CIK: 0001353394
申告総資産額
$10.0億
| # | 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 | V | Visa Inc-class A Shares | 株式-金融 | 14.77% | +6.92% | NEW | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 14.72% | -4.47% | EXIT | |
| 3 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 14.42% | — | +8.89% | |
| 4 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 12.60% | — | +16.64% | |
| 5 | GRFS | Grifols Sa-adr | 株式-その他 | 12.23% | — | +19.41% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 10.72% | -1.20% | -43.61% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 8.29% | -0.01% | -24.30% | |
| 8 | USA | Liberty Interactive CORP | 株式-その他 | 6.08% | — | -31.14% | |
| 9 | TIFEUR | Tiffany & Co | 株式-その他 | 2.97% | — | -25.71% | |
| 10 | ARAUSD | American Renal Associates Ho | 株式-その他 | 2.18% | — | — | |
| 11 | TWTRUSD | Twitter INC | 株式-その他 | 0.42% | — | -84.18% | |
| 12 | CTRPUSD | Ctrip.com International-adr | 株式-その他 | 0.39% | — | — | |
| 13 | OLED | Universal Display CORP | 株式-IT | 0.19% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +13.6% | +955.47% | 増加 |
| 2 | ATVIEUR | Activision Blizzard INC | +5.1% | +16.64% | 増加 |
| 3 | GRFS | Grifols Sa-adr | +4.5% | +19.41% | 増加 |
| 4 | BKNG | Booking Hldgs INC | +3.2% | +8.89% | 増加 |
| 5 | NVDA | Nvidia CORP | +1.5% | -24.30% | 減少 |
| 6 | META | Meta Platforms Inc-class A | -0.4% | -20.40% | 減少 |
| 7 | TIFEUR | Tiffany & Co | -1% | -25.71% | 減少 |
| 8 | USA | Liberty Interactive CORP | -1.1% | -31.14% | 減少 |
| 9 | TWTRUSD | Twitter INC | -1.7% | -84.18% | 減少 |
| 10 | GOOGL | Alphabet Inc-cl A | -6.1% | -43.61% | 減少 |
| 11 | CCL1EUR | Carnival CORP LTD | — | EXIT | 全売却 |
| 12 | NKE | Nike INC -cl B | — | EXIT | 全売却 |
| 13 | CHTR | Charter Communications, Inc. | — | EXIT | 全売却 |
| 14 | ARAUSD | American Renal Associates Ho | — | NEW | 新規購入 |
| 15 | DECK | Deckers Outdoor CORP | — | EXIT | 全売却 |
| 16 | CTRPUSD | Ctrip.com International-adr | — | NEW | 新規購入 |
| 17 | WBA | Walgreens Boots Alliance INC | — | EXIT | 全売却 |
| 18 | OLED | Universal Display CORP | — | NEW | 新規購入 |