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 | 21.76% | -0.13% | +0.27% | |
| 2 | CACC | Credit Acceptance CORP | 株式-その他 | 16.97% | +0.73% | +5.79% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 16.72% | -1.84% | +0.23% | |
| 4 | HEI-A | Heico Corp-class A | 株式-その他 | 8.66% | -0.81% | — | |
| 5 | CPRT | Copart INC | 株式-資本財 | 8.53% | -2.99% | EXIT | |
| 6 | CDW | Cdw Corp/de | 株式-IT | 7.10% | — | — | |
| 7 | SE | Sea Ltd-adr | 株式-通信サービス | 6.59% | — | -36.62% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 5.43% | — | — | |
| 9 | TEAM | Atlassian Corporation | 株式-IT | 4.30% | — | — | |
| 10 | APPF | Appfolio INC - A | 株式-IT | 2.16% | — | +3.23% | |
| 11 | ✓ | Ituran Location And Control Lt | 株式-その他 | 1.76% | — | -22.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HEI-A | Heico Corp-class A | +1.5% | — | 変化なし |
| 2 | GOOG | Alphabet Inc-cl C | +1.5% | +0.23% | 増加 |
| 3 | CPRT | Copart INC | +0.9% | — | 変化なし |
| 4 | APPF | Appfolio INC - A | +0.4% | +3.23% | 増加 |
| 5 | CDW | Cdw Corp/de | +0.1% | — | 変化なし |
| 6 | V | Visa Inc-class A Shares | 0% | — | 変化なし |
| 7 | ✓ | Ituran Location And Control Lt | -0.1% | -22.48% | 減少 |
| 8 | CACC | Credit Acceptance CORP | -0.1% | +5.79% | 増加 |
| 9 | META | Meta Platforms Inc-class A | -0.9% | +0.27% | 増加 |
| 10 | SE | Sea Ltd-adr | -2.2% | -36.62% | 減少 |
| 11 | ORLY | O'reilly Automotive INC | — | EXIT | 全売却 |
| 12 | TEAM | Atlassian Corporation | — | NEW | 新規購入 |