CIK: 0001156175
申告総資産額
—
| # | 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 | TDG | Transdigm Group INC | 株式-資本財 | 9.45% | — | +8.26% | |
| 2 | ✓ | 株式-その他 | 8.54% | — | +212.36% | ||
| 3 | MGM | Mgm Resorts International | 株式-一般消費財 | 7.28% | — | +0.27% | |
| 4 | CTXSEUR | Citrix Systems INC | 株式-その他 | 5.32% | — | -18.72% | |
| 5 | CAR | Avis Budget Group INC | 株式-その他 | 4.56% | — | — | |
| 6 | DATA | Tableau Software Inc-cl A | 株式-その他 | 4.21% | — | +501.64% | |
| 7 | TRIP | Tripadvisor INC | 株式-その他 | 4.05% | — | +132.15% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.89% | — | — | |
| 9 | TFX | Teleflex INC | 株式-ヘルスケア | 3.81% | — | +17.30% | |
| 10 | RDUSEUR | Radius Health INC | 株式-その他 | 3.58% | — | +0.51% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.39% | — | +0.26% | |
| 12 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 3.19% | — | -28.24% | |
| 13 | ✓ | 株式-その他 | 3.16% | — | +26.29% | ||
| 14 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 3.10% | — | +77.16% | |
| 15 | APD | Air Products & Chemicals INC | 株式-素材 | 2.89% | — | — | |
| 16 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 2.79% | — | +26.08% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.70% | — | -73.02% | |
| 18 | SABR | Sabre CORP | 株式-IT | 2.38% | — | -6.97% | |
| 19 | VSAT | Viasat INC | 株式-IT | 2.18% | — | +10.15% | |
| 20 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 2.17% | — | +0.29% | |
| 21 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.74% | — | +146.32% | |
| 22 | KMI 9.75 10-26-18 A | Kinder Morgan Inc/delawa | 株式-エネルギー | 1.72% | — | — | |
| 23 | ✓ | Cyberark Software LTD | 株式-その他 | 1.65% | — | — | |
| 24 | ✓ | Restoration Hardware Hldgs I | 株式-その他 | 1.58% | — | — | |
| 25 | RNG | Ringcentral Inc-class A | 株式-IT | 1.57% | — | — | |
| 26 | MODV | ModivCare Inc. | 株式-その他 | 1.54% | — | — | |
| 27 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 1.52% | — | — | |
| 28 | SIG | Signet Jewelers Limited | 株式-一般消費財 | 1.44% | — | -68.58% | |
| 29 | ✓ | Quintiles Transnational Holdin | 株式-その他 | 1.20% | — | — | |
| 30 | VYGR | Voyager Therapeutics INC | 株式-その他 | 0.96% | — | — | |
| 31 | RGNX | Regenxbio INC | 株式-その他 | 0.92% | — | — | |
| 32 | ONCEEUR | Spark Therapeutics INC | 株式-その他 | 0.56% | — | — | |
| 33 | FIS | Fidelity National Info Serv | 株式-IT | 0.52% | — | — | |
| 34 | AFRM | Affirm Holdings, Inc. | 株式-金融 | 0.43% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | +6.1% | +212.36% | 増加 | |
| 2 | DATA | Tableau Software Inc-cl A | +3.6% | +501.64% | 増加 |
| 3 | TRIP | Tripadvisor INC | +2.7% | +132.15% | 増加 |
| 4 | MGM | Mgm Resorts International | +1.2% | +0.27% | 増加 |
| 5 | ZBRA | Zebra Technologies Corp-cl A | +1.1% | +77.16% | 増加 |
| 6 | TDG | Transdigm Group INC | +1% | +8.26% | 増加 |
| 7 | BABA | Alibaba Group Holding-sp Adr | +0.8% | +0.26% | 増加 |
| 8 | CYEUR | Cypress Semiconductor CORP | +0.8% | +26.08% | 増加 |
| 9 | TFX | Teleflex INC | +0.6% | +17.30% | 増加 |
| 10 | ✓ | +0.5% | +26.29% | 増加 | |
| 11 | SFM | Sprouts Farmers Market INC | +0.4% | +0.29% | 増加 |
| 12 | KMI | Kinder Morgan INC | +0.4% | +146.32% | 増加 |
| 13 | RNG | Ringcentral Inc-class A | +0.3% | — | 変化なし |
| 14 | AFRM | Affirm Holdings, Inc. | 0% | — | 変化なし |
| 15 | ONCEEUR | Spark Therapeutics INC | 0% | — | 変化なし |
| 16 | VSAT | Viasat INC | 0% | +10.15% | 増加 |
| 17 | ✓ | Quintiles Transnational Holdin | -0.1% | — | 変化なし |
| 18 | SABR | Sabre CORP | -0.2% | -6.97% | 減少 |
| 19 | RGNX | Regenxbio INC | -0.4% | — | 変化なし |
| 20 | RDUSEUR | Radius Health INC | -0.6% | +0.51% | 増加 |
| 21 | ULTA | Ulta Beauty INC | -0.9% | -28.24% | 減少 |
| 22 | CTXSEUR | Citrix Systems INC | -0.9% | -18.72% | 減少 |
| 23 | ABBV | Abbvie INC | -2.2% | -73.02% | 減少 |
| 24 | SIG | Signet Jewelers Limited | -3.8% | -68.58% | 減少 |
| 25 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 26 | APD | Air Products and Chemicals, Inc. | — | EXIT | 全売却 |
| 27 | CAR | Avis Budget Group INC | — | NEW | 新規購入 |
| 28 | WBA | Walgreens Boots Alliance INC | — | EXIT | 全売却 |
| 29 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 30 | ✓ | Avis Budget Group INC | — | EXIT | 全売却 |
| 31 | AAP | Advance Auto Parts INC | — | EXIT | 全売却 |
| 32 | APD | Air Products & Chemicals INC | — | NEW | 新規購入 |
| 33 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 34 | KMI 9.75 10-26-18 A | Kinder Morgan Inc/delawa | — | NEW | 新規購入 |
| 35 | ✓ | Cyberark Software LTD | — | NEW | 新規購入 |
| 36 | ✓ | Restoration Hardware Hldgs I | — | NEW | 新規購入 |
| 37 | MODV | ModivCare Inc. | — | NEW | 新規購入 |
| 38 | ZAYOEUR | Zayo Group Holdings INC | — | NEW | 新規購入 |
| 39 | ✓ | Pandora Media INC | — | EXIT | 全売却 |
| 40 | ✓ | — | EXIT | 全売却 | |
| 41 | SLM | Slm CORP | — | EXIT | 全売却 |
| 42 | VYGR | Voyager Therapeutics INC | — | NEW | 新規購入 |
| 43 | ✓ | Tumi Hldgs INC | — | EXIT | 全売却 |
| 44 | PTCT | Ptc Therapeutics INC | — | EXIT | 全売却 |
| 45 | ✓ | Foundation Medicine INC | — | EXIT | 全売却 |
| 46 | FIS | Fidelity National Info Serv | — | NEW | 新規購入 |
| 47 | KMI | Kinder Morgan, Inc. | — | EXIT | 全売却 |