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 | CLVT | Clarivate Plc | 株式-その他 | 8.90% | -7.10% | EXIT | |
| 2 | CHDN | Churchill Downs INC | 株式-一般消費財 | 8.67% | — | — | |
| 3 | NOW | Servicenow INC | 株式-IT | 8.66% | — | +151.65% | |
| 4 | KEYS | Keysight Technologies In | 株式-IT | 8.62% | — | +1.13% | |
| 5 | FIS | Fidelity National Info Serv | 株式-IT | 8.36% | — | +19.16% | |
| 6 | NKE | Nike INC -cl B | 株式-一般消費財 | 8.13% | — | — | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.65% | -10.10% | EXIT | |
| 8 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 7.15% | -0.47% | EXIT | |
| 9 | BKIEUR | Black Knight INC | 株式-その他 | 6.49% | -5.02% | EXIT | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 5.87% | — | +4.94% | |
| 11 | NYT | New York Times Co-a | 株式-通信サービス | 5.47% | -6.21% | EXIT | |
| 12 | LKQ | Lkq CORP | 株式-一般消費財 | 4.85% | — | -30.41% | |
| 13 | SSNC | Ss&c Technologies Holdings | 株式-IT | 4.25% | -0.50% | EXIT | |
| 14 | FICO | Fair Isaac CORP | 株式-IT | 2.25% | -3.70% | EXIT | |
| 15 | WDAY | Workday Inc-class A | 株式-IT | 1.86% | -5.15% | EXIT | |
| 16 | CVNA | Carvana Co | 株式-一般消費財 | 1.46% | — | -55.44% | |
| 17 | ✓ | Cree INC | 株式-その他 | 1.37% | — | -71.51% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow INC | +4.8% | +151.65% | 増加 |
| 2 | SSNC | Ss&c Technologies Holdings | +3.8% | +808.38% | 増加 |
| 3 | FIS | Fidelity National Info Serv | -0.1% | +19.16% | 増加 |
| 4 | PANW | Palo Alto Networks INC | -0.3% | +4.94% | 増加 |
| 5 | CLVT | Clarivate Plc | -1.1% | +12.13% | 増加 |
| 6 | CVNA | Carvana Co | -1.5% | -55.44% | 減少 |
| 7 | KEYS | Keysight Technologies In | -1.5% | +1.13% | 増加 |
| 8 | WDAY | Workday Inc-class A | -2.2% | -40.71% | 減少 |
| 9 | META | Meta Platforms Inc-class A | -2.3% | -16.00% | 減少 |
| 10 | NYT | New York Times Co-a | -2.7% | -25.43% | 減少 |
| 11 | LKQ | Lkq CORP | -2.9% | -30.41% | 減少 |
| 12 | CHTR | Charter Communications Inc-a | -3.4% | -27.41% | 減少 |
| 13 | ✓ | Cree INC | -5% | -71.51% | 減少 |
| 14 | CHDN | Churchill Downs INC | — | NEW | 新規購入 |
| 15 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 16 | ZTS | Zoetis INC | — | EXIT | 全売却 |
| 17 | BKIEUR | Black Knight INC | — | NEW | 新規購入 |
| 18 | FICO | Fair Isaac CORP | — | NEW | 新規購入 |
| 19 | CARG | Cargurus INC | — | EXIT | 全売却 |