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 | 22.70% | -0.13% | — | |
| 2 | CACC | Credit Acceptance CORP | 株式-その他 | 17.11% | +0.73% | — | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 15.27% | -1.84% | — | |
| 4 | SE | Sea Ltd-adr | 株式-通信サービス | 8.78% | — | -23.16% | |
| 5 | CPRT | Copart INC | 株式-資本財 | 7.68% | -2.99% | EXIT | |
| 6 | HEI-A | Heico Corp-class A | 株式-その他 | 7.16% | -0.81% | +27.98% | |
| 7 | CDW | Cdw Corp/de | 株式-IT | 7.03% | — | +10.27% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 5.42% | — | — | |
| 9 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 5.24% | — | — | |
| 10 | ✓ | Ituran Location And Control Lt | 株式-その他 | 1.81% | — | -0.13% | |
| 11 | APPF | Appfolio INC - A | 株式-IT | 1.80% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +6.4% | — | 変化なし |
| 2 | GOOG | Alphabet Inc-cl C | +3.1% | — | 変化なし |
| 3 | HEI-A | Heico Corp-class A | +2.9% | +27.98% | 増加 |
| 4 | CPRT | Copart INC | +2.8% | +3.89% | 増加 |
| 5 | SE | Sea Ltd-adr | +2.2% | -23.16% | 減少 |
| 6 | CDW | Cdw Corp/de | +1.9% | +10.27% | 増加 |
| 7 | V | Visa Inc-class A Shares | +1.1% | — | 変化なし |
| 8 | ✓ | Ituran Location And Control Lt | +0.1% | -0.13% | 減少 |
| 9 | APPF | Appfolio INC - A | +0.1% | — | 変化なし |
| 10 | CACC | Credit Acceptance CORP | -0.4% | — | 変化なし |
| 11 | GOOG | Alphabet Inc. | — | EXIT | 全売却 |
| 12 | GLD | Spdr Gold Shares | — | EXIT | 全売却 |
| 13 | ORLY | O'reilly Automotive INC | — | NEW | 新規購入 |
| 14 | WMT | Walmart INC | — | EXIT | 全売却 |
| 15 | ✓ | Meta Platforms INC | — | EXIT | 全売却 |