CIK: 0001107310
申告総資産額
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| # | 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 | AIG | American International Group | 株式-金融 | 5.03% | — | -22.81% | |
| 2 | ADSK | Autodesk INC | 株式-IT | 4.50% | — | +59.84% | |
| 3 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 3.72% | — | +87.65% | |
| 4 | GNCIQ | Gnc Holdings Inc-cl A | 株式-その他 | 3.22% | — | -10.27% | |
| 5 | KDP | Keurig Dr Pepper Inc. | 株式-生活必需品 | 2.98% | — | +244.45% | |
| 6 | TRIP | Tripadvisor INC | 株式-その他 | 2.95% | — | +22.20% | |
| 7 | G | Genpact Limited | 株式-IT | 2.91% | — | -1.61% | |
| 8 | ✓ | 株式-その他 | 2.71% | — | -8.11% | ||
| 9 | ✓ | Google INC Class C | 株式-その他 | 2.67% | — | -9.49% | |
| 10 | ✓ | Mens Wearhouse INC Com | 株式-その他 | 2.60% | — | +24.68% | |
| 11 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 2.56% | — | -4.15% | |
| 12 | FOSL | Fossil Group INC | 株式-その他 | 2.55% | — | -17.06% | |
| 13 | MSTR | Strategy INC | 株式-IT | 2.36% | — | -11.97% | |
| 14 | ✓ | Pandora Media INC | 株式-その他 | 2.30% | — | -30.22% | |
| 15 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 2.30% | — | +199.80% | |
| 16 | ✓ | 株式-その他 | 2.30% | — | +4.79% | ||
| 17 | ✓ | Yahoo INC | 株式-その他 | 2.19% | — | — | |
| 18 | ✓ | 株式-その他 | 2.16% | — | +9.11% | ||
| 19 | CPRT | Copart INC | 株式-資本財 | 2.16% | — | -10.00% | |
| 20 | GPI | Group 1 Automotive INC | 株式-一般消費財 | 2.11% | — | -24.55% | |
| 21 | ✓ | Arris Group INC | 株式-その他 | 1.98% | — | +41.80% | |
| 22 | WBS | Webster Financial CORP | 株式-金融 | 1.96% | — | +20.66% | |
| 23 | ICE | Intercontinental Exchange In | 株式-金融 | 1.89% | — | -3.30% | |
| 24 | ✓ | Forest City Enterprises INC | 株式-その他 | 1.78% | — | +26.89% | |
| 25 | ✓ | Linkedin CORP | 株式-その他 | 1.77% | — | +9.62% | |
| 26 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.77% | — | — | |
| 27 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 1.74% | — | -32.31% | |
| 28 | ✓ | 株式-その他 | 1.72% | — | +6.59% | ||
| 29 | EQIX | Equinix INC | 株式-不動産 | 1.71% | — | -14.46% | |
| 30 | OPLN | Openlane INC | 株式-その他 | 1.67% | — | -19.66% | |
| 31 | ✓ | Homeaway INC | 株式-その他 | 1.64% | — | +18.56% | |
| 32 | PTC | Ptc INC | 株式-IT | 1.55% | — | +24.03% | |
| 33 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.53% | — | — | |
| 34 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.42% | — | — | |
| 35 | ABG | Asbury Automotive Group | 株式-一般消費財 | 1.42% | -4.28% | EXIT | |
| 36 | AN | Autonation INC | 株式-一般消費財 | 1.40% | — | -17.75% | |
| 37 | EBAY | Ebay INC | 株式-一般消費財 | 1.32% | — | +29.21% | |
| 38 | YELP | Yelp INC | 株式-その他 | 1.32% | — | -15.52% | |
| 39 | ✓ | Fnfv Group | 株式-その他 | 1.30% | — | -3.18% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.29% | — | — | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 1.21% | — | — | |
| 42 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 1.15% | — | — | |
| 43 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 1.12% | — | +16.30% | |
| 44 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 1.06% | — | — | |
| 45 | CSOD | Cornerstone Ondemand INC | 株式-その他 | 1.01% | — | -21.92% | |
| 46 | SAH | Sonic Automotive Inc-class A | 株式-その他 | 0.89% | — | -3.77% | |
| 47 | WWEUSD | World Wrestling Entertain-a | 株式-その他 | 0.85% | — | -0.02% | |
| 48 | ✓ | 株式-その他 | 0.85% | — | +5.62% | ||
| 49 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.76% | — | -3.08% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | +19.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KDP | Keurig Dr Pepper Inc. | +1.8% | +244.45% | 増加 |
| 2 | SJM | Jm Smucker Co/the | +1.6% | +199.80% | 増加 |
| 3 | ADSK | Autodesk INC | +1.5% | +59.84% | 増加 |
| 4 | BIDU | Baidu INC - Spon Adr | +1.1% | +87.65% | 増加 |
| 5 | ✓ | Arris Group INC | +0.5% | +41.80% | 増加 |
| 6 | G | Genpact Limited | +0.4% | -1.61% | 減少 |
| 7 | ✓ | Forest City Enterprises INC | +0.4% | +26.89% | 増加 |
| 8 | WBS | Webster Financial CORP | +0.3% | +20.66% | 増加 |
| 9 | ✓ | 0% | -8.11% | 減少 | |
| 10 | ✓ | 0% | +6.59% | 増加 | |
| 11 | SAH | Sonic Automotive Inc-class A | -0.1% | -3.77% | 減少 |
| 12 | ✓ | -0.1% | +9.11% | 増加 | |
| 13 | TRIP | Tripadvisor INC | -0.1% | +22.20% | 増加 |
| 14 | CPRT | Copart INC | -0.2% | -10.00% | 減少 |
| 15 | CSOD | Cornerstone Ondemand INC | -0.3% | -21.92% | 減少 |
| 16 | AMBA | Ambarella, Inc. | -0.3% | — | 変化なし |
| 17 | ✓ | Mens Wearhouse INC Com | -0.3% | +24.68% | 増加 |
| 18 | AN | Autonation INC | -0.3% | -17.75% | 減少 |
| 19 | ✓ | Fnfv Group | -0.3% | -3.18% | 減少 |
| 20 | OPLN | Openlane INC | -0.4% | -19.66% | 減少 |
| 21 | FLT1EUR | Fleetcor Technologies INC | -0.4% | -46.49% | 減少 |
| 22 | GNCIQ | Gnc Holdings Inc-cl A | -0.4% | -10.27% | 減少 |
| 23 | ABG | Asbury Automotive Group | -0.5% | -22.03% | 減少 |
| 24 | ZNGAEUR | Zynga INC - Cl A | -0.6% | -4.15% | 減少 |
| 25 | CCL1EUR | Carnival CORP LTD | -0.6% | -32.31% | 減少 |
| 26 | GPI | Group 1 Automotive INC | -0.7% | -24.55% | 減少 |
| 27 | FOSL | Fossil Group INC | -1% | -17.06% | 減少 |
| 28 | EBAY | Ebay INC | -1% | +29.21% | 増加 |
| 29 | AIG | American International Group | -1.5% | -22.81% | 減少 |
| 30 | YELP | Yelp INC | -1.6% | -15.52% | 減少 |
| 31 | JPM | Jpmorgan Chase & Co | — | EXIT | 全売却 |
| 32 | ✓ | Yahoo INC | — | NEW | 新規購入 |
| 33 | PVH | Pvh CORP | — | EXIT | 全売却 |
| 34 | ✓ | — | EXIT | 全売却 | |
| 35 | YUM | Yum! Brands INC | — | NEW | 新規購入 |
| 36 | TTWO | Take-two Interactive Softwre | — | NEW | 新規購入 |
| 37 | ATVIEUR | Activision Blizzard INC | — | NEW | 新規購入 |
| 38 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 39 | BID | Sotheby's | — | EXIT | 全売却 |
| 40 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 41 | WYNN | Wynn Resorts LTD | — | NEW | 新規購入 |
| 42 | AXTA | Axalta Coating Systems Ltd. | — | NEW | 新規購入 |
| 43 | FLS | Flowserve CORP | — | EXIT | 全売却 |
| 44 | TEN1 | Tenneco Inc-class A | — | EXIT | 全売却 |
| 45 | OUT | OUTFRONT Media Inc. | — | EXIT | 全売却 |
| 46 | CP | Canadian Pacific Kansa F | — | EXIT | 全売却 |
| 47 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 48 | ✓ | — | NEW | 新規購入 | |
| 49 | SF9 | Sanderson Farms INC | — | EXIT | 全売却 |
| 50 | JAXUSD | J Alexander's Holdings | — | NEW | 新規購入 |