CIK: 0001441843
申告総資産額
$9.4億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 9.31% | — | — | |
| 2 | NFLX | Netflix INC | 株式-通信サービス | 7.75% | — | -13.33% | |
| 3 | ✓ | Alexander's Inc | 株式-その他 | 7.74% | — | — | |
| 4 | AMZN | Amazon.com, Inc. | 株式-一般消費財 | 7.60% | — | — | |
| 5 | EQIX | Equinix INC | 株式-不動産 | 6.54% | — | -25.00% | |
| 6 | ✓ | Adecoagro SA | 株式-その他 | 6.43% | — | +7.69% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 5.54% | — | +12.50% | |
| 8 | NKE | Nike INC -cl B | 株式-一般消費財 | 4.78% | — | — | |
| 9 | EA | Electronic Arts INC | 株式-通信サービス | 4.13% | — | — | |
| 10 | CCI | Crown Castle INC | 株式-不動産 | 3.99% | — | — | |
| 11 | BMA | Banco Macro Sa-adr | 株式-その他 | 3.63% | — | -1.93% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 3.21% | — | — | |
| 13 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.20% | — | — | |
| 14 | ✓ | Ellie Mae INC Com | 株式-その他 | 3.19% | — | — | |
| 15 | ✓ | Restoration Hardware Hldgs I | 株式-その他 | 3.10% | — | +94.32% | |
| 16 | CRM | Salesforce INC | 株式-IT | 3.02% | — | +133.33% | |
| 17 | GGAL | Grupo Financiero Galicia-adr | 株式-その他 | 3.00% | — | -0.68% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.93% | — | +0.44% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.82% | — | — | |
| 20 | LOGMEUR | Logmein INC | 株式-その他 | 2.46% | — | — | |
| 21 | TEO | Telecom Argentina Sa-sp Adr | 株式-その他 | 1.91% | — | -7.25% | |
| 22 | BFRUSD | Bbva Argentina Sa-adr | 株式-その他 | 1.79% | — | -4.24% | |
| 23 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.99% | — | — | |
| 24 | ✓ | 株式-その他 | 0.53% | — | — | ||
| 25 | ✓ | Nortel Inversora S A | 株式-その他 | 0.33% | — | — | |
| 26 | ✓ | Oci Partners LP | 株式-その他 | 0.05% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Restoration Hardware Hldgs I | +1.7% | +94.32% | 増加 |
| 2 | CRM | Salesforce INC | +1.5% | +133.33% | 増加 |
| 3 | MA | Mastercard INC - A | +1.1% | +12.50% | 増加 |
| 4 | AMZN | Amazon.com, Inc. | +0.9% | — | 変化なし |
| 5 | META | Meta Platforms Inc-class A | +0.7% | — | 変化なし |
| 6 | ✓ | Adecoagro SA | +0.5% | +7.69% | 増加 |
| 7 | ✓ | Ellie Mae INC Com | +0.3% | — | 変化なし |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.44% | 増加 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | — | 変化なし |
| 10 | BMA | Banco Macro Sa-adr | — | -1.93% | 減少 |
| 11 | ✓ | Oci Partners LP | 0% | — | 変化なし |
| 12 | ✓ | 0% | — | 変化なし | |
| 13 | W | Wayfair Inc- Class A | 0% | — | 変化なし |
| 14 | CMCSA | Comcast Corp-class A | -0.1% | — | 変化なし |
| 15 | ✓ | Alexander's Inc | -0.1% | — | 変化なし |
| 16 | ✓ | Nortel Inversora S A | -0.1% | — | 変化なし |
| 17 | GGAL | Grupo Financiero Galicia-adr | -0.1% | -0.68% | 減少 |
| 18 | TEO | Telecom Argentina Sa-sp Adr | -0.2% | -7.25% | 減少 |
| 19 | BFRUSD | Bbva Argentina Sa-adr | -0.2% | -4.24% | 減少 |
| 20 | NKE | Nike INC -cl B | -0.4% | — | 変化なし |
| 21 | CCI | Crown Castle INC | -0.5% | — | 変化なし |
| 22 | NFLX | Netflix INC | -0.8% | -13.33% | 減少 |
| 23 | EQIX | Equinix INC | -3.2% | -25.00% | 減少 |
| 24 | CMG | Chipotle Mexican Grill INC | — | EXIT | 全売却 |
| 25 | EA | Electronic Arts INC | — | NEW | 新規購入 |
| 26 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 27 | LOGMEUR | Logmein INC | — | NEW | 新規購入 |
| 28 | JD | Jd.com Inc-adr | — | EXIT | 全売却 |
| 29 | SHAK | Shake Shack INC - Class A | — | EXIT | 全売却 |
| 30 | PAM | Pampa Energia Sa-spon Adr | — | EXIT | 全売却 |
| 31 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 32 | SABR | Sabre CORP | — | EXIT | 全売却 |
| 33 | ✓ | Wayfair INC | — | EXIT | 全売却 |
| 34 | IRSUSD | Irsa -sp Adr | — | EXIT | 全売却 |