CIK: 0001559771
申告総資産額
$3.0億
| # | 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 | VFC | Vf CORP | 株式-一般消費財 | 20.75% | +1.73% | +8.21% | |
| 2 | YETI | Yeti Holdings INC | 株式-一般消費財 | 17.66% | -1.38% | +0.33% | |
| 3 | GXO | Gxo Logistics INC | 株式-資本財 | 12.70% | +2.90% | +9.08% | |
| 4 | EVH | Evolent Health INC - A | 株式-その他 | 11.75% | -1.50% | -3.25% | |
| 5 | CGNX | Cognex CORP | 株式-IT | 9.50% | -0.75% | — | |
| 6 | FRPT | Freshpet INC | 株式-生活必需品 | 8.37% | -6.23% | EXIT | |
| 7 | PTLO | Portillo's Inc-cl A | 株式-その他 | 8.02% | +4.22% | +4.91% | |
| 8 | BL | Blackline INC | 株式-IT | 5.91% | +1.40% | — | |
| 9 | BRCC | Brc Inc-a | 株式-その他 | 5.33% | -0.39% | +2.96% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | YETI | Yeti Holdings INC | +4.6% | +0.33% | 増加 |
| 2 | GXO | Gxo Logistics INC | +3.6% | +9.08% | 増加 |
| 3 | EVH | Evolent Health INC - A | -0.8% | -3.25% | 増加 |
| 4 | VFC | Vf CORP | -1% | +8.21% | 増加 |
| 5 | BRCC | Brc Inc-a | -1.9% | +2.96% | 増加 |
| 6 | PTLO | Portillo's Inc-cl A | -8.6% | +4.91% | 減少 |
| 7 | GTLS | Chart Industries INC | — | EXIT | 全売却 |
| 8 | CGNX | Cognex CORP | — | NEW | 新規購入 |
| 9 | FRPT | Freshpet INC | — | NEW | 新規購入 |
| 10 | BL | Blackline INC | — | NEW | 新規購入 |
| 11 | NATL | Ncr Atleos CORP | — | EXIT | 全売却 |
| 12 | VYX | Ncr Voyix CORP | — | EXIT | 全売却 |