CIK: 0001340807
申告総資産額
$10.8億
| # | 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 | ✓ | Platform Specialty Prods Cor Com Added | 株式-その他 | 10.05% | — | +22.20% | |
| 2 | ENOV | Enovis Corporation | 株式-その他 | 8.62% | — | +1.08% | |
| 3 | FAST | Fastenal Co | 株式-資本財 | 7.94% | — | +1.01% | |
| 4 | IT | Gartner INC | 株式-IT | 7.64% | — | +0.39% | |
| 5 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 7.01% | -3.34% | +1.05% | |
| 6 | UA | Under Armour Inc-class C | 株式-一般消費財 | 6.49% | — | — | |
| 7 | ✓ | 株式-その他 | 6.01% | — | +2.19% | ||
| 8 | AKX | Ansys INC | 株式-その他 | 5.51% | — | +2.07% | |
| 9 | MKL | Markel Group INC | 株式-金融 | 5.31% | — | +2.02% | |
| 10 | CSGP | Costar Group INC | 株式-不動産 | 5.27% | -1.00% | +50.10% | |
| 11 | VRSK | Verisk Analytics INC | 株式-資本財 | 5.08% | — | +0.20% | |
| 12 | FDS | Factset Research Systems INC | 株式-金融 | 5.08% | — | +2.39% | |
| 13 | BOX | Box INC - Class A | 株式-IT | 4.76% | — | +14.90% | |
| 14 | WAT | Waters CORP | 株式-ヘルスケア | 4.75% | — | +3.76% | |
| 15 | SCOR1EUR | Comscore INC | 株式-その他 | 3.63% | — | +103.69% | |
| 16 | ECOLEUR | US Ecology INC | 株式-その他 | 2.44% | — | +1.24% | |
| 17 | ALRM | Alarm.com Holdings INC | 株式-その他 | 2.33% | — | +1.38% | |
| 18 | CRMT | America's Car-mart INC | 株式-その他 | 2.07% | — | -30.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Platform Specialty Prods Cor Com Added | +3.3% | +22.20% | 増加 |
| 2 | SCOR1EUR | Comscore INC | +1.9% | +103.69% | 増加 |
| 3 | CSGP | Costar Group INC | +1.2% | +50.10% | 増加 |
| 4 | ENOV | Enovis Corporation | +1.2% | +1.08% | 増加 |
| 5 | IT | Gartner INC | +1% | +0.39% | 増加 |
| 6 | FAST | Fastenal Co | +1% | +1.01% | 増加 |
| 7 | ✓ | +0.6% | +2.19% | 増加 | |
| 8 | IBKR | Interactive Brokers Gro-cl A | +0.3% | +1.05% | 増加 |
| 9 | ECOLEUR | US Ecology INC | +0.2% | +1.24% | 増加 |
| 10 | FDS | Factset Research Systems INC | +0.2% | +2.39% | 増加 |
| 11 | AKX | Ansys INC | +0.1% | +2.07% | 増加 |
| 12 | BOX | Box INC - Class A | +0.1% | +14.90% | 増加 |
| 13 | VRSK | Verisk Analytics INC | — | +0.20% | 増加 |
| 14 | MKL | Markel Group INC | 0% | +2.02% | 増加 |
| 15 | ALRM | Alarm.com Holdings INC | -0.1% | +1.38% | 増加 |
| 16 | CRMT | America's Car-mart INC | -0.4% | -30.04% | 減少 |
| 17 | WAT | Waters CORP | -0.7% | +3.76% | 増加 |
| 18 | ✓ | Interactive Intelligence Group | — | EXIT | 全売却 |
| 19 | MCO | Moody's CORP | — | EXIT | 全売却 |
| 20 | UA | Under Armour Inc-class C | — | NEW | 新規購入 |