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 | 15.57% | — | +44.50% | |
| 2 | ✓ | Adecoagro SA | 株式-その他 | 9.20% | — | — | |
| 3 | SE | Sea Ltd-adr | 株式-通信サービス | 8.61% | — | +1.15% | |
| 4 | CRM | Salesforce INC | 株式-IT | 6.56% | — | — | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 6.53% | — | +1.14% | |
| 6 | TWLO | Twilio INC - A | 株式-IT | 6.18% | — | — | |
| 7 | ALX | Alexander's INC | 株式-その他 | 5.26% | — | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.68% | — | — | |
| 9 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 4.44% | — | — | |
| 10 | SNAP | Snap INC - A | 株式-通信サービス | 4.28% | — | +1.15% | |
| 11 | CVNA | Carvana Co | 株式-一般消費財 | 4.06% | — | +1.15% | |
| 12 | OUT | OUTFRONT Media Inc. | 株式-その他 | 3.87% | — | +1.15% | |
| 13 | UBER | Uber Technologies INC | 株式-資本財 | 3.59% | — | +1.15% | |
| 14 | AMAT | Applied Materials INC | 株式-IT | 3.19% | — | +152.88% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.96% | — | +1.15% | |
| 16 | MTCH | Match Group INC | 株式-通信サービス | 2.89% | — | +1.15% | |
| 17 | LYV | Live Nation Entertainment In | 株式-通信サービス | 2.35% | — | +1.15% | |
| 18 | JD | Jd.com Inc-adr | 株式-一般消費財 | 2.14% | — | — | |
| 19 | FOA | Finance of America Companies Inc. | 株式-その他 | 2.00% | — | — | |
| 20 | CGC | Canopy Growth Corporation | 株式-ヘルスケア | 0.95% | — | — | |
| 21 | ✓ | Bowx Acquisition CORP | 株式-その他 | 0.52% | — | — | |
| 22 | ✓ | Finance Of America Compan | 株式-その他 | 0.12% | — | — | |
| 23 | MRNA | Moderna INC | 株式-ヘルスケア | 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 | META | Meta Platforms Inc-class A | +4.8% | +44.50% | 増加 |
| 2 | AMAT | Applied Materials INC | +1.8% | +152.88% | 増加 |
| 3 | ✓ | Adecoagro SA | +0.7% | — | 変化なし |
| 4 | SE | Sea Ltd-adr | +0.4% | +1.15% | 増加 |
| 5 | SNAP | Snap INC - A | +0.4% | +1.15% | 増加 |
| 6 | MTCH | Match Group INC | 0% | +1.15% | 増加 |
| 7 | CVNA | Carvana Co | -0.1% | +1.15% | 増加 |
| 8 | OUT | OUTFRONT Media Inc. | -0.2% | +1.15% | 増加 |
| 9 | LYV | Live Nation Entertainment In | -0.3% | +1.15% | 増加 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | +1.15% | 増加 |
| 11 | CGC | Canopy Growth Corporation | -0.6% | — | 変化なし |
| 12 | MA | Mastercard INC - A | -0.9% | +1.14% | 増加 |
| 13 | UBER | Uber Technologies INC | -1% | +1.15% | 増加 |
| 14 | ALX | Alexander's INC | -1.2% | — | 変化なし |
| 15 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 16 | TWLO | Twilio INC - A | — | NEW | 新規購入 |
| 17 | NKE | Nike INC -cl B | — | EXIT | 全売却 |
| 18 | SIXEUR | Six Flags Entertainment CORP | — | EXIT | 全売却 |
| 19 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 20 | PTON | Peloton Interactive Inc-a | — | NEW | 新規購入 |
| 21 | LVS | Las Vegas Sands CORP | — | EXIT | 全売却 |
| 22 | Z | Zillow Group INC - C | — | EXIT | 全売却 |
| 23 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 24 | CCL1EUR | Carnival CORP LTD | — | EXIT | 全売却 |
| 25 | JD | Jd.com Inc-adr | — | NEW | 新規購入 |
| 26 | FOA | Finance of America Companies Inc. | — | NEW | 新規購入 |
| 27 | ✓ | Replay Acquisition CORP | — | EXIT | 全売却 |
| 28 | ✓ | Bowx Acquisition CORP | — | NEW | 新規購入 |
| 29 | ✓ | Finance Of America Compan | — | NEW | 新規購入 |
| 30 | ✓ | Replay Acquisition CORP | — | EXIT | 全売却 |
| 31 | MRNA | Moderna INC | — | NEW | 新規購入 |