CIK: 0001602970
申告総資産額
—
| # | 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 | GWRE | Guidewire Software INC | 株式-IT | 23.22% | -24.72% | EXIT | |
| 2 | MELI | Mercadolibre INC | 株式-一般消費財 | 21.25% | -23.87% | EXIT | |
| 3 | SGI | Somnigroup International INC | 株式-一般消費財 | 12.89% | -6.34% | EXIT | |
| 4 | NYT | New York Times Co-a | 株式-通信サービス | 12.00% | -16.41% | EXIT | |
| 5 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 11.68% | -14.55% | EXIT | |
| 6 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 8.36% | -11.81% | EXIT | |
| 7 | WWEUSD | World Wrestling Entertain-a | 株式-その他 | 5.73% | — | +10.23% | |
| 8 | TDG | Transdigm Group INC | 株式-資本財 | 4.20% | -2.30% | EXIT | |
| 9 | LM05 | Liberty Media Corp-liberty-a | 株式-その他 | 0.67% | — | +0.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software INC | +6.3% | +53.06% | 増加 |
| 2 | NYT | New York Times Co-a | +4.7% | +68.53% | 増加 |
| 3 | TDG | Transdigm Group INC | +0.1% | +10.69% | 増加 |
| 4 | FWONKUSD | Liberty Media Corp-liberty-c | 0% | +5.47% | 増加 |
| 5 | LM05 | Liberty Media Corp-liberty-a | 0% | +0.57% | 増加 |
| 6 | MELI | Mercadolibre INC | -0.2% | +10.88% | 増加 |
| 7 | WWEUSD | World Wrestling Entertain-a | -0.9% | +10.23% | 増加 |
| 8 | SGI | Somnigroup International INC | -2.7% | -14.55% | 減少 |
| 9 | IBKR | Interactive Brokers Gro-cl A | -2.9% | — | 変化なし |
| 10 | RACE | Ferrari N.V. | — | EXIT | 全売却 |