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 | BYD | Boyd Gaming CORP | 株式-一般消費財 | 7.64% | +0.13% | -11.97% | |
| 2 | UAL | United Airlines Holdings INC | 株式-資本財 | 6.55% | -0.69% | — | |
| 3 | ADSK | Autodesk INC | 株式-IT | 5.48% | -5.10% | EXIT | |
| 4 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 5.46% | — | +21.86% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.25% | +0.16% | -6.18% | |
| 6 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 5.12% | — | +2.27% | |
| 7 | ZETA | Zeta Global Holdings Corp-a | 株式-IT | 5.02% | +0.20% | +26.54% | |
| 8 | PRKS | United Parks & Resorts INC | 株式-その他 | 4.98% | — | +11.54% | |
| 9 | ASO | Academy Sports & Outdoors In | 株式-一般消費財 | 4.95% | -2.72% | EXIT | |
| 10 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 4.75% | -1.08% | EXIT | |
| 11 | NKE | Nike INC -cl B | 株式-一般消費財 | 4.58% | — | — | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 4.03% | -0.64% | -7.89% | |
| 13 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 3.95% | -4.32% | EXIT | |
| 14 | AXON | Axon Enterprise INC | 株式-資本財 | 3.84% | -1.46% | -4.23% | |
| 15 | CPNG | Coupang INC | 株式-一般消費財 | 3.65% | -3.41% | EXIT | |
| 16 | CALY | Callaway Golf Company | 株式-その他 | 3.35% | -0.03% | +2.37% | |
| 17 | TYL | Tyler Technologies INC | 株式-IT | 3.14% | — | +47.11% | |
| 18 | SPT | Sprout Social INC - Class A | 株式-その他 | 2.99% | — | -16.26% | |
| 19 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 2.94% | — | — | |
| 20 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 2.65% | — | -41.28% | |
| 21 | GRND | Grindr INC | 株式-その他 | 2.60% | +0.50% | — | |
| 22 | T | At&t INC | 株式-通信サービス | 2.50% | — | — | |
| 23 | GPGI | Gpgi INC | 株式-その他 | 2.31% | +2.76% | NEW | |
| 24 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 1.37% | — | — | |
| 25 | GTM | Zoominfo Technologies INC | 株式-IT | 0.91% | — | -62.31% |