CIK: 0001698060
申告総資産額
$18.0億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 22.37% | -0.13% | +28.07% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 18.61% | -1.84% | +14.36% | |
| 3 | CACC | Credit Acceptance CORP | 株式-その他 | 18.44% | +0.73% | +60.81% | |
| 4 | HEI-A | Heico Corp-class A | 株式-その他 | 9.18% | -0.81% | — | |
| 5 | CPRT | Copart INC | 株式-資本財 | 7.67% | -2.99% | EXIT | |
| 6 | CDW | Cdw Corp/de | 株式-IT | 7.60% | — | +268.03% | |
| 7 | SE | Sea Ltd-adr | 株式-通信サービス | 5.35% | — | -17.08% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 5.15% | — | -19.92% | |
| 9 | ✓ | Ituran Location And Control Lt | 株式-その他 | 2.89% | — | +0.91% | |
| 10 | APPF | Appfolio INC - A | 株式-IT | 1.37% | — | — | |
| 11 | BFH | Bread Financial Holdings INC | 株式-金融 | 1.37% | — | +4.84% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CDW | Cdw Corp/de | +4.3% | +268.03% | 増加 |
| 2 | META | Meta Platforms Inc-class A | 0% | +28.07% | 増加 |
| 3 | SE | Sea Ltd-adr | -0.7% | -17.08% | 減少 |
| 4 | GOOG | Alphabet Inc-cl C | -0.9% | +14.36% | 増加 |
| 5 | CACC | Credit Acceptance CORP | -2.2% | +60.81% | 増加 |
| 6 | ✓ | Ituran Location And Control Lt | -2.4% | +0.91% | 増加 |
| 7 | V | Visa Inc-class A Shares | -2.6% | -19.92% | 減少 |
| 8 | BFH | Bread Financial Holdings INC | -3.2% | +4.84% | 増加 |
| 9 | HEI-A | Heico Corp-class A | — | NEW | 新規購入 |
| 10 | CPRT | Copart INC | — | NEW | 新規購入 |
| 11 | BIDU | Baidu INC - Spon Adr | — | EXIT | 全売却 |
| 12 | ODFL | Old Dominion Freight Line | — | EXIT | 全売却 |
| 13 | TSLA 2.375 03-15-22 | Tesla INC | — | EXIT | 全売却 |
| 14 | APPF | Appfolio INC - A | — | NEW | 新規購入 |
| 15 | RMR | Rmr Group Inc/the - A | — | EXIT | 全売却 |