CIK: 0001700362
申告総資産額
$1.3億
| # | 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 | CVNA | Carvana Co | 株式-一般消費財 | 59.67% | +2.09% | +10.13% | |
| 2 | NU | Nu Holdings Ltd. | 株式-金融 | 6.18% | -0.54% | — | |
| 3 | ONEW | Onewater Marine Inc-cl A | 株式-その他 | 5.27% | +0.64% | +16.19% | |
| 4 | APP | Applovin Corp-class A | 株式-IT | 5.14% | +7.91% | — | |
| 5 | SE | Sea Ltd-adr | 株式-通信サービス | 4.59% | -0.09% | -54.81% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.82% | — | — | |
| 7 | FOUR | Shift4 Payments Inc-class A | 株式-IT | 3.24% | — | +13.16% | |
| 8 | CPNG | Coupang INC | 株式-一般消費財 | 3.21% | -5.50% | EXIT | |
| 9 | OSCR | Oscar Health INC - Class A | 株式-ヘルスケア | 2.99% | -0.16% | -3.70% | |
| 10 | JMIA | Jumia Technologies Ag-adr | 株式-その他 | 2.56% | -0.78% | — | |
| 11 | FTAI | FTAI Aviation Ltd. | 株式-資本財 | 2.26% | -1.28% | — | |
| 12 | STKS | One Group Hospitality Inc/th | 株式-その他 | 1.05% | +0.21% | +32.92% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | STKS | One Group Hospitality Inc/th | +0.2% | +32.92% | 増加 |
| 2 | OSCR | Oscar Health INC - Class A | -0.2% | -3.70% | 減少 |
| 3 | ONEW | Onewater Marine Inc-cl A | -0.6% | +16.19% | 増加 |
| 4 | SE | Sea Ltd-adr | -6.1% | -54.81% | 減少 |
| 5 | CVNA | Carvana Co | -16.4% | +10.13% | 減少 |
| 6 | NU | Nu Holdings Ltd. | — | NEW | 新規購入 |
| 7 | APP | Applovin Corp-class A | — | NEW | 新規購入 |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 9 | FOUR | Shift4 Payments Inc-class A | — | NEW | 新規購入 |
| 10 | CPNG | Coupang INC | — | NEW | 新規購入 |
| 11 | JMIA | Jumia Technologies Ag-adr | — | NEW | 新規購入 |
| 12 | CTRN | Citi Trends INC | — | EXIT | 全売却 |
| 13 | FTAI | FTAI Aviation Ltd. | — | NEW | 新規購入 |