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 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 12.01% | -3.34% | +2.68% | |
| 2 | WDAY | Workday Inc-class A | 株式-IT | 10.45% | -2.46% | +11.70% | |
| 3 | IT | Gartner INC | 株式-IT | 10.41% | — | +2.86% | |
| 4 | XYZ | Block INC | 株式-金融 | 9.04% | -1.19% | +34.50% | |
| 5 | W | Wayfair Inc- Class A | 株式-一般消費財 | 8.08% | +2.55% | +44.38% | |
| 6 | FAST | Fastenal Co | 株式-資本財 | 6.76% | — | -20.52% | |
| 7 | CSGP | Costar Group INC | 株式-不動産 | 6.47% | -1.00% | -32.09% | |
| 8 | ALGN | Align Technology INC | 株式-ヘルスケア | 5.70% | -2.99% | +896.94% | |
| 9 | UA | Under Armour Inc-class C | 株式-一般消費財 | 5.62% | — | +2.88% | |
| 10 | TRIP | Tripadvisor INC | 株式-その他 | 5.17% | — | +2.63% | |
| 11 | ESI | Element Solutions INC | 株式-素材 | 3.82% | — | -23.62% | |
| 12 | BOX | Box INC - Class A | 株式-IT | 3.21% | — | -24.04% | |
| 13 | PZZA | Papa John's Intl INC | 株式-その他 | 2.27% | — | -22.71% | |
| 14 | ✓ | 株式-その他 | 1.78% | — | -65.43% | ||
| 15 | ALRM | Alarm.com Holdings INC | 株式-その他 | 1.68% | — | -17.65% | |
| 16 | CMPR | Cimpress plc | 株式-その他 | 1.32% | — | -22.55% | |
| 17 | ZUOUSD | Zuora INC - Class A | 株式-その他 | 1.23% | — | +12.31% | |
| 18 | MIDD | Middleby CORP | 株式-資本財 | 1.12% | +0.67% | NEW | |
| 19 | TYL | Tyler Technologies INC | 株式-IT | 1.01% | — | -3.90% | |
| 20 | GWRE | Guidewire Software INC | 株式-IT | 0.97% | — | -2.24% | |
| 21 | PEGA | Pegasystems INC | 株式-IT | 0.94% | +1.56% | — | |
| 22 | ✓ | Despegar.com CORP | 株式-その他 | 0.79% | — | -23.30% | |
| 23 | SCOR1EUR | Comscore INC | 株式-その他 | 0.14% | — | -25.27% | |
| 24 | ELF | Elf Beauty INC | 株式-生活必需品 | 0.01% | — | -99.49% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ALGN | Align Technology INC | +4.9% | +896.94% | 増加 |
| 2 | XYZ | Block INC | +1.9% | +34.50% | 増加 |
| 3 | W | Wayfair Inc- Class A | +1.4% | +44.38% | 増加 |
| 4 | IBKR | Interactive Brokers Gro-cl A | +1.3% | +2.68% | 増加 |
| 5 | CMPR | Cimpress plc | +0.3% | -22.55% | 減少 |
| 6 | TYL | Tyler Technologies INC | +0.2% | -3.90% | 減少 |
| 7 | ZUOUSD | Zuora INC - Class A | +0.2% | +12.31% | 増加 |
| 8 | WDAY | Workday Inc-class A | +0.1% | +11.70% | 増加 |
| 9 | GWRE | Guidewire Software INC | +0.1% | -2.24% | 減少 |
| 10 | IT | Gartner INC | 0% | +2.86% | 増加 |
| 11 | PZZA | Papa John's Intl INC | 0% | -22.71% | 減少 |
| 12 | SCOR1EUR | Comscore INC | -0.3% | -25.27% | 減少 |
| 13 | TRIP | Tripadvisor INC | -0.3% | +2.63% | 増加 |
| 14 | ✓ | Despegar.com CORP | -0.4% | -23.30% | 減少 |
| 15 | MIDD | Middleby CORP | -0.4% | -24.06% | 減少 |
| 16 | ALRM | Alarm.com Holdings INC | -0.5% | -17.65% | 減少 |
| 17 | UA | Under Armour Inc-class C | -0.5% | +2.88% | 増加 |
| 18 | ESI | Element Solutions INC | -0.8% | -23.62% | 減少 |
| 19 | ELF | Elf Beauty INC | -0.8% | -99.49% | 減少 |
| 20 | BOX | Box INC - Class A | -0.9% | -24.04% | 減少 |
| 21 | FAST | Fastenal Co | -1% | -20.52% | 減少 |
| 22 | CSGP | Costar Group INC | -1.7% | -32.09% | 減少 |
| 23 | ✓ | -2.9% | -65.43% | 減少 | |
| 24 | PEGA | Pegasystems INC | — | NEW | 新規購入 |
| 25 | AKX | Ansys INC | — | EXIT | 全売却 |