CIK: 0001017918
申告総資産額
$331.3億
上位200銘柄を表示中（全338銘柄）
| # | 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 | MTN | Vail Resorts INC | 株式-一般消費財 | 5.32% | — | -1.25% | |
| 2 | IT | Gartner INC | 株式-IT | 4.45% | -0.05% | +0.87% | |
| 3 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 4.07% | +0.17% | -1.26% | |
| 4 | CSGP | Costar Group INC | 株式-不動産 | 3.92% | -1.56% | -3.06% | |
| 5 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 3.90% | -0.53% | -6.77% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 2.96% | -1.14% | -0.53% | |
| 7 | FDS | Factset Research Systems INC | 株式-金融 | 2.54% | — | -2.56% | |
| 8 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 2.03% | — | -8.35% | |
| 9 | MTD | Mettler-toledo International | 株式-ヘルスケア | 1.85% | — | -6.27% | |
| 10 | GWRE | Guidewire Software INC | 株式-IT | 1.73% | +0.18% | -0.75% | |
| 11 | AKX | Ansys INC | 株式-その他 | 1.63% | — | -0.94% | |
| 12 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 1.59% | — | -7.49% | |
| 13 | CHH | Choice Hotels Intl INC | 株式-一般消費財 | 1.58% | +0.49% | -1.61% | |
| 14 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.45% | — | +0.87% | |
| 15 | SSNC | Ss&c Technologies Holdings | 株式-IT | 1.44% | — | -7.00% | |
| 16 | VAC | Marriott Vacations World | 株式-一般消費財 | 1.29% | — | — | |
| 17 | H | Hyatt Hotels CORP - Cl A | 株式-一般消費財 | 1.27% | +0.10% | -1.43% | |
| 18 | MANU | Manchester United plc | 株式-その他 | 1.19% | — | -0.66% | |
| 19 | DEI | Douglas Emmett INC | 株式-その他 | 1.19% | — | -1.80% | |
| 20 | MSCI | Msci INC | 株式-金融 | 1.16% | +0.11% | -1.15% | |
| 21 | PRI | Primerica INC | 株式-金融 | 1.04% | -0.14% | -6.92% | |
| 22 | MMS | Maximus INC | 株式-資本財 | 1.00% | — | -12.33% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.99% | -0.19% | +8.13% | |
| 24 | SBAC | Sba Communications CORP | 株式-不動産 | 0.99% | — | -9.49% | |
| 25 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.90% | — | -0.90% | |
| 26 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.87% | — | -4.98% | |
| 27 | ✓ | Financial Engines INC Com | 株式-その他 | 0.81% | — | +0.05% | |
| 28 | BNFTEUR | Benefitfocus INC | 株式-その他 | 0.79% | — | +0.59% | |
| 29 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.77% | — | +23.69% | |
| 30 | MIDD | Middleby CORP | 株式-資本財 | 0.76% | — | -11.26% | |
| 31 | ZG | Zillow Group INC - A | 株式-通信サービス | 0.71% | — | -1.32% | |
| 32 | DOORUSD | Masonite International CORP | 株式-その他 | 0.71% | — | -4.10% | |
| 33 | TDG | Transdigm Group INC | 株式-資本財 | 0.69% | — | -9.09% | |
| 34 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.67% | +0.65% | -34.66% | |
| 35 | RRR | Red Rock Resorts Inc-class A | 株式-その他 | 0.67% | +0.06% | +28.79% | |
| 36 | WCN | Waste Connections INC | 株式-資本財 | 0.67% | — | +39.66% | |
| 37 | IRDM | Iridium Communications INC | 株式-通信サービス | 0.65% | — | -0.63% | |
| 38 | AYI | Acuity INC | 株式-資本財 | 0.65% | — | -2.54% | |
| 39 | EQIX | Equinix INC | 株式-不動産 | 0.65% | +0.42% | -2.13% | |
| 40 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.62% | — | -2.61% | |
| 41 | MORN | Morningstar INC | 株式-金融 | 0.60% | -0.34% | -1.95% | |
| 42 | PENN | Penn Entertainment INC | 株式-一般消費財 | 0.60% | — | -0.36% | |
| 43 | CNS | Cohen & Steers INC | 株式-その他 | 0.56% | — | -7.64% | |
| 44 | CG | The Carlyle Group Inc. | 株式-金融 | 0.56% | — | -0.09% | |
| 45 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.54% | — | -14.64% | |
| 46 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.52% | -0.15% | -0.90% | |
| 47 | ✓ | Asgn | 株式-その他 | 0.50% | — | -12.14% | |
| 48 | ✓ | PNK Entertainment Inc | 株式-その他 | 0.50% | — | +1.25% | |
| 49 | UA | Under Armour Inc-class C | 株式-一般消費財 | 0.47% | — | -15.64% | |
| 50 | OAK | Oaktree Capital Group LLC | 株式-その他 | 0.47% | — | -1.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CSGP | Costar Group INC | +0.6% | -3.06% | 減少 |
| 2 | TSLA | Tesla INC | +0.6% | -0.53% | 減少 |
| 3 | IT | Gartner INC | +0.5% | +0.87% | 増加 |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +8.13% | 増加 |
| 5 | GWRE | Guidewire Software INC | +0.3% | -0.75% | 減少 |
| 6 | ZG | Zillow Group INC - A | +0.2% | -1.32% | 減少 |
| 7 | MTD | Mettler-toledo International | +0.2% | -6.27% | 減少 |
| 8 | UAA | Under Armour Inc-class A | +0.2% | +23.69% | 増加 |
| 9 | KNSL | Kinsale Capital Group INC | +0.2% | +387.79% | 増加 |
| 10 | BNFTEUR | Benefitfocus INC | +0.2% | +0.59% | 増加 |
| 11 | RRR | Red Rock Resorts Inc-class A | +0.2% | +28.79% | 増加 |
| 12 | VAC | Marriott Vacations World | +0.2% | — | 変化なし |
| 13 | CWH | Camping World Holdings Inc-a | +0.2% | +93.69% | 増加 |
| 14 | AKX | Ansys INC | +0.1% | -0.94% | 減少 |
| 15 | 7SU | Summit Materials INC -cl A | +0.1% | +19.75% | 増加 |
| 16 | NBIS | Nebius Group NV | +0.1% | +52.50% | 増加 |
| 17 | EXPE | Expedia Group INC | +0.1% | +30.10% | 増加 |
| 18 | BYD | Boyd Gaming CORP | +0.1% | +94.83% | 増加 |
| 19 | TECH | Bio-techne CORP | +0.1% | -0.90% | 減少 |
| 20 | CG | The Carlyle Group Inc. | +0.1% | -0.09% | 減少 |
| 21 | BIDU | Baidu INC - Spon Adr | +0.1% | +40.78% | 増加 |
| 22 | 2663134D | Bitauto Holdings Ltd-adr | +0.1% | +74.18% | 増加 |
| 23 | PEGA | Pegasystems INC | +0.1% | -0.22% | 減少 |
| 24 | MTN | Vail Resorts INC | 0% | -1.25% | 減少 |
| 25 | MGM | Mgm Resorts International | -0.1% | -43.69% | 減少 |
| 26 | DXCM | Dexcom INC | -0.1% | -13.72% | 減少 |
| 27 | MBLY | Mobileye Global Inc. | -0.1% | -83.87% | 減少 |
| 28 | FLT1EUR | Fleetcor Technologies INC | -0.1% | -16.74% | 減少 |
| 29 | MOMOUSD | Momo Inc-spon Adr | -0.2% | -59.66% | 減少 |
| 30 | ✓ | Financial Engines INC Com | -0.2% | +0.05% | 増加 |
| 31 | MMS | Maximus INC | -0.2% | -12.33% | 減少 |
| 32 | PRI | Primerica INC | -0.2% | -6.92% | 減少 |
| 33 | MIDD | Middleby CORP | -0.2% | -11.26% | 減少 |
| 34 | IDXX | Idexx Laboratories INC | -0.3% | -6.77% | 減少 |
| 35 | ACGL | Arch Capital Group Ltd. | -0.3% | -1.26% | 減少 |
| 36 | CSTE | Caesarstone Ltd. | -0.3% | -50.47% | 減少 |
| 37 | DKS | Dick's Sporting Goods INC | -0.3% | -45.57% | 減少 |
| 38 | VRSK | Verisk Analytics INC | -0.4% | -34.66% | 減少 |
| 39 | ✓ | Nord Anglia Education Shs | -0.7% | -82.00% | 減少 |
| 40 | ✓ | Panera Bread Co | — | EXIT | 全売却 |
| 41 | BAH | Booz Allen Hamilton Holdings | — | EXIT | 全売却 |
| 42 | GTT1USD | Gtt Communications INC | — | NEW | 新規購入 |
| 43 | ✓ | — | NEW | 新規購入 | |
| 44 | BMA | Banco Macro Sa-adr | — | NEW | 新規購入 |
| 45 | ✓ | Capitol Acquisition CORP Iii | — | EXIT | 全売却 |
| 46 | TRU | Transunion | — | NEW | 新規購入 |
| 47 | ✓ | — | NEW | 新規購入 | |
| 48 | EEXEUR | Emerald Expositions Events I | — | NEW | 新規購入 |
| 49 | CDW | Cdw Corp/de | — | NEW | 新規購入 |
| 50 | YEXT | Yext INC | — | NEW | 新規購入 |