CIK: 0001622093
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 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 8.15% | -0.47% | EXIT | |
| 2 | SERVUSD | Servicemaster Global Holding | 株式-その他 | 7.56% | — | +14.79% | |
| 3 | SSNC | Ss&c Technologies Holdings | 株式-IT | 7.41% | -0.50% | EXIT | |
| 4 | ✓ | Cree INC | 株式-その他 | 6.79% | — | +8.56% | |
| 5 | ZTS | Zoetis INC | 株式-ヘルスケア | 6.71% | — | — | |
| 6 | CARG | Cargurus INC | 株式-一般消費財 | 6.66% | — | -29.93% | |
| 7 | FICO | Fair Isaac CORP | 株式-IT | 6.24% | -3.70% | EXIT | |
| 8 | BCBEUR | Primo Water CORP | 株式-その他 | 6.16% | — | -5.16% | |
| 9 | CPRT | Copart INC | 株式-資本財 | 6.03% | — | -17.59% | |
| 10 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 5.70% | — | +12.63% | |
| 11 | NOW | Servicenow INC | 株式-IT | 5.58% | — | -12.89% | |
| 12 | CLGX | Corelogic INC | 株式-その他 | 4.98% | — | -9.93% | |
| 13 | NYT | New York Times Co-a | 株式-通信サービス | 4.47% | -6.21% | EXIT | |
| 14 | ✓ | Pivotal Software INC | 株式-その他 | 3.96% | — | +14.57% | |
| 15 | APD | Air Products & Chemicals INC | 株式-素材 | 3.43% | — | -46.95% | |
| 16 | CVNA | Carvana Co | 株式-一般消費財 | 2.35% | — | — | |
| 17 | WDAY | Workday Inc-class A | 株式-IT | 2.23% | -5.15% | EXIT | |
| 18 | ISBCUSD | Investors Bancorp INC | 株式-その他 | 1.98% | — | -4.27% | |
| 19 | 7SU | Summit Materials INC -cl A | 株式-その他 | 1.83% | — | -41.50% | |
| 20 | JELD | Jeld-wen Holding INC | 株式-その他 | 1.79% | — | -61.42% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications Inc-a | +3.3% | +34.89% | 増加 |
| 2 | SERVUSD | Servicemaster Global Holding | +1.9% | +14.79% | 増加 |
| 3 | SSNC | Ss&c Technologies Holdings | +1.7% | +7.29% | 増加 |
| 4 | CARG | Cargurus INC | +1.3% | -29.93% | 減少 |
| 5 | ZAYOEUR | Zayo Group Holdings INC | +0.9% | +12.63% | 増加 |
| 6 | FICO | Fair Isaac CORP | +0.8% | -12.74% | 減少 |
| 7 | ✓ | Cree INC | +0.6% | +8.56% | 増加 |
| 8 | NOW | Servicenow INC | +0.5% | -12.89% | 減少 |
| 9 | BCBEUR | Primo Water CORP | +0.2% | -5.16% | 減少 |
| 10 | ✓ | Pivotal Software INC | +0.1% | +14.57% | 増加 |
| 11 | ISBCUSD | Investors Bancorp INC | 0% | -4.27% | 減少 |
| 12 | CLGX | Corelogic INC | -0.3% | -9.93% | 減少 |
| 13 | CPRT | Copart INC | -1.2% | -17.59% | 減少 |
| 14 | WDAY | Workday Inc-class A | -1.4% | -54.50% | 減少 |
| 15 | NYT | New York Times Co-a | -1.6% | -25.61% | 減少 |
| 16 | APD | Air Products & Chemicals INC | -2% | -46.95% | 減少 |
| 17 | 7SU | Summit Materials INC -cl A | -2.2% | -41.50% | 減少 |
| 18 | JELD | Jeld-wen Holding INC | -3% | -61.42% | 減少 |
| 19 | ZTS | Zoetis INC | — | NEW | 新規購入 |
| 20 | BKNG | Booking Holdings INC | — | EXIT | 全売却 |
| 21 | ITRI | Itron INC | — | EXIT | 全売却 |
| 22 | CVNA | Carvana Co | — | NEW | 新規購入 |