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 | EQIX | Equinix INC | 株式-不動産 | 9.71% | — | — | |
| 2 | NFLX | Netflix INC | 株式-通信サービス | 8.59% | — | +2.73% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.58% | — | -31.26% | |
| 4 | ✓ | Alexander's Inc | 株式-その他 | 7.81% | — | +4.58% | |
| 5 | AMZN | Amazon.com, Inc. | 株式-一般消費財 | 6.72% | — | +150.00% | |
| 6 | ✓ | Adecoagro SA | 株式-その他 | 5.94% | — | +13.82% | |
| 7 | NKE | Nike INC -cl B | 株式-一般消費財 | 5.18% | — | +50.00% | |
| 8 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 4.54% | — | +33.33% | |
| 9 | CCI | Crown Castle INC | 株式-不動産 | 4.44% | — | +133.33% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 4.41% | — | — | |
| 11 | BMA | Banco Macro Sa-adr | 株式-その他 | 3.63% | — | +5.76% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 3.26% | — | — | |
| 13 | GGAL | Grupo Financiero Galicia-adr | 株式-その他 | 3.07% | — | -1.77% | |
| 14 | ✓ | Ellie Mae INC Com | 株式-その他 | 2.87% | — | +91.09% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.64% | — | -59.46% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.60% | — | -62.50% | |
| 17 | TEO | Telecom Argentina Sa-sp Adr | 株式-その他 | 2.13% | — | -0.29% | |
| 18 | BFRUSD | Bbva Argentina Sa-adr | 株式-その他 | 2.01% | — | -0.48% | |
| 19 | JD | Jd.com Inc-adr | 株式-一般消費財 | 1.86% | — | -21.50% | |
| 20 | SHAK | Shake Shack INC - Class A | 株式-一般消費財 | 1.60% | — | +600.00% | |
| 21 | PAM | Pampa Energia Sa-spon Adr | 株式-その他 | 1.57% | — | +35.32% | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.49% | — | -62.49% | |
| 23 | ✓ | Restoration Hardware Hldgs I | 株式-その他 | 1.37% | — | -20.08% | |
| 24 | PYPL | Paypal Holdings INC | 株式-金融 | 1.14% | — | — | |
| 25 | W | Wayfair Inc- Class A | 株式-一般消費財 | 1.02% | — | — | |
| 26 | SABR | Sabre CORP | 株式-IT | 0.67% | — | — | |
| 27 | ✓ | 株式-その他 | 0.56% | — | +20.27% | ||
| 28 | ✓ | Nortel Inversora S A | 株式-その他 | 0.40% | — | — | |
| 29 | ✓ | Wayfair INC | 株式-その他 | 0.08% | — | — | |
| 30 | ✓ | Oci Partners LP | 株式-その他 | 0.07% | — | — | |
| 31 | IRSUSD | Irsa -sp Adr | 株式-その他 | 0.02% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | +4.6% | +150.00% | 増加 |
| 2 | CCI | Crown Castle INC | +2.9% | +133.33% | 増加 |
| 3 | EQIX | Equinix INC | +1.9% | — | 変化なし |
| 4 | NKE | Nike INC -cl B | +1.6% | +50.00% | 増加 |
| 5 | ✓ | Ellie Mae INC Com | +1.5% | +91.09% | 増加 |
| 6 | SHAK | Shake Shack INC - Class A | +1.4% | +600.00% | 増加 |
| 7 | ✓ | Alexander's Inc | +1.3% | +4.58% | 増加 |
| 8 | BMA | Banco Macro Sa-adr | +0.8% | +5.76% | 増加 |
| 9 | CMG | Chipotle Mexican Grill INC | +0.8% | +33.33% | 増加 |
| 10 | ✓ | Adecoagro SA | +0.8% | +13.82% | 増加 |
| 11 | PAM | Pampa Energia Sa-spon Adr | +0.7% | +35.32% | 増加 |
| 12 | CMCSA | Comcast Corp-class A | +0.4% | — | 変化なし |
| 13 | GGAL | Grupo Financiero Galicia-adr | +0.3% | -1.77% | 減少 |
| 14 | BFRUSD | Bbva Argentina Sa-adr | +0.2% | -0.48% | 減少 |
| 15 | TEO | Telecom Argentina Sa-sp Adr | +0.2% | -0.29% | 減少 |
| 16 | ✓ | Nortel Inversora S A | +0.2% | — | 変化なし |
| 17 | ✓ | +0.2% | +20.27% | 増加 | |
| 18 | ✓ | Oci Partners LP | 0% | — | 変化なし |
| 19 | IRSUSD | Irsa -sp Adr | — | — | 変化なし |
| 20 | ✓ | Wayfair INC | — | — | 変化なし |
| 21 | SABR | Sabre CORP | 0% | — | 変化なし |
| 22 | MA | Mastercard INC - A | 0% | — | 変化なし |
| 23 | W | Wayfair Inc- Class A | 0% | — | 変化なし |
| 24 | NFLX | Netflix INC | -0.2% | +2.73% | 増加 |
| 25 | JD | Jd.com Inc-adr | -0.9% | -21.50% | 減少 |
| 26 | ✓ | Restoration Hardware Hldgs I | -1% | -20.08% | 減少 |
| 27 | CRM | Salesforce INC | -2% | -62.49% | 減少 |
| 28 | META | Meta Platforms Inc-class A | -3.2% | -31.26% | 減少 |
| 29 | GOOGL | Alphabet Inc-cl A | -4% | -59.46% | 減少 |
| 30 | GOOG | Alphabet Inc-cl C | -4.4% | -62.50% | 減少 |
| 31 | SBUX | Starbucks CORP | — | EXIT | 全売却 |
| 32 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 33 | XYZ | Block INC | — | EXIT | 全売却 |
| 34 | YPF | Ypf S.a.-sponsored Adr | — | EXIT | 全売却 |
| 35 | ✓ | Pandora Media INC | — | EXIT | 全売却 |
| 36 | ✓ | Petrobras Argentina S A | — | EXIT | 全売却 |