 |
| 48 | ✓ | Foundation Medicine INC | — | EXIT | 全売却 |
| 49 | BOX | Box INC - Class A | — | NEW | 新規購入 |
| 50 | STM | Stmicroelectronics Nv-ny Shs | — | NEW | 新規購入 |