CIK: 0001532262
申告総資産額
$13.0億
| # | 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 | AAPL | Apple INC | 株式-IT | 24.54% | -2.83% | -0.14% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 19.94% | -0.31% | -0.13% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 14.06% | +4.11% | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.32% | +0.28% | -0.27% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 7.70% | +0.41% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.52% | +0.34% | -0.45% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.20% | -0.49% | — | |
| 8 | MKL | Markel Group INC | 株式-金融 | 3.55% | -0.05% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.00% | +0.13% | -0.95% | |
| 10 | PYPL | Paypal Holdings INC | 株式-金融 | 1.85% | -1.49% | EXIT | |
| 11 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 1.68% | -0.07% | — | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.57% | — | — | |
| 13 | CPRT | Copart INC | 株式-資本財 | 1.07% | -0.03% | +40.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +2% | — | 変化なし |
| 2 | GOOGL | Alphabet Inc-cl A | +1.9% | -0.45% | 減少 |
| 3 | META | Meta Platforms Inc-class A | +1.8% | -0.13% | 減少 |
| 4 | MSFT | Microsoft CORP | +0.7% | — | 変化なし |
| 5 | CPRT | Copart INC | +0.2% | +40.00% | 増加 |
| 6 | SPOT | Spotify Technology S.A. | +0.2% | — | 変化なし |
| 7 | DIS | Walt Disney Co/the | — | — | 変化なし |
| 8 | AMZN | Amazon.com INC | 0% | -0.27% | 減少 |
| 9 | PYPL | Paypal Holdings INC | -0.2% | — | 変化なし |
| 10 | AAPL | Apple INC | -0.3% | -0.14% | 減少 |
| 11 | MKL | Markel Group INC | -0.5% | — | 変化なし |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -0.95% | 減少 |
| 13 | COST | Costco Wholesale CORP | -2.6% | — | 変化なし |
| 14 | LUV | Southwest Airlines Co | — | EXIT | 全売却 |