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 | ASO | Academy Sports & Outdoors In | 株式-一般消費財 | 8.76% | -2.72% | EXIT | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.49% | +0.16% | +13.52% | |
| 3 | BYD | Boyd Gaming CORP | 株式-一般消費財 | 8.13% | +0.13% | +15.97% | |
| 4 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 7.35% | -1.08% | EXIT | |
| 5 | CALY | Callaway Golf Company | 株式-その他 | 5.16% | -0.03% | +40.53% | |
| 6 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 4.99% | — | +3.24% | |
| 7 | CPNG | Coupang INC | 株式-一般消費財 | 4.94% | -3.41% | EXIT | |
| 8 | CRM | Salesforce INC | 株式-IT | 4.44% | — | +14.95% | |
| 9 | TYL | Tyler Technologies INC | 株式-IT | 4.33% | — | -27.51% | |
| 10 | GDDY | Godaddy INC - Class A | 株式-IT | 4.29% | — | -30.38% | |
| 11 | CROX | Crocs INC | 株式-一般消費財 | 4.20% | — | -30.42% | |
| 12 | SPT | Sprout Social INC - Class A | 株式-その他 | 4.13% | — | +10.73% | |
| 13 | 0C3 | Endeavor Group Hold-class A | 株式-その他 | 3.75% | — | -19.88% | |
| 14 | ZETA | Zeta Global Holdings Corp-a | 株式-IT | 3.73% | +0.20% | +38.66% | |
| 15 | PRKS | United Parks & Resorts INC | 株式-その他 | 3.72% | — | — | |
| 16 | PCOR | Procore Technologies INC | 株式-IT | 3.71% | — | — | |
| 17 | FIVN | Five9 INC | 株式-IT | 3.44% | — | -24.21% | |
| 18 | TMUS | T-mobile US INC | 株式-通信サービス | 3.28% | — | -19.22% | |
| 19 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 3.00% | — | -54.95% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 2.73% | — | -35.11% | |
| 21 | JBI | Janus International Group In | 株式-その他 | 1.69% | — | +13.18% | |
| 22 | BIRK | Birkenstock Holding plc | 株式-その他 | 1.29% | -1.81% | EXIT | |
| 23 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.45% | — | — |