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 | CACC | Credit Acceptance CORP | 株式-その他 | 17.51% | +0.73% | +9.31% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 16.27% | -0.13% | +0.82% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 12.14% | -1.84% | +1.24% | |
| 4 | GOOG | Alphabet Inc. | 株式-通信サービス | 10.47% | — | — | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.83% | — | — | |
| 6 | SE | Sea Ltd-adr | 株式-通信サービス | 6.58% | — | -4.17% | |
| 7 | CDW | Cdw Corp/de | 株式-IT | 5.12% | — | +2.07% | |
| 8 | CPRT | Copart INC | 株式-資本財 | 4.84% | -2.99% | EXIT | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 4.33% | — | +32.37% | |
| 10 | HEI-A | Heico Corp-class A | 株式-その他 | 4.24% | -0.81% | -31.53% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 3.99% | — | — | |
| 12 | ✓ | Meta Platforms INC | 株式-その他 | 3.26% | — | — | |
| 13 | ✓ | Ituran Location And Control Lt | 株式-その他 | 1.72% | — | — | |
| 14 | APPF | Appfolio INC - A | 株式-IT | 1.71% | — | +60.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | +1.2% | -4.17% | 減少 |
| 2 | APPF | Appfolio INC - A | +0.3% | +60.00% | 増加 |
| 3 | V | Visa Inc-class A Shares | -0.8% | +32.37% | 増加 |
| 4 | CACC | Credit Acceptance CORP | -0.9% | +9.31% | 増加 |
| 5 | ✓ | Ituran Location And Control Lt | -1.2% | — | 変化なし |
| 6 | CDW | Cdw Corp/de | -2.5% | +2.07% | 増加 |
| 7 | CPRT | Copart INC | -2.8% | -1.94% | 減少 |
| 8 | HEI-A | Heico Corp-class A | -4.9% | -31.53% | 減少 |
| 9 | META | Meta Platforms Inc-class A | -6.1% | +0.82% | 増加 |
| 10 | GOOG | Alphabet Inc-cl C | -6.5% | +1.24% | 増加 |
| 11 | GOOG | Alphabet Inc. | — | NEW | 新規購入 |
| 12 | GLD | Spdr Gold Shares | — | NEW | 新規購入 |
| 13 | WMT | Walmart INC | — | NEW | 新規購入 |
| 14 | ✓ | Meta Platforms INC | — | NEW | 新規購入 |
| 15 | BFH | Bread Financial Holdings INC | — | EXIT | 全売却 |