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 | NFLX | Netflix INC | 株式-通信サービス | 13.74% | — | +0.53% | |
| 2 | CRM | Salesforce INC | 株式-IT | 9.38% | — | +9.67% | |
| 3 | ZEN1EUR | Zendesk INC | 株式-その他 | 7.66% | — | -17.45% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.84% | — | -19.81% | |
| 5 | ✓ | Adecoagro SA | 株式-その他 | 6.59% | — | — | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 6.46% | — | -39.69% | |
| 7 | PTC | Ptc INC | 株式-IT | 5.67% | — | +0.50% | |
| 8 | NKE | Nike INC -cl B | 株式-一般消費財 | 5.50% | — | — | |
| 9 | SRG | Seritage Growth Prop- A | 株式-その他 | 5.16% | — | +39.67% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 4.63% | — | — | |
| 11 | ADBE | Adobe INC | 株式-IT | 3.87% | — | — | |
| 12 | LYV | Live Nation Entertainment In | 株式-通信サービス | 2.81% | — | — | |
| 13 | GGAL | Grupo Financiero Galicia-adr | 株式-その他 | 2.72% | — | — | |
| 14 | BMA | Banco Macro Sa-adr | 株式-その他 | 2.65% | — | — | |
| 15 | ALX | Alexander's INC | 株式-その他 | 2.63% | — | +33.30% | |
| 16 | TWTRUSD | Twitter INC | 株式-その他 | 2.46% | — | — | |
| 17 | MELI | Mercadolibre INC | 株式-一般消費財 | 2.37% | — | — | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.36% | — | — | |
| 19 | ✓ | 株式-その他 | 1.36% | — | +0.49% | ||
| 20 | CEPU | Central Puerto-sponsored Adr | 株式-その他 | 1.32% | — | +22.34% | |
| 21 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 1.30% | — | -63.42% | |
| 22 | PAM | Pampa Energia Sa-spon Adr | 株式-その他 | 0.59% | — | — | |
| 23 | BFRUSD | Bbva Argentina Sa-adr | 株式-その他 | 0.50% | — | — | |
| 24 | LOMA | Loma Negra Cia Ind-spon Adr | 株式-その他 | 0.39% | — | — | |
| 25 | YPF | Ypf S.a.-sponsored Adr | 株式-その他 | 0.35% | — | — | |
| 26 | TME | Tencent Music Entertainm-adr | 株式-通信サービス | 0.20% | — | — | |
| 27 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.14% | — | +31.74% | |
| 28 | AMT | American Tower CORP | 株式-不動産 | 0.09% | — | — | |
| 29 | ✓ | Corporacion Amer Arpts S A | 株式-その他 | 0.09% | — | — | |
| 30 | EDN | Emp Distrib Y Comerc Nor-adr | 株式-その他 | 0.06% | — | — | |
| 31 | CCI | Crown Castle INC | 株式-不動産 | 0.06% | — | — | |
| 32 | EQIX | Equinix INC | 株式-不動産 | 0.04% | — | — | |
| 33 | WY | Weyerhaeuser Co | 株式-不動産 | 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 | CRM | Salesforce INC | +1.5% | +9.67% | 増加 |
| 2 | ✓ | Adecoagro SA | +1% | — | 変化なし |
| 3 | ALX | Alexander's INC | +0.9% | +33.30% | 増加 |
| 4 | SRG | Seritage Growth Prop- A | +0.8% | +39.67% | 増加 |
| 5 | GGAL | Grupo Financiero Galicia-adr | +0.7% | — | 変化なし |
| 6 | BMA | Banco Macro Sa-adr | +0.7% | — | 変化なし |
| 7 | CEPU | Central Puerto-sponsored Adr | +0.4% | +22.34% | 増加 |
| 8 | LOMA | Loma Negra Cia Ind-spon Adr | +0.1% | — | 変化なし |
| 9 | PAM | Pampa Energia Sa-spon Adr | +0.1% | — | 変化なし |
| 10 | BFRUSD | Bbva Argentina Sa-adr | +0.1% | — | 変化なし |
| 11 | YPF | Ypf S.a.-sponsored Adr | 0% | — | 変化なし |
| 12 | BUD | Anheuser-busch Inbev-spn Adr | 0% | +31.74% | 増加 |
| 13 | ✓ | 0% | +0.49% | 増加 | |
| 14 | AMT | American Tower CORP | 0% | — | 変化なし |
| 15 | EDN | Emp Distrib Y Comerc Nor-adr | 0% | — | 変化なし |
| 16 | CCI | Crown Castle INC | 0% | — | 変化なし |
| 17 | ✓ | Corporacion Amer Arpts S A | — | — | 変化なし |
| 18 | EQIX | Equinix INC | — | — | 変化なし |
| 19 | WY | Weyerhaeuser Co | 0% | — | 変化なし |
| 20 | PTC | Ptc INC | -0.1% | +0.50% | 増加 |
| 21 | ZEN1EUR | Zendesk INC | -1.3% | -17.45% | 減少 |
| 22 | NFLX | Netflix INC | -1.5% | +0.53% | 増加 |
| 23 | AMZN | Amazon.com INC | -2.2% | -19.81% | 減少 |
| 24 | SPOT | Spotify Technology S.A. | -3.2% | -63.42% | 減少 |
| 25 | MA | Mastercard INC - A | -3.6% | -39.69% | 減少 |
| 26 | MTCHEUR | Match Group INC | — | EXIT | 全売却 |
| 27 | TTWO | Take-two Interactive Softwre | — | EXIT | 全売却 |
| 28 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 29 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 30 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 31 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 32 | MOMOUSD | Momo Inc-spon Adr | — | EXIT | 全売却 |
| 33 | LYV | Live Nation Entertainment In | — | NEW | 新規購入 |
| 34 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 35 | MELI | Mercadolibre INC | — | NEW | 新規購入 |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 37 | TME | Tencent Music Entertainm-adr | — | NEW | 新規購入 |
| 38 | GM | General Motors Co | — | EXIT | 全売却 |