CIK: 0001909147
申告総資産額
$1.6億
| # | 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 | PYPL | Paypal Holdings INC | 株式-金融 | 19.07% | -3.15% | EXIT | |
| 2 | FLEX | Flex Ltd. | 株式-IT | 13.00% | +7.84% | -5.46% | |
| 3 | PRGO | Perrigo Company plc | 株式-ヘルスケア | 10.34% | +2.03% | NEW | |
| 4 | HO1 | Hologic INC | 株式-その他 | 9.66% | — | +14.37% | |
| 5 | NXT | Nextpower Inc-cl A | 株式-IT | 9.36% | +6.16% | +14.76% | |
| 6 | HRI | Herc Holdings INC | 株式-その他 | 7.52% | — | +5.61% | |
| 7 | SMRT | Smartrent INC | 株式-その他 | 7.07% | +1.00% | +41.57% | |
| 8 | AVTR | Avantor INC | 株式-ヘルスケア | 6.52% | — | +6.21% | |
| 9 | SKY | Champion Homes INC | 株式-一般消費財 | 5.54% | +5.97% | -20.97% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 4.86% | — | — | |
| 11 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 4.05% | -2.73% | EXIT | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 2.04% | -0.72% | EXIT | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.54% | — | — | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.43% | — | — |