CIK: 0001646192
申告総資産額
$1823.4万
| # | 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 | V | Visa Inc-class A Shares | 株式-金融 | 16.27% | -3.55% | EXIT | |
| 2 | DXC | Dxc Technology Co | 株式-IT | 10.75% | — | -11.57% | |
| 3 | TSS | Total System Services INC | 株式-その他 | 9.65% | — | -28.68% | |
| 4 | ADP | Automatic Data Processing | 株式-IT | 8.00% | +2.64% | NEW | |
| 5 | LKQ | Lkq CORP | 株式-一般消費財 | 7.50% | — | — | |
| 6 | FAF | First American Financial | 株式-金融 | 7.27% | -7.03% | EXIT | |
| 7 | OPLN | Openlane INC | 株式-その他 | 6.98% | — | +73.88% | |
| 8 | FIS | Fidelity National Info Serv | 株式-IT | 6.27% | -0.18% | -55.01% | |
| 9 | USFD | US Foods Holding CORP | 株式-生活必需品 | 5.59% | -1.28% | EXIT | |
| 10 | ✓ | Dst Sys INC Del Com | 株式-その他 | 4.95% | — | — | |
| 11 | WCN | Waste Connections INC | 株式-資本財 | 4.38% | -1.92% | EXIT | |
| 12 | BKIEUR | Black Knight INC | 株式-その他 | 3.26% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.07% | — | — | |
| 14 | FAST | Fastenal Co | 株式-資本財 | 2.19% | — | — | |
| 15 | SPGI | S&p Global INC | 株式-金融 | 2.03% | -10.17% | -41.00% | |
| 16 | RHI | Robert Half INC | 株式-資本財 | 1.20% | — | — | |
| 17 | ADSK | Autodesk INC | 株式-IT | 0.65% | — | -61.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | USFD | US Foods Holding CORP | +3.7% | +152.91% | 増加 |
| 2 | FAF | First American Financial | +3.1% | +59.23% | 増加 |
| 3 | OPLN | Openlane INC | +3.1% | +73.88% | 増加 |
| 4 | V | Visa Inc-class A Shares | +2.8% | +15.06% | 増加 |
| 5 | DXC | Dxc Technology Co | -0.6% | -11.57% | 減少 |
| 6 | ADSK | Autodesk INC | -1.2% | -61.89% | 減少 |
| 7 | SPGI | S&p Global INC | -1.3% | -41.00% | 減少 |
| 8 | TSS | Total System Services INC | -1.9% | -28.68% | 減少 |
| 9 | WCN | Waste Connections INC | -4.9% | -51.74% | 減少 |
| 10 | FIS | Fidelity National Info Serv | -8% | -55.01% | 減少 |
| 11 | CDK | Cdk Global INC | — | EXIT | 全売却 |
| 12 | ADP | Automatic Data Processing | — | NEW | 新規購入 |
| 13 | LKQ | Lkq CORP | — | NEW | 新規購入 |
| 14 | IT | Gartner INC | — | EXIT | 全売却 |
| 15 | ✓ | Dst Sys INC Del Com | — | NEW | 新規購入 |
| 16 | BKIEUR | Black Knight INC | — | NEW | 新規購入 |
| 17 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 18 | IPG | Interpublic Group Of Cos INC | — | EXIT | 全売却 |
| 19 | FAST | Fastenal Co | — | NEW | 新規購入 |
| 20 | CTSH | Cognizant Tech Solutions-a | — | EXIT | 全売却 |
| 21 | RHI | Robert Half INC | — | NEW | 新規購入 |
| 22 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 23 | G | Genpact Limited | — | EXIT | 全売却 |
| 24 | CME | Cme Group INC | — | EXIT | 全売却 |