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 | 10.40% | -0.47% | EXIT | |
| 2 | KEYS | Keysight Technologies In | 株式-IT | 10.00% | — | +34.84% | |
| 3 | ZTS | Zoetis INC | 株式-ヘルスケア | 9.38% | — | +12.84% | |
| 4 | NOW | Servicenow INC | 株式-IT | 8.89% | — | +6.73% | |
| 5 | SSNC | Ss&c Technologies Holdings | 株式-IT | 8.57% | -0.50% | EXIT | |
| 6 | NYT | New York Times Co-a | 株式-通信サービス | 7.74% | -6.21% | EXIT | |
| 7 | WDAY | Workday Inc-class A | 株式-IT | 7.68% | -5.15% | EXIT | |
| 8 | FICO | Fair Isaac CORP | 株式-IT | 7.62% | -3.70% | EXIT | |
| 9 | PODD | Insulet CORP | 株式-ヘルスケア | 7.23% | — | -24.38% | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 6.49% | — | — | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.38% | -10.10% | EXIT | |
| 12 | CVNA | Carvana Co | 株式-一般消費財 | 5.84% | — | -13.67% | |
| 13 | CARG | Cargurus INC | 株式-一般消費財 | 3.46% | — | -50.23% | |
| 14 | ✓ | Cree INC | 株式-その他 | 0.32% | — | -92.43% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KEYS | Keysight Technologies In | +3.7% | +34.84% | 増加 |
| 2 | CHTR | Charter Communications Inc-a | +3.7% | +18.52% | 増加 |
| 3 | ZTS | Zoetis INC | +2.9% | +12.84% | 増加 |
| 4 | NOW | Servicenow INC | +2.4% | +6.73% | 増加 |
| 5 | NYT | New York Times Co-a | +2.1% | +21.57% | 増加 |
| 6 | WDAY | Workday Inc-class A | +1.6% | +3.27% | 増加 |
| 7 | SSNC | Ss&c Technologies Holdings | +1.6% | +18.06% | 増加 |
| 8 | PODD | Insulet CORP | +0.6% | -24.38% | 減少 |
| 9 | CVNA | Carvana Co | +0.4% | -13.67% | 減少 |
| 10 | FICO | Fair Isaac CORP | -2.2% | -40.96% | 減少 |
| 11 | CARG | Cargurus INC | -3.3% | -50.23% | 減少 |
| 12 | ✓ | Cree INC | -3.5% | -92.43% | 減少 |
| 13 | ✓ | Pivotal Software INC | — | EXIT | 全売却 |
| 14 | CPRT | Copart INC | — | EXIT | 全売却 |
| 15 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 16 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 17 | BCBEUR | Primo Water CORP | — | EXIT | 全売却 |
| 18 | SERVUSD | Servicemaster Global Holding | — | EXIT | 全売却 |