CIK: 0001787893
申告総資産額
$6.6億
| # | 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 | TMUS | T-mobile US INC | 株式-通信サービス | 11.30% | — | +17.51% | |
| 2 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 10.39% | -1.08% | EXIT | |
| 3 | GDDY | Godaddy INC - Class A | 株式-IT | 7.42% | — | +21.81% | |
| 4 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 7.25% | — | +8.46% | |
| 5 | ASO | Academy Sports & Outdoors In | 株式-一般消費財 | 7.07% | -2.72% | EXIT | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.82% | +0.16% | +12.68% | |
| 7 | BYD | Boyd Gaming CORP | 株式-一般消費財 | 6.66% | +0.13% | +26.01% | |
| 8 | CALY | Callaway Golf Company | 株式-その他 | 6.13% | -0.03% | +8.39% | |
| 9 | CROX | Crocs INC | 株式-一般消費財 | 5.69% | — | +25.07% | |
| 10 | DXC | Dxc Technology Co | 株式-IT | 5.39% | — | -40.91% | |
| 11 | WDAY | Workday Inc-class A | 株式-IT | 3.81% | — | — | |
| 12 | FIVN | Five9 INC | 株式-IT | 3.24% | — | +41.00% | |
| 13 | JBI | Janus International Group In | 株式-その他 | 3.23% | — | +0.16% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.06% | +5.10% | NEW | |
| 15 | PPLI | People INC | 株式-通信サービス | 3.02% | — | — | |
| 16 | LM03 | Liberty Media Cor-siriusxm A | 株式-その他 | 2.72% | — | -6.69% | |
| 17 | SPT | Sprout Social INC - Class A | 株式-その他 | 2.54% | — | -29.92% | |
| 18 | AVPT | Avepoint INC | 株式-その他 | 2.18% | — | -17.17% | |
| 19 | DOCN | Digitalocean Holdings INC | 株式-IT | 2.08% | +1.81% | NEW |