CIK: 0001528593
申告総資産額
$18.6億
| # | 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 | TV | Grupo Televisa Sa-spon Adr | 株式-その他 | 12.49% | — | +24.77% | |
| 2 | ORCL | Oracle CORP | 株式-IT | 11.97% | — | +10.22% | |
| 3 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 9.17% | — | +5.51% | |
| 4 | FCN | Fti Consulting INC | 株式-資本財 | 8.87% | +1.33% | +28.78% | |
| 5 | ✓ | Mindray Medical Intl LTD | 株式-その他 | 8.31% | — | +65.75% | |
| 6 | EBAY | Ebay INC | 株式-一般消費財 | 7.37% | — | +3.41% | |
| 7 | ✓ | Wuxi Pharmatech Cayman INC | 株式-その他 | 7.10% | — | -28.29% | |
| 8 | ARCO | Arcos Dorados Holdings Inc. | 株式-その他 | 6.65% | +0.01% | +176.30% | |
| 9 | COHR | Coherent Corp. | 株式-IT | 4.86% | — | +9.65% | |
| 10 | GOOG | Alphabet A | 株式-通信サービス | 4.52% | — | -8.14% | |
| 11 | HAE | Haemonetics Corp/mass | 株式-その他 | 3.62% | — | +82.68% | |
| 12 | AVAL | Grupo Aval Acciones y Valores S.A. | 株式-その他 | 3.50% | — | — | |
| 13 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 3.44% | — | — | |
| 14 | PH | Parker Hannifin CORP | 株式-資本財 | 2.48% | — | -32.73% | |
| 15 | SNPS | Synopsys INC | 株式-IT | 2.32% | — | +94.82% | |
| 16 | ✓ | Aerovironment Inc | 株式-その他 | 1.86% | — | — | |
| 17 | ✓ | Astec Inds INC | 株式-その他 | 1.46% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ARCO | Arcos Dorados Holdings Inc. | +3.5% | +176.30% | 増加 |
| 2 | TV | Grupo Televisa Sa-spon Adr | +2.7% | +24.77% | 増加 |
| 3 | ✓ | Mindray Medical Intl LTD | +2.3% | +65.75% | 増加 |
| 4 | ORCL | Oracle CORP | +1% | +10.22% | 増加 |
| 5 | SNPS | Synopsys INC | +1% | +94.82% | 増加 |
| 6 | HAE | Haemonetics Corp/mass | +0.9% | +82.68% | 増加 |
| 7 | EBAY | Ebay INC | -0.3% | +3.41% | 増加 |
| 8 | FCN | Fti Consulting INC | -0.3% | +28.78% | 増加 |
| 9 | COHR | Coherent Corp. | -0.6% | +9.65% | 増加 |
| 10 | CCL1EUR | Carnival CORP LTD | -0.8% | +5.51% | 増加 |
| 11 | GOOG | Alphabet A | -0.8% | -8.14% | 減少 |
| 12 | PH | Parker Hannifin CORP | -1.8% | -32.73% | 減少 |
| 13 | ✓ | Wuxi Pharmatech Cayman INC | -4% | -28.29% | 減少 |
| 14 | ADM | Archer-daniels-midland Co | — | EXIT | 全売却 |
| 15 | AVAL | Grupo Aval Acciones y Valores S.A. | — | NEW | 新規購入 |
| 16 | ADM | Archer-daniels-midland Co | — | NEW | 新規購入 |
| 17 | MCK | Mckesson CORP | — | EXIT | 全売却 |
| 18 | AVAV | Aerovironment INC | — | EXIT | 全売却 |
| 19 | ✓ | Aerovironment Inc | — | NEW | 新規購入 |
| 20 | ASTE | Astec Industries INC | — | EXIT | 全売却 |
| 21 | ✓ | Astec Inds INC | — | NEW | 新規購入 |