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 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 9.35% | -1.08% | EXIT | |
| 2 | BYD | Boyd Gaming CORP | 株式-一般消費財 | 6.77% | +0.13% | -13.96% | |
| 3 | CALY | Callaway Golf Company | 株式-その他 | 6.65% | -0.03% | +9.79% | |
| 4 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 6.34% | — | -27.17% | |
| 5 | WDAY | Workday Inc-class A | 株式-IT | 5.79% | — | -23.32% | |
| 6 | ASO | Academy Sports & Outdoors In | 株式-一般消費財 | 5.61% | -2.72% | EXIT | |
| 7 | CROX | Crocs INC | 株式-一般消費財 | 5.29% | — | -24.62% | |
| 8 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 5.00% | — | — | |
| 9 | TMUS | T-mobile US INC | 株式-通信サービス | 4.44% | — | -45.56% | |
| 10 | TYL | Tyler Technologies INC | 株式-IT | 4.37% | — | -6.43% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 4.28% | — | — | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.20% | +0.16% | -29.42% | |
| 13 | GDDY | Godaddy INC - Class A | 株式-IT | 4.01% | — | -37.75% | |
| 14 | DXC | Dxc Technology Co | 株式-IT | 3.99% | — | -2.84% | |
| 15 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 3.98% | — | — | |
| 16 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 3.77% | — | -8.37% | |
| 17 | CRM | Salesforce INC | 株式-IT | 3.64% | — | — | |
| 18 | JBI | Janus International Group In | 株式-その他 | 2.69% | — | — | |
| 19 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 2.67% | — | — | |
| 20 | HTHT | H World Group Ltd-adr | 株式-その他 | 1.99% | — | — | |
| 21 | SPT | Sprout Social INC - Class A | 株式-その他 | 1.80% | — | -5.17% | |
| 22 | YOU | Clear Secure INC -class A | 株式-IT | 1.43% | — | — | |
| 23 | SNAP | Snap INC - A | 株式-通信サービス | 1.39% | — | — | |
| 24 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.52% | — | — |